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TWFG, Inc. TWFG

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28.96 USD -0.62 (-2.10%)

At closeNov 5, 2026, 4:00 PM EST

28.96 0.00 0.00%

After hours · Nov 5, 4:00 PM ET

26.60 Day range 31.42
16.56 52-week range 31.42
YTD
+0.66%
1 year
+15.61%
Market cap
373.01M
Revenue (ttm)
294.73M
Profit margin
2.98%
EPS (ttm)
0.58
Shares out
12.88M
P/E ratio
49.93
Forward P/E
25.02
YTD return
+0.66%
1-year return
+15.61%
Volume
537.79K
Avg volume
164.39K
Open
27.91
Previous close
29.58
Day's range
26.60 – 31.42
52-week range
16.56 – 31.42
Beta
0.15
Analysts
Buy
Price target
30.14 (+4.1%)
Earnings date
Nov 11, 2026

5Y +5.90 (+26.09%)

203020242025202628.51

Key statistics

Enterprise value
541.91M
PEG ratio
0.00
Price / sales
5.31
Price / book
8.03
Dividend yield
0.00%
Payout ratio
0.00%
Revenue growth
45.10%
Free cash flow
-32.68M
Total cash
73.75M
Total debt
8.46M
Return on equity
19.32%
Short % of float
6.82%
50-day average
25.42
200-day average
23.33

Financials — quick view

All financials
TWFG Revenue — quarterly 87.51M
2023-Q1 20232023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20242024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20252025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20262026-Q2 2026
TWFG Net income — quarterly 2.37M
2023-Q1 20232023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20242024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20252025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20262026-Q2 2026
TWFG EPS — quarterly 0.18
2023-Q1 20232023-Q2 20232024-Q1 20242024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20252025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20262026-Q2 2026

Earnings

TWFG recent earnings
Report dateQuarter endingEPS estimateEPS reportedSurpriseSurprise %
Nov 11, 2026Sep 30, 20260.24———
Aug 5, 2026Jun 30, 20260.25690.38+0.12+47.92%
May 7, 2026Mar 31, 20260.200.29+0.09+45.00%
Feb 25, 2026Dec 31, 20250.180.30+0.12+66.67%
Nov 12, 2025Sep 30, 20250.190.23+0.04+21.05%
Aug 12, 2025Jun 30, 20250.180.20+0.02+11.11%

Upgrades / downgrades

TWFG analyst upgrades and downgrades
DateFirmActionFromTo
Aug 19, 2026JP MorganmainNeutralNeutral
Aug 19, 2026Morgan StanleyupEqual-WeightOverweight
Aug 12, 2026Keefe, Bruyette & WoodsmainMarket PerformMarket Perform
Aug 10, 2026UBSmainBuyBuy
Aug 7, 2026RBC CapitalmainOutperformOutperform
Jul 15, 2026Piper SandlermainOverweightOverweight

About TWFG, Inc.

TWFG, Inc. operates an independent distribution platform for personal and commercial insurance products in the United States. The company offers auto, home, renters, life, health, motorcycle, umbrella, boat, recreational vehicle, flood, wind, event, luxury item, general liability, property, business auto, workers' compensation, business owner policy, and professional liability insurance products, as well as commercial bonds and group benefits. TWFG, Inc. was founded in 2001 and is based in The Woodlands, Texas.

Sector
Financial Services
Industry
Insurance Brokers
Country
United States
Website
twfg.com

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Insider holders

TWFG insider holders
InsiderRelationLatest transactionDateShares held
ANDERSON JONATHAN JAMESDirectorStock Award(Grant)Mar 30, 202610,117
BENES JULIE E.General CounselStock Award(Grant)Mar 30, 202643,625
BUNCH CHARLES ALEXANDEROfficerStock Award(Grant)Mar 30, 202642,758
BUNCH MICHELLE CAROLINEDirectorStock Award(Grant)Mar 30, 20260
BUNCH RICHARD F. IIIChief Executive OfficerStock Award(Grant)Mar 30, 20260
DOAK J MICHAELDirectorPurchaseJun 4, 20260

Institution ownership

TWFG institution ownership
Holder% heldSharesValueReported
BAMCO Inc.8.81%1,135,09132.87MJun 29, 2026
Franklin Resources, Inc.6.07%781,91222.64MJun 29, 2026
T. Rowe Price Investment Management, Inc.5.85%753,68021.83MJun 29, 2026
Giverny Capital Inc.5.07%652,45218.90MJun 29, 2026
CENTRAL SECURITIES CORP3.88%500,00014.48MJun 29, 2026
Vanguard Capital Management LLC3.80%489,24414.17MJun 29, 2026

Fund ownership

TWFG fund ownership
Holder% heldSharesValueReported
SmallCap World Fund Inc8.27%1,065,73230.86MMar 30, 2026
BARON INVESTMENT Fd.S TRT -BARON DISCOVERY Fd.7.26%935,00027.08MMar 30, 2026
T. Rowe Price Small-Cap Stock Fund, Inc.4.13%531,50415.39MMar 30, 2026
T. Rowe Price Small-Cap Value Fund, Inc.3.97%510,99714.80MMar 30, 2026
Central Securities Corporation3.88%500,00014.48MMar 30, 2026
College Retirement Equities Fd.-College Retirement Equities Fd. - Tota3.84%495,09214.34MMar 30, 2026