TWFG, INC. CLASS A COMMON STOCK

NASDAQ: TWFG (TWFG, Inc.)

Last update: 11 hours ago

19.35

0.43 (2.27%)

Previous Close 18.92
Open 18.96
Volume 263,293
Avg. Volume (3M) 289,812
Market Cap 290,804,992
Price / Earnings (TTM) 36.51
Price / Earnings (Forward) 20.66
Price / Sales 1.20
Price / Book 3.17
52 Weeks Range
16.56 (-14%) — 36.85 (90%)
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. Bearish Bearish

AIStockmoo Score

0.8
Analyst Consensus 1.0
Insider Activity NA
Price Volatility 1.5
Technical Moving Averages 0.0
Technical Oscillators 0.5
Average 0.75

Similar Stocks

Stock Market Cap DY P/E (TTM) P/B
TWFG 291 M - 36.51 3.17
AIFU 164 M - - 2.35
EHTH 65 M - - 0.110
GOCO 31 M - - 0.480
RELI 4 M 15.23% 3.77 0.610
TIRX 3 M - - 0.020

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
Investment Style Small Value
% Held by Insiders 12.76%
% Held by Institutions 86.21%

Ownership

Name Date Shares Held
Central Securities Corp 31 Dec 2025 475,000
Giverny Capital Inc. 31 Dec 2025 331,511
Lord, Abbett & Co. Llc 31 Dec 2025 255,764
52 Weeks Range
16.56 (-14%) — 36.85 (90%)
Price Target Range
24.00 (24%) — 34.00 (75%)
High 34.00 (UBS, 75.71%) Buy
Median 28.00 (44.70%)
Low 24.00 (Piper Sandler, 24.03%) Buy
Average 28.67 (48.17%)
Total 2 Buy, 1 Hold
Avg. Price @ Call 20.05
Firm Date Target Price Call Price @ Call
UBS 09 Mar 2026 34.00 (75.71%) Buy 20.00
Morgan Stanley 05 Mar 2026 28.00 (44.70%) Hold 19.79
Piper Sandler 27 Feb 2026 24.00 (24.03%) Buy 20.35
23 Feb 2026 22.00 (13.70%) Buy 17.22

No data within this time range.

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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