Every 10-Q that Tiptree Inc. (TIPT) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow TIPT and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full TIPT filings page.
Tiptree Inc. reported results for the quarter ended June 30, 2026, reflecting a major strategic shift after selling its insurance and mortgage businesses. The company completed the sale of Reliance on May 1, 2026 for cash proceeds of 49,667 and the sale of Fortegra on May 29, 2026 for a purchase price of 1,650,000, generating an estimated after-tax gain of 372,240.
Net income attributable to common stockholders was 389,233 for the quarter and 403,479 for the first half of 2026, driven by 395,682 of income from discontinued operations in the quarter. Continuing operations produced a net loss of 6,449 for the quarter and 13,588 year-to-date, with no revenues and 18,048 of expenses in the first half. At June 30, 2026, Tiptree reported total assets of 1,134,117, cash and cash equivalents of 946,933, no short- or long-term debt, and stockholders’ equity of 907,123.
Tiptree Inc. reported a stronger quarter as it prepares to exit its insurance and mortgage businesses. For the three months ended March 31, 2026, net income attributable to common stockholders rose to $14.2 million from $5.6 million, driven entirely by discontinued operations at Fortegra and Reliance, while continuing operations generated a net loss of $7.1 million.
Fortegra, which is being sold for $1.65 billion in cash, contributed $20.5 million of net income from discontinued operations, and Reliance added $0.9 million. If the Fortegra sale had closed at March 31, 2026, Tiptree’s 69.0% diluted stake would have produced an estimated pre‑tax gain of about $409.8 million. Book value per share (non‑GAAP) increased to $13.42 from $12.63 a year earlier.
Total assets were $7.0 billion, largely reflecting assets held for sale. Tiptree maintained shareholder returns, paying a quarterly dividend of $0.06 per share and repurchasing 310,033 shares for $5.0 million, while ending the quarter with $33.4 million in cash and cash equivalents at the holding company.
Tiptree Inc. filed its Quarterly Report for the period ended September 30, 2025. The filing highlights a proposed Merger under which DB Insurance Co., Ltd. would acquire Fortegra for $1.65 billion in cash, pursuant to a Merger Agreement dated September 26, 2025. The company notes risks related to completing the transaction and potential business disruptions around the process.
Balance sheet metrics show growth across key categories. Total investments were $1,620,999 thousand as of September 30, 2025, compared with $1,350,963 thousand as of December 31, 2024. Cash and cash equivalents were $366,087 thousand as of September 30, 2025, versus $320,067 thousand as of December 31, 2024. Insurance-related balances also increased, including reinsurance recoverable of $1,345,662 thousand and prepaid reinsurance premiums of $1,100,965 thousand as of September 30, 2025.
Shares outstanding were 37,823,734 as of October 28, 2025.