TWFG, Inc. (TWFG)

Profile

Company profile for TWFG, Inc. (TWFG)
MetricValue
Full NameTWFG, Inc.
TickerNASDAQ: TWFG
ExchangeNASDAQ
SectorFinancial Services
IndustryInsurance Brokers
CountryUnited States
IPO-
IndexesNot included
Websitetwfg.com
Employees293

Key Metrics

TWFG, Inc. Key Details
MetricDateValue
Price$28.01
Price, 1D Change-0.04%
Market Cap$417M
-
PE Ratio63.46
Beta0.56
Revenue$203M
Revenue, 1Y Change+18.53%
EPS$0.19
EPS, 1Y Change+100.00%

Chart

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TWFG, Inc. chart

Events

TWFG, Inc. Events
MetricDateValue
Next Earnings
Last Qtr. Earnings
Last Ann. Earnings
Last Ex-DividendN/AN/A
Next Ex-DividendN/AN/A
Last SplitN/AN/A
Next SplitN/AN/A
Last Ticker ChangeN/AN/A
Next Ticker ChangeN/AN/A

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Estimates

TWFG Estimates
MetricDateValue
EPS$0.19
EPS Estimate$0.79
EPS Est. Change+325.31%
Revenue$203.44M
Revenue Estimate$241.00M
Revenue Est. Change+18.46%
Current Price$28.01
Price Target-$32.00
Price Tgt. Change-+14.24%

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EPS

TWFG EPS reported versus estimate values
YearEstimateReportedSurprise / Exp.
$0.57$0.19-67.74%
$0.79N/A+325.31%
$0.88N/A+373.34%
TWFG EPS reported versus estimate values chart

Revenue

TWFG revenue reported versus estimate values chart
YearEstimateReportedSurprise / Exp.
$203.53M$203.44M-0.04%
$241.00MN/A+18.46%
$300.08MN/A+47.50%
TWFG revenue reported versus estimate values chart

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Performance

TWFG Performance
MetricDateValue
Price, 1Y+3.28%
Price, 3Y-
Market Cap, 1Y+3.92%
Market Cap, 3Y-
Revenue, 1Y+18.53%
Revenue, 3Y+32.25%
EPS, 1Y+100.00%
EPS, 3Y-86.69%

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Technical Indicators

TWFG Technical Indicators
MetricDateValue
Current Price$28.01
SMA 200$29.73
SMA 200 vs Price+6.13%
SMA 50$27.50
SMA 50 vs Price-1.83%
Beta0.56
ATR$1.00
14-Day RSI48.42
10-Day Volatility23.97%
1-Year Volatility38.21%

Dividends

TWFG Dividends
MetricDateValue
N/A-
UpcomingN/AN/A
-
-
$9.31M
32.55%

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Income & Profitability

TWFG Income & Profitability
MetricDateValue
Revenue$203.44M
EPS$0.19
Gross Profit$46.57M
Gross Margin24.04%
Operating Profit$19.20M
Operating Margin9.91%
Net Income$28.59M
Net Margin1.42%
EBITDA$44.33M

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Financial Health

TWFG Financial Health
MetricDateValue
Debt To Equity0.08
6.10
6.10
14.53
6
6.98

Valuations

TWFG Valuations
MetricDateValue
PE Ratio63.46
1.82
5.26
5.91
N/A-

Balance Sheet

TWFG Balance Sheet
MetricDateValue
Book Value$73.88M
$195.77M
$323.43M
$241.85M
$48.14M
$39.62M
Total Debt$10.30M
$2.93M
$13.85M

Expenses

TWFG Expenses
MetricDateValue
$174.52M
$27.37M
$147.15M
$16.67M
$12.02M
$2.22M
$1.50M

Cash Flow

TWFG Cash Flow
MetricDateValue
$40.48M
-$25.06M
$143.43M
Capex$25.06M
$15.42M

Recent analyst updates

TWFG Recent analyst updates
MetricDateValue
Morgan Stanley
JP Morgan
JP Morgan
UBS
Morgan Stanley
Morgan Stanley
Piper Sandler
UBS
Morgan Stanley
JP Morgan

Analyst sentiment

Sentiment over the past month
TWFG analyst sentiment distribution chart

Institutional ownership

Largest institutional holders by ownership percentage
TWFG institutional ownership distribution chart

Screeners with TWFG

Data Sources & References

  1. TWFG Official Website www.twfg.com
  2. Most Recent Quarterly Report (10-Q) www.sec.gov/Archives/edgar/data/2007596/000162828025051591/0001628280-25-051591-index.htm
  3. Most Recent Annual Report (10-K) www.sec.gov/Archives/edgar/data/2007596/000162828025015138/0001628280-25-015138-index.htm
  4. TWFG Profile on Yahoo Finance finance.yahoo.com/quote/TWFG
  5. TWFG Profile on NASDAQ.com www.nasdaq.com/market-activity/stocks/twfg

FAQ

  • What is the ticker symbol for TWFG, Inc.?

    The ticker symbol for TWFG, Inc. is NASDAQ:TWFG

  • Does TWFG, Inc. pay dividends?

    No, TWFG, Inc. does not pay dividends

  • What sector is TWFG, Inc. in?

    TWFG, Inc. is in the Financial Services sector

  • What industry is TWFG, Inc. in?

    TWFG, Inc. is in the Insurance Brokers industry

  • What country is TWFG, Inc. based in?

    TWFG, Inc. is headquartered in United States

  • Is TWFG, Inc. in the S&P 500?

    No, TWFG, Inc. is not included in the S&P 500 index

  • Is TWFG, Inc. in the NASDAQ 100?

    No, TWFG, Inc. is not included in the NASDAQ 100 index

  • Is TWFG, Inc. in the Dow Jones?

    No, TWFG, Inc. is not included in the Dow Jones index

  • When was TWFG, Inc. last earnings report?

    TWFG, Inc.'s most recent earnings report was on November 12, 2025

  • When does TWFG, Inc. report earnings?

    The next expected earnings date for TWFG, Inc. is March 18, 2026