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

TWFG, Inc. (NASDAQ:TWFG) Director Michael Doak bought 11,000 shares of the business’s stock in a transaction on Friday, May 22nd. The shares were bought at an average price of $18.89 per share, for a total transaction of $207,790.00. Following the completion of the acquisition, the director owned 632,518 shares of the company’s stock, valued at approximately $11,948,265.02. This represents a 1.77% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is available at the SEC website.

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

• On Wednesday, May 27th, Michael Doak bought 24,880 shares of TWFG stock. The shares were bought at an average price of $18.62 per share, for a total transaction of $463,265.60.
• On Tuesday, May 26th, Michael Doak bought 11,000 shares of TWFG stock. The shares were bought at an average price of $19.23 per share, for a total transaction of $211,530.00.
• On Thursday, May 21st, Michael Doak bought 17,538 shares of TWFG stock. The shares were bought at an average price of $18.52 per share, for a total transaction of $324,803.76.
• On Wednesday, May 20th, Michael Doak bought 15,745 shares of TWFG stock. The shares were bought at an average price of $18.79 per share, for a total transaction of $295,848.55.

TWFG Price Performance

NASDAQ TWFG opened at $18.76 on Friday. TWFG, Inc. has a fifty-two week low of $16.56 and a fifty-two week high of $36.85. The stock’s 50-day moving average is $18.79 and its two-hundred day moving average is $22.86. The company has a debt-to-equity ratio of 0.01, a current ratio of 94.71 and a quick ratio of 94.71. The firm has a market cap of $1.02 billion, a P/E ratio of 34.74 and a beta of 0.46.

TWFG (NASDAQ:TWFG) last posted its earnings results on Thursday, May 7th. The company reported $0.29 earnings per share for the quarter, beating 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 for the quarter, compared to analyst estimates of $67.67 million. On average, analysts anticipate that TWFG, Inc. will post 0.97 earnings per share for the current fiscal year.

Hedge Funds Weigh In On TWFG

A number of institutional investors have recently made changes to their positions in TWFG. Capital International Investors increased its stake in shares of TWFG by 114.4% in the fourth quarter. Capital International Investors now owns 958,490 shares of the company’s stock worth $27,576,000 after purchasing an additional 511,469 shares during the period. Central Securities Corp bought a new position in shares of TWFG in the third quarter worth about $12,348,000. Lord Abbett & CO. LLC increased its stake in TWFG by 179.8% during the fourth quarter. Lord Abbett & CO. LLC now owns 255,764 shares of the company’s stock valued at $7,358,000 after acquiring an additional 164,355 shares during the period. Victory Capital Management Inc. increased its stake in TWFG by 57.4% during the third quarter. Victory Capital Management Inc. now owns 351,478 shares of the company’s stock valued at $9,645,000 after acquiring an additional 128,180 shares during the period. Finally, Giverny Capital Inc. increased its stake in TWFG by 68.9% during the third quarter. Giverny Capital Inc. now owns 300,317 shares of the company’s stock valued at $8,241,000 after acquiring an additional 122,469 shares during the period.

TWFG News Roundup

Here are the key news stories impacting TWFG this week:

• Positive Sentiment: Director Michael Doak made another large open-market purchase of TWFG shares, reinforcing insider confidence in the company’s future prospects. TWFG (NASDAQ:TWFG) Director Purchases $207,790.00 in Stock
• Positive Sentiment: TWFG reported that stockholders approved the board nominees and auditor at its annual meeting, removing near-term governance uncertainty. TWFG Stockholders Approve Directors and Auditor at Meeting
• Positive Sentiment: Analysts at DOWLING & PARTN reiterated FY2026 and FY2027 earnings estimates, which can be interpreted as stability in earnings expectations. TWFG analyst estimate update
• Neutral Sentiment: The company was also invited to participate in the William Blair 46th Annual Growth Stock Conference, a visibility event that could help maintain investor attention. TWFG to Participate in William Blair Conference
• Neutral Sentiment: Reported short interest data was essentially flat at zero shares, so it does not point to meaningful bearish pressure.
• Negative Sentiment: TWFG still faces a softer analyst backdrop overall, with recent rating and target-price cuts leaving Wall Street’s average view at Hold. TWFG analyst coverage summary

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on TWFG shares. JPMorgan Chase & Co. dropped their price objective on TWFG from $27.00 to $24.00 and set a “neutral” rating on the stock in a research note on Thursday, April 9th. Morgan Stanley dropped their price objective on TWFG from $24.00 to $21.00 and set an “equal weight” rating on the stock in a research note on Thursday, May 21st. UBS Group dropped their price objective on TWFG from $34.00 to $31.00 and set a “buy” rating on the stock in a research note on Wednesday, April 8th. Zacks Research lowered TWFG from a “strong-buy” rating to a “hold” rating in a research note on Friday, May 8th. Finally, Weiss Ratings reiterated a “sell (d+)” rating on shares of TWFG in a research note on Monday, May 4th. Three investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $26.00.

TWFG Company Profile

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.