Michael Doak Buys 11,330 Shares of TWFG (NASDAQ:TWFG) Stock

TWFG, Inc. (NASDAQ:TWFG) Director Michael Doak bought 11,330 shares of the business’s stock in a transaction on Friday, May 29th. The stock was bought at an average cost of $18.87 per share, for a total transaction of $213,797.10. Following the purchase, the director directly owned 690,728 shares of the company’s stock, valued at approximately $13,034,037.36. This trade represents a 1.67% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website.

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

• On Thursday, May 28th, Michael Doak bought 11,000 shares of TWFG stock. The stock was bought at an average cost of $18.87 per share, for a total transaction of $207,570.00.
• On Wednesday, May 27th, Michael Doak bought 24,880 shares of TWFG stock. The stock was bought at an average cost of $18.62 per share, for a total transaction of $463,265.60.
• On Tuesday, May 26th, Michael Doak purchased 11,000 shares of TWFG stock. The stock was acquired at an average price of $19.23 per share, with a total value of $211,530.00.
• On Friday, May 22nd, Michael Doak purchased 11,000 shares of TWFG stock. The stock was acquired at an average price of $18.89 per share, with a total value of $207,790.00.
• On Thursday, May 21st, Michael Doak purchased 17,538 shares of TWFG stock. The stock was acquired at an average price of $18.52 per share, with a total value of $324,803.76.
• On Wednesday, May 20th, Michael Doak purchased 15,745 shares of TWFG stock. The stock was acquired at an average price of $18.79 per share, with a total value of $295,848.55.

TWFG Stock Up 0.1%

Shares of TWFG stock opened at $18.77 on Friday. TWFG, Inc. has a 1 year low of $16.56 and a 1 year high of $36.85. The business has a 50-day moving average of $18.78 and a two-hundred day moving average of $22.84. The company has a market capitalization of $1.02 billion, a P/E ratio of 34.76 and a beta of 0.46. The company has a debt-to-equity ratio of 0.01, a current ratio of 94.71 and a quick 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 (EPS) for the quarter, topping the consensus estimate of $0.20 by $0.09. TWFG had a return on equity of 15.96% and a net margin of 3.04%.The company had revenue of $72.84 million during the quarter, compared to the consensus estimate of $67.67 million. As a group, equities analysts predict that TWFG, Inc. will post 0.97 EPS for the current 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.

Analyst Ratings Changes

TWFG has been the subject of several recent analyst reports. Weiss Ratings restated a “sell (d+)” rating on shares of TWFG in a report on Monday, May 4th. Piper Sandler dropped their target price on TWFG from $24.00 to $22.00 and set an “overweight” rating on the stock in a research report on Friday, May 8th. Morgan Stanley dropped their target price on TWFG from $24.00 to $21.00 and set an “equal weight” rating on the stock in a research report on Thursday, May 21st. Zacks Research lowered TWFG from a “strong-buy” rating to a “hold” rating in a research report on Friday, May 8th. Finally, Keefe, Bruyette & Woods dropped their target price on TWFG from $31.00 to $25.00 and set a “market perform” rating on the stock in a research report on Tuesday, April 7th. Three analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, TWFG has a consensus rating of “Hold” and an average price target of $26.00.

Institutional Investors Weigh In On TWFG

Hedge funds and other institutional investors have recently bought and sold shares of the company. Fifth Third Bancorp raised its position in TWFG by 102.7% in the 4th quarter. Fifth Third Bancorp now owns 896 shares of the company’s stock valued at $26,000 after buying an additional 454 shares during the last quarter. Quadrant Capital Group LLC acquired a new stake in TWFG in the 4th quarter valued at approximately $68,000. Quantbot Technologies LP raised its position in TWFG by 52.5% in the 2nd quarter. Quantbot Technologies LP now owns 4,053 shares of the company’s stock valued at $142,000 after buying an additional 1,395 shares during the last quarter. Russell Investments Group Ltd. acquired a new stake in TWFG in the 3rd quarter valued at approximately $142,000. Finally, State of Tennessee Department of Treasury bought a new position in TWFG in the second quarter valued at approximately $155,000.

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.