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    UBS initiated coverage on TWFG, Inc. with a new price target

    8/12/24 8:05:50 AM ET
    $TWFG
    Specialty Insurers
    Finance
    Get the next $TWFG alert in real time by email
    UBS initiated coverage of TWFG, Inc. with a rating of Buy and set a new price target of $29.00
    Get the next $TWFG alert in real time by email

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    Recent Analyst Ratings for
    $TWFG

    DatePrice TargetRatingAnalyst
    1/3/2025$30.00 → $33.00Overweight → Neutral
    Analyst
    8/21/2024Outperform
    William Blair
    8/12/2024$30.00Outperform
    BMO Capital Markets
    8/12/2024$23.00Equal-Weight
    Morgan Stanley
    8/12/2024$27.00Overweight
    Piper Sandler
    8/12/2024$26.50Overweight
    JP Morgan
    8/12/2024$29.00Outperform
    RBC Capital Mkts
    8/12/2024$29.00Buy
    UBS
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    Chief Creative & Marketing Off Bunch Charles Alexander covered exercise/tax liability with 6,187 shares, decreasing direct ownership by 14% to 38,012 units (SEC Form 4)

    4 - TWFG, Inc. (0002007596) (Issuer)

    7/21/25 3:42:33 PM ET
    $TWFG
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    General Counsel and Secretary Benes Julie E. covered exercise/tax liability with 6,187 shares, decreasing direct ownership by 14% to 38,962 units (SEC Form 4)

    4 - TWFG, Inc. (0002007596) (Issuer)

    7/21/25 3:41:03 PM ET
    $TWFG
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    Chief Financial Officer Zwinggi Janice E. covered exercise/tax liability with 7,338 shares, decreasing direct ownership by 12% to 53,363 units (SEC Form 4)

    4 - TWFG, Inc. (0002007596) (Issuer)

    7/21/25 3:35:18 PM ET
    $TWFG
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    TWFG, Inc. to Announce Third Quarter 2025 Financial Results on Wednesday, November 12, 2025

    THE WOODLANDS, Texas, Oct. 20, 2025 (GLOBE NEWSWIRE) --  October 20, 2025 – (GLOBAL NEWSWIRE) – TWFG, Inc. (NASDAQ:TWFG), a leading independent insurance distribution platform, announced today that it will release its financial results for the third quarter ended September 30, 2025, after the market closes on Wednesday, November 12, 2025. The Company will host a conference call to discuss its financial results the following morning, Thursday, November 13, 2025, at 9:00 a.m. Central Time (10:00 a.m. Eastern Time). TO ACCESS THE CALL BY PHONE, PARTICIPANTS CAN REGISTER AT THIS LINK WHERE THEY WILL BE PROVIDED WITH THE DIAL IN DETAILS. A live webcast of the call will be available on TWFG's

    10/20/25 4:20:00 PM ET
    $TWFG
    Specialty Insurers
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    TWFG Announces Second Quarter 2025 Results

    – Total Revenues increased 13.8% for the quarter over the prior year period to $60.3 million –– Total Written Premium increased 14.4% for the quarter over the prior year period to $450.3 million –– Organic Revenue Growth Rate* of 10.6% for the quarter –– Net income of $9.0 million for the quarter –– Adjusted EBITDA* increased 40.7% for the quarter over the prior year period to $15.1 million – THE WOODLANDS, Texas, Aug. 12, 2025 (GLOBE NEWSWIRE) -- TWFG, Inc. ("TWFG", the "Company" or "we") (NASDAQ:TWFG), a high-growth insurance distribution company, today announced results for the second quarter ended June 30, 2025. Second Quarter 2025 Highlights Total revenues for the quarter increased

    8/12/25 6:59:46 PM ET
    $TWFG
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    TWFG Insurance Accelerates Northeast Expansion with Acquisition of Angers & Litz Associates

    THE WOODLANDS, Texas, Aug. 12, 2025 (GLOBE NEWSWIRE) -- TWFG Insurance (NASDAQ:TWFG), a high-growth independent insurance distribution platform, has expanded its national footprint with the strategic acquisition of Angers & Litz Associates, Inc., a well-established agency based in Schenectady, New York. This move marks a key milestone in TWFG's Northeast growth strategy and reinforces its commitment to scaling through high-quality, legacy-rich partnerships. Founded in 1963, Angers & Litz has built a strong reputation for delivering both commercial and personal lines insurance solutions. Its deep regional presence and multi-generational client relationships provide TWFG with immediate mark

    8/12/25 10:04:53 AM ET
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    General Counsel and Secretary Benes Julie E. bought $31,854 worth of shares (950 units at $33.53), increasing direct ownership by 2% to 49,008 units (SEC Form 4)

    4 - TWFG, Inc. (0002007596) (Issuer)

    11/26/24 5:24:04 PM ET
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    Amendment: Chief Creative & Marketing Off Bunch Charles Alexander bought $2,448 worth of shares (144 units at $17.00) (SEC Form 4)

    4/A - TWFG, Inc. (0002007596) (Issuer)

    9/26/24 1:48:29 PM ET
    $TWFG
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    President and CEO Bunch Richard F. Iii was granted 150,587 shares, converted options into 342,262 shares, bought $3,450,592 worth of shares (202,976 units at $17.00) and was granted 33,893,810 units of Class C Common Stock, increasing direct ownership by 678,275% to 678,375 units (SEC Form 4)

    4 - TWFG, Inc. (0002007596) (Issuer)

    7/19/24 9:42:37 PM ET
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    TWFG, Inc. downgraded by Analyst with a new price target

    Analyst downgraded TWFG, Inc. from Overweight to Neutral and set a new price target of $33.00 from $30.00 previously

    1/3/25 7:51:30 AM ET
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    William Blair initiated coverage on TWFG, Inc.

    William Blair initiated coverage of TWFG, Inc. with a rating of Outperform

    8/21/24 7:39:49 AM ET
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    BMO Capital Markets initiated coverage on TWFG, Inc. with a new price target

    BMO Capital Markets initiated coverage of TWFG, Inc. with a rating of Outperform and set a new price target of $30.00

    8/12/24 8:08:02 AM ET
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    Amendment: SEC Form SCHEDULE 13G/A filed by TWFG Inc.

    SCHEDULE 13G/A - TWFG, Inc. (0002007596) (Subject)

    8/14/25 12:12:13 PM ET
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    SEC Form 10-Q filed by TWFG Inc.

    10-Q - TWFG, Inc. (0002007596) (Filer)

    8/13/25 4:07:49 PM ET
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    Amendment: SEC Form SCHEDULE 13G/A filed by TWFG Inc.

    SCHEDULE 13G/A - TWFG, Inc. (0002007596) (Subject)

    8/13/25 12:49:42 PM ET
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    TWFG Inc. Appoints Eugene Padgett to Join Its Leadership Team as Chief Accounting Officer

    THE WOODLANDS, Texas, Jan. 23, 2025 /PRNewswire/ -- TWFG, Inc. (NASDAQ:TWFG), announced today that Eugene "Gene" Padgett, former Senior Vice President and Chief Accounting Officer with U.S. Silica, has joined TWFG's Leadership Team as Chief Accounting Officer. He brings to TWFG over 30 years of progressive experience in accounting and financial management across diverse industries, and a strong track record of enhancing organizational performance through strategic financial planning, SEC reporting, and compliance. He will report to Janice Zwinggi, Chief Financial Officer.  Abo

    1/23/25 5:16:00 PM ET
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    TWFG, Inc. to Announce Third Quarter 2025 Financial Results on Wednesday, November 12, 2025

    THE WOODLANDS, Texas, Oct. 20, 2025 (GLOBE NEWSWIRE) --  October 20, 2025 – (GLOBAL NEWSWIRE) – TWFG, Inc. (NASDAQ:TWFG), a leading independent insurance distribution platform, announced today that it will release its financial results for the third quarter ended September 30, 2025, after the market closes on Wednesday, November 12, 2025. The Company will host a conference call to discuss its financial results the following morning, Thursday, November 13, 2025, at 9:00 a.m. Central Time (10:00 a.m. Eastern Time). TO ACCESS THE CALL BY PHONE, PARTICIPANTS CAN REGISTER AT THIS LINK WHERE THEY WILL BE PROVIDED WITH THE DIAL IN DETAILS. A live webcast of the call will be available on TWFG's

    10/20/25 4:20:00 PM ET
    $TWFG
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    TWFG Announces Second Quarter 2025 Results

    – Total Revenues increased 13.8% for the quarter over the prior year period to $60.3 million –– Total Written Premium increased 14.4% for the quarter over the prior year period to $450.3 million –– Organic Revenue Growth Rate* of 10.6% for the quarter –– Net income of $9.0 million for the quarter –– Adjusted EBITDA* increased 40.7% for the quarter over the prior year period to $15.1 million – THE WOODLANDS, Texas, Aug. 12, 2025 (GLOBE NEWSWIRE) -- TWFG, Inc. ("TWFG", the "Company" or "we") (NASDAQ:TWFG), a high-growth insurance distribution company, today announced results for the second quarter ended June 30, 2025. Second Quarter 2025 Highlights Total revenues for the quarter increased

    8/12/25 6:59:46 PM ET
    $TWFG
    Specialty Insurers
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    TWFG Insurance to release its second quarter financial results on August 12th, 2025

    THE WOODLANDS, Texas, July 21, 2025 (GLOBE NEWSWIRE) -- TWFG, Inc. (NASDAQ:TWFG), a leading independent insurance distribution platform, announced today that it will release its financial results for the second quarter ended June 30, 2025, after the market closes on Tuesday, August 12, 2025. The Company will host a conference call to discuss its financial results the following morning, Wednesday, August 13, 2025, at 9:00 a.m. Central Time (10:00 a.m. Eastern Time). TO ACCESS THE CALL BY PHONE, PARTICIPANTS CAN REGISTER AT THIS LINK WHERE THEY WILL BE PROVIDED WITH THE DIAL IN DETAILS. A live webcast of the call will be available on TWFG's Investor Relations website at investors.twfg.com

    7/21/25 4:30:45 PM ET
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    SEC Form SC 13G filed by TWFG Inc.

    SC 13G - TWFG, Inc. (0002007596) (Subject)

    11/14/24 1:28:35 PM ET
    $TWFG
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    SEC Form SC 13G filed by TWFG Inc.

    SC 13G - TWFG, Inc. (0002007596) (Subject)

    11/14/24 1:22:40 PM ET
    $TWFG
    Specialty Insurers
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    SEC Form SC 13G filed by TWFG Inc.

    SC 13G - TWFG, Inc. (0002007596) (Subject)

    11/14/24 8:49:48 AM ET
    $TWFG
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