Upgrade to FINVIZ*Elite to get real-time quotes, intraday charts, and advanced charting tools.

TWFG

TWFG Inc

Sep 15 • 11:56AM ET

24.27

-0.30 -1.22 %

Financial • Insurance Brokers • USA • NASD

Peers: AON MMC BRO AJG TRV CINF HIG ALL PGR CNA

| Held by: VTI VXF FSMD AVSC TXSS

Scroll to Statements

Index	-	P/E	59.85	EPS (ttm)	0.41	Insider Own	10.31%	Shs Outstand	14.90M	Perf Week	-7.54%
Market Cap	364.29M	Forward P/E	29.36	EPS next Y	0.83	Insider Trans	0.00%	Shs Float	13.46M	Perf Month	-13.35%
Enterprise Value	412.92M	PEG	3.44	EPS next Q	0.18	Inst Own	77.29%	Short Float	3.54%	Perf Quarter	-30.54%
Income	6.04M	P/S	1.65	EPS this Y	19.02%	Inst Trans	28.48%	Short Ratio	3.68	Perf Half Y	-16.45%
Sales	220.27M	P/B	4.60	EPS next Y	17.72%	ROA	2.42%	Short Interest	0.48M	Perf YTD	-21.20%
Book/sh	5.28	P/C	2.13	EPS next 5Y	17.38%	ROE	8.26%	52W High	36.85 -34.14%	Perf Year	-13.91%
Cash/sh	11.39	P/FCF	5.47	EPS past 3/5Y	-63.51% -	ROIC	7.13%	52W Low	23.74 2.25%	Perf 3Y	-
Dividend Est.	-	EV/EBITDA	10.06	Sales past 3/5Y	15.00% -	Gross Margin	36.92%	Volatility	4.29% 4.27%	Perf 5Y	-
Dividend TTM	-	EV/Sales	1.87	EPS Y/Y TTM	-77.16%	Oper. Margin	12.59%	ATR (14)	1.25	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	4.59	Sales Y/Y TTM	17.86%	Profit Margin	2.74%	RSI (14)	33.93	Recom	2.00
Dividend Gr. 3/5Y	- -	Current Ratio	4.59	EPS Q/Q	-72.08%	SMA20	-9.24%	Beta	0.24	Target Price	34.50
Payout	0.00%	Debt/Eq	0.12	Sales Q/Q	13.31%	SMA50	-16.76%	Rel Volume	0.81	Prev Close	24.57
Employees	293	LT Debt/Eq	0.08	Earnings	Aug 12 AMC	SMA200	-21.93%	Avg Volume	129.48K	Price	24.27
IPO	Jul 18, 2024	Option/Short	No / Yes	EPS/Sales Surpr.	16.55% -4.76%	Trades		Volume	42,525	Change	-1.22%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-03-25	Downgrade	JP Morgan	Overweight → Neutral	$30 → $33
Aug-21-24	Initiated	William Blair	Outperform
Aug-12-24	Initiated	UBS	Buy	$29
Aug-12-24	Initiated	RBC Capital Mkts	Outperform	$29
Aug-12-24	Initiated	Piper Sandler	Overweight	$27
Aug-12-24	Initiated	Morgan Stanley	Equal-Weight	$23
Aug-12-24	Initiated	Keefe Bruyette	Mkt Perform	$27
Aug-12-24	Initiated	JP Morgan	Overweight	$26.50
Aug-12-24	Initiated	BMO Capital Markets	Outperform	$30

Aug-14-25 03:11AM	TWFG Inc (TWFG) Q2 2025 Earnings Call Highlights: Strong Revenue Growth and Strategic ... (GuruFocus.com)
Aug-12-25 07:00PM	Compared to Estimates, TWFG, Inc. (TWFG) Q2 Earnings: A Look at Key Metrics (Zacks) +5.94%
06:59PM	TWFG Announces Second Quarter 2025 Results (GlobeNewswire)
06:30PM	TWFG, Inc. (TWFG) Q2 Earnings Surpass Estimates (Zacks)
10:04AM	TWFG Insurance Accelerates Northeast Expansion with Acquisition of Angers & Litz Associates (GlobeNewswire)
07:05AM	Loading…
Aug-06-25 07:05AM	Oscar Health, Inc. (OSCR) Reports Q2 Loss, Misses Revenue Estimates (Zacks)
Jul-23-25 05:40PM	Goosehead Insurance (GSHD) Lags Q2 Earnings Estimates (Zacks) -5.04%
Jul-21-25 04:30PM	TWFG Insurance to release its second quarter financial results on August 12th, 2025 (GlobeNewswire)
Jun-09-25 07:04PM	TWFG's Gordy Bunch to speak at Morgan Stanley US Financials Conference (GlobeNewswire)
May-15-25 03:13AM	TWFG Inc (TWFG) Q1 2025 Earnings Call Highlights: Strong Revenue Growth and Strategic Expansion (GuruFocus.com) +5.36%
May-13-25 05:44PM	TWFG Announces First Quarter 2025 Results (GlobeNewswire)
May-05-25 03:21PM	TWFG, Inc. To Announce First Quarter 2025 Financial Results on Tuesday, May 13, 2025. (GlobeNewswire)
May-01-25 05:17PM	TWFG Insurance Acquires Agencies in Texas and North Carolina, and Adds Innovative Agency Owner, Denise Davis, as Vice President of Retail Operations (GlobeNewswire)
Apr-24-25 07:35AM	Giverny Capital Asset Management Q1 2025 Letter (Seeking Alpha)
Apr-18-25 09:03AM	Should You Consider Adding TWFG (TWFG) to Your Portfolio? (Insider Monkey)
03:04AM	Loading…
Mar-21-25 03:04AM	TWFG Inc (TWFG) Q4 2024 Earnings Call Highlights: Robust Growth and Strategic Expansion (GuruFocus.com)
12:48AM	Q4 2024 TWFG Inc Earnings Call (Thomson Reuters StreetEvents)
Mar-19-25 04:01PM	TWFG Announces Fourth Quarter 2024 and Full Year Results (GlobeNewswire) -5.78%
Mar-13-25 11:39AM	TWFG to Announce Fourth Quarter and Full-Year 2024 Financial Results on March 19, 2025 (GlobeNewswire)
Feb-28-25 06:28PM	TWFG Announces Unaudited Preliminary Fourth Quarter and Full Year 2024 Financial Results (GlobeNewswire) +6.55%
Jan-23-25 05:16PM	TWFG Inc. Appoints Eugene Padgett to Join Its Leadership Team as Chief Accounting Officer (PR Newswire)
Nov-14-24 02:11AM	TWFG Inc (TWFG) Q3 2024 Earnings Call Highlights: Strong Revenue Growth and Strategic Expansion ... (GuruFocus.com)
Nov-12-24 08:07PM	TWFG Announces Third Quarter 2024 Results (GlobeNewswire)
07:00AM	TWFG price target raised to $37 from $30 at Piper Sandler (TipRanks)
Oct-28-24 04:01PM	TWFG Inc. to Report Third Quarter 2024 Results (PR Newswire)
Oct-09-24 06:41PM	TWFG Inc (TWFG) Q2 2024 Earnings Call Highlights: Strong Revenue Growth and Strategic Expansion (GuruFocus.com)
Aug-27-24 04:01PM	TWFG Announces Second Quarter 2024 Results (PR Newswire)
Aug-21-24 05:50PM	TWFG Inc. to Report Second Quarter 2024 Results (PR Newswire)
Aug-16-24 10:12AM	Toscafund Hires Ryan Squillante as Head of North America (Bloomberg)
Jul-20-24 01:07AM	Director Robin Ferracone Acquires 16,000 Shares of TWFG Inc (GuruFocus.com)
04:53PM	Loading…
Jul-19-24 04:53PM	TWFG Insurance Announces Closing of its Initial Public Offering (PR Newswire)
Jul-17-24 07:39PM	TWFG Insurance Announces Pricing of its Initial Public Offering (PR Newswire)

TWFG, Inc. engages in the provision of personal and commercial insurance products. Its products primarily consist of personal and commercial lines, including auto, home, renters, life, health, motorcycle, umbrella, boat, recreational vehicles, flood, wind, event, luxury items, general liability, property, business auto, worker's compensation, business owner policy, professional liability, commercial bonds, and group benefits. The company was founded by Richard F. Bunch III in 2001 and is headquartered in The Woodlands, TX.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Benes Julie E.	General Counsel and Secretary	Nov 26 '24	Buy	33.53	950	31,854	49,008	Nov 26 05:24 PM

open in yahoo | open in reuters | open in marketwatch | open in google | open in EDGAR

TWFG

TWFG Inc

Upgrade your FINVIZ experience