TWFG (NASDAQ:TWFG) Director Michael Doak Acquires 11,330 Shares

Posted by Brenda Bartman on May 30th, 2026

TWFG, Inc. (NASDAQ:TWFG – Get Free Report) Director Michael Doak acquired 11,330 shares of the stock in a transaction dated Friday, May 29th. The stock was acquired at an average cost of $18.87 per share, with a total value of $213,797.10. Following the completion of the transaction, the director owned 690,728 shares in the company, valued at approximately $13,034,037.36. This represents a 1.67% increase in their position. The acquisition was disclosed in a filing with the SEC, which is accessible through this link.

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

On Thursday, May 28th, Michael Doak acquired 11,000 shares of TWFG stock. The stock was acquired at an average cost of $18.87 per share, with a total value of $207,570.00.
On Wednesday, May 27th, Michael Doak acquired 24,880 shares of TWFG stock. The stock was acquired at an average cost of $18.62 per share, with a total value of $463,265.60.
On Tuesday, May 26th, Michael Doak acquired 11,000 shares of TWFG stock. The stock was acquired at an average cost of $19.23 per share, with a total value of $211,530.00.
On Friday, May 22nd, Michael Doak acquired 11,000 shares of TWFG stock. The stock was acquired at an average cost of $18.89 per share, with a total value of $207,790.00.
On Thursday, May 21st, Michael Doak bought 17,538 shares of TWFG stock. The stock was purchased at an average cost of $18.52 per share, with a total value of $324,803.76.
On Wednesday, May 20th, Michael Doak bought 15,745 shares of TWFG stock. The stock was purchased at an average cost of $18.79 per share, with a total value of $295,848.55.

TWFG Stock Performance

Shares of TWFG stock opened at $18.77 on Friday. TWFG, Inc. has a one year low of $16.56 and a one year high of $36.85. The firm has a market capitalization of $1.02 billion, a price-to-earnings ratio of 34.76 and a beta of 0.46. The business has a 50-day simple moving average of $18.78 and a 200 day simple moving average of $22.84. The company has a debt-to-equity ratio of 0.01, a current ratio of 94.71 and a quick ratio of 94.71.

TWFG (NASDAQ:TWFG – Get Free Report) last issued its earnings results on Thursday, May 7th. The company reported $0.29 EPS for the quarter, beating analysts’ consensus estimates of $0.20 by $0.09. TWFG had a return on equity of 15.96% and a net margin of 3.04%.The business had revenue of $72.84 million during the quarter, compared to analyst estimates of $67.67 million. On average, research analysts anticipate that TWFG, Inc. will post 0.97 earnings per share for the current fiscal year.

TWFG News Summary

Here are the key news stories impacting TWFG this week:

Positive Sentiment: Director Michael Doak bought 11,330 shares at $18.87 each in the latest disclosed insider purchase, adding to a recent run of similar buys and reinforcing the view that insiders see value at current levels. SEC Form 4 filing
Positive Sentiment: Wall Street analysts continue to see upside potential in TWFG, with one recent note citing roughly 31% potential upside and improving earnings estimate revisions. Zacks article
Neutral Sentiment: TWFG shareholders approved directors and the auditor at the company’s annual meeting, a routine governance update that is unlikely to move the stock on its own. TipRanks article
Neutral Sentiment: Recent analyst estimate changes were mixed to mildly positive, with one firm aligning FY2026 earnings at $1.05 per share versus the broader consensus of $0.97.
Negative Sentiment: Despite the insider buying, TWFG still faces a cautious analyst picture overall, with several firms rating it Hold and the average price target near $26, suggesting the market remains somewhat restrained on the name.

Wall Street Analyst Weigh In

TWFG has been the subject of a number of research analyst reports. Zacks Research lowered TWFG from a “strong-buy” rating to a “hold” rating in a research report on Friday, May 8th. Wall Street Zen lowered TWFG from a “buy” rating to a “hold” rating in a research report on Sunday, May 3rd. Piper Sandler decreased their target price on TWFG from $24.00 to $22.00 and set an “overweight” rating for the company in a research report on Friday, May 8th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of TWFG in a research report on Monday, May 4th. Finally, JPMorgan Chase & Co. decreased their target price on TWFG from $27.00 to $24.00 and set a “neutral” rating for the company in a research report on Thursday, April 9th. Three investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company has an average rating of “Hold” and a consensus target price of $26.00.

Read Our Latest Research Report on TWFG

Institutional Trading of TWFG

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Bank of America Corp DE increased its holdings in TWFG by 26.7% during the 1st quarter. Bank of America Corp DE now owns 54,111 shares of the company’s stock worth $995,000 after purchasing an additional 11,415 shares in the last quarter. Renaissance Technologies LLC increased its holdings in TWFG by 201.9% during the 1st quarter. Renaissance Technologies LLC now owns 118,327 shares of the company’s stock worth $2,176,000 after purchasing an additional 79,127 shares in the last quarter. Dimensional Fund Advisors LP bought a new stake in TWFG during the 1st quarter worth approximately $1,243,000. Bank of New York Mellon Corp increased its holdings in TWFG by 20.1% during the 1st quarter. Bank of New York Mellon Corp now owns 14,691 shares of the company’s stock worth $270,000 after purchasing an additional 2,459 shares in the last quarter. Finally, T. Rowe Price Investment Management Inc. increased its holdings in TWFG by 0.9% during the 4th quarter. T. Rowe Price Investment Management Inc. now owns 2,847,719 shares of the company’s stock worth $81,929,000 after purchasing an additional 26,742 shares in the last quarter.

About TWFG

(Get Free Report)

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.