TWFG — TWFG, Inc.

Nasdaq · Financials · Insurance · CIK 2007596 ·
Last close
$18.92
Market Cap
$245.91M
52W High
$21.30
52W Low
$17.39
ADV30
254,727
Next earnings
TWFG, Inc. operates an independent distribution platform for personal and commercial insurance products in the United States. The company offers 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. TWFG, Inc. was founded in 2001 and is based in The Woodlands, Texas.

Quarterly Fundamentals

Revenues vs Net Income (last 4 Q)

Assets vs Liabilities (last 4 Q)

PeriodRevenuesGrossProfit OpIncomeNetIncomeAssets CashLiabilities
Mar 2026 70,399,000 23,468,000 10,416,000 1,757,000 371,177,000 124,845,000 64,744,000
Dec 2025 62,537,000 19,605,000 7,538,000 2,946,000 372,335,000 155,926,000 55,685,000
Sep 2025 61,736,000 17,168,000 6,939,000 1,722,000 349,171,000 150,985,000 53,426,000
Jun 2025 57,891,000 14,247,000 5,330,000 1,957,000 342,849,000 159,827,000 53,878,000

Cashflow TTM (yfinance, fills SEC gap)

Operating CF
$53,501,000
Investing CF
$-70,378,000
Financing CF
$-20,546,000
CapEx
$-62,268,000
Dividends Paid
$-15,862,000
Buybacks
EPS Diluted TTM
$0.51
As of
2026-05-10

Balance + Analyst (yfinance extras)

Retained Earnings
$23,251,000
Inventory
Receivables
$44,791,000
ST Investments
EBIT TTM
$44,734,000
Pretax Income TTM
$44,447,000
Interest Exp TTM
$287,000
Analysts
7

Yahoo Snapshot (yfinance, live)

Total Revenue
$267,530,000
EBITDA
$64,061,000
Free Cash Flow
$-42,008,500
Enterprise Value
$366,841,344
Total Cash
$124,845,000
Total Debt
$8,530,000
Shares Out
12,997,112
Trailing EPS
$0.56
Book Value
$4.88
ROE
16.2%
ROA
7.8%
Div Yield

Annual Trend (SEC EDGAR, last 4y)

Revenues vs Net Income (last 4y)

FY endRevenuesOpIncome NetIncomeAssetsLiabilities EquityOCF
Dec 2025 233,960,000 23,874,000 7,963,000 372,335,000 55,685,000 53,501,000
Dec 2024 193,720,000 19,203,000 2,745,000 323,428,000 48,142,000 40,479,000
Dec 2023 166,990,000 21,306,000 0 115,437,000 84,386,000 30,154,000
Dec 2022 147,784,000 19,097,000 0 114,153,000 56,367,000 25,755,000

TTM Snapshot

Revenues TTM
$100,721,000
NetIncome TTM
$7,608,000
OpCashFlow TTM
$0
Assets (Latest)
$323,428,000
Forward EPS
$1.10

Peers — same industry

TickerNameMarket CapLastDaily %
OSG OCTAVE SPECIALTY GROUP INC $249.38M $5.54
AIFU AIFU Inc. $253.34M $2.16
CIA CITIZENS, INC. $255.80M $5.06
KINS KINGSTONE COMPANIES, INC. $233.50M $16.12
NODK NI Holdings, Inc. $286.13M $13.97

News headlines (Yahoo Finance, 1h cache)

TWFG, Inc. Advances National Growth and Distribution with Fortress Insurance Services Deal
2026-05-12 21:01 · Yahoo
Results: TWFG, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts
2026-05-11 15:41 · Yahoo
TWFG Q1 Earnings Call Highlights
2026-05-09 06:07 · Yahoo
Twfg (TWFG) Q1 2026 Earnings Transcript
2026-05-08 17:31 · Yahoo
TWFG, Inc. (TWFG) Q1 Earnings and Revenues Beat Estimates
2026-05-07 23:05 · Yahoo
TWFG, Inc. (TWFG) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
2026-05-07 23:00 · Yahoo
TWFG Announces First Quarter 2026 Results
2026-05-07 20:05 · Yahoo
TWFG Insurance Acquires APIA Inc., Expanding Specialty MGA Capabilities and Supporting Long-Term Growth
2026-05-05 00:03 · Yahoo
A Look At TWFG (TWFG) Valuation As Shares Show Mixed Recent Performance
2026-05-03 18:06 · Yahoo
TWFG, Inc. (TWFG) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
2026-04-30 14:00 · Yahoo

Recent Insider Activity

FiledTradeInsiderTitleType PriceQtyValue
2026-05-22 18:06:09 2026-05-20 Doak Michael Dir P - Purchase 18.65 33283 620652