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TWFG

TWFG Inc

Jul 03 • 01:30PM ET

35.37

Dollar change +0.86
Percentage change 2.51	%

Financial • Insurance Brokers • USA • NASD

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

| Held by: VTI VXF AVSC TXSS

Scroll to Statements

Index	-	P/E	47.66	EPS (ttm)	0.74	Insider Own	10.64%	Shs Outstand	14.90M	Perf Week	2.20%
Market Cap	527.01M	Forward P/E	43.32	EPS next Y	0.82	Insider Trans	0.00%	Shs Float	13.32M	Perf Month	0.34%
Enterprise Value	533.26M	PEG	2.90	EPS next Q	0.17	Inst Own	78.53%	Short Float	2.11%	Perf Quarter	12.79%
Income	11.00M	P/S	2.47	EPS this Y	13.87%	Inst Trans	-10.31%	Short Ratio	2.80	Perf Half Y	21.42%
Sales	213.19M	P/B	7.01	EPS next Y	21.53%	ROA	4.62%	Short Interest	0.28M	Perf YTD	14.84%
Book/sh	5.05	P/C	2.53	EPS next 5Y	16.42%	ROE	15.66%	52W High	36.85 -4.02%	Perf Year	-
Cash/sh	13.98	P/FCF	8.22	EPS past 3/5Y	-63.51% -	ROIC	13.44%	52W Low	21.31 65.98%	Perf 3Y	-
Dividend Est.	-	EV/EBITDA	13.18	Sales past 3/5Y	15.00% -	Gross Margin	36.29%	Volatility	3.65% 3.72%	Perf 5Y	-
Dividend TTM	-	EV/Sales	2.50	EPS Y/Y TTM	-58.54%	Oper. Margin	13.18%	ATR (14)	1.35	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	5.63	Sales Y/Y TTM	19.11%	Profit Margin	5.16%	RSI (14)	54.66	Recom	2.00
Dividend Gr. 3/5Y	- -	Current Ratio	5.63	EPS Q/Q	-79.96%	SMA20	0.85%	Beta	0.48	Target Price	34.67
Payout	0.00%	Debt/Eq	0.13	Sales Q/Q	16.33%	SMA50	3.71%	Rel Volume	0.69	Prev Close	34.51
Employees	293	LT Debt/Eq	0.09	Earnings	May 13 AMC	SMA200	12.95%	Avg Volume	100.50K	Price	35.37
IPO	Jul 18, 2024	Option/Short	No / Yes	EPS/Sales Surpr.	9.29% 0.07%	Trades		Volume	68,976	Change	2.51%

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

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)
07:35AM	Loading…
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	Loading…
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.

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

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TWFG

TWFG Inc

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