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

TWFG

TWFG Inc

Mar 21 • 04:00PM ET

30.11

Dollar change -0.04
Percentage change -0.13	%

Financial • Insurance Brokers • USA • NASD

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

| Held by: VTI VXF JSMD JSML TXS TXSS

Scroll to Statements

Index	-	P/E	27.42	EPS (ttm)	1.10	Insider Own	76.28%	Shs Outstand	14.81M	Perf Week	3.65%
Market Cap	1.24B	Forward P/E	36.95	EPS next Y	0.81	Insider Trans	0.00%	Shs Float	13.28M	Perf Month	-0.89%
Income	16.29M	PEG	-	EPS next Q	0.15	Inst Own	21.17%	Short Float	1.32%	Perf Quarter	2.92%
Sales	205.70M	P/S	6.03	EPS this Y	11.22%	Inst Trans	-2.12%	Short Ratio	2.05	Perf Half Y	8.39%
Book/sh	4.99	P/B	6.04	EPS next Y	24.20%	ROA	7.43%	Short Interest	0.18M	Perf Year	-
Cash/sh	4.99	P/C	6.04	EPS next 5Y	-	ROE	31.05%	52W Range	21.31 - 36.50	Perf YTD	-2.24%
Dividend Est.	-	P/FCF	277.95	EPS past 5Y	-	ROI	20.05%	52W High	-17.51%	Beta	-
Dividend TTM	-	Quick Ratio	-	Sales past 5Y	15.13%	Gross Margin	36.75%	52W Low	41.30%	ATR (14)	1.62
Dividend Ex-Date	-	Current Ratio	-	EPS Y/Y TTM	-37.56%	Oper. Margin	14.52%	RSI (14)	49.20	Volatility	6.19% 5.68%
Employees	-	Debt/Eq	0.14	Sales Y/Y TTM	19.23%	Profit Margin	7.92%	Recom	1.89	Target Price	34.00
Option/Short	No / Yes	LT Debt/Eq	0.10	EPS Q/Q	-69.98%	Payout	-	Rel Volume	0.98	Prev Close	30.15
Sales Surprise	5.09%	EPS Surprise	75.93%	Sales Q/Q	29.71%	Earnings	Mar 19 AMC	Avg Volume	85.55K	Price	30.11
SMA20	-0.57%	SMA50	0.18%	SMA200	3.27%	Trades		Volume	83,462	Change	-0.13%

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

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%
05:16PM	Loading…
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, workers' 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
Bunch Richard F. III	President and CEO	Jul 19 '24	Buy	17.00	185,426	3,152,242	678,375	Jul 19 09:42 PM
Bunch Richard F. III	President and CEO	Jul 19 '24	Buy	17.00	17,550	298,350	695,925	Jul 19 09:42 PM
Bunch Charles Alexander	Chf Creative & Marketing Off	Jul 19 '24	Buy	17.00	1,000	17,000	48,058	Jul 19 09:08 PM
Nolan Katherine C	Chief Operating Officer	Jul 19 '24	Buy	17.00	6,250	106,250	94,485	Jul 19 09:07 PM
Benes Julie E.	General Counsel and Secretary	Jul 19 '24	Buy	17.00	1,000	17,000	48,058	Jul 19 09:06 PM
Zwinggi Janice E.	Chief Financial Officer	Jul 19 '24	Buy	17.00	3,000	51,000	61,823	Jul 19 09:05 PM
Wong Janet S.	Director	Jul 19 '24	Buy	17.00	2,500	42,500	6,029	Jul 19 09:05 PM
Ferracone Robin A	Director	Jul 19 '24	Buy	17.00	16,000	272,000	19,529	Jul 19 09:04 PM
DOAK MICHAEL	Director	Jul 19 '24	Buy	17.00	588,235	9,999,995	591,764	Jul 19 09:03 PM
Bunch Michelle Caroline	Director	Jul 19 '24	Buy	17.00	197,126	3,351,142	695,925	Jul 19 09:01 PM
Bunch Michelle Caroline	Director	Jul 19 '24	Buy	17.00	5,850	99,450	498,799	Jul 19 09:01 PM

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

TWFG

TWFG Inc

Upgrade your FINVIZ experience