Research Analysts Set Expectations for TWFG FY2026 Earnings

TWFG, Inc. (NASDAQ:TWFG) – Stock analysts at DOWLING & PARTN boosted their FY2026 earnings per share estimates for shares of TWFG in a research note issued to investors on Friday, August 14th. DOWLING & PARTN analyst A. Mottolese now expects that the company will post earnings per share of $1.14 for the year, up from their prior forecast of $1.05. The consensus estimate for TWFG’s current full-year earnings is $1.04 per share. DOWLING & PARTN also issued estimates for TWFG’s FY2027 earnings at $1.14 EPS.

Other analysts also recently issued reports about the company. Zacks Research downgraded TWFG from a “strong-buy” rating to a “hold” rating in a report on Friday, August 14th. Wall Street Zen downgraded TWFG from a “buy” rating to a “hold” rating in a research report on Sunday, August 9th. Truist Financial set a $23.00 target price on TWFG in a research note on Monday, June 8th. JPMorgan Chase & Co. raised their target price on TWFG from $24.00 to $27.00 and gave the company a “neutral” rating in a report on Monday, July 13th. Finally, UBS Group boosted their price target on TWFG from $30.00 to $34.00 and gave the stock a “buy” rating in a research report on Monday, August 10th. Four investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $29.43.

TWFG Trading Up 2.7%

Shares of TWFG stock opened at $26.78 on Wednesday. The company has a market cap of $1.45 billion, a PE ratio of 45.39 and a beta of 0.15. The company’s fifty day simple moving average is $25.25 and its 200-day simple moving average is $21.55. TWFG has a 52 week low of $16.56 and a 52 week high of $29.99.

TWFG (NASDAQ:TWFG) last released its quarterly earnings data on Wednesday, August 5th. The company reported $0.38 earnings per share for the quarter, beating the consensus estimate of $0.26 by $0.12. TWFG had a return on equity of 19.49% and a net margin of 2.90%.The business had revenue of $87.51 million for the quarter, compared to analyst estimates of $77.34 million.

Insider Transactions at TWFG

In other news, Director Michael Doak acquired 7,865 shares of the business’s stock in a transaction on Friday, June 5th. The shares were purchased at an average price of $19.45 per share, for a total transaction of $152,974.25. Following the acquisition, the director directly owned 765,587 shares of the company’s stock, valued at $14,890,667.15. This represents a 1.04% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Over the last quarter, insiders have acquired 145,107 shares of company stock worth $2,738,814. Insiders own 68.44% of the company’s stock.

Institutional Trading of TWFG

A number of hedge funds and other institutional investors have recently modified their holdings of the business. Renaissance Technologies LLC increased its holdings in TWFG by 201.9% during the 1st quarter. Renaissance Technologies LLC now owns 118,327 shares of the company’s stock worth $2,176,000 after purchasing an additional 79,127 shares during the last quarter. Capital International Investors boosted its stake in shares of TWFG by 114.4% during the 4th quarter. Capital International Investors now owns 958,490 shares of the company’s stock valued at $27,576,000 after buying an additional 511,469 shares during the last quarter. Dimensional Fund Advisors LP purchased a new position in shares of TWFG during the 1st quarter valued at approximately $1,243,000. Giverny Capital Inc. grew its position in shares of TWFG by 10.4% during the fourth quarter. Giverny Capital Inc. now owns 331,511 shares of the company’s stock worth $9,538,000 after buying an additional 31,194 shares in the last quarter. Finally, Bank of America Corp DE grew its position in shares of TWFG by 26.7% during the first quarter. Bank of America Corp DE now owns 54,111 shares of the company’s stock worth $995,000 after buying an additional 11,415 shares in the last quarter.

About TWFG

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.