TWFG, INC. CLASS A COMMON STOCK

NASDAQ: TWFG (TWFG, Inc.)

Last update: 26 Nov, 1:07AM

28.26

0.61 (2.19%)

Previous Close 27.66
Open 27.88
Volume 82,888
Avg. Volume (3M) 127,134
Market Cap 424,710,528
Price / Earnings (TTM) 64.23
Price / Earnings (Forward) 30.86
Price / Sales 1.93
Price / Book 5.27
52 Weeks Range
23.52 (-16%) — 36.85 (30%)
Earnings Date 12 Nov 2025
Profit Margin -1.20%
Operating Margin (TTM) 10.65%
Diluted EPS (TTM) 0.270
Quarterly Revenue Growth (YOY) 16.60%
Quarterly Earnings Growth (YOY) -79.80%
Total Debt/Equity (MRQ) 4.51%
Current Ratio (MRQ) 5.63
Operating Cash Flow (TTM) 46.37 M
Levered Free Cash Flow (TTM) 20.31 M
Return on Assets (TTM) 6.91%
Return on Equity (TTM) 16.69%

Market Trend

Short Term Medium Term
Industry Insurance Brokers (US) Bearish Bearish
Insurance Brokers (Global) Bearish Bearish
Stock TWFG, Inc. Mixed Bearish

AIStockmoo Score

1.8
Analyst Consensus 1.0
Insider Activity 1.5
Price Volatility 2.0
Technical Moving Averages 2.5
Technical Oscillators 2.0
Average 1.80

Similar Stocks

Stock Market Cap DY P/E (TTM) P/B
TWFG 425 M - 64.23 5.27
XHG 49 M - 0.010 -
HUIZ 37 M - 12.93 0.630
RELIW - - - -
ERIE 15 B 1.85% 23.69 6.71
WTW 31 B 1.13% 15.43 3.96

TWFG Inc is a independent distribution platform for personal and commercial insurance in the United States. It offers all lines of insurance, multiple distribution contract options, M&A services, proprietary virtual assistants, proprietary technology, proprietary premium financing, unlimited continuing education, recognition programs, co-op funding, marketing support and overall lower costs to operate.

Sector Financial Services
Industry Insurance Brokers
% Held by Insiders 12.76%
% Held by Institutions 86.21%

Ownership

Name Date Shares Held
Central Securities Corp 30 Sep 2025 450,000
Giverny Capital Inc. 30 Sep 2025 300,317
52 Weeks Range
23.52 (-16%) — 36.85 (30%)
Price Target Range
31.00 (9%) — 39.00 (38%)
High 39.00 (UBS, 38.00%) Buy
Median 32.00 (13.23%)
Low 31.00 (Morgan Stanley, 9.70%) Hold
31.00 (JP Morgan, 9.70%) Hold
Average 33.50 (18.54%)
Total 2 Buy, 2 Hold
Avg. Price @ Call 27.49
Firm Date Target Price Call Price @ Call
RBC Capital 25 Nov 2025 33.00 (16.77%) Buy 28.26
JP Morgan 17 Nov 2025 31.00 (9.70%) Hold 27.10
09 Oct 2025 30.00 (6.16%) Hold 26.90
Morgan Stanley 17 Nov 2025 31.00 (9.70%) Hold 27.10
07 Oct 2025 30.00 (6.16%) Hold 28.19
UBS 08 Oct 2025 39.00 (38.00%) Buy 27.50
Name Avg. Buy ($) Avg. Sell ($) Net Quantity Net Value ($)
VIJAYA GOPAL MOHAN BABU 28.09 - 427 11,994
Aggregate Net Quantity 427
Aggregate Net Value ($) 11,994
Aggregate Avg. Buy ($) 28.09
Aggregate Avg. Sell ($) -
Name Holder Date Type Quantity Price Value ($)
VIJAYA GOPAL MOHAN BABU Officer 01 Dec 2025 Acquired (+) 427 28.09 11,994

The support, resistance and trendline levels presented has been generated by an artificial intelligence (AI) model and should be interpreted with caution.

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Risk Profile

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