TWFG
TWFG, Inc. Common StockTWFG
TWFG
About: TWFG Inc is a independent distribution platform for personal and commercial insurance in the United States. It offers all lines of insurance, multiple distribution contract options, M&A services, proprietary virtual assistants, proprietary technology, proprietary premium financing, unlimited continuing education, recognition programs, co-op funding, marketing support and overall lower costs to operate.
Employees: 293
0
Funds holding %
of 7,245 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
1% less capital invested
Capital invested by funds: $365M [Q4 2024] → $361M (-$3.46M) [Q1 2025]
1.52% less ownership
Funds ownership: 80.01% [Q4 2024] → 78.49% (-1.52%) [Q1 2025]
8% less funds holding
Funds holding: 76 [Q4 2024] → 70 (-6) [Q1 2025]
21% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 28
27% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 15
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$32
9%
downside
Avg. target
$33
6%
downside
High target
$34
3%
downside
4 analyst ratings
1 positive
25%
3 neutral
75%
0 negative
0%
Morgan Stanley Bob Huang | 3%downside $34 | Equal-Weight Maintained | 19 May 2025 |
JP Morgan Pablo Singzon | 3%downside $34 | Neutral Maintained | 19 May 2025 |
Keefe, Bruyette & Woods Tommy McJoynt | 9%downside $32 | Market Perform Maintained | 9 Apr 2025 |
BMO Capital Michael Zaremski | 9%downside $32 | Outperform Maintained | 4 Mar 2025 |
Financial journalist opinion
Based on 3 articles about TWFG published over the past 30 days
Neutral
GlobeNewsWire
1 week ago
TWFG Announces First Quarter 2025 Results
THE WOODLANDS, Texas, May 13, 2025 (GLOBE NEWSWIRE) -- – Total Revenues increased 16.6% for the quarter over the prior year period to $53.8 million – – Total Written Premium increased 15.5% for the quarter over the prior year period to $371.0 million – – Organic Revenue Growth Rate* of 14.3% for the quarter – – Net income of $6.9 million for the quarter – – Adjusted EBITDA* increased 35.3% for the quarter over the prior year period to $12.2 million – THE WOODLANDS, Texas, May 13, 2025 (GLOBE NEWSWIRE) – TWFG, Inc. (“TWFG”, the “Company” or “we”) (NASDAQ: TWFG), a high-growth insurance distribution company, today announced results for the first quarter ended March 31, 2025. First Quarter 2025 Highlights Total revenues for the quarter increased 16.6% to $53.8 million, compared to $46.1 million in the prior year period Commission income for the quarter increased 14.7% to $48.8 million, compared to $42.5 million in the prior year period Net income for the quarter was $6.9 million, compared to $6.6 million in the prior year period, and net income margin for the quarter was 12.7% Diluted Earnings Per Share for the quarter was $0.09 and Adjusted Diluted Earnings Per Share* for the quarter was $0.16 Total Written Premium for the quarter increased 15.5% to $371.0 million, compared to $321.3 million in the prior year period Organic Revenue Growth Rate* for the quarter was 14.3% Adjusted Net Income* for the quarter increased 14.3% from the prior year period to $9.2 million, and Adjusted Net Income Margin* for the quarter was 17.1% Adjusted EBITDA* for the quarter increased 35.3% over the prior year period to $12.2 million, and Adjusted EBITDA Margin* for the quarter was 22.6% compared to 19.5% in the prior year period *Organic Revenue Growth Rate, Adjusted Net Income, Adjusted Net Income Margin, Adjusted EBITDA, Adjusted EBITDA Margin, Adjusted Free Cash Flow and Adjusted Diluted Earnings Per Share are non-GAAP measures.
Neutral
GlobeNewsWire
2 weeks ago
TWFG, Inc. To Announce First Quarter 2025 Financial Results on Tuesday, May 13, 2025.
THE WOODLANDS, Texas, May 05, 2025 (GLOBE NEWSWIRE) -- TWFG, Inc. (NASDAQ: TWFG), a leading independent insurance distribution platform, announced today that it will release its financial results for the first quarter ended March 31, 2025, after the market closes on Tuesday, May 13, 2025. The Company will host a conference call to discuss its financial results the following morning, Wednesday, May 14, 2025, at 8:00 a.m.
Neutral
GlobeNewsWire
2 weeks ago
TWFG Insurance Acquires Agencies in Texas and North Carolina, and Adds Innovative Agency Owner, Denise Davis, as Vice President of Retail Operations
THE WOODLANDS, Texas, May 01, 2025 (GLOBE NEWSWIRE) -- TWFG, Inc. (“TWFG”, the “Company”), a high-growth insurance distribution company, announced today the acquisition of two agencies, one in Texas and one in North Carolina, and the hiring of Denise Davis as Vice President of Retail Operations. Denise Davis Insurance, located in Tomball, Texas, converted to a TWFG Corporate Branch on April 1, 2025, after nearly 23 years as an independent TWFG Branch.
Neutral
GlobeNewsWire
2 months ago
TWFG Announces Fourth Quarter 2024 and Full Year Results
– Total Revenues increased 30.8% for the quarter over the prior year period to $51.7 million – – Total Written Premium increased 20.0% for the quarter over the prior year period to $361.4 million – – Organic Revenue Growth Rate* of 20.5% for the quarter – – Diluted Earnings Per Share and Adjusted Diluted Earnings Per Share* of $0.11 and $0.19 for the quarter, respectively – – Adjusted EBITDA* increased 91.7% for the quarter over the prior year period to $13.8 million –
Neutral
GlobeNewsWire
2 months ago
TWFG to Announce Fourth Quarter and Full-Year 2024 Financial Results on March 19, 2025
THE WOODLANDS, Texas, March 13, 2025 (GLOBE NEWSWIRE) -- TWFG, Inc. (NASDAQ: TWFG), a leading independent insurance distribution platform, announced today that it will release its fourth quarter and full-year 2024 financial results on Wednesday, March 19, 2025, after the market closes. TWFG will host a conference call and live webcast to discuss its results on Thursday, March 20, 2025, at 9:00 AM Central Time (10:00 AM Eastern Time).
Neutral
GlobeNewsWire
2 months ago
TWFG Announces Unaudited Preliminary Fourth Quarter and Full Year 2024 Financial Results
THE WOODLANDS, Texas, Feb. 28, 2025 (GLOBE NEWSWIRE) -- TWFG, Inc. (“TWFG”, the “Company” or “we”) (NASDAQ: TWFG), a high-growth insurance distribution company, today announced preliminary unaudited financial highlights for the fourth quarter and full year ended December 31, 2024. The following results are preliminary, unaudited estimates and are subject to change. The Company is currently finalizing its fourth quarter and year end 2024 results, and as a result, these preliminary estimates are based solely on information available to management as of the date of this press release. The Company's actual results may differ from these estimates due to the completion of its closing procedures, final adjustments and developments that may arise or information that may become available between now and the time the Company's financial results are finalized.
Neutral
PRNewsWire
3 months ago
TWFG Inc. Appoints Eugene Padgett to Join Its Leadership Team as Chief Accounting Officer
THE WOODLANDS, Texas , Jan. 23, 2025 /PRNewswire/ -- TWFG, Inc. (NASDAQ: TWFG), announced today that Eugene "Gene" Padgett, former Senior Vice President and Chief Accounting Officer with U.S. Silica, has joined TWFG's Leadership Team as Chief Accounting Officer. He brings to TWFG over 30 years of progressive experience in accounting and financial management across diverse industries, and a strong track record of enhancing organizational performance through strategic financial planning, SEC reporting, and compliance.
Neutral
GlobeNewsWire
6 months ago
TWFG Announces Third Quarter 2024 Results
– Completed IPO in July 2024, raising $192.9 million in net proceeds through the issuance of 12,650,000 shares of Class A common stock at $17.00 per share – – Total Written Premium increased 13.0% over the prior year period to $400.1 million – – Total Revenue increased 14.5% over the prior year period to $54.6 million – – Organic Revenue Growth Rate* of 7.6% – – Net Income of $6.9 million – – Diluted Earnings Per Share and Adjusted Diluted Earnings Per Share* of $0.08 and $0.15 , respectively – – Adjusted EBITDA* increased 29.7% over the prior year period to $11.7 million –
Neutral
PRNewsWire
6 months ago
TWFG Inc. to Report Third Quarter 2024 Results
THE WOODLANDS, Texas , Oct. 28, 2024 /PRNewswire/ -- TWFG Inc. ("TWFG" or the "Company") (NASDAQ: TWFG), announced today that it will report its third quarter 2024 financial and operating results after the market close on Tuesday, November 12, 2024. The Company will hold a conference call to discuss the results at 9am ET on Wednesday, November 13.
Neutral
PRNewsWire
8 months ago
TWFG Announces Second Quarter 2024 Results
– Total Written Premium increased 20.3% over the prior year period to $393.6 million – – Total Revenue increased 17.4% over the prior year period to $53.3 million – – Organic Revenue Growth Rate* of 13.8% – – Net Income of $6.9 million – – Adjusted Net Income* increased 18.1% over the prior year period to $9.8 million – – Adjusted EBITDA* increased 25.8% over the prior year period to $10.8 million – – Completed Initial Public Offering in July 2024 – THE WOODLANDS, Texas , Aug. 27, 2024 /PRNewswire/ -- TWFG, Inc. ("TWFG" or the "Company") (NASDAQ: TWFG), a high-growth insurance distribution company, today announced results for the second quarter ended June 30, 2024. Second Quarter 2024 Highlights Total Written Premium for the quarter increased 20.3% to $393.6 million, compared to $327.2 million in the same period in the prior year Total revenues for the quarter increased 17.4% to $53.3 million, compared to $45.4 million in the same period in the prior year Organic Revenue Growth Rate* for the quarter was 13.8% Net income for the quarter was $6.9 million, compared to $7.1 million in the same period in the prior year Adjusted Net Income* for the quarter increased 18.1% over the prior year period to $9.8 million, and Adjusted Net Income Margin* for the quarter was 18.4% Adjusted EBITDA* for the quarter increased 25.8% over the prior year period to $10.8 million, and Adjusted EBITDA Margin* for the quarter was 20.2% Cash flow from operating activities for the quarter was $7.4 million, compared to $6.9 million in the same period in the prior year Adjusted Free Cash Flow* for the quarter was $3.7 million, compared to $1.9 million in the same period in the prior year *Organic Revenue Growth Rate, Adjusted Net Income, Adjusted Net Income Margin, Adjusted EBITDA, Adjusted EBITDA Margin, and Adjusted Free Cash Flow are non-GAAP measures.
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