TWFG (NASDAQ:TWFG) Director Michael Doak Acquires 11,000 Shares of Stock

TWFG, Inc. (NASDAQ:TWFG) Director Michael Doak bought 11,000 shares of the stock in a transaction on Thursday, May 28th. The stock was purchased at an average price of $18.87 per share, with a total value of $207,570.00. Following the completion of the purchase, the director owned 679,398 shares of the company’s stock, valued at $12,820,240.26. This represents a 1.65% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through this link.

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

• On Friday, May 29th, Michael Doak bought 11,330 shares of TWFG stock. The stock was purchased at an average price of $18.87 per share, with a total value of $213,797.10.
• On Wednesday, May 27th, Michael Doak bought 24,880 shares of TWFG stock. The stock was purchased at an average price of $18.62 per share, with a total value of $463,265.60.
• On Tuesday, May 26th, Michael Doak bought 11,000 shares of TWFG stock. The stock was purchased at an average price of $19.23 per share, with a total value of $211,530.00.
• On Friday, May 22nd, Michael Doak bought 11,000 shares of TWFG stock. The stock was purchased at an average price 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 price 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 price of $18.79 per share, with a total value of $295,848.55.

TWFG Trading Up 0.1%

NASDAQ:TWFG opened at $18.77 on Friday. TWFG, Inc. has a 12 month low of $16.56 and a 12 month high of $36.85. The firm has a fifty day simple moving average of $18.78 and a 200-day simple moving average of $22.84. The company has a current ratio of 94.71, a quick ratio of 94.71 and a debt-to-equity ratio of 0.01. The company has a market capitalization of $1.02 billion, a P/E ratio of 34.76 and a beta of 0.46.

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

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Fifth Third Bancorp increased its holdings in TWFG by 102.7% in the fourth quarter. Fifth Third Bancorp now owns 896 shares of the company’s stock valued at $26,000 after buying an additional 454 shares in the last quarter. Quadrant Capital Group LLC purchased a new position in TWFG in the fourth quarter valued at $68,000. Quantbot Technologies LP increased its holdings in TWFG by 52.5% in the second 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 in the last quarter. State of Tennessee Department of Treasury purchased a new position in TWFG in the second quarter valued at $155,000. Finally, Russell Investments Group Ltd. purchased a new position in TWFG in the third quarter valued at $142,000.

Key TWFG News

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.

Analysts Set New Price Targets

TWFG has been the subject of several research reports. 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. UBS Group lowered their price objective on shares of TWFG from $34.00 to $31.00 and set a “buy” rating for the company in a research note on Wednesday, April 8th. 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. Keefe, Bruyette & Woods lowered their price objective on shares of TWFG from $31.00 to $25.00 and set a “market perform” rating for the company in a research note on Tuesday, April 7th. Finally, Zacks Research downgraded shares of TWFG from a “strong-buy” rating to a “hold” rating in a research note on Friday, May 8th. Three investment 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 currently has an average rating of “Hold” and a consensus target price of $26.00.

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.