Michael Doak Buys 11,000 Shares of TWFG (NASDAQ:TWFG) Stock

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

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

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

TWFG Stock Up 1.0%

TWFG stock opened at $18.76 on Friday. The company has a debt-to-equity ratio of 0.01, a current ratio of 94.71 and a quick ratio of 94.71. The stock has a market capitalization of $1.02 billion, a price-to-earnings ratio of 34.74 and a beta of 0.46. The business’s fifty day moving average price is $18.79 and its two-hundred day moving average price is $22.86. TWFG, Inc. has a fifty-two week low of $16.56 and a fifty-two week high of $36.85.

TWFG (NASDAQ:TWFG) last posted its quarterly earnings data on Thursday, May 7th. The company reported $0.29 earnings per share for the quarter, topping the consensus estimate of $0.20 by $0.09. The firm had revenue of $72.84 million for the quarter, compared to analysts’ expectations of $67.67 million. TWFG had a return on equity of 15.96% and a net margin of 3.04%. On average, equities analysts anticipate that TWFG, Inc. will post 0.97 earnings per share for the current year.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in TWFG. Capital International Investors increased its stake in TWFG by 114.4% in the fourth quarter. Capital International Investors now owns 958,490 shares of the company’s stock valued at $27,576,000 after acquiring an additional 511,469 shares during the last quarter. Central Securities Corp bought a new position in TWFG in the third quarter valued at about $12,348,000. Lord Abbett & CO. LLC grew its position in TWFG by 179.8% in the fourth quarter. Lord Abbett & CO. LLC now owns 255,764 shares of the company’s stock valued at $7,358,000 after acquiring an additional 164,355 shares during the last quarter. Victory Capital Management Inc. grew its position in TWFG by 57.4% in the third quarter. Victory Capital Management Inc. now owns 351,478 shares of the company’s stock valued at $9,645,000 after acquiring an additional 128,180 shares during the last quarter. Finally, Giverny Capital Inc. grew its position in TWFG by 68.9% in the third quarter. Giverny Capital Inc. now owns 300,317 shares of the company’s stock valued at $8,241,000 after acquiring an additional 122,469 shares during the last quarter.

Trending Headlines about TWFG

Here are the key news stories impacting TWFG this week:

• Positive Sentiment: Director Michael Doak made another large open-market purchase of TWFG shares, reinforcing insider confidence in the company’s future prospects. TWFG (NASDAQ:TWFG) Director Purchases $207,790.00 in Stock
• Positive Sentiment: TWFG reported that stockholders approved the board nominees and auditor at its annual meeting, removing near-term governance uncertainty. TWFG Stockholders Approve Directors and Auditor at Meeting
• Positive Sentiment: Analysts at DOWLING & PARTN reiterated FY2026 and FY2027 earnings estimates, which can be interpreted as stability in earnings expectations. TWFG analyst estimate update
• Neutral Sentiment: The company was also invited to participate in the William Blair 46th Annual Growth Stock Conference, a visibility event that could help maintain investor attention. TWFG to Participate in William Blair Conference
• Neutral Sentiment: Reported short interest data was essentially flat at zero shares, so it does not point to meaningful bearish pressure.
• Negative Sentiment: TWFG still faces a softer analyst backdrop overall, with recent rating and target-price cuts leaving Wall Street’s average view at Hold. TWFG analyst coverage summary

Analyst Ratings Changes

Several research firms have weighed in on TWFG. Keefe, Bruyette & Woods lowered their price objective on TWFG from $31.00 to $25.00 and set a “market perform” rating on the stock in a research report on Tuesday, April 7th. Morgan Stanley decreased their price target on TWFG from $24.00 to $21.00 and set an “equal weight” rating on the stock in a research report on Thursday, May 21st. UBS Group decreased their price target on TWFG from $34.00 to $31.00 and set a “buy” rating on the stock in a research report on Wednesday, April 8th. Weiss Ratings restated a “sell (d+)” rating on shares of TWFG in a research report on Monday, May 4th. Finally, Zacks Research cut TWFG from a “strong-buy” rating to a “hold” rating in a research report on Friday, May 8th. Three investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price 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.