About TWFG, Inc. Common Stock
https://www.twfg.comTWFG, Inc. operates an independent distribution platform for personal and commercial insurance products in the United States.
CEO
Richard Finley Bunch III
Compensation Summary
(Year 2024)
ETFs Holding This Stock
Summary
Showing Top 3 of 14
Ratings Snapshot
Rating : A-
Most Recent Analyst Grades
UBS
Buy
BMO Capital
Outperform
Piper Sandler
Overweight
Morgan Stanley
Equal Weight
Keefe, Bruyette & Woods
Market Perform
JP Morgan
Neutral
Grade Summary
Showing Top 6 of 6
Price Target
Institutional Ownership
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.
Shares:2.82M
Value:$74.39M
ALLIANCEBERNSTEIN L.P.
Shares:1.14M
Value:$30.01M
FMR LLC
Shares:1.09M
Value:$28.76M
Summary
Showing Top 3 of 70
About TWFG, Inc. Common Stock
https://www.twfg.comTWFG, Inc. operates an independent distribution platform for personal and commercial insurance products in the United States.
Income Statement
| Period | Revenue | Operating Expense | Net Income | Net Profit Margin | Earnings Per Share | EBITDA |
|---|---|---|---|---|---|---|
| Q3-2025 | $61.74M ▲ | $8.13M ▲ | $1.72M ▼ | 2.79% ▼ | $0.11 ▼ | $15.99M ▲ |
| Q2-2025 | $57.89M ▲ | $6.88M ▲ | $1.96M ▲ | 3.38% ▲ | $0.49 ▲ | $13.59M ▲ |
| Q1-2025 | $51.8M ▲ | $6.06M ▲ | $1.34M ▼ | 2.58% ▼ | $0.09 ▼ | $10.95M ▼ |
| Q4-2024 | $46.46M ▼ | $4.95M ▲ | $1.59M ▲ | 3.42% ▲ | $0.11 ▲ | $12.36M ▲ |
| Q3-2024 | $51.13M | $4.29M | $1.15M | 2.26% | $0.08 | $10.73M |
Balance Statement
| Period | Cash & Short-term | Total Assets | Total Liabilities | Total Equity |
|---|---|---|---|---|
| Q3-2025 | $150.99M ▼ | $349.17M ▲ | $53.43M ▼ | $79.36M ▲ |
| Q2-2025 | $159.83M ▼ | $342.85M ▲ | $53.88M ▲ | $78.67M ▲ |
| Q1-2025 | $196.42M ▲ | $330.53M ▲ | $50.47M ▲ | $75.21M ▲ |
| Q4-2024 | $195.77M ▲ | $323.43M ▲ | $48.14M ▲ | $73.88M ▲ |
| Q3-2024 | $191.2M | $313.09M | $44.96M | $71.09M |
Cash Flow Statement
| Period | Net Income | Cash From Operations | Cash From Investing | Cash From Financing | Net Change | Free Cash Flow |
|---|---|---|---|---|---|---|
| Q3-2025 | $9.62M ▲ | $14.95M ▲ | $-17.04M ▲ | $-6.37M ▲ | $-8.46M ▲ | $7.87M ▼ |
| Q2-2025 | $9M ▲ | $9.62M ▼ | $-35.54M ▼ | $-11.35M ▼ | $-37.28M ▼ | $9.57M ▼ |
| Q1-2025 | $6.85M ▼ | $15.64M ▲ | $-11.17M ▼ | $-1.52M ▲ | $2.95M ▼ | $15.63M ▲ |
| Q4-2024 | $8.15M ▲ | $11.6M ▼ | $-3.47M ▼ | $-3.72M ▼ | $4.42M ▼ | $8.22M ▼ |
| Q3-2024 | $6.89M | $11.72M | $-366K | $153.03M | $164.39M | $11.34M |
Revenue by Products
| Product | Q4-2024 | Q1-2025 | Q2-2025 | Q3-2025 |
|---|---|---|---|---|
 Commission Income | $130.00M ▲ | $50.00M ▼ | $50.00M ▲ | $60.00M ▲ |
 Fee Income | $10.00M ▲ | $0 ▼ | $0 ▲ | $0 ▲ |
 License | $0 ▲ | $0 ▲ | $0 ▲ | $0 ▲ |
 Product and Service Other | $0 ▲ | $0 ▲ | $0 ▲ | $0 ▲ |
CEO
Richard Finley Bunch III
Compensation Summary
(Year 2024)
ETFs Holding This Stock
Summary
Showing Top 3 of 14
Ratings Snapshot
Rating : A-
Most Recent Analyst Grades
UBS
Buy
BMO Capital
Outperform
Piper Sandler
Overweight
Morgan Stanley
Equal Weight
Keefe, Bruyette & Woods
Market Perform
JP Morgan
Neutral
Grade Summary
Showing Top 6 of 6
Price Target
Institutional Ownership
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.
Shares:2.82M
Value:$74.39M
ALLIANCEBERNSTEIN L.P.
Shares:1.14M
Value:$30.01M
FMR LLC
Shares:1.09M
Value:$28.76M
Summary
Showing Top 3 of 70