TWFG (NASDAQ:TWFG) Director Buys $211,530.00 in Stock

TWFG, Inc. (NASDAQ:TWFG) Director Michael Doak purchased 11,000 shares of the stock in a transaction dated Tuesday, May 26th. The shares were acquired at an average cost of $19.23 per share, for a total transaction of $211,530.00. Following the completion of the acquisition, the director directly owned 643,518 shares of the company’s stock, valued at approximately $12,374,851.14. This trade represents a 1.74% increase in their position. The purchase was disclosed in a document filed with the SEC, which is available through this link.

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

• On Friday, May 29th, Michael Doak purchased 11,330 shares of TWFG stock. The shares were acquired at an average cost of $18.87 per share, for a total transaction of $213,797.10.
• On Thursday, May 28th, Michael Doak purchased 11,000 shares of TWFG stock. The shares were acquired at an average cost of $18.87 per share, for a total transaction of $207,570.00.
• On Wednesday, May 27th, Michael Doak purchased 24,880 shares of TWFG stock. The shares were acquired at an average cost of $18.62 per share, for a total transaction of $463,265.60.
• On Friday, May 22nd, Michael Doak purchased 11,000 shares of TWFG stock. The shares were acquired at an average cost of $18.89 per share, for a total transaction of $207,790.00.
• On Thursday, May 21st, Michael Doak purchased 17,538 shares of TWFG stock. The shares were acquired at an average cost of $18.52 per share, for a total transaction of $324,803.76.
• On Wednesday, May 20th, Michael Doak purchased 15,745 shares of TWFG stock. The shares were acquired at an average cost of $18.79 per share, for a total transaction of $295,848.55.

TWFG Price Performance

Shares of TWFG opened at $18.77 on Friday. The stock’s fifty day moving average is $18.78 and its 200-day moving average is $22.84. TWFG, Inc. has a one year low of $16.56 and a one year high of $36.85. The firm has a market capitalization 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 announced its earnings results on Thursday, May 7th. The company reported $0.29 earnings per share for the quarter, beating the consensus estimate of $0.20 by $0.09. TWFG had a return on equity of 15.96% and a net margin of 3.04%.The business had revenue of $72.84 million during the quarter, compared to analysts’ expectations of $67.67 million. Equities analysts anticipate that TWFG, Inc. will post 0.97 EPS for the current year.

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.

Hedge Funds Weigh In On TWFG

A number of hedge funds and other institutional investors have recently modified their holdings of TWFG. Capital International Investors boosted its position in shares of TWFG by 114.4% in the 4th quarter. Capital International Investors now owns 958,490 shares of the company’s stock valued at $27,576,000 after purchasing an additional 511,469 shares during the period. Central Securities Corp acquired a new position in shares of TWFG in the 3rd quarter valued at $12,348,000. Lord Abbett & CO. LLC boosted its position in shares of TWFG by 179.8% in 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 during the period. Victory Capital Management Inc. boosted its position in shares of TWFG by 57.4% in 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 during the period. Finally, Giverny Capital Inc. boosted its position in shares of TWFG by 68.9% in 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 during the period.

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on TWFG. Keefe, Bruyette & Woods decreased their target price on TWFG from $31.00 to $25.00 and set a “market perform” rating for the company in a research note on Tuesday, April 7th. JPMorgan Chase & Co. decreased their target price on TWFG from $27.00 to $24.00 and set a “neutral” rating for the company in a research note on Thursday, April 9th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of TWFG in a research note on Monday, May 4th. Morgan Stanley decreased their target price on TWFG from $24.00 to $21.00 and set an “equal weight” rating for the company in a research note on Thursday, May 21st. Finally, Piper Sandler decreased their target price on TWFG from $24.00 to $22.00 and set an “overweight” rating for the company in a research note on Friday, May 8th. Three investment analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $26.00.

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.