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TWFG, Inc. Common Stock Stock AnalysisComprehensive stock analysis for TWFG, Inc. Common Stock (TWFG) including live price, Snowflake performance metrics, financial statements, and investment research.Stock AnalysisTWFG
TWFG
TWFG, Inc. Common Stock
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
TWFG
Home🔹Stocks🔹TWFG, Inc. Common Stock

TWFG, Inc. Common Stock

🇺🇸TWFG•NASDAQ

TWFG, Inc. Common Stock

🇺🇸TWFG•NASDAQ
Market cap
$346.89M
Sentiment

Your view on TWFG

Mkt Cap
$346.89M
Sentiment
Your view
TWFG
TWFG, Inc. Common Stock
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
TWFG
Company Overview

Overview

What the company does, where it operates, and who runs it.

About TWFG, Inc. Common Stock

Industry
Insurance - Brokers
Sector
Financial Services
CEO
Richard Finley Bunch
Headquarters
US
Industry
Insurance - Brokers
Sector
Financial Services
CEO
Richard Finley Bunch
Headquarters
US
Description

TWFG, Inc. operates an independent distribution platform for personal and commercial insurance products in the United States.

Its personal and commercial insurance products include auto, home, renters, life, health, motorcycle, umbrella, boat, recreational vehicle, flood, wind, event, luxury item, general liability, property, business auto, workers' compensation, business owner policy, and professional liability insurance products, as well as commercial bonds and group benefits.

The company was founded in 2001 and is based in The Woodlands, Texas. TWFG, Inc. operates as a subsidiary of Bunch Family Holdings, LLC.

FRC Research

Media

Infographics, videos, and posts covering the company.

Financial Data

Stock Data

Price chart, volume, and trading data.

Fair Value

What FRC thinks it is worth vs. the current price.

FRC's fair value estimate for TWFG, Inc. Common Stock, and the rating behind it. TWFG last traded at $26.69, 43.7× trailing earnings — the estimate is read against that market price. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.

Financial Ratios

Profitability, returns, valuation, and leverage ratios.

Valuation, profitability, liquidity and leverage ratios for TWFG, Inc. Common Stock. Starting points for TWFG, Inc. Common Stock: P/E 43.7, EPS $0.67, beta 0.15 — an Insurance - Brokers name. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.

Dividend Analysis

Yield, payout ratio, and dividend coverage metrics.

Dividend history, yield and payout sustainability for TWFG, Inc. Common Stock. TWFG, Inc. Common Stock does not currently pay a regular dividend, so this section tracks capacity rather than history. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.

Earnings Analysis

EPS history, beat rate, and upcoming earnings reports.

Reported vs. expected earnings history for TWFG, Inc. Common Stock. Trailing twelve-month EPS for TWFG, Inc. Common Stock stands at $0.67. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.

Financial Statements

Income statement, balance sheet, and cash flow statements.

Income statement, balance sheet and cash flow history for TWFG, Inc. Common Stock. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.

Peer Comparison

Comparables

List of peer companies in the same industry.

TWFG, Inc. Common Stock valued side by side against its closest peers. TWFG, Inc. Common Stock is measured against Insurance - Brokers peers within the Financial Services sector. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.

Ownership & News

Institutional Ownership

Premium

Which funds and firms own the stock.

Which institutions hold TWFG, Inc. Common Stock, and how their positions are changing. At a $346.9M market value, institutional positions materially move TWFG, Inc. Common Stock's register. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings. Included with FRC Premium.

Insider Trading

Premium

Recent buying and selling by company executives.

Buying and selling by TWFG, Inc. Common Stock executives and directors. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned. Included with FRC Premium.

Senate Trading

Premium

U.S. Senator disclosures filed under the STOCK Act.

U.S. Senate disclosures naming TWFG, Inc. Common Stock. TWFG, Inc. Common Stock is a $346.9M Financial Services company. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely. Included with FRC Premium.

House Trading

Premium

U.S. Representative disclosures filed under the STOCK Act.

U.S. House of Representatives disclosures naming TWFG, Inc. Common Stock. Representatives' reported transactions in this security, shown next to the company's fundamentals. Included with FRC Premium.

News

Latest headlines and market coverage.

Latest headlines and company announcements for TWFG, Inc. Common Stock. Coverage tracks TWFG, Inc. Common Stock within Insurance - Brokers (Financial Services). Press releases and market coverage, newest first.

Peer companies

  • BMRC — Bank of Marin Bancorp
  • CWBC — Community West Bancshares
  • FRBA — First Bank
  • GBLI — Global Indemnity Group, LLC
  • GLRE — Greenlight Capital Re, Ltd.
  • RM — Regional Management Corp.

More Insurance - Brokers companies

  • WDH — Waterdrop Inc.
  • WTW — Willis Towers Watson Public Limited Company
  • XHG — XChange TEC.INC
  • ZBAO — Zhibao Technology Inc. Class A Ordinary Shares
  • AIFU — AIFU Inc.
  • AJG — Arthur J. Gallagher & Co.
  • AON — Aon plc
  • AUB.AX — AUB Group Limited
  • BRO — Brown & Brown, Inc.
  • BWIN — The Baldwin Insurance Group, Inc.
  • CRD-A — Crawford & Company
  • CRD-B — Crawford & Company

ETFs holding TWFG, Inc. Common Stock

  • ALIL — Argent Focused Small Cap ETF (2.13%)
  • BCFN — Baron Financials ETF (0.89%)
  • ACSG — American Century Small Cap Growth Insights ETFAmerican Century Small Cap Growth Insights ETFAmerican Century Small Cap Growth Insights ETF (0.13%)
  • TXS — Texas Capital Texas Equity Index ETF (0.06%)
  • EES — WisdomTree U.S. SmallCap Earnings Fund (0.01%)
  • AVSC — Avantis U.S. Small Cap Equity ETF (0.01%)
  • DFMC — U.S. Micro Cap Portfolio ETF (0.01%)
  • DFAS — Dimensional - US Small Cap ETF (0.01%)

News

Latest Market News