The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the multiline insurance & brokers peer group is "buy"
Wall Street's median 12-month price target for TWFG, Inc. is $26.50, about 3.2% below its August 4 closing price of $27.38
The stock recently traded at 26 times the next 12-month earnings vs. a P/E of 19 three months ago
Full-year outlook raised
TWFG raises full-year 2026 total revenue guidance to $300-$320 mln
Company now sees 2026 organic revenue growth of 13-17%
TWFG expects 2026 adjusted EBITDA margin of 23-27%
Result drivers
MGA PROGRAMS - Company said scaling of MGA programs and a shift toward higher-margin MGA business contributed to revenue and margin expansion
ORGANIC GROWTH & RETENTION - Organic growth in Agency-in-a-Box network, including increased policy count and strong client retention, supported written premium growth
Q2 results beat expectations
US insurance distributor's Q2 revenue rose 45% yr/yr, beating analyst expectations
TWFG•
