Stock analysis, trade plans, and proprietary indicators by Trend Edge.
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: Insurance-Specialty
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
$17.34
Market Cap
$637M
Float
23.0M
Shares Outstanding
37.6M
P/E (Forward)
12.11
Price/Sales (TTM)
0.30
Operating Margin (TTM)
3547.13%
Revenue (TTM)
-$2.4M
Earnings Growth (YoY)
149.90%
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
-$1.0M
-$38.9M
-$1.0M
-$43.2M
Recent Quarterly Revenue & Net Income
Quarter
Revenue
Net Income
Jun 2025
$527M
$19.0M
Sep 2025
$523M
$6.4M
Dec 2025
-$72,000
-$9.3M
Mar 2026
$705,000
$14.2M
Ownership & Float
Insider Ownership
38.8%
Institutional Ownership
45.1%
Short Float
2.1%
% of All Funds Holding
1.55%
Number of Funds Holding
127
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
$17.07
Near-term / short-term trend
Weekly
40-Week SMA
$18.19
Medium-term trend
Weekly
80-Week SMA
$19.94
Cyclical trend (business cycle)
Weekly
200-Week SMA
$17.59
Secular trend (multi-year)
Monthly
10-Month SMA
$18.38
Near-term monthly trend
Monthly
20-Month SMA
$20.17
Medium-term monthly trend
Monthly
40-Month SMA
$18.52
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
6 months ago
$23.20
resistance
2.24x
7 months ago
$23.50
resistance
1.58x
9 months ago
$24.10
resistance
1.59x
12 months ago
$16.10
support
1.09x
23 months ago
Historical Earnings Reactions (60 events)
Timeframe
Avg Return
Median
Win Rate
Best
Worst
Gap
0.77%
0.00%
46.67%
12.06%
-9.38%
1 Day
1.44%
1.43%
53.33%
26.85%
-15.75%
1 Week
2.59%
1.92%
60.00%
50.54%
-13.27%
2 Weeks
2.13%
1.66%
56.67%
60.11%
-16.68%
1 Month
4.61%
2.94%
64.41%
77.62%
-18.27%
Next earnings: July 19, 2026 (52 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
1.3%
46.7%
15
Jun
1.7%
53.3%
15
Jul
-3.1%
33.3%
15
Aug
4.4%
80.0%
15
Sep
-1.3%
33.3%
15
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%
45.0%
735
Tuesday
0.12%
43.9%
808
Wednesday
-0.08%
40.7%
804
Thursday
0.17%
43.1%
789
Friday
0.20%
41.8%
788
Top Institutional Holders
Institutional holder breakdown coming soon.
Total institutional ownership: 45.1%
Insider Transactions — Smart Summary
Total insider ownership: 38.8%
Founder-led management: Michael G. Barnes (Executive Chairman of the Board & CEO)
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The analysis covers five layers:
technical analysis (near-term, medium-term, cyclical, and secular trend, momentum,
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qualitative analysis (business model, competitive moat, sector dynamics),
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share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and
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