TWFG, Inc. (NASDAQ:TWFG) Receives Average Rating of “Hold” from Analysts

TWFG, Inc. (NASDAQ:TWFG) has earned an average recommendation of “Hold” from the eight analysts that are currently covering the stock, Marketbeat.com reports. One equities research analyst has rated the stock with a sell recommendation, four have given a hold recommendation and three have assigned a buy recommendation to the company. The average 1-year price target among brokers that have updated their coverage on the stock in the last year is $26.00.

A number of equities analysts have recently commented on TWFG shares. Keefe, Bruyette & Woods cut their price objective on TWFG from $31.00 to $25.00 and set a “market perform” rating on the stock in a report on Tuesday, April 7th. Wall Street Zen downgraded shares of TWFG from a “buy” rating to a “hold” rating in a research note on Sunday, May 3rd. Weiss Ratings reiterated a “sell (d+)” rating on shares of TWFG in a research note on Monday, May 4th. Piper Sandler decreased their price objective on shares of TWFG from $24.00 to $22.00 and set an “overweight” rating for the company in a research note on Friday, May 8th. Finally, Morgan Stanley decreased their price objective on shares of TWFG from $24.00 to $21.00 and set an “equal weight” rating for the company in a research note on Thursday, May 21st.

TWFG Price Performance

TWFG stock opened at $18.77 on Friday. TWFG has a 1 year low of $16.56 and a 1 year high of $36.85. The firm has a 50 day moving average price of $18.78 and a 200 day moving average price of $22.84. The company has a market cap of $1.02 billion, a price-to-earnings ratio of 34.76 and a beta of 0.46. The company has a debt-to-equity ratio of 0.01, a quick ratio of 94.71 and a current ratio of 94.71.

TWFG (NASDAQ:TWFG) last released its quarterly earnings data on Thursday, May 7th. The company reported $0.29 EPS for the quarter, topping analysts’ consensus estimates of $0.20 by $0.09. The company had revenue of $72.84 million for the quarter, compared to the consensus estimate of $67.67 million. TWFG had a return on equity of 15.96% and a net margin of 3.04%. Sell-side analysts predict that TWFG will post 0.97 earnings per share for the current year.

More TWFG News

Here are the key news stories impacting TWFG this week:

• Positive Sentiment: Director Michael Doak bought 11,330 shares at $18.87 each in the latest disclosed insider purchase, adding to a recent run of similar buys and reinforcing the view that insiders see value at current levels. SEC Form 4 filing
• Positive Sentiment: Wall Street analysts continue to see upside potential in TWFG, with one recent note citing roughly 31% potential upside and improving earnings estimate revisions. Zacks article
• Neutral Sentiment: TWFG shareholders approved directors and the auditor at the company’s annual meeting, a routine governance update that is unlikely to move the stock on its own. TipRanks article
• Neutral Sentiment: Recent analyst estimate changes were mixed to mildly positive, with one firm aligning FY2026 earnings at $1.05 per share versus the broader consensus of $0.97.
• Negative Sentiment: Despite the insider buying, TWFG still faces a cautious analyst picture overall, with several firms rating it Hold and the average price target near $26, suggesting the market remains somewhat restrained on the name.

Insider Transactions at TWFG

In other TWFG news, Director Michael Doak acquired 11,330 shares of the firm’s stock in a transaction on Friday, May 29th. The stock was bought at an average cost of $18.87 per share, for a total transaction of $213,797.10. Following the completion of the purchase, the director directly owned 690,728 shares in the company, valued at $13,034,037.36. This represents a 1.67% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Insiders have purchased 102,493 shares of company stock worth $1,924,605 in the last ninety days. 68.44% of the stock is owned by insiders.

Institutional Investors Weigh In On TWFG

Several institutional investors have recently bought and sold shares of the business. T. Rowe Price Investment Management Inc. grew its stake in TWFG by 0.9% during the fourth quarter. T. Rowe Price Investment Management Inc. now owns 2,847,719 shares of the company’s stock worth $81,929,000 after buying an additional 26,742 shares during the period. Capital International Investors grew its stake in TWFG by 114.4% during the fourth quarter. Capital International Investors now owns 958,490 shares of the company’s stock worth $27,576,000 after buying an additional 511,469 shares during the period. Bamco Inc. NY grew its stake in TWFG by 5.8% during the third quarter. Bamco Inc. NY now owns 954,128 shares of the company’s stock worth $26,181,000 after buying an additional 52,067 shares during the period. Vanguard Group Inc. boosted its stake in shares of TWFG by 3.2% in the third quarter. Vanguard Group Inc. now owns 639,711 shares of the company’s stock valued at $17,554,000 after purchasing an additional 19,720 shares during the period. Finally, Riverbridge Partners LLC boosted its stake in shares of TWFG by 9.4% in the fourth quarter. Riverbridge Partners LLC now owns 593,744 shares of the company’s stock valued at $17,082,000 after purchasing an additional 51,083 shares during the period.

TWFG Company Profile

TWFG Insurance Services, Inc operates as a property and casualty insurance distribution company that provides personal and commercial insurance solutions through a hybrid model of company-owned branches and franchised offices. The firm offers a broad spectrum of insurance products, including auto, homeowners, renters, umbrella, flood and specialty lines coverage, tailored to meet the needs of individuals, families and businesses. By partnering with multiple insurance carriers, TWFG delivers competitive pricing and customized policy options designed to help clients manage risk and protect their assets.

Founded in 1980 and headquartered in Odessa, Texas, TWFG has expanded its network to serve customers across numerous U.S.