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

TWFG, Inc. (NASDAQ:TWFG) Director Michael Doak purchased 11,000 shares of the stock in a transaction on Thursday, May 28th. The stock was acquired at an average cost of $18.87 per share, for a total transaction of $207,570.00. Following the completion of the acquisition, the director owned 679,398 shares of the company’s stock, valued at $12,820,240.26. The trade was a 1.65% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website.

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 purchased at an average cost of $18.87 per share, for a total transaction of $213,797.10.
• On Wednesday, May 27th, Michael Doak bought 24,880 shares of TWFG stock. The shares were purchased at an average cost of $18.62 per share, for a total transaction of $463,265.60.
• On Tuesday, May 26th, Michael Doak bought 11,000 shares of TWFG stock. The shares were purchased at an average cost of $19.23 per share, for a total transaction of $211,530.00.
• On Friday, May 22nd, Michael Doak bought 11,000 shares of TWFG stock. The shares were purchased at an average cost of $18.89 per share, for a total transaction of $207,790.00.
• On Thursday, May 21st, Michael Doak bought 17,538 shares of TWFG stock. The shares were purchased at an average cost of $18.52 per share, for a total transaction of $324,803.76.
• On Wednesday, May 20th, Michael Doak bought 15,745 shares of TWFG stock. The shares were purchased at an average cost of $18.79 per share, for a total transaction of $295,848.55.

TWFG Trading Up 0.1%

TWFG stock opened at $18.77 on Friday. The company’s 50-day simple moving average is $18.78 and its 200-day simple moving average is $22.84. The company has a quick ratio of 94.71, a current ratio of 94.71 and a debt-to-equity ratio of 0.01. TWFG, Inc. has a 52-week low of $16.56 and a 52-week high of $36.85. The firm has a market cap of $1.02 billion, a P/E ratio of 34.76 and a beta of 0.46.

TWFG (NASDAQ:TWFG) last posted its earnings results on Thursday, May 7th. The company reported $0.29 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.20 by $0.09. TWFG had a net margin of 3.04% and a return on equity of 15.96%. The business had revenue of $72.84 million for the quarter, compared to analyst estimates of $67.67 million. As a group, equities analysts forecast that TWFG, Inc. will post 0.97 EPS for the current fiscal year.

TWFG News Roundup

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.

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of TWFG. Quantbot Technologies LP lifted its stake in TWFG by 52.5% in the 2nd quarter. Quantbot Technologies LP now owns 4,053 shares of the company’s stock worth $142,000 after purchasing an additional 1,395 shares in the last quarter. Jane Street Group LLC purchased a new position in TWFG in the 2nd quarter worth approximately $1,219,000. Bank of America Corp DE lifted its stake in TWFG by 287.2% in the 2nd quarter. Bank of America Corp DE now owns 50,618 shares of the company’s stock worth $1,772,000 after purchasing an additional 37,546 shares in the last quarter. Bamco Inc. NY lifted its stake in TWFG by 3.9% in the 2nd quarter. Bamco Inc. NY now owns 902,061 shares of the company’s stock worth $31,572,000 after purchasing an additional 34,237 shares in the last quarter. Finally, Boothbay Fund Management LLC lifted its stake in TWFG by 225.5% in the 2nd quarter. Boothbay Fund Management LLC now owns 41,334 shares of the company’s stock worth $1,447,000 after purchasing an additional 28,634 shares in the last quarter.

Analyst Ratings Changes

Several equities research analysts have recently issued reports on the stock. JPMorgan Chase & Co. lowered their target price on shares of TWFG from $27.00 to $24.00 and set a “neutral” rating on the stock in a research note on Thursday, April 9th. Keefe, Bruyette & Woods reduced their price target 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. Wall Street Zen downgraded shares of TWFG from a “buy” rating to a “hold” rating in a research report on Sunday, May 3rd. Morgan Stanley cut their price objective on shares of TWFG from $24.00 to $21.00 and set an “equal weight” rating for the company in a report on Thursday, May 21st. Finally, UBS Group decreased their target price on shares of TWFG from $34.00 to $31.00 and set a “buy” rating on the stock in a research note on Wednesday, April 8th. Three equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, TWFG presently has a consensus rating of “Hold” and an average target price of $26.00.

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.