AI filing briefs

TIPTREE INC. (TIPT)

TIPT 8-K filings, explained

Every material Form 8-K TIPTREE INC. has filed with the SEC since May 29, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.

Briefs on record3since May 29, 2026
Latest filingOct 28, 2026earnings
High impact (4-5)3of 3 briefs
TonePositive3
m&a 2earnings 1

2026

Oct 28, 4:05 PM ET

Tiptree Q3 continuing operations net income $4.6 million vs. $9.5 million loss a year earlier

Positive earnings Written later 2.027.01

Tiptree reported third-quarter 2026 net income from continuing operations of $4.6 million, compared with a $9.5 million loss a year earlier, and diluted EPS of $0.14 versus $0.13. The company also agreed to acquire Universal Shield Insurance Group for $100.0 million in cash, subject to regulatory approvals, and declared a $0.06 per share dividend.

  • Q3 2026 net income from continuing operations was $4.6 million, versus a loss of $9.5 million in Q3 2025.
  • Nine-month 2026 net income attributable to common stockholders was $408.7 million, including $417.6 million from discontinued operations, versus $31.0 million a year earlier.
  • Book value was $903 million, or $24.47 per share, at September 30, 2026, up from $13.36 a year earlier.
  • Agreement to acquire Universal Shield Insurance Group for $100.0 million, expected to close in the first quarter of 2027; the company also repurchased $25.0 million of stock in 2026 through October 28.
Read the filing on SEC.gov ↗
Jul 29, 9:02 AM ET

Tiptree agrees to buy Universal Shield for $100 million; Q2 net income rises

Positive m&a Written later 1.012.027.01

On July 28, 2026, Tiptree Inc. agreed to acquire Universal Shield Insurance Group for $100 million in cash, with closing expected in the first quarter of 2027 pending insurance regulatory approvals. Second-quarter net income attributable to common stockholders rose to $389.2 million, or $10.30 per diluted share, mainly from discontinued operations, while continuing operations still posted a loss. The company also declared a $0.06 per share dividend payable August 24, 2026.

  • Acquisition of Universal Shield Insurance Group for $100 million in cash, subject to leakage adjustments; closing expected in the first quarter of 2027
  • Q2 2026 net income attributable to common stockholders was $389.2 million ($10.30 diluted EPS), versus $19.0 million ($0.39) in Q2 2025, driven by $395.7 million from discontinued operations
  • Loss from continuing operations narrowed to $6.4 million from $10.4 million; no revenue was reported in Q2 2026 versus $92 thousand a year earlier
  • Book value was $24.34 per share as of June 30, 2026; $0.06 dividend has a record date of August 17, 2026 and a payment date of August 24, 2026
Read the filing on SEC.gov ↗
May 29, 4:03 PM ET

Tiptree completes $1.65 billion sale of Fortegra to DB Insurance

Positive m&a Written later 1.011.022.018.01

Tiptree Inc. closed the sale of The Fortegra Group, Inc. to DB Insurance Co., Ltd. on May 29, 2026, through a merger with a $1.65 billion cash purchase price before adjustments. Tiptree's share of the closing purchase price was approximately $1.08 billion, and Tiptree repaid its Fortress Credit Agreement in full. The company's press release cites approximately $23.80 of pro forma book value per diluted share and a new $20 million share repurchase program.

  • Purchase price of $1.65 billion in cash, subject to adjustments; approximately $1.08 billion payable for Tiptree's benefit at closing
  • Closing date May 29, 2026; buyer is DB Insurance Co., Ltd. through a merger with Fortegra as a wholly owned subsidiary
  • $8 million Leakage Reserve Holdback deposited in a segregated escrow account for four months after closing
  • Press release cites a new $20 million share repurchase program and about $23.80 pro forma book value per diluted share
Read the filing on SEC.gov ↗

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.

Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every TIPTREE INC. filing is on SEC EDGAR ↗. 8-K briefs of other companies →