TWFG (TWFG) Stock: Insider Trades, Congress & Funds

Smart money at a glance

Filings to Nov 14, 2026

No insider open-market trades in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.

Company insidersForm 4, 90 days: $0
CongressSTOCK Act, 180 days: None
Big funds13F, quarter ended Mar 31, 2026: 0 added, 1 cut
Federal contractsUSAspending.gov, 12 months: No awards

Analysts

What do analysts expect?

Analyst target and ratings are on paid plans

Unlock the full results

Questions about TWFG filings

Are insiders buying or selling TWFG, Inc. Class A Common Stock (TWFG) stock?

Neither. TWFG, Inc. Class A Common Stock (TWFG) insiders filed no open-market purchases or sales in the 90 days to Nov 14, 2026, according to SEC Form 4 filings.

Which members of Congress have traded TWFG recently?

None. No member of Congress disclosed a TWFG trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.

How current is this TWFG smart-money data?

This summary uses filings available on Nov 14, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.

Filings could not be loaded.

20 funds hold a position and insiders have been net buying.

Questions about TWFG filings

Are insiders buying or selling TWFG, Inc. Class A Common Stock (TWFG) stock?

Neither. TWFG, Inc. Class A Common Stock (TWFG) insiders filed no open-market purchases or sales in the 90 days to Nov 14, 2026, according to SEC Form 4 filings.

Which members of Congress have traded TWFG recently?

None. No member of Congress disclosed a TWFG trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.

How current is this TWFG smart-money data?

Insiders

What insiders are doing

6 trades · 6 mo

Bought$3.4M

Buys (3)

DM
Doak Michael
Dir · Jun 8
$153K
bought
Signals like this: n=2459, 52% finished lower at D15, median -0.4% vs SPY +0.2%
DM
Doak Michael
Dir · Jun 4
$638K
bought
DM
Doak Michael
Dir · Jun 2
$637K
bought

2 more trades

Pro opens all of them for $16.50/month, paid yearly.

Unlock all 2 trades

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Reported Nov 4, 2026

Earnings came in 17.4% above what analysts expected.

Documents

Quarterly report10-Q Annual report10-K Every filing

Last report

Nov 4, 2026

Period ending

Sep 30, 2026

Earnings per share

$0.27+17.39% beat

$0.23 expected

Revenue

$79.9M

SEC filing

Next report

What the street expects next

Estimates as of Nov 13, 2026

EPS expected

$0.26

$0.24 to $0.29

Revenue expected

$74.3M

5 analysts

Last 30 days

2up1down

Analysts raising estimates

Estimate drift

+0.03

Change in 30 days

Previous reports

Quarter / reported	Earnings per share	Beat or miss	Revenue / income	Revenue vs last year
Sep 30, 2026Reported Nov 4, 2026	$0.27est. $0.23	+17.39%beat	$79.9MSEC filing	+24.6%from $64.1M
Jun 30, 2026Reported Aug 5, 2026	$0.31est. $0.24	+29.17%beat	$87.5MSEC filing	+45.1%from $60.3M
Mar 31, 2026Reported May 7, 2026	$0.29est. $0.20	+45.00%beat	$72.8MSEC filing	+35.3%from $53.8M
Dec 31, 2025Reported Feb 25, 2026	$0.30est. $0.19	+58.31%beat	$62.5MAlpha Vantage	+34.6%from $46.5M
Sep 30, 2025Reported Nov 12, 2025	$0.23est. $0.19	+21.05%beat	$64.1MSEC filing	+21.3%from $52.9M
Jun 30, 2025Reported Aug 12, 2025	$0.20est. $0.17	+17.65%beat	$60.3MSEC filing	+13.8%from $53.0M
Mar 31, 2025Reported May 13, 2025	$0.16est. $0.15	+6.67%beat	$53.8MSEC filing	+16.6%from $46.1M
Dec 31, 2024Reported Mar 19, 2025	$0.13est. $0.10	+30.00%beat	$46.5MAlpha Vantage	No year-ago quarter

Earnings per share comes from Yahoo Finance where available, then Alpha Vantage or the company release. Revenue comes from company releases, SEC filings, Alpha Vantage or Yahoo Finance. A beat or miss needs an analyst estimate on the same basis as the reported figure, so quarters without one show none. Non-USD amounts carry their currency code.

Open: $27.04
High: $27.19
Low: $25.85
Prev close: $27.09
52-wk high: $31.42
52-wk low: $16.56
Mkt cap: $344.9M
P/E: 41.8x
ROE: +18.7%
Fwd P/E: 22.0x
Beta: 0.19
P/S: 1.1x
P/B: 7.3x
Profit margin: +2.7%
Op margin: +15.4%

Dec 2025 to Sep 2026

What it sold, what it cost, what was left.

RevenueProfit

Dec 2025Mar 2026Jun 2026Sep 2026

Income statement, 4 periods, all values in US dollars
USD	Dec 2025	Mar 2026	Jun 2026	Sep 2026
What came in
RevenueTotal revenue	$62.5M	$72.8M	$87.5M	$79.9M
Cost of what it soldCost of revenue	$42.9M	$49.4M	$69.9M	$56.9M
Gross profit	$19.6M	$23.5M	$17.6M	$23.0M
What it spent
Sales and adminSelling, general and administrative	$6.7M	$7.4M	$8.6M	$9.7M
Other operating costsOperating costs not itemised in the filing's summary	$5.4M	$3.7M	$4.7M	$4.4M
Total operating expenses	$12.1M	$11.1M	$13.3M	$14.0M
What was left
Operating profitOperating income	$7.5M	$12.4M	$17.6M	$9.0M
Interest on debtInterest expense	$66.0K	$62.0K	$57.0K	$75.0K
Profit before tax	$16.7M	$14.2M	$18.3M	$9.6M
TaxIncome tax expense	$1.0M	$1.1M	$1.0M	$601.0K
Net profitNet income	$2.9M	$1.8M	$2.4M	$1.2M
EBITDAEarnings before interest, tax, depreciation, amortisation	$22.6M	$20.4M	$25.4M	$17.2M

Technicals

Price structure

This stock is trending upward.

Trend

Constructive

65 / 100

RSI 14

41balanced

20D volatility

54%annualized

52-week range

$27.02

$16.56$31.42

20D support

$24.49recent floor

20D resistance

$31.42recent ceiling

Returns

5D -8.7%20D +12.1%60D +0.9%

Price vs moving averages

SMA20 -1.3%SMA50 +2.0%SMA200 +16.5%

Volume pace

1.47xvs prior 20D

Quarter / reported

Earnings per share

Beat or miss

Revenue / income

Revenue vs last year

Sep 30, 2026Nov 4, 2026

$0.27est. $0.23

+17.39%

$79.9MSEC filing

+24.6%from $64.1M

Jun 30, 2026Aug 5, 2026

$0.31est. $0.24

+29.17%

$87.5MSEC filing

+45.1%from $60.3M

Mar 31, 2026May 7, 2026

$0.29est. $0.20

+45.00%

$72.8MSEC filing

+35.3%from $53.8M

Dec 31, 2025Feb 25, 2026

$0.30est. $0.19

+58.31%

$62.5MAlpha Vantage

+34.6%from $46.5M

Sep 30, 2025Nov 12, 2025

$0.23est. $0.19

+21.05%

$64.1MSEC filing

+21.3%from $52.9M

Jun 30, 2025Aug 12, 2025

$0.20est. $0.17

+17.65%

$60.3MSEC filing

+13.8%from $53.0M

Mar 31, 2025May 13, 2025

$0.16est. $0.15

+6.67%

$53.8MSEC filing

+16.6%from $46.1M

Dec 31, 2024Mar 19, 2025

$0.13est. $0.10

+30.00%

$46.5MAlpha Vantage

No year-ago quarter

Income statement, 4 periods, all values in US dollars
USD	Dec 2025	Mar 2026	Jun 2026	Sep 2026
What came in
RevenueTotal revenue	$62.5M	$72.8M	$87.5M	$79.9M
Cost of what it soldCost of revenue	$42.9M	$49.4M	$69.9M	$56.9M
Gross profit	$19.6M	$23.5M	$17.6M	$23.0M
What it spent
Sales and adminSelling, general and administrative	$6.7M	$7.4M	$8.6M	$9.7M
Other operating costsOperating costs not itemised in the filing's summary	$5.4M	$3.7M	$4.7M	$4.4M
Total operating expenses	$12.1M	$11.1M	$13.3M	$14.0M
What was left
Operating profitOperating income	$7.5M	$12.4M	$17.6M	$9.0M
Interest on debtInterest expense	$66.0K	$62.0K	$57.0K	$75.0K
Profit before tax	$16.7M	$14.2M	$18.3M	$9.6M
TaxIncome tax expense	$1.0M	$1.1M	$1.0M	$601.0K
Net profitNet income	$2.9M	$1.8M	$2.4M	$1.2M
EBITDAEarnings before interest, tax, depreciation, amortisation	$22.6M	$20.4M	$25.4M	$17.2M

USD

Dec 2025

Mar 2026

Jun 2026

Sep 2026

What came in

RevenueTotal revenue

$62.5M

$72.8M

$87.5M

$79.9M

Cost of what it soldCost of revenue

$42.9M

$49.4M

$69.9M

$56.9M

Gross profit

$19.6M

$23.5M

$17.6M

$23.0M

What it spent

Sales and adminSelling, general and administrative

$6.7M

$7.4M

$8.6M

$9.7M

Other operating costsOperating costs not itemised in the filing's summary

$5.4M

$3.7M

$4.7M

$4.4M

Total operating expenses

$12.1M

$11.1M

$13.3M

$14.0M

What was left

Operating profitOperating income

$7.5M

$12.4M

$17.6M

$9.0M

Interest on debtInterest expense

$66.0K

$62.0K

$57.0K

$75.0K

Profit before tax

$16.7M

$14.2M

$18.3M

$9.6M

TaxIncome tax expense

$1.0M

$1.1M

$1.0M

$601.0K

Net profitNet income

$2.9M

$1.8M

$2.4M

$1.2M

EBITDAEarnings before interest, tax, depreciation, amortisation

$22.6M

$20.4M

$25.4M

$17.2M

TWFG, Inc. Class A Common Stock

Smart money at a glance

What do analysts expect?

Questions about TWFG filings

Questions about TWFG filings

What insiders are doing

How top traders are positioned

Unlock everything for $29/month

Earnings came in 17.4% above what analysts expected.

What the street expects next

Previous reports

What it sold, what it cost, what was left.

Price structure

Ask it in Claude or ChatGPT.

TWFG, Inc. Class A Common Stock

Smart money at a glance

What do analysts expect?

Questions about TWFG filings

Questions about TWFG filings

What insiders are doing

How top traders are positioned

Unlock everything for $29/month

Earnings came in 17.4% above what analysts expected.

What the street expects next

Previous reports

What it sold, what it cost, what was left.

Price structure

Ask it in Claude or ChatGPT.

TWFG, Inc. Class A Common Stock

Overview

Questions about TWFG filings

Smart money

Unlock everything for $29/month

Earnings

Previous reports

Financials

Technicals

Ask it in Claude or ChatGPT.

TWFG, Inc. Class A Common Stock

Overview

Questions about TWFG filings

Smart money

Unlock everything for $29/month

Earnings

Previous reports

Financials

Technicals

Ask it in Claude or ChatGPT.