Stock analysis, trade plans, and proprietary indicators by Trend Edge.
Trend Edge Setup Score
Trend Edge rates TIPT Bullish with a Setup Score of 0, net conviction 20, actionability 0. How the Setup Score works →
Total Setup Score
0
Directional Bias
Bullish
Net Conviction
20
Actionability
0 (no mans land)
Key signals behind this score
200wk Uptrend — trend only (sma 18.14 vs px 17.25)
Funds Accumulating — momZ +0.67 · 1.51→1.59
Seasonal Tailwind — november med 4.5% (mag 1/3) · posClose 68.75% (rel 1/3) · n16 ×0.75 = 3.8
Founder-Led — founder/CEO led
Earnings Tailwind — ER in 21.09d · w1 med 1.8% (mag 2/3) · winRate 59.0% (rel 1/3) · n61
About Tiptree Inc
Tiptree Inc. does not have significant operations. Previously, it was engaged in the provision of specialty insurance products. The company was formerly known as Tiptree Financial Inc. and changed its name to Tiptree Inc. in December 2016. Tiptree Inc. was incorporated in 2007 and is based in Greenwich, Connecticut. Read full Trend Edge analysis →
Sector: Financial Services
Industry: Asset Management
Exchange: NASDAQ
IPO Date: June 22, 2007
Headquarters: 660 Steamboat Road, Greenwich, CT, United States, 06830
Founder-Led: Yes — Michael G. Barnes (Executive Chairman of the Board & CEO)
Key Metrics
Current Price
$17.25
Market Cap
$646M
Float
22.7M
Shares Outstanding
37.2M
P/E (Forward)
12.11
Price/Sales (TTM)
0.30
Operating Margin (TTM)
3907.93%
Revenue (TTM)
-$1.1M
Earnings Growth (YoY)
1958.60%
Dividend Rate
0.2%
Financial History
Annual Revenue & Earnings History
Year
Revenue
Net Income
Gross Profit
EBITDA
2020
$810M
-$29.2M
$573M
$11.3M
2021
$1.20B
$38.1M
$874M
$127M
2022
$1.40B
-$8.3M
$945M
$107M
2023
$1.65B
$14.0M
$1.05B
$134M
2024
$2.04B
$53.4M
$1.20B
$203M
2025
$488,000
$34.9M
$488,000
-$47.4M
Recent Quarterly Revenue & Net Income
Quarter
Revenue
Net Income
Sep 2025
$523M
$6.4M
Dec 2025
-$1.55B
$3.9M
Mar 2026
$7.5M
$14.2M
Jun 2026
$3.9M
$389M
Ownership & Float
Insider Ownership
39.2%
Institutional Ownership
45.9%
Short Float
3.9%
% of All Funds Holding
1.59%
Number of Funds Holding
140
Current Moving Averages
Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.
Timeframe
SMA
Value
Trend Context
Weekly
10-Week SMA
$17.83
Near-term / short-term trend
Weekly
40-Week SMA
$17.48
Medium-term trend
Weekly
80-Week SMA
$19.15
Cyclical trend (business cycle)
Weekly
200-Week SMA
$18.14
Secular trend (multi-year)
Monthly
10-Month SMA
$17.58
Near-term monthly trend
Monthly
20-Month SMA
$19.30
Medium-term monthly trend
Monthly
40-Month SMA
$18.94
Secular monthly trend
Volume Shelves — Support & Resistance
Trend Edge identifies volume shelves: price zones where historically elevated trading volume
creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative
volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.
Price Level
Type
Volume Ratio
Age
$19.10
resistance
1.30x
11 months ago
$23.20
resistance
2.24x
12 months ago
$23.50
resistance
1.58x
14 months ago
$24.10
resistance
1.59x
17 months ago
Historical Earnings Reactions (61 events)
Timeframe
Avg Return
Median
Win Rate
Best
Worst
Gap
0.75%
0.00%
45.90%
12.06%
-9.38%
1 Day
1.34%
1.32%
52.46%
26.85%
-15.75%
1 Week
2.50%
1.84%
59.02%
50.54%
-13.27%
2 Weeks
2.07%
1.54%
55.74%
60.11%
-16.68%
1 Month
4.45%
2.63%
63.93%
77.62%
-18.27%
Next earnings: October 30, 2026 (19 days away)
Seasonality & Day-of-Week Patterns
Monthly Seasonality
Month
Avg Return
Win Rate
Samples
Jan
0.1%
50.0%
16
Feb
-0.6%
50.0%
16
Mar
4.2%
56.3%
16
Apr
2.3%
37.5%
16
May
1.6%
50.0%
16
Jun
1.5%
50.0%
16
Jul
-3.0%
31.3%
16
Aug
4.4%
81.3%
16
Sep
-1.7%
31.3%
16
Oct
2.5%
53.3%
15
Nov
2.6%
68.8%
16
Dec
0.7%
50.0%
16
Day-of-Week Tendencies
Day
Avg Return
Win Rate
Samples
Monday
-0.03%
45.2%
753
Tuesday
0.11%
43.7%
826
Wednesday
-0.07%
40.8%
823
Thursday
0.16%
43.3%
808
Friday
0.21%
42.4%
805
Top Institutional Holders
Institutional holder breakdown coming soon.
Total institutional ownership: 45.9%
Insider Transactions — Smart Summary
Total insider ownership: 39.2%
Founder-led management: Michael G. Barnes (Executive Chairman of the Board & CEO)
Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Tiptree Inc
(TIPT) powered by Claude Opus — Anthropic's most capable AI model.
The analysis covers five layers:
technical analysis (near-term, medium-term, cyclical, and secular trend, momentum,
volume shelf support and resistance, breakout and breakdown signals),
qualitative analysis (business model, competitive moat, sector dynamics),
insider sentiment (buy and sell signals from executive and director transactions),
share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and
fundamental analysis (valuation, revenue growth, profit margin, earnings quality).
AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit,
stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward.
Whether you are building a long position, initiating a short, or looking for a reversal setup,
AI Consult identifies the highest-probability signal from the current trend.