Stocks Consumer discretionary TPB
NYSE · Consumer discretionaryTurning Point Brands, Inc. (TPB)
Turning Point Brands, Inc. brought in $539.3M of revenue over the twelve months to September 30, 2026, up 23.8% from a year earlier. Net income was $27.4M, a net margin of 5.1%. Operating cash flow minus capital spending left $43.8M of free cash flow in fiscal 2025. At September 30, 2026 it held $251.3M in cash against $294.4M of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 9, 2026.
Key facts about Turning Point Brands, Inc.
- Net worth
- Turning Point Brands, Inc. has a market value (market cap) of $1.3B at the latest share price, and shareholders' equity of $449.7M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $463.1M (+28.4% year on year), with net income of $58.2M. Over the 12 months to September 30, 2026: revenue $539.3M, net income $27.4M.
- Cash flow
- In fiscal 2025 operations brought in $57.4M of cash; after $13.5M of capital spending, free cash flow was $43.8M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 9, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Turning Point Brands, Inc.'s next report is expected around March 1, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
- Dividend
- Turning Point Brands, Inc. paid dividends of $0.30 per share in fiscal 2025, a yield of 0.48% at the current price.
What Turning Point Brands, Inc. does
Turning Point Brands, Inc. is registered with the SEC under industry code SIC 2100 (Tobacco Products). Its shares trade on NYSE under the ticker TPB.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $463.1M | $58.2M | $3.11 | $43.8M |
| 2024 | $360.7M | $39.8M | $2.14 | $62.4M |
| 2023 | $325.1M | $38.5M | $2.01 | $61.2M |
| 2022 | $321.2M | $11.6M | $0.64 | $22.4M |
| 2021 | $445.5M | $52.1M | $2.52 | $62.1M |
| 2020 | $405.1M | $38.2M | $1.85 | $37.5M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where TPB ranks in Consumer discretionary
Dividends
Turning Point Brands, Inc. paid $0.30 per share in fiscal 2025. At the current price that is a yield of 0.48%. It paid out $5.5M in cash dividends, 9% of its net income.
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2025 | $0.30 | $5.5M | 9% |
| 2024 | $0.28 | $4.9M | 12% |
| 2023 | $0.26 | $4.5M | 12% |
| 2022 | $0.24 | $4.3M | 37% |
| 2021 | n/a | $4.1M | 8% |
| 2020 | n/a | $3.8M | 10% |
Latest SEC filings
What Turning Point Brands, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 9, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 27% to $151.1M versus the same quarter last year; diluted EPS $0.20 versus $1.13.
- November 9, 2026
- September 21, 2026Executive or director change8-KTurning Point Brands announced the resignation of CEO Graham Purdy, the appointment of David E. Glazek as CEO, and updated 2026 guidance.
- August 4, 2026Quarterly report 10-Q · period to June 30, 2026Revenue rose 23% to $143M versus the same quarter last year; diluted EPS $0.18 versus $0.79.
- August 4, 2026
- July 30, 2026Passive stake (5% or more) SCHEDULE 13G
- May 15, 2026Passive stake (5% or more) SCHEDULE 13G
- May 8, 2026Quarterly report 10-Q · period to March 31, 2026Revenue rose 17% to $124.3M versus the same quarter last year; diluted EPS $0.61 versus $0.79.
- May 7, 2026
- May 5, 2026
What is TPB worth? A DCF from its reported cash flow
Insider trades
What the people running Turning Point Brands, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
No insider trades were reported in the last 90 days.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| May 12, 2026 | Wigginton BrianSr VP Finance & CAO | Sold | 4,000 | $366.7K |
| May 11, 2026 | Baxter Gregory H.A.Director | Received as pay | 1,295 | $120.1K |
| May 11, 2026 | Catsimatidis John A. JrDirector | Received as pay | 1,295 | $120.1K |
| May 11, 2026 | Frushone Ashley DavisDirector | Received as pay | 1,295 | $120.1K |
| May 11, 2026 | Diao H.C. CharlesDirector | Received as pay | 1,295 | $120.1K |
| May 11, 2026 | Usher StephenDirector | Received as pay | 1,295 | $120.1K |
| May 11, 2026 | Shanahan Kathleen MDirector | Received as pay | 1,295 | $120.1K |
| May 11, 2026 | Wexler LawrenceDirector | Received as pay | 1,295 | $120.1K |
Who owns TPB
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Thrivent Financial For Lutherans13G, passive | 6.4% | April 20, 2026 |
| Divisadero Street Capital Management, LP13G, passive with 4 related filers | 5.8% | May 15, 2026 |
| First Trust Portfolios L.P.13G, passive with 2 related filers | 5.42% | July 30, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 229 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| BlackRock, Inc. | 1,618,598 | +147,996 |
| Divisadero Street Capital Management, LP | 1,265,303 | +969,725 |
| First Trust Advisors LP | 975,437 | +285,532 |
| Vanguard Capital Management LLC | 822,500 | +6,345 |
| Copeland Capital Management, LLC | 690,323 | +283,115 |
| Maple Rock Capital Partners Inc. | 686,800 | +250,800 |
| American Century Companies Inc | 627,457 | +261,981 |
| Geode Capital Management, LLC | 621,513 | +20,548 |
| Two Sigma Investments, LP | 568,197 | +53,244 |
| Bank of America Corp | 557,458 | +266,645 |
| First Sabrepoint Capital Management LP | 480,000 | +80,000 |
| Qube Research & Technologies Ltd | 454,159 | +322,215 |
| Dimensional Fund Advisors LP | 453,077 | -714 |
| State Street Corp | 405,310 | +21,757 |
| Vanguard Portfolio Management LLC | 340,523 | -59,283 |
| Morgan Stanley | 334,688 | +215,200 |
| ArrowMark Colorado Holdings LLC | 294,131 | -451,292 |
| Driehaus Capital Management LLC | 263,920 | -378,811 |
| Madison Avenue Partners, LP | 247,823 | +100 |
| Apis Capital Advisors, LLC | 246,600 | -7,400 |
Insiders
13 insiders reported holding 873,787 shares in total, about $55M at the last price.
| Holder | Shares |
|---|---|
| Wexler LawrenceDirector | 287,689 |
| Purdy GrahamPresident and CEO, Director | 265,983 |
| Glazek David EdwardExecutive Chairman, Director | 164,539 |
| Cushman BrittaniSr VP, General Counsel | 47,410 |
| Baxter Gregory H.A.Director | 40,214 |
| Catsimatidis John A. JrDirector | 14,768 |
| Diao H.C. CharlesDirector | 11,099 |
| Flynn AndrewChief Financial Officer | 9,443 |
| Wigginton BrianSr VP Finance & CAO | 9,230 |
| Frushone Ashley DavisDirector | 8,794 |
Questions about TPB
What does Turning Point Brands, Inc. do?
Turning Point Brands, Inc. is a company in the Consumer discretionary sector, listed on NYSE as TPB. Its shares trade on NYSE under the ticker TPB.
What is Turning Point Brands, Inc.'s net worth?
Turning Point Brands, Inc. has a market value (market cap) of $1.3B at the latest share price, and shareholders' equity of $449.7M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Turning Point Brands, Inc. profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $27.4M on revenue of $539.3M, a net margin of 5.1%.
How much revenue does Turning Point Brands, Inc. make?
Over the twelve months to September 30, 2026 Turning Point Brands, Inc. reported revenue of $539.3M. That is 23.8% more than a year earlier.
When did Turning Point Brands, Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 9, 2026. It covers the period to September 30, 2026.
When is Turning Point Brands, Inc.'s next earnings report?
Turning Point Brands, Inc.'s next report is expected around March 1, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
Does Turning Point Brands, Inc. pay a dividend?
Yes. Turning Point Brands, Inc. paid dividends of $0.30 per share in fiscal 2025, a yield of 0.48% at the current price.
Similar companies
Compare TPB with
Follow TPB
Get an email when Turning Point Brands, Inc. files with the SEC: results, executive changes, material agreements and annual reports.
Where the numbers come from
Financial figures are the values Turning Point Brands, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.