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 7,431 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
110% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 10
45% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 22
14% more funds holding
Funds holding: 70 [Q1] → 80 (+10) [Q2]
12% more capital invested
Capital invested by funds: $361M [Q1] → $406M (+$44.4M) [Q2]
0.68% less ownership
Funds ownership: 78.49% [Q1] → 77.81% (-0.68%) [Q2]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$32
13%
upside
Avg. target
$35
25%
upside
High target
$42
48%
upside
3 analyst ratings
2 positive
67%
1 neutral
33%
0 negative
0%
Morgan Stanley Bob Huang | 13%upside $32 | Equal-Weight Maintained | 18 Aug 2025 |
Piper Sandler Paul Newsome | 13%upside $32 | Overweight Maintained | 14 Aug 2025 |
UBS Brian Meredith | 48%upside $42 | Buy Maintained | 9 Jul 2025 |
Financial journalist opinion
Based on 4 articles about TWFG published over the past 30 days
Neutral
Zacks Investment Research
1 week ago
Compared to Estimates, TWFG, Inc. (TWFG) Q2 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for TWFG, Inc. (TWFG) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Positive
Zacks Investment Research
1 week ago
TWFG, Inc. (TWFG) Q2 Earnings Surpass Estimates
TWFG, Inc. (TWFG) came out with quarterly earnings of $0.2 per share, beating the Zacks Consensus Estimate of $0.18 per share. This compares to earnings of $14.89 per share a year ago.
Neutral
GlobeNewsWire
1 week ago
TWFG Announces Second Quarter 2025 Results
– Total Revenues increased 13.8% for the quarter over the prior year period to $60.3 million – – Total Written Premium increased 14.4% for the quarter over the prior year period to $450.3 million – – Organic Revenue Growth Rate* of 10.6% for the quarter – – Net income of $9.0 million for the quarter – – Adju sted EBITDA* increas ed 40.7% for t he quarter over the prior year period to $15.1 million –
Neutral
GlobeNewsWire
2 weeks ago
TWFG Insurance Accelerates Northeast Expansion with Acquisition of Angers & Litz Associates
THE WOODLANDS, Texas, Aug. 12, 2025 (GLOBE NEWSWIRE) -- TWFG Insurance (NASDAQ: TWFG), a high-growth independent insurance distribution platform, has expanded its national footprint with the strategic acquisition of Angers & Litz Associates, Inc., a well-established agency based in Schenectady, New York. This move marks a key milestone in TWFG's Northeast growth strategy and reinforces its commitment to scaling through high-quality, legacy-rich partnerships.
Neutral
GlobeNewsWire
2 months ago
TWFG's Gordy Bunch to speak at Morgan Stanley US Financials Conference
THE WOODLANDS, Texas, June 09, 2025 (GLOBE NEWSWIRE) -- TWFG, Inc. (“TWFG”, the “Company”), a high-growth insurance distribution company, announced today that its Founder and CEO, Gordy Bunch, will be giving a fireside chat at the Morgan Stanly US Financials Conference on Wednesday, June 11th at 4 p.m., EDT. A live webcast will be available the day of the conference, and a replay video will be made available on TWFG.com in the Investors section under “News and Events.
Neutral
GlobeNewsWire
3 months 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
3 months 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
3 months 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
5 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
5 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).
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