Investment Analysts’ Recent Ratings Updates for TWFG (TWFG)

TWFG (NASDAQ: TWFG) recently received a number of ratings updates from brokerages and research firms:

• 6/9/2026 – TWFG had its price target lowered by UBS Group AG from $31.00 to $26.00. They now have a “buy” rating on the stock.
• 6/8/2026 – TWFG was given a new $23.00 price target by Truist Financial Corporation.
• 6/8/2026 – TWFG had its “market perform” rating reaffirmed by Keefe, Bruyette & Woods.
• 6/8/2026 – TWFG was upgraded by Zacks Research from “hold” to “strong-buy”.
• 5/21/2026 – TWFG had its price target lowered by Morgan Stanley from $24.00 to $21.00. They now have an “equal weight” rating on the stock.
• 5/8/2026 – TWFG was downgraded by Zacks Research from “strong-buy” to “hold”.
• 5/8/2026 – TWFG had its price target lowered by Piper Sandler from $24.00 to $22.00. They now have an “overweight” rating on the stock.
• 5/4/2026 – TWFG had its “sell (d+)” rating reaffirmed by Weiss Ratings.
• 5/3/2026 – TWFG was downgraded by Wall Street Zen from “buy” to “hold”.
• 4/25/2026 – TWFG was upgraded by Wall Street Zen from “hold” to “buy”.
• 4/14/2026 – TWFG was downgraded by Wall Street Zen from “buy” to “hold”.

Insider Transactions at TWFG

In related news, Director Michael Doak bought 7,865 shares of the firm’s stock in a transaction on Friday, June 5th. The stock was purchased at an average price of $19.45 per share, with a total value of $152,974.25. Following the completion of the transaction, the director directly owned 765,587 shares of the company’s stock, valued at $14,890,667.15. This trade represents a 1.04% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders purchased a total of 160,852 shares of company stock worth $3,034,663 over the last three months. 68.44% of the stock is owned by corporate insiders.

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.