TWFG (NASDAQ:TWFG) Director Michael Doak Acquires 11,000 Shares

Posted by George Bondi on May 29th, 2026

TWFG, Inc. (NASDAQ:TWFG – Get Free Report) Director Michael Doak purchased 11,000 shares of TWFG stock in a transaction dated Thursday, May 28th. The stock was bought at an average price of $18.87 per share, for a total transaction of $207,570.00. Following the completion of the transaction, the director directly owned 679,398 shares in the company, valued at $12,820,240.26. The trade was a 1.65% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website.

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

On Friday, May 29th, Michael Doak purchased 11,330 shares of TWFG stock. The stock was bought at an average price of $18.87 per share, for a total transaction of $213,797.10.
On Wednesday, May 27th, Michael Doak purchased 24,880 shares of TWFG stock. The stock was bought at an average price of $18.62 per share, for a total transaction of $463,265.60.
On Tuesday, May 26th, Michael Doak purchased 11,000 shares of TWFG stock. The stock was bought at an average price of $19.23 per share, for a total transaction of $211,530.00.
On Friday, May 22nd, Michael Doak purchased 11,000 shares of TWFG stock. The stock was bought at an average price of $18.89 per share, for a total transaction of $207,790.00.
On Thursday, May 21st, Michael Doak purchased 17,538 shares of TWFG stock. The stock was bought at an average price of $18.52 per share, for a total transaction of $324,803.76.
On Wednesday, May 20th, Michael Doak purchased 15,745 shares of TWFG stock. The stock was bought at an average price of $18.79 per share, for a total transaction of $295,848.55.

TWFG Trading Up 0.1%

TWFG stock traded up $0.01 during midday trading on Friday, hitting $18.77. 321,631 shares of the company’s stock were exchanged, compared to its average volume of 235,658. The stock’s fifty day moving average price is $18.79 and its 200-day moving average price is $22.86. The company has a debt-to-equity ratio of 0.01, a quick ratio of 94.71 and a current ratio of 94.71. The company has a market cap of $1.02 billion, a PE ratio of 34.76 and a beta of 0.46. TWFG, Inc. has a one year low of $16.56 and a one year high of $36.85.

TWFG (NASDAQ:TWFG – Get Free Report) last posted its earnings results on Thursday, May 7th. The company reported $0.29 earnings per share for the quarter, topping the consensus estimate of $0.20 by $0.09. The firm had revenue of $72.84 million for the quarter, compared to analyst estimates of $67.67 million. TWFG had a return on equity of 15.96% and a net margin of 3.04%. Research analysts predict that TWFG, Inc. will post 0.97 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several research analysts have weighed in on the company. Wall Street Zen lowered TWFG from a “buy” rating to a “hold” rating in a report on Sunday, May 3rd. JPMorgan Chase & Co. reduced their target price on TWFG from $27.00 to $24.00 and set a “neutral” rating on the stock in a report on Thursday, April 9th. Morgan Stanley reduced their target price on TWFG from $24.00 to $21.00 and set an “equal weight” rating on the stock in a report on Thursday, May 21st. Keefe, Bruyette & Woods reduced their target price on TWFG from $31.00 to $25.00 and set a “market perform” rating on the stock in a report on Tuesday, April 7th. Finally, Zacks Research lowered TWFG from a “strong-buy” rating to a “hold” rating in a report on Friday, May 8th. Three research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and an average target price of $26.00.

Read Our Latest Research Report on TWFG

Institutional Trading of TWFG

Hedge funds and other institutional investors have recently modified their holdings of the stock. Fifth Third Bancorp increased its position in shares of TWFG by 102.7% in the fourth quarter. Fifth Third Bancorp now owns 896 shares of the company’s stock valued at $26,000 after acquiring an additional 454 shares during the last quarter. Quadrant Capital Group LLC acquired a new stake in shares of TWFG in the fourth quarter valued at about $68,000. Quantbot Technologies LP increased its position in shares of TWFG by 52.5% in the second quarter. Quantbot Technologies LP now owns 4,053 shares of the company’s stock valued at $142,000 after acquiring an additional 1,395 shares during the last quarter. Russell Investments Group Ltd. acquired a new stake in shares of TWFG in the third quarter valued at about $142,000. Finally, State of Tennessee Department of Treasury acquired a new stake in shares of TWFG in the second quarter valued at about $155,000.

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.