TWFG (NASDAQ:TWFG) Director Buys $213,797.10 in Stock

TWFG, Inc. (NASDAQ:TWFG) Director Michael Doak acquired 11,330 shares of the firm’s stock in a transaction on Friday, May 29th. The stock was purchased at an average price of $18.87 per share, with a total value of $213,797.10. Following the acquisition, the director owned 690,728 shares of the company’s stock, valued at $13,034,037.36. This represents a 1.67% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link.

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

• On Thursday, May 28th, Michael Doak acquired 11,000 shares of TWFG stock. The stock was purchased at an average price of $18.87 per share, with a total value of $207,570.00.
• On Wednesday, May 27th, Michael Doak acquired 24,880 shares of TWFG stock. The stock was purchased at an average price of $18.62 per share, with a total value of $463,265.60.
• On Tuesday, May 26th, Michael Doak acquired 11,000 shares of TWFG stock. The stock was purchased at an average price of $19.23 per share, with a total value of $211,530.00.
• On Friday, May 22nd, Michael Doak acquired 11,000 shares of TWFG stock. The stock was purchased 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 cost of $18.52 per share, for a total transaction of $324,803.76.
• On Wednesday, May 20th, Michael Doak bought 15,745 shares of TWFG stock. The stock was bought at an average cost of $18.79 per share, for a total transaction of $295,848.55.

TWFG Stock Performance

NASDAQ TWFG opened at $18.77 on Monday. TWFG, Inc. has a 12 month low of $16.56 and a 12 month high of $36.85. The stock has a market cap of $1.02 billion, a P/E ratio of 34.76 and a beta of 0.46. The stock’s fifty day moving average price is $18.78 and its 200-day moving average price is $22.82. The company has a current ratio of 94.71, a quick ratio of 94.71 and a debt-to-equity ratio of 0.01.

TWFG (NASDAQ:TWFG) last released 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. TWFG had a return on equity of 15.96% and a net margin of 3.04%.The firm had revenue of $72.84 million for the quarter, compared to analysts’ expectations of $67.67 million. As a group, equities analysts forecast that TWFG, Inc. will post 0.97 EPS for the current fiscal year.

Analyst Ratings Changes

A number of equities research analysts have recently commented on TWFG shares. Morgan Stanley cut their target price on TWFG from $24.00 to $21.00 and set an “equal weight” rating on the stock in a research note on Thursday, May 21st. Keefe, Bruyette & Woods dropped their price objective on TWFG from $31.00 to $25.00 and set a “market perform” rating on the stock in a research report on Tuesday, April 7th. Zacks Research cut TWFG from a “strong-buy” rating to a “hold” rating in a research report on Friday, May 8th. Wall Street Zen cut TWFG from a “buy” rating to a “hold” rating in a research report on Sunday, May 3rd. Finally, JPMorgan Chase & Co. dropped their price objective on TWFG from $27.00 to $24.00 and set a “neutral” rating on the stock in a research report on Thursday, April 9th. Three research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, TWFG presently has a consensus rating of “Hold” and an average price target of $26.00.

TWFG News Roundup

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.

Institutional Investors Weigh In On TWFG

Several institutional investors have recently modified their holdings of TWFG. Fifth Third Bancorp boosted its position in shares of TWFG by 102.7% during the fourth quarter. Fifth Third Bancorp now owns 896 shares of the company’s stock valued at $26,000 after buying an additional 454 shares during the last quarter. Quadrant Capital Group LLC purchased a new position in TWFG in the fourth quarter worth about $68,000. Quantbot Technologies LP boosted its position in TWFG by 52.5% in the second quarter. Quantbot Technologies LP now owns 4,053 shares of the company’s stock worth $142,000 after purchasing an additional 1,395 shares during the last quarter. Russell Investments Group Ltd. purchased a new position in TWFG in the third quarter worth about $142,000. Finally, State of Tennessee Department of Treasury purchased a new position in TWFG in the second quarter worth about $155,000.

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.