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TWFG

TWFG Inc

Feb 06 • 04:00PM ET

25.91

+0.24 0.93 %

Financial • Insurance Brokers • USA • NASD

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

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

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Index	-	P/E	58.59	EPS (ttm)	0.44	Insider Own	10.16%	Shs Outstand	15.01M	Perf Week	3.68%
Market Cap	1.46B	Forward P/E	29.27	EPS next Y	0.89	Insider Trans	0.00%	Shs Float	13.50M	Perf Month	-5.82%
Enterprise Value	1.52B	PEG	1.47	EPS next Q	0.19	Inst Own	83.46%	Short Float	3.05%	Perf Quarter	3.43%
Income	6.61M	P/S	6.34	EPS this Y	33.72%	Inst Trans	-0.76%	Short Ratio	4.85	Perf Half Y	-4.71%
Sales	229.79M	P/B	4.90	EPS next Y	12.21%	ROA	2.00%	Short Interest	0.41M	Perf YTD	-9.94%
Book/sh	5.29	P/C	8.96	EPS next 5Y	19.85%	ROE	8.79%	52W High	36.85 -29.69%	Perf Year	-15.88%
Cash/sh	2.89	P/FCF	20.84	EPS past 3/5Y	-63.51% -	ROIC	7.77%	52W Low	23.52 10.16%	Perf 3Y	-
Dividend Est.	-	EV/EBITDA	33.99	Sales past 3/5Y	15.00% -	Gross Margin	36.83%	Volatility	7.02% 5.05%	Perf 5Y	-
Dividend TTM	-	EV/Sales	6.61	EPS Y/Y TTM	-67.02%	Oper. Margin	12.64%	ATR (14)	1.32	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	4.68	Sales Y/Y TTM	18.54%	Profit Margin	2.88%	RSI (14)	46.37	Recom	1.89
Dividend Gr. 3/5Y	- -	Current Ratio	4.68	EPS Q/Q	47.11%	SMA20	-0.12%	Beta	0.04	Target Price	33.00
Payout	0.00%	Debt/Eq	0.11	Sales Q/Q	17.45%	SMA50	-5.41%	Rel Volume	1.13	Prev Close	25.67
Employees	293	LT Debt/Eq	0.07	Earnings	Nov 12 AMC	SMA200	-11.39%	Avg Volume	84.90K	Price	25.91
IPO	Jul 18, 2024	Option/Short	No / Yes	EPS/Sales Surpr.	26.37% 0.05%	Trades		Volume	95,973	Change	0.93%

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

Feb-02-26 08:24AM	Giverny Capital Asset Management Bets on TWFG (TWFG), an Independent Distribution Platform (Insider Monkey)
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)
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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)
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Oct-20-25 04:20PM	TWFG, Inc. to Announce Third Quarter 2025 Financial Results on Wednesday, November 12, 2025 (GlobeNewswire) +5.10%
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)
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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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