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TWFG · TWFG, Inc.

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$26.77 -0.15 (-0.56%) At close · Aug 14
Market Cap
$1.45B
Shares
54.05M

Price & Indicators

Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$26.77 Open$27.18 Day$26.35–27.51 52W close$17.04–29.41 Avg vol 30d141K Short int540K · 1.0% float · 3.7d Short vol42% Last earningsAug 6, 2026 DataJul 2024–Aug 2026 Filing10-Q · Aug 6

Up next

Next earnings call
Nov 6, 2026 Est · unconfirmed · in 12 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
Latest filing: 10-Q
filed Aug 6, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Neutral
      SellHoldBuy
      Technical Buy Momentum Strong Sentiment Neutral Fundamentals Excellent Quant / Vol Very High
      Market backdrop VIX 14.3 · calm Equity put/call 0.52
      Technical
      price trend
      Buy
      50 / 200-day cross No cross
      Price vs 200-day avg +15%
      above
      Price vs 50-day avg +8%
      above
      RSI (14) 52
      neutral
      MACD trend Negative
      52-week position 79%
      mid-range
      Momentum
      relative strength
      Strong
      1-month return +2%
      trailing
      6-month return +55%
      trailing
      YTD return −7%
      this year
      Relative strength +42%
      vs S&P · 6-mo
      Sentiment
      smart money
      Neutral
      Trend (MA cross) No cross
      50d $25 › 200d $23 — 50d above 200d
      Institutional flow Distributing
      -3% holders QoQ · +12 funds added
      Insider flow Accumulating
      Net +$3.4M over 90 days · 0% sells
      Short interest Rising
      1.00% of float · ▲ +19.9% MoM · 3.7 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      83 holders — mid 2-yr range
      Squeeze score 59
      elevated · 0–100
      Fundamentals
      Excellent
      Revenue growth +22%
      Y/Y
      EPS growth +179%
      Y/Y
      Free cash flow $53.1M
      Buyback $7.1M
      remaining
      Balance sheet $151.9M
      net cash
      Quant / Vol
      risk profile
      Very High
      Volatility 45%
      annualized · 1-yr
      Max drawdown −42%
      past year
      ATR 4.5%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Guidance & track record

      Latest guidance · from the 8-K filed Aug 5, 2026
      Organic Revenue Growth · full-year 2026 13% – 17%
      Total Revenues · full-year 2026 $300M – $320M
      Adjusted EBITDA Margin · full-year 2026 23% – 27%
      Prior guidance period ended · from the Earnings Call filed Sep 30, 2025
      Total revenues · full year 2025 $240M – $245M
      Organic revenue growth rate · full year 2025 11% – 13%

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Buy
      1 · 3 · 2
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +15% Bullish
      Price vs 50-day avg
      +8% Bullish
      RSI (14)
      52 Neutral
      MACD trend
      Negative Bearish
      52-week position
      79% Neutral
      Market signals — smart money & positioning
      Bearish · 2 of 6
      Trend (MA cross) No cross
      50d $25 › 200d $23 — 50d above 200d
      Institutional flow Distributing
      -3% holders QoQ · +12 funds added
      Insider flow Accumulating
      Net +$3.4M over 90 days · 0% sells
      Short interest Rising
      1.00% of float · ▲ +19.9% MoM · 3.7 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      83 holders — mid 2-yr range
      Price context
      position in its 52-week range
      Range low $17 Now $27 · 79% Range high $29
      vs 200-day avg +15% vs 50-day avg +8%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from written earnings releases and filings
      Metric Latest Period YoY
      Adjusted Diluted Earnings Per Share non-GAAP $0.65 Six Months Ended June 30, 2026 —
      Adjusted Free Cash Flow non-GAAP 18.86M Six Months Ended June 30, 2026 —
      Agency-in-a-Box written premium 602.28M Six Months Ended June 30, 2026 —
      Commercial lines written premium 196.73M Six Months Ended June 30, 2026 —
      Consolidated written premium retention excluding takeout renewals from TWFG MGA FL, LLC (“MGA FL 88% the quarter —
      Corporate Branches written premium 114.56M Three Months Ended June 30, 2026 —
      Insurance Services written premium 802.62M Six Months Ended June 30, 2026 —
      Organic Revenue Growth Rate non-GAAP 24.3% Six Months Ended June 30, 2026 —
      Personal lines written premium 831.38M Six Months Ended June 30, 2026 —
      TWFG MGA written premium 225.49M Six Months Ended June 30, 2026 —
      MGA premium volume 77.3% first quarter ended March 31, 2026 —
      Premium retention in Insurance Services 90% first quarter ended March 31, 2026 —

      Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

      Versus peers

      Insurance Brokers — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      TWFG
      TWFG, Inc.
      this stock
      		$1.45B -7.0% +22.0% 43.9 1.0%
      MRSH
      Marsh & Mclennan Companies, Inc.
      		 $89.63B +1.2% +10.3% 23.0 1.6%
      AON
      Aon plc
      		 $75.48B +0.8% +7.7% 19.6 2.3%
      AJG
      Arthur J. Gallagher & Co.
      		 $64.39B -2.9% +10.1% 41.7 2.4%
      WTW
      Willis Towers Watson PLC
      		 $30.80B +0.9% -2.2% 20.5 3.8%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Reducing
      Holders
      83
      % held
      16.8%
      Net QoQ
      -2.0M sh
      Top holder
      Richard F. Bunch III
      Held Float
      View
      Held by Funds
      Fund positions
      58
      View
      Short & Settlement
      Short Interest Rising
      Shares short
      540.0K
      Days to cover
      3.7d
      Change
      +89.6K sh
      View
      Short Volume
      Short vol %
      42%
      As of
      Aug 14, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      10.0K
      Value
      $236.7K
      As of
      Jun 29, 2026
      View
      Off-Exchange
      Off-exchange %
      36.8%
      Week of
      Jul 6, 2026
      Off-exch Lit
      View
      Smart Money
      Insider Trades Net buying
      Net (90d)
      +$3.4M
      Buyers / Sellers
      1 / 0
      Buyers Sellers
      View
      Financials
      Financials
      Revenue (FY)
      $248.5M
      Net income (FY)
      $2.7M
      EPS diluted
      $0.53
      View
      Buybacks
      Authorized
      $50.0M
      Remaining
      $7.1M
      Spent Remaining
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      Aug 13, 2026
      This year
      10
      View
      Earnings & Events
      Earnings Calls
      Last call
      Aug 6, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      TWFG -7.9% +1.6% +55.5% -0.1% -7.0%
      SPY +0.4% +4.5% +13.8% +3.9% +13.9%
      vs SPY -8.3% -2.9% +41.7% -4.0% -20.8%

      Capital returns

      Buyback program · as of May 12, 2026
      Authorized
      $50.00M
      Spent (derived)
      $42.86M
      Remaining
      $7.14M
      Spent Remaining

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 2007596 CUSIP 87318A101 13F (30d) 84 filings 82 filers Visit website Investor relations

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