Michael Doak Acquires 24,880 Shares of TWFG (NASDAQ:TWFG) Stock

TWFG, Inc. (NASDAQ:TWFG) Director Michael Doak purchased 24,880 shares of the stock in a transaction on Wednesday, May 27th. The stock was acquired at an average price of $18.62 per share, with a total value of $463,265.60. Following the acquisition, the director directly owned 668,398 shares in the company, valued at $12,445,570.76. This trade represents a 3.87% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available at this link.

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

• On Tuesday, May 26th, Michael Doak acquired 11,000 shares of TWFG stock. The shares were bought at an average cost of $19.23 per share, with a total value of $211,530.00.
• On Friday, May 22nd, Michael Doak acquired 11,000 shares of TWFG stock. The shares were bought at an average cost of $18.89 per share, with a total value of $207,790.00.
• On Thursday, May 21st, Michael Doak acquired 17,538 shares of TWFG stock. The shares were bought at an average cost of $18.52 per share, with a total value of $324,803.76.
• On Wednesday, May 20th, Michael Doak acquired 15,745 shares of TWFG stock. The shares were bought at an average cost of $18.79 per share, with a total value of $295,848.55.

TWFG Stock Up 1.0%

Shares of NASDAQ TWFG opened at $18.76 on Friday. TWFG, Inc. has a 52-week low of $16.56 and a 52-week high of $36.85. The firm has a fifty day moving average of $18.79 and a 200-day moving average of $22.86. 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 quick ratio of 94.71, a current ratio of 94.71 and a debt-to-equity ratio of 0.01.

TWFG (NASDAQ:TWFG) last announced its quarterly earnings data on Thursday, May 7th. The company reported $0.29 earnings per share (EPS) for the quarter, beating 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 company had revenue of $72.84 million during the quarter, compared to analysts’ expectations of $67.67 million. On average, analysts anticipate that TWFG, Inc. will post 0.97 EPS for the current year.

TWFG News Summary

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

Institutional Trading of TWFG

A number of institutional investors have recently added to or reduced their stakes in the business. T. Rowe Price Investment Management Inc. boosted its position in TWFG by 0.9% during the 4th quarter. T. Rowe Price Investment Management Inc. now owns 2,847,719 shares of the company’s stock worth $81,929,000 after purchasing an additional 26,742 shares during the period. Capital International Investors boosted its position in TWFG by 114.4% during the 4th quarter. Capital International Investors now owns 958,490 shares of the company’s stock worth $27,576,000 after purchasing an additional 511,469 shares during the period. Bamco Inc. NY boosted its position in TWFG by 5.8% during the 3rd quarter. Bamco Inc. NY now owns 954,128 shares of the company’s stock worth $26,181,000 after purchasing an additional 52,067 shares during the period. Vanguard Group Inc. boosted its position in TWFG by 3.2% during the 3rd quarter. Vanguard Group Inc. now owns 639,711 shares of the company’s stock worth $17,554,000 after purchasing an additional 19,720 shares during the period. Finally, Riverbridge Partners LLC boosted its position in TWFG by 9.4% during the 4th quarter. Riverbridge Partners LLC now owns 593,744 shares of the company’s stock worth $17,082,000 after purchasing an additional 51,083 shares during the period.

Analyst Ratings Changes

Several analysts have recently issued reports on TWFG shares. Morgan Stanley lowered 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 note on Thursday, May 21st. Piper Sandler lowered their price objective on shares of TWFG from $24.00 to $22.00 and set an “overweight” rating for the company in a research note on Friday, May 8th. JPMorgan Chase & Co. lowered their price objective on shares of TWFG from $27.00 to $24.00 and set a “neutral” rating for the company in a research note on Thursday, April 9th. Wall Street Zen cut shares of TWFG from a “buy” rating to a “hold” rating in a research note on Sunday, May 3rd. Finally, Weiss Ratings reaffirmed a “sell (d+)” rating on shares of TWFG in a research report on Monday, May 4th. Three research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Hold” and an average 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.