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Tiptree Inc

TIPT

18.140USD

+0.260+1.45%

Market hours （ET）Quotes delayed by 15 min

686.06MMarket Cap

13.47P/E TTM

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Tiptree Inc

18.140

+0.260+1.45%

Overview Company Financials Analysis

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

Overview

Company

Financials

Analysis

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score of Tiptree Inc

Currency: USD Updated: 2026-01-30

Key Insights

Tiptree Inc's fundamentals are relatively very healthy, with industry-average ESG disclosure.and its growth potential is high.Its valuation is considered fairly valued, ranking 4 out of 8 in the Investment Holding Companies industry.Institutional ownership is very high.In the medium term, the stock price is expected to remain stable.Despite an average stock market performance over the past month, the company shows strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

Tiptree Inc's Score

Industry at a Glance

Industry Ranking

4 / 8

Overall Ranking

305 / 4536

Industry

Investment Holding Companies

Support & Resistance

Relevant data have not been disclosed by the company yet.

Score Analysis

Current score

Previous score

Media Coverage

Last 24 hours

Coverage Level

Very Low

Very High

Neutral

Tiptree Inc Highlights

StrengthsRisks

Tiptree Inc. is a holding company engaged in allocating capital to select small and middle market companies across industries. The Company invests across a variety of industries and asset types, including the insurance, asset management, specialty finance, real estate, and shipping sectors. The Company’s segments include Insurance and Mortgage. The Insurance segment consists of Fortegra Group, LLC (Fortegra), which is a multinational specialty insurance company focused on underwriting complex and niche risks in underserved markets. Fortegra is an underwriting-focused company, with expertise within the admitted and excess and surplus (E&S) insurance lines and capital light fee-based services markets. It owns a diversified group of businesses and investments that are owned and managed separately as Tiptree Capital, which includes its mortgage segment operations. Tiptree Capital consists primarily of its mortgage operations and principal investments.

High Growth

The company's revenue has grown steadily over the past 3 years, averaging 59.31% year-on-year.

High Dividend

The company is a high dividend payer, with the latest dividend payout ratio of 34.59%.

Undervalued

The company’s latest PE is 13.28, at a low 3-year percentile range.

Institutional Selling

The latest institutional holdings are 15.33M shares, decreasing 0.50% quarter-over-quarter.

Held by PRFDX

Star Investor PRFDX holds 2.27K shares of this stock.

Lower Market Activity

The company has less investor interest, with a 20-day turnover ratio of 0.18.

Analyst Rating

Based on 0 analysts

Current Rating

Target Price

Upside Space

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Financial Health

Currency: USD Updated: 2026-01-30

The current financial score of Tiptree Inc is 9.60, ranking 1 out of 8 in the Investment Holding Companies industry. Its financial status is robust, and its operating efficiency is high. Its latest quarterly revenue reached 395.38M, representing a year-over-year increase of 16.17%, while its net profit experienced a year-over-year increase of 46.00%.

Score

Industry at a Glance

Previous score

9.60

Change



Financials

8.17

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

Relevant data have not been disclosed by the company yet.



Quality of Earnings

10.00

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

Relevant data have not been disclosed by the company yet.



Operational Efficiency

10.00

Key Metrics

Cash flow from operating activities

Income after tax

Relevant data have not been disclosed by the company yet.



Growth Potential

10.00

Key Metrics

Cash flow from operating activities

Total revenue

Relevant data have not been disclosed by the company yet.



Shareholder Returns

9.84

Key Metrics

Free cash flow

Relevant data have not been disclosed by the company yet.

Tiptree Inc's Company Valuation

Currency: USD Updated: 2026-01-30

The current valuation score of Tiptree Inc is 5.51, ranking 7 out of 8 in the Investment Holding Companies industry. Its current P/E ratio is 13.28, which is 557.43% below the recent high of 87.28 and 633.90% above the recent low of -70.88.

Score

Industry at a Glance

Previous score

5.51

Change

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 4/8

Relevant data have not been disclosed by the company yet.

Earnings Forecast

Currency: USD Updated: 2026-01-30

No earnings forecast score is currently available for Tiptree Inc. The Investment Holding Companies industry's average is 8.33.

Score

Industry at a Glance

Previous score

0.00

Change

Support & Resistance

Relevant data have not been disclosed by the company yet.

No Data

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

Relevant data have not been disclosed by the company yet.

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Price Momentum

Currency: USD Updated: 2026-01-30

The current price momentum score of Tiptree Inc is 7.13, ranking 6 out of 8 in the Investment Holding Companies industry. Currently, the stock price is trading between the resistance level at 18.70 and the support level at 17.09, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

7.11

Change

0.02

Support & Resistance

Relevant data have not been disclosed by the company yet.

Indicators



The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators

Sell(1)

Neutral(2)

Buy(3)

Indicators

Value

Direction

MACD(12,26,9)

0.111

Neutral

RSI(14)

53.904

Neutral

STOCH(KDJ)(9,3,3)

71.507

Buy

ATR(14)

0.362

Low Volatility

CCI(14)

106.644

Buy

Williams %R

17.204

Overbought

TRIX(12,20)

-0.181

Sell

StochRSI(14)

100.000

Buy

Moving Average

Sell(2)

Neutral(0)

Buy(4)

Indicators

Value

Direction

MA5

17.526

Buy

MA10

17.429

Buy

MA20

17.605

Buy

MA50

18.032

Buy

MA100

18.829

Sell

MA200

20.521

Sell

Institutional Confidence

Currency: USD Updated: 2026-01-30

The current institutional shareholding score of Tiptree Inc is 3.00, ranking 3 out of 8 in the Investment Holding Companies industry. The latest institutional shareholding proportion is 40.52%, representing a quarter-over-quarter increase of 5.03%. The largest institutional shareholder is The Vanguard, holding a total of 1.40M shares, representing 3.70% of shares outstanding, with 7.81% increase in holdings.

Score

Industry at a Glance

Previous score

3.00

Change

Institutional Shareholding

Relevant data have not been disclosed by the company yet.

Shareholder Activity

Name

Shares Held

Chg %

Barnes (Michael Gene)

10.09M

Inayatullah (Arif)

3.39M

Dimensional Fund Advisors, L.P.

2.18M

-4.22%

BlackRock Institutional Trust Company, N.A.

1.72M

-0.68%

Veradace Capital Management, L.L.C.

1.42M

The Vanguard Group, Inc.

Star Investors

1.35M

+1.76%

Geode Capital Management, L.L.C.

600.90K

+3.34%

State Street Investment Management (US)

528.42K

-0.58%

Kennedy Capital Management LLC

482.85K

-4.18%

Ilany (Jonathan)

466.76K

Risk Assessment

Currency: USD Updated: 2026-01-30

The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Investment Holding Companies domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The current risk assessment score of Tiptree Inc is 8.35, ranking 1 out of 8 in the Investment Holding Companies industry. The company's beta value is 1.21. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets. Tiptree Inc’s latest ESG disclosure is at an average level in the Investment Holding Companies industry, showing no material impact on overall risk.