TWFG

TWFG Inc

28.67

Oct 22 • 3:59 PM ET +2.28 (8.64%)

28.67

Aftermarket • 7:30 PM ET 0.00 (0.00%)

Financial Insurance Brokers USA Small NASD

Peers: GSHD BWIN BRO AJG NP RYAN MRSH ARX LIFE ERIE

| Held by: VTI VXF DFAS DFMC ALIL BCFN AVSC EES DUSG ACSG

Scroll to Statements

Index	-
Market Cap	1.55B
Enterprise Value	1.71B
Income	8.51M
Sales	293.22M
Book/sh	3.61
Cash/sh	1.72
Dividend Est.	-
Dividend TTM	-
Dividend Ex-Date	-
Dividend Gr. 3/5Y	- -
Payout	0.00%
Employees	400
IPO	Jul 18, 2024

P/E	48.49
Forward P/E	24.16
PEG	1.64
P/S	5.29
P/B	7.95
P/C	16.71
P/FCF	25.97
EV/EBITDA	22.18
EV/Sales	5.82
Quick Ratio	2.56
Current Ratio	2.56
Debt/Eq	0.17
LT Debt/Eq	0.10
Option/Short	No / Yes

EPS (ttm)	0.59
EPS next Y	1.19
EPS next Q	0.26
EPS this Y	32.95%
EPS next Y	1.42%
EPS next 5Y	14.75%
EPS past 3/5Y	-27.46% -
Sales past 3/5Y	17.31% -
EPS Y/Y TTM	45.43%
Sales Y/Y TTM	33.12%
EPS Q/Q	38.80%
Sales Q/Q	45.22%
Earnings	Aug 05 AMC
EPS/Sales Surpr.	47.92% 13.14%

Insider Own	13.40%
Insider Trans	2.51%
Inst Own	74.90%
Inst Trans	-15.18%
ROA	2.43%
ROE	13.63%
ROIC	16.82%
Gross Margin	41.55%
Oper. Margin	17.92%
Profit Margin	2.90%
SMA20	14.61%
SMA50	7.48%
SMA200	24.13%
Trades

Shs Outstand	12.80M
Shs Float	11.15M
Short Float	7.49%
Short Ratio	5.41
Short Interest	0.83M
52W High	31.30 -8.40%
52W Low	16.56 73.13%
Volatility	4.37% 3.41%
ATR (14)	1.04
RSI (14)	69.97
Beta	0.28
Rel Volume	1.48
Avg Volume	154.19K
Volume	227,750

Perf Week	14.61%
Perf Month	16.03%
Perf Quarter	9.09%
Perf Half Y	43.57%
Perf YTD	-0.35%
Perf Year	12.52%
Perf 3Y	-
Perf 5Y	-
Perf 10Y	-
Recom	1.67
Target Price	30.57
Prev Close	26.39
Price	28.67
Change %	8.64%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-19-26	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$30
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

Show Previous Ratings

Aug-13-26 04:30PM	TWFG Expands Credit Facility to $125 Million, Enhancing Capacity for Continued Growth and Strategic Investments (GlobeNewswire)
Aug-06-26 07:19PM	TWFG Inc (TWFG) (Q2 2026) Earnings Call Highlights: Revenue Soars 45% on MGA Strength, Guidance ... (GuruFocus.com)
08:30AM	TWFG, Inc. Common Stock Q2 2026 Earnings Call Summary (Moby)
Aug-05-26 04:24PM	TWFG Announces Second Quarter 2026 Results (GlobeNewswire)
09:39AM	What To Expect From TWFG Inc (TWFG) Q2 2026 Earnings (GuruFocus.com)
09:46AM	Loading…
Aug-04-26 09:46AM	TWFG Inc (TWFG) Q2 2026 Earnings Report Preview: What To Expect (GuruFocus.com)
Jul-30-26 03:15PM	TWFG, Inc. Announces Earlier Call Time for Upcoming Second Quarter 2026 Financial Results on Thursday, August 6, 2026 (GlobeNewswire) -5.45%
Jul-29-26 09:34PM	TWFG, Inc. To Announce Second Quarter 2026 Financial Results on Wednesday, August 5, 2026 (GlobeNewswire)
Jun-08-26 11:11AM	TWFG Marks 25th Anniversary with Record-Breaking National Agent Convention (GlobeNewswire)
May-27-26 07:02PM	TWFG, Inc. to Participate in the William Blair 46th Annual Growth Stock Conference (GlobeNewswire)
May-12-26 05:01PM	TWFG, Inc. Advances National Growth and Distribution with Fortress Insurance Services Deal (GlobeNewswire)
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%
11:47AM	Loading…
Feb-27-26 11:47AM	TWFG Q4 Earnings Call Highlights (MarketBeat) +5.99%
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)
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)
06:00PM	Loading…
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%
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)

Show Previous News

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
DOAK MICHAEL	Director	Jun 05 '26	Buy	19.45	7,865	152,974	765,587	Jun 08 06:01 PM
DOAK MICHAEL	Director	Jun 03 '26	Buy	18.62	22,994	428,148	746,722	Jun 04 06:30 PM
DOAK MICHAEL	Director	Jun 04 '26	Buy	19.09	11,000	209,990	757,722	Jun 04 06:30 PM
DOAK MICHAEL	Director	Jun 01 '26	Buy	19.33	16,500	318,945	707,228	Jun 02 05:01 PM
DOAK MICHAEL	Director	Jun 02 '26	Buy	19.25	16,500	317,625	723,728	Jun 02 05:01 PM
DOAK MICHAEL	Director	May 29 '26	Buy	18.87	11,330	213,797	690,728	May 29 05:08 PM
DOAK MICHAEL	Director	May 28 '26	Buy	18.87	11,000	207,570	679,398	May 29 05:08 PM
DOAK MICHAEL	Director	May 27 '26	Buy	18.62	24,880	463,266	668,398	May 27 06:18 PM
DOAK MICHAEL	Director	May 26 '26	Buy	19.23	11,000	211,530	643,518	May 27 06:18 PM
DOAK MICHAEL	Director	May 22 '26	Buy	18.89	11,000	207,790	632,518	May 27 06:18 PM
DOAK MICHAEL	Director	May 21 '26	Buy	18.52	17,538	324,804	621,518	May 22 06:06 PM
DOAK MICHAEL	Director	May 20 '26	Buy	18.79	15,745	295,849	603,980	May 22 06:06 PM

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.

Chairman & CEOMr. Richard Finley Bunch III

PresidentMs. Katherine C. Nolan

CFOMs. Janice Elaine Zwinggi

Chief Technology OfficerMr. Mohan Vijayagopal

Chief Legal Officer & SecretaryMs. Julie E. Benes

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TWFG

TWFG Inc

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