TWFG
TWFG, Inc.
$21.56
+1.75%
$1.2B
No data for this timeframe.
Vol
Market Cap$1.2B
Cap SizeSmall Cap
Analyst ConsensusBuy (67%)
Inst. Holders42 funds
Inst. Value$103.1M
Inst. Activity4 buys / 2 sells
Insider Activity12B / 0S
Insider Net $$3.4M
Reddit Sentiment50° Neutral
SEC Reports4
Press Releases1
Recent Activity
Jun 8, 2026
SEC
Director Michael Doak purchased $1.64M of TWFG stock over six consecutive trading days, averaging ~$19.10 per share. Thi
INSIDER-BUY — Impact 5/10
Jun 8, 2026
other
TWFG Marks 25th Anniversary with Record-Breaking National Agent Convention
TWFG Marks 25th Anniversary with Record-Breaking National Agent Convention
Jun 5, 2026
Insider
DOAK MICHAEL bought 7,865 shares
Director @ $19.45 ($153.0K)
Jun 5, 2026
Insider
Bunch Michelle Caroline gifted 529,568 shares
Director
Jun 5, 2026
Insider
Bunch Michelle Caroline gifted 529,568 shares
Director
May 5, 2026
Press
TWFG announced the acquisition of APIA (Asset Protection Insurance Associates), a specialty MGA firm, to expand its plat
Impact 4/10
Apr 20, 2026
SEC
TWFG announced it will release Q1 2026 earnings on May 7, 2026, after market close, followed by a conference call. The f
PRESS-RELEASE — Impact 3/10
Apr 10, 2026
SEC
TWFG, Inc. filed a definitive proxy statement (DEFA14A) for its 2026 Annual Meeting, which includes the election of six
DEFA14A — Impact 2/10
Price Targets
$23.57
+9.3% upside
Buy
Current $21.56
Low $21.00
Median $23.00
High $27.00
7 analysts
$21.00
$27.00
Analyst Ratings
3Strong Buy
7Buy
5Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 9, 2026 | UBS | MAINTAIN | Buy → Buy |
| May 21, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight → Equal-Weight |
| May 8, 2026 | Piper Sandler | MAINTAIN | Overweight → Overweight |
| Apr 9, 2026 | JP Morgan | MAINTAIN | Neutral → Neutral |
| Apr 8, 2026 | UBS | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.25 ▲ +5.4% | $0.22 — $0.28 | 23% YoY | 7 |
| Next Q | $0.24 ▼ -1.3% | $0.22 — $0.27 | 4% YoY | 7 |
| Current FY | $1.01 ▼ -1.1% | $0.97 — $1.06 | 15% YoY | 7 |
| Next FY | $1.11 ▲ +2.3% | $0.99 — $1.30 | 10% YoY | 8 |
Latest Reports
BULLISH
INSIDER-BUY
5/10
Director Michael Doak purchased $1.64M of TWFG stock over six consecutive trading days, averaging ~$19.10 per share. Thi
Jun 8, 2026
NEUTRAL
Press
4/10
TWFG announced the acquisition of APIA (Asset Protection Insurance Associates), a specialty MGA firm, to expand its plat
May 5, 2026
NEUTRAL
PRESS-RELEASE
3/10
TWFG announced it will release Q1 2026 earnings on May 7, 2026, after market close, followed by a conference call. The f
Apr 20, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BAMCO INC /NY/ | $20.9M | — |
| Capital International Investors | $19.6M | DOUBLED |
| VANGUARD CAPITAL MANAGEMENT LLC | $10.5M | — |
| Nuveen, LLC | $9.1M | — |
| MARSHALL WACE, LLP | $4.9M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 5, 2026 | DOAK MICHAEL | BUY | $153.0K |
| Jun 5, 2026 | Bunch Michelle | G | $0.00 |
| Jun 5, 2026 | Bunch Michelle | G | $0.00 |
| Jun 5, 2026 | Bunch Richard | G | $0.00 |
| Jun 5, 2026 | Bunch Richard | G | $0.00 |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
42 institutional holders with $103.1M total value (5,692,366 shares) as of 2026-Q1. Top holders: BAMCO, Capital, VANGUARD. Net buying activity: 4 institutions added/increased vs 2 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BAMCO INC /NY/ | 1,135,099 | $20.9M | 20.2% | — |
| 2 | Capital International Investors | 1,065,732 | $19.6M | 19.0% | DOUBLED +114.4% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 570,537 | $10.5M | 10.2% | — |
| 4 | Nuveen, LLC | 495,092 | $9.1M | 8.8% | — |
| 5 | MARSHALL WACE, LLP | 266,828 | $4.9M | 4.8% | ADD +56.8% |
| 6 | Alyeska Investment Group, L.P. | 215,778 | $4.0M | 3.8% | — |
| 7 | TWO SIGMA INVESTMENTS, LP | 205,213 | $3.8M | 3.7% | NEAR_EXIT -76.4% |
| 8 | BlackRock, Inc. | 187,337 | $3.4M | 3.3% | — |
| 9 | BALYASNY ASSET MANAGEMENT L.P. | 170,182 | $3.1M | 3.0% | DOUBLED +1620.7% |
| 10 | FMR LLC | 151,281 | $2.8M | 2.7% | NEAR_EXIT -85.8% |
| 11 | GOLDMAN SACHS GROUP INC | 122,832 | $2.3M | 2.2% | — |
| 12 | RENAISSANCE TECHNOLOGIES LLC | 118,327 | $2.2M | 2.1% | DOUBLED +201.9% |
| 13 | MORGAN STANLEY | 111,526 | $2.1M | 2.0% | DOUBLED +208.1% |
| 14 | CITADEL ADVISORS LLC | 109,502 | $2.0M | 2.0% | — |
| 15 | VANGUARD FIDUCIARY TRUST CO | 81,983 | $1.5M | 1.5% | — |
| 16 | VICTORY CAPITAL MANAGEMENT INC | 71,910 | $1.3M | 1.3% | NEAR_EXIT -77.1% |
| 17 | DIMENSIONAL FUND ADVISORS LP | 67,612 | $1.2M | 1.2% | — |
| 18 | STATE STREET CORP | 66,566 | $1.2M | 1.2% | — |
| 19 | Point72 Asset Management, L.P. | 64,668 | $1.2M | 1.2% | — |
| 20 | BANK OF AMERICA CORP /DE/ | 54,111 | $995.1K | 1.0% | ADD +26.7% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 9,890 | 170,182 | +1620.7% | $3.1M | 2026-Q1 |
| FMR LLC | NEAR_EXIT | 1,065,105 | 151,281 | -85.8% | $2.8M | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 39,200 | 118,327 | +201.9% | $2.2M | 2026-Q1 |
| MORGAN STANLEY | DOUBLED | 36,203 | 111,526 | +208.1% | $2.1M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | ADD | 42,696 | 54,111 | +26.7% | $995.1K | 2026-Q1 |
| TD ASSET MANAGEMENT INC | TRIM | 67,704 | 40,208 | -40.6% | $739.4K | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. | NEW | — | 1,081,383 | — | $31.1M | 2025-Q4 |
| Capital International Investors | DOUBLED | 447,021 | 958,490 | +114.4% | $27.6M | 2025-Q4 |
| VICTORY CAPITAL MANAGEMENT INC | NEAR_EXIT | 351,478 | 80,340 | -77.1% | $2.3M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 30,180 | 42,696 | +41.5% | $1.2M | 2025-Q4 |
| MORGAN STANLEY | TRIM | 69,994 | 36,203 | -48.3% | $1.0M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 139,192 | 32,914 | -76.4% | $946.9K | 2025-Q4 |
| ExodusPoint Capital Management, LP | TRIM | 39,667 | 20,959 | -47.2% | $603.0K | 2025-Q4 |
| BLAIR WILLIAM & CO/IL | TRIM | 28,082 | 19,896 | -29.2% | $572.4K | 2025-Q4 |
| Russell Investments Group, Ltd. | TRIM | 5,168 | 1,421 | -72.5% | $40.9K | 2025-Q4 |
| FIFTH THIRD BANCORP | DOUBLED | 442 | 896 | +102.7% | $25.8K | 2025-Q4 |
| VICTORY CAPITAL MANAGEMENT INC | ADD | 223,298 | 351,478 | +57.4% | $9.6M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | ADD | 99,529 | 139,192 | +39.9% | $3.8M | 2025-Q3 |
| UBS Group AG | ADD | 29,515 | 46,172 | +56.4% | $1.3M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 79,000 | 36,300 | -54.1% | $996.1K | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | TRIM | 50,618 | 30,180 | -40.4% | $828.1K | 2025-Q3 |
| SEI INVESTMENTS CO | ADD | 9,310 | 11,970 | +28.6% | $328.5K | 2025-Q3 |
| CWM, LLC | TRIM | 1,000 | 703 | -29.7% | $19.00 | 2025-Q3 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | EXIT | 377,138 | 0 | -100.0% | $0.00 | 2025-Q3 |
| Capital International Investors | TRIM | 878,807 | 515,409 | -41.4% | $18.0M | 2025-Q2 |
13 unique insiders with 36 transactions. Net insider value: $3.4M ($3.4M bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 5, 2026 | DOAK MICHAEL | Director | BUY | 7,865 | $19.45 | $153.0K |
| Jun 5, 2026 | Bunch Michelle Caroline | Director | GIFT | 529,568 | — | — |
| Jun 5, 2026 | Bunch Michelle Caroline | Director | GIFT | 529,568 | — | — |
| Jun 5, 2026 | Bunch Richard F. III | President and CEO | GIFT | 529,568 | — | — |
| Jun 5, 2026 | Bunch Richard F. III | President and CEO | GIFT | 529,568 | — | — |
| Jun 4, 2026 | DOAK MICHAEL | Director | BUY | 11,000 | $19.09 | $210.0K |
| Jun 3, 2026 | DOAK MICHAEL | Director | BUY | 22,994 | $18.62 | $428.1K |
| Jun 2, 2026 | DOAK MICHAEL | Director | BUY | 16,500 | $19.25 | $317.6K |
| Jun 1, 2026 | DOAK MICHAEL | Director | BUY | 16,500 | $19.33 | $318.9K |
| May 29, 2026 | DOAK MICHAEL | Director | BUY | 11,330 | $18.87 | $213.8K |
| May 28, 2026 | DOAK MICHAEL | Director | BUY | 11,000 | $18.87 | $207.6K |
| May 27, 2026 | DOAK MICHAEL | Director | BUY | 24,880 | $18.62 | $463.3K |
| May 26, 2026 | DOAK MICHAEL | Director | BUY | 11,000 | $19.23 | $211.5K |
| May 22, 2026 | DOAK MICHAEL | Director | BUY | 11,000 | $18.89 | $207.8K |
| May 21, 2026 | DOAK MICHAEL | Director | BUY | 17,538 | $18.52 | $324.8K |
| May 20, 2026 | DOAK MICHAEL | Director | BUY | 15,745 | $18.79 | $295.8K |
| Mar 31, 2026 | Anderson Jonathan James | Director | AWARD | 4,000 | — | — |
| Mar 31, 2026 | Zwinggi Janice E. | Chief Financial Officer | TAX W/H | 839 | $18.39 | $15.4K |
| Mar 31, 2026 | Padgett Gene | Chief Accounting Officer | AWARD | 3,250 | — | — |
| Mar 31, 2026 | Nolan Katherine C | Chief Operating Officer | AWARD | 12,500 | — | — |
| Mar 31, 2026 | Benes Julie E. | General Counsel and Secretary | AWARD | 5,000 | — | — |
| Mar 31, 2026 | Nolan Katherine C | Chief Operating Officer | TAX W/H | 828 | $18.39 | $15.2K |
| Mar 31, 2026 | Vijaya Gopal Mohan Babu | Chief Technology Officer | AWARD | 3,250 | — | — |
| Mar 31, 2026 | McGuire Andrew Vincent | Chief Underwriting Officer | AWARD | 4,000 | — | — |
| Mar 31, 2026 | Benes Julie E. | General Counsel and Secretary | TAX W/H | 337 | $18.39 | $6.2K |
| Mar 31, 2026 | Bunch Charles Alexander | Chief Creative & Marketing Off | TAX W/H | 326 | $18.39 | $6.0K |
| Mar 31, 2026 | Zwinggi Janice E. | Chief Financial Officer | AWARD | 12,500 | — | — |
| Mar 31, 2026 | Padgett Gene | Chief Accounting Officer | TAX W/H | 224 | $18.39 | $4.1K |
| Mar 31, 2026 | Ferracone Robin A | Director | AWARD | 4,000 | — | — |
| Mar 31, 2026 | Wong Janet S. | Director | AWARD | 4,000 | — | — |
| Mar 31, 2026 | DOAK MICHAEL | Director | AWARD | 4,000 | — | — |
| Mar 31, 2026 | Bunch Charles Alexander | Chief Creative & Marketing Off | AWARD | 5,000 | — | — |
| Mar 31, 2026 | Bunch Michelle Caroline | Director | TAX W/H | 2,133 | $18.39 | $39.2K |
| Mar 31, 2026 | Bunch Michelle Caroline | Director | AWARD | 4,000 | — | — |
| Mar 31, 2026 | Bunch Richard F. III | President and CEO | AWARD | 27,500 | — | — |
| Mar 31, 2026 | Bunch Richard F. III | President and CEO | TAX W/H | 2,133 | $18.39 | $39.2K |
4 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 4.5/10.
BULLISH
INSIDER-BUY
5/10
Director Michael Doak purchased $1.64M of TWFG stock over six consecutive trading days, averaging ~$
Jun 8, 2026
NEUTRAL
PRESS-RELEASE
3/10
TWFG announced it will release Q1 2026 earnings on May 7, 2026, after market close, followed by a co
Apr 20, 2026
NEUTRAL
DEFA14A
2/10
TWFG, Inc. filed a definitive proxy statement (DEFA14A) for its 2026 Annual Meeting, which includes
Apr 10, 2026
BULLISH
8-K
8/10
TWFG reported strong Q4 and full-year 2025 results with revenue up 33.0% YoY to $68.8M and net incom
Feb 26, 2026
Current analyst consensus: Buy (67% buy). Based on 15 analysts: 3 strong buy, 7 buy, 5 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$23.57 mean target
+9.3% upside
Buy (2.00)
$21.00 Low
$27.00 High
| Metric | Value |
|---|---|
| Current Price | $21.56 |
| Target Low | $21.00 |
| Target Mean | $23.57 |
| Target Median | $23.00 |
| Target High | $27.00 |
| # Analysts | 7 |
| Recommendation | Buy (2.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.25 | $0.22 | $0.28 | 23.1% | +5.4% | 4↑ 2↓ | $0.1B | 26.2% | 7 |
| Next Q 2026-09-30 |
$0.24 | $0.22 | $0.27 | 4.1% | -1.3% | 0↑ 6↓ | $0.1B | 18.2% | 7 |
| Current FY 2026-12-31 |
$1.01 | $0.97 | $1.06 | 14.6% | -1.1% | 6↑ 1↓ | $0.3B | 21.0% | 7 |
| Next FY 2027-12-31 |
$1.11 | $0.99 | $1.30 | 9.7% | +2.3% | 5↑ 0↓ | $0.3B | 15.8% | 8 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.246 | |
| 7d ago | $0.242 | +0.004 |
| 30d ago | $0.234 | +0.013 |
| 60d ago | $0.235 | +0.011 |
| 90d ago | $0.236 | +0.011 |
5 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 9, 2026 | UBS | MAINTAIN | Buy | Buy |
| May 21, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| May 8, 2026 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| Apr 9, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Apr 8, 2026 | UBS | MAINTAIN | Buy | Buy |
| Apr 7, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | Market Perform |
| Apr 6, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| Mar 9, 2026 | UBS | MAINTAIN | Buy | Buy |
| Mar 5, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| Feb 27, 2026 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| Feb 23, 2026 | Piper Sandler | MAINTAIN | Overweight | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 7 | 5 | 0 | 0 | 67% | |
| May 1, 2026 | 3 | 7 | 4 | 0 | 0 | 71% | |
| Apr 1, 2026 | 3 | 7 | 4 | 0 | 0 | 71% | |
| Mar 1, 2026 | 3 | 7 | 4 | 0 | 0 | 71% | |
| Feb 1, 2026 | 3 | 7 | 4 | 0 | 0 | 71% | |
| Jan 1, 2026 | 3 | 7 | 4 | 0 | 0 | 71% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
50°
Neutral
Bearish
Neutral
Bullish
5 mentions
0 bullish
0 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Mar 21, 2026 | 3 | 56° Neutral | 0 | 0 | 3 |
| Mar 21, 2026 | 2 | 56° Neutral | 0 | 0 | 2 |
Recent Reddit Threads
Jun 8, 2026
other
TWFG Marks 25th Anniversary with Record-Breaking National Agent Convention
TWFG Marks 25th Anniversary with Record-Breaking National Agent Convention
May 27, 2026
other
TWFG, Inc. to Participate in the William Blair 46th Annual Growth Stock Conference
TWFG, Inc. to Participate in the William Blair 46th Annual Growth Stock Conference
May 12, 2026
other
TWFG, Inc. Advances National Growth and Distribution with Fortress Insurance Services Deal
TWFG, Inc. Advances National Growth and Distribution with Fortress Insurance Services Deal
May 7, 2026
earnings
TWFG Announces First Quarter 2026 Results
TWFG Announces First Quarter 2026 Results
May 7, 2026
earnings_calendar
TWFG Q1 2026 Earnings Scheduled — 2026-05-07
May 5, 2026
m_and_a
TWFG Insurance Acquires APIA Inc., Expanding Specialty MGA Capabilities and Supporting Long-Term Growth
TWFG announced today that it has acquired APIA, Asset Protection Insurance Associates, expanding its Specialty MGA capabilities.
Apr 20, 2026
earnings
TWFG, Inc. To Announce First Quarter 2026 Financial Results on Thursday, May 7, 2026
TWFG, Inc. To Announce First Quarter 2026 Financial Results on Thursday, May 7, 2026
Feb 25, 2026
earnings_calendar
TWFG Q4 2025 Earnings After Market Close — 2026-02-25