TWFG, Inc. (NASDAQ:TWFG) Receives Average Recommendation of “Hold” from Brokerages

TWFG, Inc. (NASDAQ:TWFG) has been given a consensus rating of “Hold” by the eight ratings firms that are currently covering the stock, Marketbeat reports. One equities research analyst has rated the stock with a sell rating, four have issued a hold rating and three have assigned a buy rating to the company. The average twelve-month price objective among brokers that have issued ratings on the stock in the last year is $26.00.

Several equities research analysts have recently weighed in on the stock. UBS Group decreased their target price 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. Piper Sandler decreased their target price on shares of TWFG from $24.00 to $22.00 and set an “overweight” rating for the company in a research report on Friday, May 8th. Wall Street Zen cut shares of TWFG from a “buy” rating to a “hold” rating in a research report on Sunday, May 3rd. Morgan Stanley decreased their target price 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. Finally, JPMorgan Chase & Co. decreased their target price 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.

TWFG Price Performance

Shares of TWFG opened at $18.76 on Friday. The company has a 50 day moving average price of $18.79 and a 200-day moving average price of $22.86. TWFG has a fifty-two week low of $16.56 and a fifty-two week high of $36.85. The stock has a market capitalization of $1.02 billion, a PE ratio of 34.74 and a beta of 0.46. 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 announced its quarterly earnings results 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. TWFG had a net margin of 3.04% and a return on equity of 15.96%. The firm had revenue of $72.84 million during the quarter, compared to analysts’ expectations of $67.67 million. Equities analysts predict that TWFG will post 0.97 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, Director Michael Doak bought 24,880 shares of the firm’s stock in a transaction that occurred on Wednesday, May 27th. The stock was bought at an average price of $18.62 per share, with a total value of $463,265.60. Following the completion of the transaction, the director directly owned 668,398 shares of the company’s stock, valued at approximately $12,445,570.76. The trade was a 3.87% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Insiders have purchased a total of 80,163 shares of company stock worth $1,503,238 over the last three months. Corporate insiders own 68.44% of the company’s stock.

Hedge Funds Weigh In On TWFG

Hedge funds have recently modified their holdings of the stock. Fifth Third Bancorp increased its holdings in shares of TWFG by 102.7% during the fourth quarter. Fifth Third Bancorp now owns 896 shares of the company’s stock valued at $26,000 after acquiring an additional 454 shares in the last quarter. Quadrant Capital Group LLC acquired a new position in shares of TWFG during the fourth quarter valued at about $68,000. Quantbot Technologies LP increased its holdings in shares of TWFG by 52.5% during the second quarter. Quantbot Technologies LP now owns 4,053 shares of the company’s stock valued at $142,000 after acquiring an additional 1,395 shares in the last quarter. Russell Investments Group Ltd. purchased a new position in shares of TWFG in the third quarter worth $142,000. Finally, State of Tennessee Department of Treasury purchased a new position in shares of TWFG in the second quarter worth $155,000.

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

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.