TWFG, Inc. Common Stock

Financial Services

NASDAQ:TWFG · NASDAQ Global Select

Market Cap $275.41M Beta 0.45 P/E (TTM) 38.1
$21.56 +1.75%

+$0.37 today

52W Low $16.56High $36.79

Vol 0.14M · Avg 0.28M

EPS (TTM)$0.57
Insurance - Brokers

Management

Put operating results in leadership context

Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.

Return Metrics

ROE, ROIC & ROA over time

Management

ROE

9.6%

avg 3.3%

ROIC

6.0%

avg 19.7%

ROA

2.1%

avg 0.7%

Analysis

ROE is currently the strongest return metric at 9.6% versus its period average of 3.3%. 0 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.

Management

Key executives, compensation & ownership

Management
NameTitleCompensationTenureAgeShares OwnedOwnership %

Richard Finley Bunch

Chairman & Chief Executive Officer$740,224.0052$33.36M256.71%

Katherine C. Nolan

President$682,387.0065$94,436.000.73%

Janice Elaine Zwinggi

Chief Financial Officer$670,015.0064$65,863.000.51%

Charles Alexander Bunch

Chief Creative & Marketing Officer54$33.36M256.71%

Mohan Vijayagopal

Chief Technology Officer$3,677.000.03%

Julie E. Benes

Chief Legal Officer & Secretary49$43,962.000.34%

Eugene Padgett

Chief Accounting Officer55$5,029.000.04%

Andy McGuire

Chief Underwriting Officer$4,000.000.03%

Insider Trading

SEC Form 4 transactions — last 12 months

Management

Buys

12

$3.35M

Sells

0

$0.00

Net Sentiment

+$3.35M

Net buying

Most Active

DOAK MICHAEL

12 transactions

DateInsiderTypeSharesPriceValue
Jun 5, 2026

DOAK MICHAEL

Indirect

Buy7.9K$19.45$152,974.25
Jun 4, 2026

DOAK MICHAEL

Indirect

Buy11.0K$19.09$209,990.00
Jun 3, 2026

DOAK MICHAEL

Indirect

Buy23.0K$18.62$428,148.28
Jun 2, 2026

DOAK MICHAEL

Indirect

Buy16.5K$19.25$317,625.00
Jun 1, 2026

DOAK MICHAEL

Indirect

Buy16.5K$19.33$318,945.00
May 29, 2026

DOAK MICHAEL

Indirect

Buy11.3K$18.87$213,797.10
May 28, 2026

DOAK MICHAEL

Indirect

Buy11.0K$18.87$207,570.00
May 27, 2026

DOAK MICHAEL

Indirect

Buy24.9K$18.62$463,265.60
May 26, 2026

DOAK MICHAEL

Indirect

Buy11.0K$19.23$211,530.00
May 22, 2026

DOAK MICHAEL

Indirect

Buy11.0K$18.89$207,790.00

1–10 of 12

Analysis

Insiders reported 12 buys worth $3.35M and 0 sells worth $0.00 over the last 12 months. That adds up to net buying of $3.35M. DOAK MICHAEL was the most active insider with 12 transactions.

Growth Analysis

Historical CAGR & forward analyst estimates

Metric 10yr5yr3yr Fwd Est.
EPSN/AN/A+150.1%
+35.2% (3yr)2 analysts
RevenueN/AN/A+16.5%
+21.6% (3yr)3 analysts
Net IncomeN/AN/AN/A
+107.4% (3yr)3 analysts
EBITN/AN/A+0.2%
+43.8% (3yr)3 analysts

Analysis

Recent growth has been strongest in EPS at +150.1% over three years. Forward estimates point to Net Income at +107.4% (3yr), giving you a quick check on whether expectations are accelerating or cooling.

Who manages TWFG?

TWFG, Inc. Common Stock (TWFG) lists 8 active executives. The top listed executive is Katherine C. Nolan, President.

Are TWFG insiders buying or selling?

Recent insider activity shows net selling of $616,161.34.

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