TWFG, INC. CLASS A COMMON STOCK

NASDAQ: TWFG (TWFG, Inc.)

Last update: 04 Mar, 11:33PM

19.88

-0.16 (-0.80%)

  • 1D -0.80%
  • 5D 9.89%
  • 1M -0.65%
  • 6M -26.53%
  • YTD -29.00%
  • 1Y -38.66%
  • 5Y -9.68%
Previous Close 20.04
Open 20.00
Volume 164,872
Avg. Volume (3M) 147,158
Market Cap 298,770,176
Price / Earnings (TTM) 45.18
Price / Earnings (Forward) 19.68
Price / Sales 1.16
Price / Book 3.23
52 Weeks Range
16.56 (-16%) — 36.85 (85%)
Earnings Date 5 May 2026
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

0.1
Analyst Consensus 1.0
Insider Activity 0.0
Price Volatility 1.5
Technical Moving Averages 0.0
Technical Oscillators -2.0
Average 0.10

Similar Stocks

Stock Market Cap DY P/E (TTM) P/B
TWFG 299 M - 45.18 3.23
AIFU 143 M - 0.104 0.460
EHTH 50 M - 10.25 0.070
GOCO 30 M - - 0.550
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
52 Weeks Range
16.56 (-16%) — 36.85 (85%)
Price Target Range
24.00 (20%) — 34.00 (71%)
High 34.00 (UBS, 71.03%) Buy
Median 28.00 (40.85%)
Low 24.00 (Piper Sandler, 20.72%) Buy
Average 28.67 (44.22%)
Total 2 Buy, 1 Hold
Avg. Price @ Call 20.05
Firm Date Target Price Call Price @ Call
UBS 09 Mar 2026 34.00 (71.03%) Buy 20.00
Morgan Stanley 05 Mar 2026 28.00 (40.85%) Hold 19.79
Piper Sandler 27 Feb 2026 24.00 (20.72%) Buy 20.35
23 Feb 2026 22.00 (10.66%) Buy 17.22
Name Avg. Buy ($) Avg. Sell ($) Net Quantity Net Value ($)
ANDERSON JONATHAN JAMES 18.39 - 4,000 73,560
BENES JULIE E. 18.39 18.39 4,663 85,753
BUNCH CHARLES ALEXANDER 18.39 18.39 4,674 85,955
BUNCH MICHELLE CAROLINE 18.39 18.39 29,367 540,059
BUNCH RICHARD F. III 18.39 18.39 29,367 540,059
DOAK MICHAEL 18.39 - 4,000 73,560
FERRACONE ROBIN A 18.39 - 4,000 73,560
MCGUIRE ANDREW VINCENT 18.39 - 4,000 73,560
NOLAN KATHERINE C 18.39 18.39 11,672 214,648
PADGETT GENE 18.39 18.39 3,026 55,648
VIJAYA GOPAL MOHAN BABU 18.39 - 3,250 59,768
WONG JANET S. 18.39 - 4,000 73,560
ZWINGGI JANICE E. 18.39 18.39 11,661 214,446
Aggregate Net Quantity 117,680
Aggregate Net Value ($) 2,164,135
Aggregate Avg. Buy ($) 18.39
Aggregate Avg. Sell ($) 18.39
Name Holder Date Type Quantity Price Value ($)
FERRACONE ROBIN A Director 31 Mar 2026 Acquired (+) 4,000 18.39 73,560
WONG JANET S. Director 31 Mar 2026 Acquired (+) 4,000 18.39 73,560
DOAK MICHAEL Director 31 Mar 2026 Acquired (+) 4,000 18.39 73,560
ANDERSON JONATHAN JAMES Director 31 Mar 2026 Acquired (+) 4,000 18.39 73,560
NOLAN KATHERINE C Officer 31 Mar 2026 Acquired (+) 12,500 18.39 229,875
NOLAN KATHERINE C Officer 31 Mar 2026 Disposed (-) 828 18.39 15,227
VIJAYA GOPAL MOHAN BABU Officer 31 Mar 2026 Acquired (+) 3,250 18.39 59,768
MCGUIRE ANDREW VINCENT Officer 31 Mar 2026 Acquired (+) 4,000 18.39 73,560
ZWINGGI JANICE E. Officer 31 Mar 2026 Acquired (+) 12,500 18.39 229,875
ZWINGGI JANICE E. Officer 31 Mar 2026 Disposed (-) 839 18.39 15,429
PADGETT GENE Officer 31 Mar 2026 Acquired (+) 3,250 18.39 59,768
PADGETT GENE Officer 31 Mar 2026 Disposed (-) 224 18.39 4,119
BENES JULIE E. Officer 31 Mar 2026 Acquired (+) 5,000 18.39 91,950
BENES JULIE E. Officer 31 Mar 2026 Disposed (-) 337 18.39 6,197
BUNCH CHARLES ALEXANDER Officer 31 Mar 2026 Acquired (+) 5,000 18.39 91,950
BUNCH CHARLES ALEXANDER Officer 31 Mar 2026 Disposed (-) 326 18.39 5,995
BUNCH MICHELLE CAROLINE Director 31 Mar 2026 Acquired (+) 4,000 18.39 73,560
BUNCH MICHELLE CAROLINE Director 31 Mar 2026 Acquired (+) 27,500 18.39 505,725
BUNCH MICHELLE CAROLINE Director 31 Mar 2026 Disposed (-) 2,133 18.39 39,226
BUNCH RICHARD F. III Officer 31 Mar 2026 Acquired (+) 27,500 18.39 505,725
BUNCH RICHARD F. III Officer 31 Mar 2026 Disposed (-) 2,133 18.39 39,226
BUNCH RICHARD F. III Officer 31 Mar 2026 Acquired (+) 4,000 18.39 73,560
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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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