TWFG, Inc.

NasdaqGS:TWFG Aktierapport

Börsvärde: US$1.0b

TWFG Utdelningar och återköp

Utdelning kriterier kontrolleras 0/6

TWFG har inte registrerat sig för att betala utdelning.

Viktig information

n/a

Avkastning på utdelning

0.3%

Återköpsavkastning

Total avkastning till aktieägarna0.3%
Framtida utdelningsavkastning0%
Utdelningstillväxtn/a
Nästa utbetalningsdag för utdelningn/a
Ex utdelningsdagn/a
Utdelning per aktien/a
Utdelningsandeln/a

Senaste utdelnings- och återköpsuppdateringar

Inga uppdateringar

Recent updates

Analysuppdatering Apr 24

TWFG: Organic Execution And AI Adoption Will Support Future Earnings Repricing

Narrative Update on TWFG TWFG's consensus analyst price target has been reduced by several dollars, reflecting analysts' updated models following recent earnings, revised sector assumptions, and mixed reactions to earlier target cuts and raises across major firms. Analyst Commentary Recent research on TWFG clusters around a reset in expectations, with multiple firms trimming price targets while still highlighting a mix of execution strengths and valuation concerns.
Analysuppdatering Apr 09

TWFG: Organic Execution And AI Adoption Will Drive Future Earnings Repricing

Analysts have trimmed their TWFG price targets by $3 overall, reflecting updated assumptions for fair value, profit margins, and future P/E, even as revenue growth estimates are adjusted in their models. Analyst Commentary Recent Street research on TWFG shows a cluster of price target revisions, with most firms trimming their targets by a few dollars while keeping existing ratings in place.
Ny analys Apr 06

AI And Softening Insurance Pricing Will Pressure Margins Yet Longer Term Upside Remains

Catalysts About TWFG TWFG provides insurance distribution and related services through retail agencies and managing general agent platforms across personal, commercial and specialty lines. What are the underlying business or industry changes driving this perspective?
Analysuppdatering Mar 25

TWFG: Organic Execution And AI Adoption Will Support Future Repricing Potential

Narrative Update on TWFG Analyst Price Target The consolidated analyst price target for TWFG has been adjusted to $28, reflecting a series of recent target revisions. These include cuts from $39 to $34 and from $31 to $28, alongside one increase from $22 to $24, as analysts update their models for Q4 results, management guidance, and views on organic growth, margins, and AI commentary.
Analysuppdatering Mar 11

TWFG: Personal Lines Focus And AI Adoption Will Support Future Repricing Potential

The analyst fair value estimate for TWFG has been reduced from $31.57 to $28.00, reflecting recent cuts to Street price targets and updates to models following Q4 results and management guidance. Analyst Commentary Street research on TWFG has been mixed, with several firms revising price targets after Q4 results and management guidance.
Ny analys Feb 24

Returning Carrier Appetite And High Retention Will Support A Stronger TWFG Earnings Profile

Catalysts About TWFG TWFG operates an independent, agent centric insurance distribution platform across retail agencies and MGA programs in the United States. What are the underlying business or industry changes driving this perspective?
Analysuppdatering Feb 24

TWFG: Personal Lines Focus And Management Will Support Future Repricing Potential

Analysts have trimmed their fair value estimate for TWFG to about $31.57 from $33, reflecting reduced Street price targets, including Piper Sandler's cut to $22 from $32, as they factor in the recent selloff and a more cautious stance on insurance brokers. Analyst Commentary Recent Street commentary around TWFG centers on the reset in price targets following the sector selloff and a more guarded view on insurance brokers in general.
Analysartikel Feb 11

Not Many Are Piling Into TWFG, Inc. (NASDAQ:TWFG) Just Yet

It's not a stretch to say that TWFG, Inc.'s ( NASDAQ:TWFG ) price-to-sales (or "P/S") ratio of 1.5x right now seems...
Analysuppdatering Feb 08

TWFG: Personal Lines Focus And Management Strength Will Drive Future Upside

Narrative Update on TWFG The analyst price target for TWFG has shifted to a clustered range around $31 to $33, reflecting updated sector models and a continued focus on the company’s long term growth potential in Personal Lines brokerage. This comes even as analysts highlight softening property and casualty conditions and emerging earnings headwinds into 2026.
Analysuppdatering Jan 24

TWFG: Personal Lines Positioning And Management Quality Will Support Future Upside

Narrative Update Analysts now peg TWFG's price target at US$33. Recent research highlights expectations for steady revenue growth, modest adjustments to profit margins, and supportive views on its role in the Personal Lines brokerage space.
Analysuppdatering Jan 08

TWFG: Personal Lines Focus And Management Discipline Will Support Future Returns

Narrative Update on TWFG Analysts have kept their TWFG price target unchanged at US$33, reflecting expectations for steady fair value alongside modest tweaks to growth, margin, and P/E assumptions, supported by recent research that highlights both emerging P&C headwinds and a constructive view on the company’s long term personal lines brokerage opportunity and management quality. Analyst Commentary Recent research updates give you a mixed but useful read on how the Street is thinking about TWFG, with price targets clustering around the low US$30s and views shaped by both company specific strengths and property and casualty (P&C) cycle risks.
Analysuppdatering Dec 24

TWFG: Personal Lines And Management Quality Will Support Returns Through Softer Cycle

Analysts have nudged our TWFG price target higher to $33 from $31, reflecting expectations for resilient long term growth, steady ROE and book value expansion, even as a softening P&C cycle and emerging earnings headwinds temper sector wide optimism. Analyst Commentary Street research on TWFG reflects a balanced mix of optimism on the company specific growth story and caution around the broader property and casualty backdrop, with recent price target moves clustering in the low to mid 30 dollar range.
Seeking Alpha Dec 10

TWFG: A Growing Insurance 'Middle Man'

Summary TWFG (TWFG) is a fast-growing insurance intermediary, achieving 15% annual revenue growth and EBITDA margins above 23%. The company leverages demographic shifts and agency acquisitions for inorganic growth, with a large addressable market but intensifying competition. TWFG’s 2024 IPO provides capital for 2-3 years of acquisitions, but inorganic growth is constrained without further funding. I see TWFG as fully valued relative to peers, with margin headwinds from a softening P&C market; I rate it a Hold. Read the full article on Seeking Alpha
Analysuppdatering Dec 10

TWFG: Personal Lines Strength Will Support Returns Through Softening Property And Casualty Cycle

Analysts have nudged their blended price target on TWFG modestly higher to about $33, reflecting expectations for faster top line growth into 2026, even as a softening P&C cycle and emerging earnings headwinds temper profit margin and valuation assumptions. Analyst Commentary Street research points to a balanced but cautiously optimistic view on TWFG, with recent target changes clustering in the low to mid 30s and ratings tilting toward positive but not universally bullish.
Analysuppdatering Nov 26

TWFG: Resilient Earnings Outlook Will Drive Long-Term Strength Amid Softening Cycle

The analyst price target for TWFG has been raised slightly from $32.67 to $33.00 as analysts cite expectations for steady long-term growth, despite emerging headwinds in the property and casualty insurance sector. Analyst Commentary Recent analyst reports on TWFG reveal a mix of optimism and caution as the company navigates the evolving landscape of property and casualty insurance.
Analysuppdatering Nov 07

TWFG: Margin Expansion And Strong Cost Management Will Drive Resilience Amid Headwinds

Analysts have modestly reduced their price targets for TWFG, citing sector-wide commercial property and casualty headwinds and a slowdown in organic growth. New targets now range from $30 to $39, down from previous estimates as high as $42.
Analysuppdatering Oct 24

Branch Expansion And AI Tools Will Steady Market Position Amid Industry Headwinds

Analysts have modestly reduced their price targets for TWFG, with new estimates now ranging from $30 to $39. They cite ongoing headwinds in the property and casualty insurance sector, including slower commercial property pricing and market-wide performance trends.
Analysuppdatering Oct 09

Branch Expansion And AI Tools Will Broaden US Market Reach

Analysts have decreased their fair value estimate for TWFG from $34.50 to approximately $32.67, citing sector-wide headwinds in commercial property and casualty pricing along with tempered growth expectations, despite improving margins. Analyst Commentary Recent Street research reveals a cautious but nuanced view of TWFG, as analysts update their expectations in response to sector dynamics and company-specific trends.
Analysuppdatering Sep 05

Branch Expansion And AI Tools Will Broaden US Market Reach

Consensus analyst sentiment on TWFG has turned more cautious amid heightened competition, softer organic growth, and lower management guidance, partially offset by stronger-than-expected margin expansion, resulting in no change to the analyst price target at $34.50. Analyst Commentary Bearish analysts cite increased competition in the personal auto insurance market as a headwind impacting growth prospects for TWFG.
Analysartikel Aug 16

Results: TWFG, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

NasdaqGS:TWFG 1 Year Share Price vs Fair Value Explore TWFG's Fair Values from the Community and select yours...
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Ny analys Jul 20

Branch Network Expansion And Digital Transformation Will Open New Markets

Expanding branch network, technology investments, and digital transformation are driving market penetration, revenue growth, efficiency, and higher margins.
Analysartikel May 16

Earnings Beat: TWFG, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

It's been a good week for TWFG, Inc. ( NASDAQ:TWFG ) shareholders, because the company has just released its latest...
Seeking Alpha Oct 28

TWFG, Inc.: A Significant Skin-In-The-Game Opportunity

Summary TWFG, Inc., a Texas-based insurance broker, supports independent agents with a turnkey solution, offering carrier relationships, technology, training, and branding. The U.S. P&C market is over $850 billion, with independent agents gaining market share from captive agents, especially in homeowners' insurance. Founded by Gordy Bunch, TWFG has scaled to over $1 billion in premiums, with a presence in 40+ states and 400+ branded agencies. TWFG's capital-light model, attractive 80/20 commission split, and opportunities for accretive M&A make it a compelling investment with significant growth potential. Read the full article on Seeking Alpha

Stabilitet och tillväxt i betalningar

Hämta utdelningsdata

Stabil utdelning: Otillräcklig data för att avgöra om TWFG s utdelningar per aktie har varit stabila tidigare.

Växande utdelning: Otillräcklig data för att avgöra om TWFG s utdelningsbetalningar har ökat.


Utdelningsavkastning jämfört med marknaden

TWFG Utdelningsavkastning jämfört med marknaden
Hur är TWFG:s direktavkastning jämfört med marknaden?
SegmentUtdelningsavkastning
Företag (TWFG)n/a
Marknadens lägsta 25% (US)1.4%
Marknad Topp 25% (US)4.2%
Genomsnitt för branschen (Insurance)2.7%
Prognosanalytiker (TWFG) (upp till 3 år)0%

Anmärkningsvärd utdelning: Det går inte att utvärdera TWFG s utdelningsavkastning mot de lägsta 25 % av utdelningsbetalarna, eftersom företaget inte har rapporterat några senaste utbetalningar.

Hög utdelning: Det går inte att utvärdera TWFG s utdelningsavkastning mot de översta 25 % av utdelningsbetalarna, eftersom företaget inte har rapporterat några senaste utbetalningar.


Vinstutdelning till aktieägarna

Resultattäckning: Otillräcklig data för att beräkna TWFG s utbetalningskvot för att avgöra om dess utdelningar täcks av intäkter.


Kontantutbetalning till aktieägarna

Kassaflödestäckning: Det går inte att beräkna hållbarheten för utdelningar eftersom TWFG inte har rapporterat några utbetalningar.


Upptäck bolag med stark utdelning

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/07 17:09
Aktiekurs vid dagens slut2026/05/07 00:00
Intäkter2025/12/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

TWFG, Inc. bevakas av 13 analytiker. 7 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Michael ZaremskiBMO Capital Markets Equity Research
null nullBMO Capital Markets Equity Research
Jamminder BhullarJ.P. Morgan