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Tiptree (TIPT) investor relations material
Tiptree Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary31 Oct, 2025
Executive summary
Announced all-cash sale agreements for Fortegra ($1.65 billion, $1.12 billion estimated proceeds) and Reliance First Capital ($51 million), with closings expected in 2026 and Q1 2026, respectively.
Pro-forma book value estimated at $930 million as of September 30, 2025, post-transaction, net of taxes and expenses.
Net income for the nine months ended September 30, 2025, was $31.0 million, down from $33.8 million, mainly due to deal-related expenses and higher interest expense.
Adjusted net income for the nine months rose to $79.2 million, up 8.8% year-over-year, driven by insurance operations growth.
Focus remains on long-term value creation, strategic investments, share buybacks, and disciplined cost management.
Financial highlights
Q3 2025 revenues rose 9.3% year-over-year to $540.3 million; nine-month revenues up 1.8% to $1.57 billion.
$2.4 billion in realized investments since inception, with a 2.8x MOIC and 22% IRR.
34% shareholder return over the past 5 years.
$177 million returned to shareholders via repurchases, distributions, and dividends.
Book value per share increased 6.4% to $13.36 as of September 30, 2025.
Outlook and guidance
Fortegra sale expected to close mid-2026, Reliance First Capital sale in Q1 2026, both pending regulatory approvals.
Proceeds from asset sales expected to enhance book value and support future capital allocation, including debt repayment, stock repurchases, dividends, and acquisitions.
Management expects sufficient liquidity for at least the next 12 months and long term.
Continued focus on streamlining operations and sustainable growth.
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Frequently asked questions
Tiptree Inc. is a U.S.-based holding company with operations primarily in the specialty insurance sector. The company, through its subsidiaries, offers warranty and extended service contract products along with other insurance-related services. In addition to its core insurance operations, Tiptree invests in real estate, asset management, and other diversified businesses. The company is headquartered in Greenwich, Connecticut, and its shares are listed on the NASDAQ.
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