Insider Buying: TWFG (NASDAQ:TWFG) Director Purchases $207,570.00 in Stock

TWFG, Inc. (NASDAQ:TWFG) Director Michael Doak bought 11,000 shares of the company’s stock in a transaction dated Thursday, May 28th. The stock was bought at an average price of $18.87 per share, with a total value of $207,570.00. Following the acquisition, the director owned 679,398 shares in the company, valued at approximately $12,820,240.26. This trade represents a 1.65% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink.

Michael Doak also recently made the following trade(s):

• On Friday, May 29th, Michael Doak bought 11,330 shares of TWFG stock. The stock was bought at an average price of $18.87 per share, with a total value of $213,797.10.
• On Wednesday, May 27th, Michael Doak bought 24,880 shares of TWFG stock. The stock was bought at an average price of $18.62 per share, with a total value of $463,265.60.
• On Tuesday, May 26th, Michael Doak bought 11,000 shares of TWFG stock. The stock was bought at an average price of $19.23 per share, with a total value of $211,530.00.
• On Friday, May 22nd, Michael Doak bought 11,000 shares of TWFG stock. The stock was bought at an average price of $18.89 per share, with a total value of $207,790.00.
• On Thursday, May 21st, Michael Doak bought 17,538 shares of TWFG stock. The stock was bought at an average price of $18.52 per share, with a total value of $324,803.76.
• On Wednesday, May 20th, Michael Doak bought 15,745 shares of TWFG stock. The stock was bought at an average price of $18.79 per share, with a total value of $295,848.55.

TWFG Price Performance

Shares of TWFG stock opened at $18.77 on Monday. The stock 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. The stock has a 50 day moving average price of $18.78 and a 200-day moving average price of $22.82. TWFG, Inc. has a one year low of $16.56 and a one year high of $36.85.

TWFG (NASDAQ:TWFG) last announced its earnings results on Thursday, May 7th. The company reported $0.29 EPS for the quarter, topping analysts’ consensus estimates of $0.20 by $0.09. The firm had revenue of $72.84 million during the quarter, compared to analysts’ expectations of $67.67 million. TWFG had a return on equity of 15.96% and a net margin of 3.04%. Equities analysts expect that TWFG, Inc. will post 0.97 EPS for the current year.

Trending Headlines about TWFG

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.

Analysts Set New Price Targets

A number of brokerages have recently commented on TWFG. Weiss Ratings reiterated a “sell (d+)” rating on shares of TWFG in a report on Monday, May 4th. Piper Sandler dropped their price objective on TWFG from $24.00 to $22.00 and set an “overweight” rating for the company in a report on Friday, May 8th. Zacks Research cut TWFG from a “strong-buy” rating to a “hold” rating in a report on Friday, May 8th. Wall Street Zen cut TWFG from a “buy” rating to a “hold” rating in a report on Sunday, May 3rd. Finally, Keefe, Bruyette & Woods dropped their price objective on TWFG from $31.00 to $25.00 and set a “market perform” rating for the company in a report on Tuesday, April 7th. Three investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $26.00.

Hedge Funds Weigh In On TWFG

A number of large investors have recently bought and sold shares of TWFG. Capital International Investors boosted its holdings in 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 acquiring an additional 511,469 shares during the period. Central Securities Corp purchased a new position in TWFG during the 3rd quarter valued at $12,348,000. Lord Abbett & CO. LLC raised its position in TWFG by 179.8% during the 4th quarter. Lord Abbett & CO. LLC now owns 255,764 shares of the company’s stock valued at $7,358,000 after purchasing an additional 164,355 shares in the last quarter. Victory Capital Management Inc. raised its position in TWFG by 57.4% during the 3rd quarter. Victory Capital Management Inc. now owns 351,478 shares of the company’s stock valued at $9,645,000 after purchasing an additional 128,180 shares in the last quarter. Finally, Giverny Capital Inc. raised its position in TWFG by 68.9% during the 3rd quarter. Giverny Capital Inc. now owns 300,317 shares of the company’s stock valued at $8,241,000 after purchasing an additional 122,469 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.