Insider Buying: TWFG (NASDAQ:TWFG) Director Acquires $207,790.00 in Stock

TWFG, Inc. (NASDAQ:TWFG) Director Michael Doak bought 11,000 shares of the firm’s stock in a transaction that occurred on Friday, May 22nd. The shares were acquired at an average price of $18.89 per share, with a total value of $207,790.00. Following the completion of the transaction, the director directly owned 632,518 shares of the company’s stock, valued at $11,948,265.02. This trade represents a 1.77% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink.

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

• On Friday, May 29th, Michael Doak bought 11,330 shares of TWFG stock. The shares were acquired at an average price of $18.87 per share, with a total value of $213,797.10.
• On Thursday, May 28th, Michael Doak bought 11,000 shares of TWFG stock. The shares were acquired at an average price of $18.87 per share, with a total value of $207,570.00.
• On Wednesday, May 27th, Michael Doak bought 24,880 shares of TWFG stock. The shares were acquired at an average price of $18.62 per share, with a total value of $463,265.60.
• On Tuesday, May 26th, Michael Doak bought 11,000 shares of TWFG stock. The shares were acquired at an average price of $19.23 per share, with a total value of $211,530.00.
• On Thursday, May 21st, Michael Doak bought 17,538 shares of TWFG stock. The shares were acquired at an average price of $18.52 per share, with a total value of $324,803.76.
• On Wednesday, May 20th, Michael Doak bought 15,745 shares of TWFG stock. The shares were acquired at an average price of $18.79 per share, with a total value of $295,848.55.

TWFG Trading Up 0.1%

Shares of TWFG stock opened at $18.77 on Friday. The firm has a 50-day simple moving average of $18.78 and a two-hundred day simple moving average of $22.84. The company has a market cap of $1.02 billion, a P/E ratio of 34.76 and a beta of 0.46. TWFG, Inc. has a fifty-two week low of $16.56 and a fifty-two week high of $36.85. 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 issued its quarterly earnings data on Thursday, May 7th. The company reported $0.29 earnings per share for the quarter, topping analysts’ consensus estimates of $0.20 by $0.09. The business had revenue of $72.84 million during the quarter, compared to the consensus estimate of $67.67 million. TWFG had a net margin of 3.04% and a return on equity of 15.96%. As a group, equities analysts predict that TWFG, Inc. will post 0.97 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the stock. Central Securities Corp purchased a new stake in TWFG during the 3rd quarter valued at about $12,348,000. Bamco Inc. NY grew its stake in TWFG by 5.8% during the 3rd quarter. Bamco Inc. NY now owns 954,128 shares of the company’s stock valued at $26,181,000 after acquiring an additional 52,067 shares in the last quarter. Riverbridge Partners LLC grew its stake in TWFG by 9.4% during the 4th quarter. Riverbridge Partners LLC now owns 593,744 shares of the company’s stock valued at $17,082,000 after acquiring an additional 51,083 shares in the last quarter. TD Asset Management Inc grew its stake in TWFG by 8.7% during the 3rd quarter. TD Asset Management Inc now owns 62,362 shares of the company’s stock valued at $1,711,000 after acquiring an additional 4,968 shares in the last quarter. Finally, Bank of New York Mellon Corp grew its stake in TWFG by 20.1% during the 1st quarter. Bank of New York Mellon Corp now owns 14,691 shares of the company’s stock valued at $270,000 after acquiring an additional 2,459 shares in the last quarter.

Analyst Ratings Changes

A number of research analysts have weighed in on the stock. Morgan Stanley decreased their price objective on shares of TWFG from $24.00 to $21.00 and set an “equal weight” rating for the company in a research report on Thursday, May 21st. JPMorgan Chase & Co. decreased their price objective on shares of TWFG from $27.00 to $24.00 and set a “neutral” rating for the company in a research report on Thursday, April 9th. Keefe, Bruyette & Woods decreased their price objective on shares of TWFG from $31.00 to $25.00 and set a “market perform” rating for the company in a research report on Tuesday, April 7th. Weiss Ratings reiterated a “sell (d+)” rating on shares of TWFG in a research report on Monday, May 4th. Finally, UBS Group reduced their price target on shares of TWFG from $34.00 to $31.00 and set a “buy” rating for the company in a research report on Wednesday, April 8th. Three 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’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $26.00.

Key Stories Impacting TWFG

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.

About TWFG

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.