MegatrendsMegatrends: not the usual suspects, but who actually profits.View megatrends →

TWFG Stock

TWFG, Inc. Common Stock

TWFGNASDAQKern
US$25.37
+1.4% today

Company data

Sector
Financial Services
Industry
Insurance - Brokers
Country
United States
CEO
Richard Finley Bunch
Employees
400
Market cap
$327 M
IPO
18/07/2024

TWFG, Inc. operates in the Financial Services / Insurance - Brokers sector as an independent broker and offers a wide range of insurance services for the US market under the ticker symbol TWFG. Based in The Woodlands, Texas, the company is a subsidiary of Bunch Family Holdings, LLC and covers both personal coverage,…

AI-generated company profile based on the figures on this page, last updated on 01/10/2026. Not investment advice.

TWFG stock: price history

16/10/25-1.4 %16/10/26

1D

+1.4%

1W

+2.5%

1M

-6.2%

6M

+35.1%

YTD

-11.8%

1Y

-1.4%

2Y

-13.7%

5Y

–

10Y

–

Next earnings date

Next earnings date

11/11/2026 (in 25 days)

Volatility around earnings

~1% weaker price swings than usual

TWFG stock scores

  • Valuation

    Visible after free registration

  • Trend

    Visible after free registration

  • Quality

    Visible after free registration

  • Dividend

    Visible after free registration

  • Growth

    Visible after free registration

  • Insider

    Visible after free registration

  • Earnings

    Visible after free registration

  • Revisions

    Visible after free registration

  • Sentiment

    Visible after free registration

  • Short Pressure

    Visible after free registration

Register for free

Unlock all 11 scores

  • 5 credits free on registration
  • Access to virtual portfolios and watchlist
  • No credit card, no payment details needed
  • No subscription, no minimum term
  • Our own servers in Germany, no US cloud
Create account →

Deterministically calculated from financial metrics, not investment advice. Updated nightly, last on 17/10/2026.

Business model & megatrends

Business model

Average business model without a clear megatrend link or with mixed signals.

Why this value? Details with Pro only.

1 more assignment (Enabler/Second row) Pro-only.

TWFG, Inc. is an independent insurance broker in the United States that acts as an intermediary for a wide range of personal and commercial insurance services. The business model is essentially based on commission and fee revenues from brokering policies for, among others, auto, home, life, and liability insurance. The company does not assume any insurance risks of its own, but rather acts as a link between end customers and actual insurers.

Revenue model
Transactional
Recurring revenue
High
Pricing power
Weak
Moat
None
Moat type
None
Capital intensity
Low
Customer concentration
Unknown

Ask the agents about TWFG

Analyst assessment of TWFG

PRICE TARGET LOW

US$23.00

CONSENSUS

US$28.40

MEDIAN

US$29.00

PRICE TARGET HIGH

US$34.00

0

STRONG BUY

5

BUY

3

HOLD

0

SELL

0

STRONG SELL

8

TOTAL · Buy

As of: 01/10/2026

ANALYST FIRMRATINGACTIONDATE
JP MorganNeutralmaintain01/10/2026
JP MorganNeutralmaintain19/08/2026
Morgan StanleyEqual Weight → Overweightupgrade19/08/2026
Keefe, Bruyette & WoodsMarket Performmaintain12/08/2026
UBSBuymaintain10/08/2026
RBC CapitalOutperformmaintain07/08/2026
Piper SandlerOverweightmaintain15/07/2026
RBC CapitalOutperformmaintain13/07/2026

TWFG stock metrics

P/E

41.59

P/B

7.2

EV/EBITDA

3.09

RETURN ON EQUITY

5.1%

NET MARGIN

2.7%

DEBT/EQUITY

0.17

DIVIDEND YIELD

0.0%

AS OF

30/06/2026

Free float & liquidity

FREE FLOAT

86.9%

FLOAT SHARES

11,195,070

AVG. DAILY VOLUME (30D)

154,860

Insider transactions (SEC)

ROLETRANSACTIONSHARESPRICEPLAN TYPEDATE

Nolan Katherine C

OfficerTax settlement11,55926.35Spontaneous21/07/2026

Benes Julie E.

OfficerTax settlement6,17126.35Spontaneous21/07/2026

Bunch Michelle Caroline

DirectorTax settlement17,73326.35Spontaneous21/07/2026

Bunch Richard F. III

OfficerTax settlement17,73326.35Spontaneous21/07/2026

Bunch Charles Alexander

OfficerTax settlement6,16326.35Spontaneous21/07/2026
Page 1 / 7

Attention

Price since yesterday: +1.4%

Search (Google Trends)

18/0902/1017/10

Institutional holders

FUND / INSTITUTIONSHARESCHANGEAS OF
BAMCO INC /NY/1,135,091-830/06/2026
FRANKLIN RESOURCES INC781,912+771,91230/06/2026
T. Rowe Price Investment Management, Inc.753,680-1,345,61830/06/2026
Giverny Capital Inc.652,452+100,34530/06/2026
CENTRAL SECURITIES CORP500,000+030/06/2026
Page 1 / 3

Comparable stocks

Frequently asked questions about TWFG stock

What does TWFG do?

TWFG, Inc. Common Stock is a company in the Financial Services sector, Insurance - Brokers industry, headquartered in United States.

The CEO is Richard Finley Bunch, the company employs around 400 people.

The IPO was on 18/07/2024; the stock trades on NASDAQ under the ticker TWFG.

What do analysts say about TWFG stock?

8 analysts rate the stock, the consensus is Buy (as of 01/10/2026).

The average price target is US$28.40, ranging from US$23.00 to US$34.00, with a median of US$29.00.

This is an external assessment, not a statement by Market Jury.

When does TWFG report next?

The next earnings date is 11/11/2026.

Around past earnings, price swings were roughly -1% stronger than usual.

Does TWFG pay a dividend?

No, TWFG currently does not pay a dividend.

Which stocks are comparable to TWFG?

Comparable stocks include Marsh & McLennan Companies, Arthur J. Gallagher &, Brown & Brown, CorVel, Neptune Insurance Holdings, Baldwin Insurance Group, Ethos Technologies and Aon.

How can I get TWFG stock analyzed?

Clicking "Analyze stock" lets five strategies assess TWFG against fixed, published rules and judge it bullish, neutral or bearish. The jury states where it disagrees. A free account starts with 5 credits, a quick check costs 1 credit, a full analysis 2 credits.

Not investment advice. Past performance is not an indicator of future results.