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TWFG

TWFG Inc

May 08 • 04:00PM ET

19.12

-0.23 -1.19 %

Financial • Insurance Brokers • USA • Small • NASD

Today, 3:43 AMTWFG beats Q1 2026 estimates with EPS $0.29 (+81% YoY), revenue $72.8M (+35% YoY), 650 bps margin expansion, reaffirms 2026 guidance

Peers: BRO AJG ERIE RYAN WTW

| Held by: VTI VXF DFAS DFMC BCFN AVSC EES DFAC DFSU TXS

Scroll to Statements

Index	-	P/E	46.62	EPS (ttm)	0.41	Insider Own	10.64%	Shs Outstand	14.18M	Perf Week	1.81%
Market Cap	1.06B	Forward P/E	17.37	EPS next Y	1.10	Insider Trans	0.00%	Shs Float	12.70M	Perf Month	3.69%
Enterprise Value	1.16B	PEG	1.55	EPS next Q	0.23	Inst Own	88.06%	Short Float	4.78%	Perf Quarter	-26.21%
Income	8.09M	P/S	3.98	EPS this Y	10.08%	Inst Trans	-0.06%	Short Ratio	2.09	Perf Half Y	-23.67%
Sales	265.97M	P/B	3.92	EPS next Y	13.65%	ROA	2.31%	Short Interest	0.61M	Perf YTD	-33.54%
Book/sh	4.88	P/C	7.37	EPS next 5Y	11.24%	ROE	11.21%	52W High	36.85 -48.11%	Perf Year	-40.34%
Cash/sh	2.59	P/FCF	19.92	EPS past 3/5Y	-27.46% -	ROIC	11.00%	52W Low	16.56 15.46%	Perf 3Y	-
Dividend Est.	-	EV/EBITDA	18.28	Sales past 3/5Y	17.31% -	Gross Margin	39.88%	Volatility	5.74% 5.15%	Perf 5Y	-
Dividend TTM	-	EV/Sales	4.36	EPS Y/Y TTM	-27.04%	Oper. Margin	15.90%	ATR (14)	1.05	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	5.12	Sales Y/Y TTM	24.76%	Profit Margin	3.04%	RSI (14)	49.76	Recom	1.89
Dividend Gr. 3/5Y	- -	Current Ratio	3.42	EPS Q/Q	31.44%	SMA20	-0.22%	Beta	0.46	Target Price	25.43
Payout	0.00%	Debt/Eq	0.11	Sales Q/Q	35.47%	SMA50	-0.13%	Rel Volume	3.26	Prev Close	19.35
Employees	400	LT Debt/Eq	0.06	Earnings	May 07 AMC	SMA200	-22.21%	Avg Volume	289.78K	Price	19.12
IPO	Jul 18, 2024	Option/Short	No / Yes	EPS/Sales Surpr.	42.65% 7.64%	Trades		Volume	945,737	Change	-1.19%

Date	Action	Analyst	Rating Change	Price Target Change
Nov-25-25	Resumed	RBC Capital Mkts	Outperform	$33
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

May-07-26 04:05PM	TWFG Announces First Quarter 2026 Results (GlobeNewswire)
May-06-26 09:32AM	Earnings To Watch: TWFG Inc (TWFG) Reports Q1 2026 Result (GuruFocus.com)
May-04-26 08:03PM	TWFG Insurance Acquires APIA Inc., Expanding Specialty MGA Capabilities and Supporting Long-Term Growth (GlobeNewswire)
Apr-20-26 04:05PM	TWFG, Inc. To Announce First Quarter 2026 Financial Results on Thursday, May 7, 2026 (GlobeNewswire) +5.17%
Feb-27-26 11:47AM	TWFG Q4 Earnings Call Highlights (MarketBeat) +5.99%
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Feb-26-26 04:01PM	TWFG Inc (TWFG) Q4 2025 Earnings Call Highlights: Strong Revenue Growth Amidst Market Challenges (GuruFocus.com) +7.08%
09:30AM	Compared to Estimates, TWFG, Inc. (TWFG) Q4 Earnings: A Look at Key Metrics (Zacks)
Feb-25-26 04:05PM	TWFG Announces Fourth Quarter and Full Year 2025 Results (GlobeNewswire) +5.22%
07:39AM	What To Expect From TWFG Inc (TWFG) Q4 2025 Earnings (GuruFocus.com)
Feb-24-26 07:32AM	What to Expect from TWFG Inc (TWFG) Q4 2025 Earnings (GuruFocus.com)
Feb-19-26 06:10PM	Fidelity National Financial (FNF) Q4 Earnings Miss Estimates (Zacks)
Feb-17-26 05:15PM	Goosehead Insurance (GSHD) Q4 Earnings and Revenues Beat Estimates (Zacks)
04:10PM	TWFG Insurance Welcomes Andy McGuire to its Leadership Team to Accelerate National Growth (GlobeNewswire)
Feb-09-26 04:05PM	TWFG, Inc. To Announce Fourth Quarter 2025 Financial Results On Wednesday, February 25, 2026 (GlobeNewswire) -7.56% -6.97%
Feb-02-26 08:24AM	Giverny Capital Asset Management Bets on TWFG (TWFG), an Independent Distribution Platform (Insider Monkey)
12:20PM	Loading…
Nov-20-25 12:20PM	Can TWFG, Inc. (TWFG) Run Higher on Rising Earnings Estimates? (Zacks)
12:00PM	TWFG, Inc. (TWFG) Upgraded to Buy: Here's What You Should Know (Zacks)
Nov-13-25 04:46PM	TWFG Insurance Makes Strategic Leadership Appointments to Further Drive Innovation and Growth (GlobeNewswire)
04:08PM	TWFG Inc (TWFG) Q3 2025 Earnings Call Highlights: Strong Revenue Growth and Strategic Expansions (GuruFocus.com)
Nov-12-25 06:00PM	TWFG, Inc. (TWFG) Reports Q3 Earnings: What Key Metrics Have to Say (Zacks)
05:45PM	TWFG, Inc. (TWFG) Surpasses Q3 Earnings Estimates (Zacks)
04:10PM	TWFG Announces Third Quarter 2025 Results (GlobeNewswire)
07:26AM	TWFG Inc (TWFG) Q3 2025: Everything You Need To Know Ahead Of Earnings (GuruFocus.com)
Nov-11-25 07:28AM	TWFG Inc (TWFG) Q3 2025 Earnings Report Preview: What to Expect (GuruFocus.com)
Nov-06-25 07:10AM	Oscar Health, Inc. (OSCR) Reports Q3 Loss, Lags Revenue Estimates (Zacks)
Nov-05-25 10:00AM	TWFG, Inc. (TWFG) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Nov-04-25 07:25AM	TWFG, Inc. Acquires Alabama Insurance Agency, Inc. Expanding Its Southeastern Footprint (GlobeNewswire)
Nov-03-25 05:40PM	EverQuote (EVER) Q3 Earnings and Revenues Beat Estimates (Zacks)
Oct-30-25 06:00PM	Ryan Specialty Group (RYAN) Matches Q3 Earnings Estimates (Zacks)
Oct-20-25 04:20PM	TWFG, Inc. to Announce Third Quarter 2025 Financial Results on Wednesday, November 12, 2025 (GlobeNewswire) +5.10%
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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)
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)
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)
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.

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TWFG

TWFG Inc

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