TWFG, Inc. (NASDAQ:TWFG) Receives Average Rating of "Moderate Buy" from Analysts

Key Points

• Analyst consensus: Eight analysts give TWFG an average rating of "Moderate Buy" (1 sell, 3 hold, 3 buy, 1 strong buy) with an average 12‑month price target of $26.50.
• Q4 results beat expectations: TWFG reported EPS of $0.30 versus $0.16 expected and revenue of $70.26M versus $60.81M, with a net margin of 3.11% and ROE of 13.51%, and analysts expect 0.88 EPS for the fiscal year.
• Valuation and ownership: The stock trades around $19.90 (market cap $1.12B, PE ~39) well below its analyst target and 12‑month high of $36.85, and institutional investors like T. Rowe Price own sizeable stakes.

Shares of TWFG, Inc. (NASDAQ:TWFG - Get Free Report) have been given an average rating of "Moderate Buy" by the eight research firms that are presently covering the firm, MarketBeat.com reports. One investment analyst has rated the stock with a sell rating, three have assigned a hold rating, three have assigned a buy rating and one has issued a strong buy rating on the company. The average 1 year price objective among brokers that have covered the stock in the last year is $26.50.

TWFG has been the subject of a number of research reports. Wall Street Zen upgraded shares of TWFG from a "hold" rating to a "buy" rating in a report on Saturday. JPMorgan Chase & Co. reduced their target price on shares of TWFG from $27.00 to $24.00 and set a "neutral" rating for the company in a report on Thursday, April 9th. Morgan Stanley reduced their target price on shares of TWFG from $28.00 to $24.00 and set an "equal weight" rating for the company in a report on Monday, April 6th. Piper Sandler reduced their target price on shares of TWFG from $32.00 to $22.00 and set an "overweight" rating for the company in a report on Monday, February 23rd. Finally, UBS Group reduced their target price on shares of TWFG from $34.00 to $31.00 and set a "buy" rating for the company in a report on Wednesday, April 8th.

TWFG Trading Up 0.9%

TWFG stock opened at $19.90 on Wednesday. The firm has a 50 day simple moving average of $18.95 and a 200-day simple moving average of $23.80. The company has a debt-to-equity ratio of 0.01, a current ratio of 107.86 and a quick ratio of 107.86. The stock has a market capitalization of $1.12 billion, a PE ratio of 39.02 and a beta of 0.57. TWFG has a 12-month low of $16.56 and a 12-month high of $36.85.

TWFG (NASDAQ:TWFG - Get Free Report) last posted its quarterly earnings data on Wednesday, February 25th. The company reported $0.30 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.16 by $0.14. The business had revenue of $70.26 million during the quarter, compared to analysts' expectations of $60.81 million. TWFG had a net margin of 3.11% and a return on equity of 13.51%. As a group, equities research analysts expect that TWFG will post 0.88 EPS for the current fiscal year.

Institutional Trading of TWFG

A number of large investors have recently added to or reduced their stakes in the business. T. Rowe Price Investment Management Inc. boosted its holdings in TWFG by 0.9% during the fourth quarter. T. Rowe Price Investment Management Inc. now owns 2,847,719 shares of the company's stock worth $81,929,000 after buying an additional 26,742 shares in the last quarter. Susquehanna Fundamental Investments LLC bought a new stake in TWFG during the fourth quarter worth approximately $337,000. Balyasny Asset Management L.P. purchased a new stake in shares of TWFG in the 4th quarter valued at approximately $285,000. Schonfeld Strategic Advisors LLC lifted its position in shares of TWFG by 92.7% in the 4th quarter. Schonfeld Strategic Advisors LLC now owns 26,848 shares of the company's stock valued at $772,000 after acquiring an additional 12,912 shares in the last quarter. Finally, Gillson Capital LP lifted its position in shares of TWFG by 14.6% in the 4th quarter. Gillson Capital LP now owns 169,065 shares of the company's stock valued at $4,864,000 after acquiring an additional 21,565 shares in the last quarter.

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.

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