TWFG TWFG, Inc. - Common Stock
NASDAQ · Insurance · Ver en SEC EDGAR ↗ cerrar Oct 2, 2026 10-K/10-Q Ago 6, 2026
$24,61
· % del rango de 52 semanas
· por encima del mínimo
· a alto
$16,68mínimo 52 semanas
$31,30máximo 52 semanas
P/E
54.3
BPA
$0.53
Ingresos
$249M
tus insignias
Rango 52S
$17–$31
Calificación del Analista
BUY
Precio Objetivo
$31
P/E
54.3
ROE
·
Margen de Beneficio Neto
·
Tu barra de insignias está vacía — fija una métrica en cualquier lugar de esta página.
TWFG Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$24.61
P/E
54.3
BPA
$0.53
Ingresos
$249M
Deuda/Capital (MRQ)
0.1
Rango 52S
$17–$31
TWFG Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
rango
barras
La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos$249M2022-12-31 → 2025-12-31
BPA$0.532024-12-31 → 2025-12-31
Flujo de caja libre$53M2024-12-31 → 2025-12-31
Margen neto·2024-12-31 → 2024-12-31
Valoración y ratios
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | TWFG | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E | 54.3 | · | 30.1 | Sobrevalorado | |
| Price / Tangible Book (Precio / Valor Contable Tangible) | 0.0 | · | · | · |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | TWFG | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Operativo (TTM) | 18.3% | · | 19.7% | En línea | |
| Margen EBITDA (TTM) | 26.5% | · | 15.0% | De primer nivel | |
| Margen antes de impuestos (TTM) | 20.3% | · | 4.7% | De primer nivel | |
| ROIC | 39.2% | · | 13.1% | De primer nivel |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | TWFG | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Deuda / Patrimonio (MRQ) | 0.1 | · | 0.8 | Baja deuda | |
| Ratio corriente (MRQ) | 2.6 | · | 1.7 | Liquidez sólida | |
| Quick Ratio (Ratio Rápido) | 3.7 | · | 0.5 | Liquidez sólida | |
| Deuda a Largo Plazo / Patrimonio (MRQ) | 0.0 | · | 0.9 | Baja deuda |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | TWFG | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 22.0%promedio 5A ≈17.4% | ≈17.4% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 17.3% | · | · | · | |
| EPS YoY (EPS interanual) | 179.0% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | TWFG | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 0.7 | · | 0.6 | De primer nivel | |
| Receivables Turnover (Rotación de Cuentas por Cobrar) | 32.5 | · | 21.9 | De primer nivel | |
| Revenue / Employee (Ingresos / Empleado) | ≈$621.3K | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
30.5%
Próximo informe
Nov 10, 2026
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Ago 10, 2026 | $0.38 | $0.26 | 44.0% |
| 31 de marzo de 2026 | May 9, 2026 | $0.29 | $0.20 | 42.2% |
| 31 de diciembre de 2025 | $0.30 | $0.19 | 58.4% | |
| 30 de septiembre de 2025 | $0.23 | $0.19 | 20.5% | |
| 30 de junio de 2025 | $0.20 | $0.18 | 14.2% | |
| 31 de marzo de 2025 | $0.16 | $0.15 | 3.7% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Revenue | $249M | $204M | $172M | |
| Operating Expenses | $212M | $176M | $147M | |
| Operating Income | $37M | $28M | $25M | |
| Other Non-op | $1M | $9.0K | $-17.0K | |
| Pretax Income | $44M | $30M | $25M | |
| Income Tax | $3M | $1M | $0 | |
| Net Income | · | $3M | $0 | |
| EPS (Basic) | $0.53 | $0.19 | · | |
| EPS (Diluted) | $0.53 | $0.19 | · | |
| Shares (Basic) | 14,914,346 | 14,772,115 | · | |
| Shares (Diluted) | 15,100,190 | 14,982,409 | · | |
| EBITDA | $55M | $40M | · |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Cash & Equivalents | $156M | $196M | $39M | |
| Receivables | $7M | $8M | $6M | |
| Other Current Assets | $13M | $2M | $2M | |
| Current Assets | $226M | $242M | $75M | |
| PP&E (Net) | $3M | $3M | $597.0K | |
| Intangibles | $139M | $73M | $36M | |
| Other Non-current Assets | $689.0K | $610.0K | $837.0K | |
| Total Assets | $372M | $323M | $115M | |
| Accounts Payable | $2M | $3M | $2M | |
| Short-term Debt | · | $2M | $2M | |
| Current Liabilities | $44M | $40M | $35M | |
| Capital Leases | $3M | $3M | $2M | |
| Other Non-current Liabilities | $0 | $24.0K | $0 | |
| Total Liabilities | $56M | $48M | $84M | |
| Long-term Debt | $4M | $8M | $51M | |
| Total Debt | $4M | $10M | · | |
| Paid-in Capital | $60M | $58M | $25M | |
| Retained Earnings | $23M | $15M | $5M | |
| AOCI | $30.0K | $83.0K | $500.0K | |
| Stockholders' Equity | $83M | $74M | $31M | |
| Liabilities + Equity | $372M | $323M | $115M | |
| Shares Outstanding | · | 0 | 631,750 |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| D&A | $18M | $12M | $5M | |
| Stock-based Comp | $5M | $2M | $0 | |
| Deferred Tax | $0 | $0 | · | |
| Amort. of Intangibles | $18M | $12M | $5M | |
| Other Non-cash | · | $23M | · | |
| Operating Cash Flow | $54M | $40M | $30M | |
| CapEx | $356.0K | $3M | $260.0K | |
| Investing Cash Flow | $-70M | $-25M | $-15M | |
| Financing Cash Flow | $-21M | $143M | $-10M | |
| Net Change in Cash | $-37M | $159M | $6M | |
| Taxes Paid | $3M | $0 | $0 | |
| Free Cash Flow | $53M | $37M | · |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Operating Margin | 14.9% | 13.7% | · | |
| Net Margin | · | 1.4% | · | |
| Pretax Margin | 17.9% | 14.8% | · | |
| EBITDA Margin | 22.3% | 19.6% | · | |
| ROA | · | 1.2% | · | |
| ROE | · | 5.2% | · | |
| ROIC | 39.2% | 31.8% | · |
Liquidez y Solvencia
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Current Ratio | 5.1 | 6.1 | · | |
| Quick Ratio | 3.7 | 5.1 | · | |
| Debt / Equity | 0.0 | 0.1 | · | |
| LT Debt / Equity | 0.0 | 0.1 | · |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Asset Turnover | 0.7 | 0.9 | · | |
| Receivables Turnover | 32.5 | 29.5 | · |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Revenue / Share | $16.46 | $13.60 | · | |
| Cash Flow / Share | $3.54 | $2.70 | · | |
| EPS (TTM) | $0.53 | $0.19 | · |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Revenue YoY | 22.0% | 18.4% | 11.8% | |
| Revenue CAGR 3Y | 17.3% | · | · | |
| EPS YoY | 179.0% | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Revenue TTM | $249M | $204M | · | |
| Net Income TTM | $13M | $3M | · | |
| Market Cap | · | $0 | · | |
| Enterprise Value | · | $-186M | · | |
| P/E | 54.3 | 162.1 | · | |
| P/S | · | 0.0 | · | |
| P / Tangible Book | · | 0.0 | · | |
| P / Cash Flow | · | 0.0 | · | |
| P / FCF | · | 0.0 | · | |
| EV / EBITDA | · | -4.7 | · | |
| EV / FCF | · | -5.0 | · | |
| EV / Revenue | · | -0.9 | · | |
| Earnings Yield | 1.8% | 0.62% | · |
Estado de resultados
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $88M | $73M | $70M | $64M | $60M | $54M | $52M | $53M | $53M | $46M | $39M | $48M | $45M | |
| Operating Expenses | $70M | $60M | $55M | $55M | $53M | $48M | $45M | $47M | $45M | $39M | $34M | $40M | $38M | |
| Operating Income | $18M | $12M | $15M | $9M | $7M | $6M | $7M | $6M | $8M | $7M | $5M | $8M | $7M | |
| Other Non-op | $-7.0K | $709.0K | $508.0K | $59.0K | $574.0K | $-1.0K | $1.0K | $-4.0K | $14.0K | $-2.0K | $-7.0K | $1.0K | $0 | |
| Pretax Income | $18M | $14M | $17M | $11M | $10M | $8M | $9M | $7M | $7M | $7M | $5M | $8M | · | |
| Income Tax | $1M | $1M | $1M | $977.0K | $620.0K | $656.0K | $1M | $437.0K | $0 | $0 | $0 | $0 | · | |
| Net Income | $2M | $2M | · | $2M | $2M | $1M | $2M | $1M | $0 | $0 | $-21M | $8M | $7M | |
| EPS (Basic) | $0.18 | $0.12 | $0.20 | $0.11 | $0.13 | $0.09 | $0.11 | $0.08 | $10.49 | · | · | · | $11.19 | |
| EPS (Diluted) | $0.18 | $0.12 | $0.20 | $0.11 | $0.13 | $0.09 | $0.11 | $0.08 | $10.49 | · | · | · | $11.19 | |
| Shares (Basic) | 13,096,390 | 14,794,482 | · | 15,005,426 | 14,904,083 | 14,889,739 | · | 14,722,685 | 659,439 | · | · | · | 631,750 | |
| Shares (Diluted) | 13,096,390 | 14,897,288 | · | 15,100,655 | 56,278,869 | 15,055,553 | · | 14,890,382 | 659,439 | · | · | · | 631,750 | |
| EBITDA | $18M | $19M | · | $9M | $7M | $9M | · | $8M | $8M | · | · | · | · |
Balance general
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $74M | $125M | $156M | $151M | $160M | $196M | $196M | $191M | $26M | · | $39M | · | · | |
| Receivables | $14M | $8M | $7M | $8M | $9M | $8M | $8M | $9M | $10M | · | · | · | · | |
| Other Current Assets | $17M | $13M | $13M | $13M | $3M | $2M | $2M | $2M | $911.0K | · | · | · | · | |
| Current Assets | $171M | $201M | $226M | $211M | $209M | $241M | $242M | $234M | $75M | · | · | · | · | |
| PP&E (Net) | $4M | $3M | $3M | $3M | $3M | $3M | $3M | $682.0K | $514.0K | · | · | · | · | |
| Intangibles | $179M | $162M | $139M | $129M | $126M | $81M | $73M | $75M | $78M | · | · | · | · | |
| Other Non-current Assets | $635.0K | $664.0K | $689.0K | $734.0K | $779.0K | $535.0K | $610.0K | $635.0K | $801.0K | · | · | · | · | |
| Total Assets | $358M | $371M | $372M | $349M | $343M | $331M | $323M | $313M | $157M | · | · | · | · | |
| Accounts Payable | $5M | $2M | $2M | $2M | $2M | $653.0K | $3M | $768.0K | · | · | · | · | · | |
| Short-term Debt | · | · | · | $2M | $2M | $2M | · | $2M | $2M | · | · | · | · | |
| Current Liabilities | $67M | $59M | $44M | $45M | $45M | $43M | $40M | $38M | $41M | · | · | · | · | |
| Capital Leases | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $1M | $2M | · | · | · | · | |
| Other Non-current Liabilities | · | · | $0 | $0 | $0 | $0 | $24.0K | · | · | · | · | · | · | |
| Total Liabilities | $71M | $65M | $56M | $53M | $54M | $50M | $48M | $45M | $90M | · | · | · | · | |
| Long-term Debt | $3M | $4M | $4M | $6M | $6M | $7M | $6M | $8M | $50M | · | · | · | · | |
| Total Debt | $3M | $4M | · | $8M | $8M | $9M | · | $10M | $52M | · | · | · | · | |
| Paid-in Capital | $19M | $44M | $60M | $59M | $60M | $58M | $58M | $57M | $55M | · | · | · | · | |
| Retained Earnings | $27M | $25M | $23M | $20M | $19M | $17M | $15M | $14M | $11M | · | · | · | · | |
| AOCI | $21.0K | $26.0K | $30.0K | $40.0K | $52.0K | $65.0K | $83.0K | $82.0K | $467.0K | · | · | · | · | |
| Stockholders' Equity | $46M | $69M | $83M | $79M | $79M | $75M | $74M | $71M | · | · | · | · | · | |
| Liabilities + Equity | $358M | $371M | $372M | $349M | $343M | $331M | $323M | $313M | $157M | · | · | · | · | |
| Shares Outstanding | · | · | · | · | · | · | 0 | 0 | 0 | · | 631,750 | · | · |
Flujo de Efectivo
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $7M | $6M | $6M | $5M | $4M | $3M | $3M | $3M | $3M | $3M | $2M | $1M | $1M | |
| Stock-based Comp | $1M | $856.0K | $872.0K | $987.0K | $2M | $1M | $1M | $1M | $0 | $0 | $0 | · | · | |
| Amort. of Intangibles | $7M | $6M | $6M | $5M | $4M | $3M | $3M | $3M | $3M | $3M | · | $1M | $1M | |
| Other Non-cash | · | $14M | · | · | · | $10M | · | · | · | · | · | · | · | |
| Operating Cash Flow | $10M | $23M | $13M | $15M | $10M | $16M | $12M | $12M | $7M | $10M | $6M | $7M | · | |
| CapEx | $505.0K | $292.0K | $228.0K | $69.0K | $44.0K | $15.0K | $3M | $233.0K | $39.0K | $8.0K | $43.0K | $163.0K | · | |
| Investing Cash Flow | $-25M | $-28M | $-7M | $-17M | $-36M | $-11M | $-3M | $-366.0K | $-242.0K | $-21M | $-9M | $-766.0K | · | |
| Stock Repurchased | $26M | $17M | · | · | $0 | $0 | · | · | · | · | · | · | · | |
| Net Stock Activity | · | $-17M | · | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-36M | $-19M | $-1M | $-6M | $-11M | $-2M | $-4M | $153M | $-2M | $-4M | $8M | $-3M | · | |
| Net Change in Cash | $-51M | $-24M | $5M | $-8M | $-37M | $3M | $4M | $164M | $5M | $-15M | $5M | $4M | · | |
| Taxes Paid | $3M | $152.0K | $684.0K | $3M | $0 | $0 | $0 | · | · | · | · | · | · | |
| Free Cash Flow | · | $22M | · | · | · | $16M | · | · | · | · | · | · | · |
Rentabilidad
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 20.1% | 17.0% | · | 14.1% | 12.2% | 10.7% | · | 14.2% | 14.6% | · | · | · | · | |
| Net Margin | 2.7% | 2.4% | · | 2.7% | 3.2% | 2.5% | · | 2.1% | 13.0% | · | · | · | · | |
| Pretax Margin | 20.9% | 19.5% | · | 16.5% | 16.0% | 14.0% | · | 13.4% | · | · | · | · | · | |
| EBITDA Margin | 20.1% | 25.4% | · | 14.1% | 12.2% | 16.9% | · | 14.2% | 14.6% | · | · | · | · | |
| ROA | 0.68% | 0.50% | · | 0.52% | 0.78% | 0.81% | · | 0.74% | 8.8% | · | · | · | · | |
| ROE | 3.8% | 2.4% | · | 2.3% | 5.0% | 3.6% | · | 3.2% | · | · | · | · | · | |
| ROIC | 33.7% | 15.6% | · | 9.4% | 7.9% | 6.2% | · | 9.0% | · | · | · | · | · |
Liquidez y Solvencia
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.6 | 3.4 | · | 4.7 | 4.6 | 5.6 | · | 6.1 | 1.8 | · | · | · | · | |
| Quick Ratio | 1.3 | 2.3 | · | 3.5 | 3.7 | 4.8 | · | 5.2 | 0.9 | · | · | · | · | |
| Debt / Equity | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | · | · | · | · | · | |
| LT Debt / Equity | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.1 | · | 0.1 | · | · | · | · | · |
Eficiencia
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.3 | · | 0.3 | 0.7 | · | · | · | · | |
| Receivables Turnover | 7.4 | 9.0 | · | 7.6 | 6.4 | 13.4 | · | 12.4 | 11.1 | · | · | · | · |
Por Acción
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $6.68 | $4.89 | · | $4.25 | $1.07 | $3.58 | · | $3.67 | $80.77 | · | · | · | · | |
| Cash Flow / Share | · | $1.52 | · | · | · | $1.04 | · | · | · | · | · | · | · | |
| EPS (TTM) | $0.61 | $0.56 | · | $0.44 | $0.41 | $10.77 | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $295M | $268M | · | $230M | $219M | $211M | · | $191M | $186M | $178M | · | · | · | |
| Net Income TTM | · | · | · | $7M | $6M | $4M | · | $-20M | $-13M | $-6M | · | · | · | |
| Market Cap | · | · | · | · | · | · | · | $0 | · | · | · | · | · | |
| Enterprise Value | · | · | · | · | · | · | · | $-181M | · | · | · | · | · | |
| P/E | 39.4 | 32.8 | · | 62.4 | 85.4 | 2.9 | · | · | · | · | · | · | · | |
| P/S | · | · | · | · | · | · | · | 0.0 | · | · | · | · | · | |
| EV / Revenue | · | · | · | · | · | · | · | -0.9 | · | · | · | · | · | |
| Earnings Yield | 2.5% | 3.0% | · | 1.6% | 1.2% | 34.8% | · | · | · | · | · | · | · |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 |
|---|---|---|---|---|
| Ingresos | $249M | $204M | $172M | $154M |
| Margen Operativo % | 14.9% | 13.7% | · | · |
| Beneficio neto | · | $3M | $0 | $0 |
| EPS Diluido | $0.53 | $0.19 | · | · |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 |
|---|---|---|---|---|
| Deuda / Patrimonio | 0.0 | 0.1 | · | · |
| Ratio corriente | 5.1 | 6.1 | · | · |
| Ratio Rápido | 3.7 | 5.1 | · | · |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 |
|---|---|---|---|---|
| Flujo de caja libre | $53M | $37M | · | · |
Propietarios institucionales (13F) 84 declarantes · $215.0M total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Tenedores
84
Valor en tenencia
$215.0M
Nuevas posiciones
11
Posiciones cerradas
14
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 11 (-19 vs trimestre anterior) | 14 (+5 vs trimestre anterior) | 34 (+9 vs trimestre anterior) | 24 (+6 vs trimestre anterior) | -1.9M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| BAMCO INC /NY/ | $27 298 939 | 1 135 091 | 12,70% | Acciones |
| VANGUARD GROUP INC | $18 833 734 | 654 631 | 8,76% | Acciones |
| FRANKLIN RESOURCES INC | $18 804 984 | 781 912 | 8,75% | Acciones |
| Giverny Capital Inc. | $15 691 471 | 652 452 | 7,30% | Acciones |
| Central Securities Corp | $12 025 000 | 500 000 | 5,59% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $11 766 318 | 489 244 | 5,47% | Acciones |
| MARSHALL WACE, LLP | $9 830 004 | 408 732 | 4,57% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $8 955 378 | 372 365 | 4,17% | Acciones |
| JANE STREET GROUP, LLC | $8 494 844 | 353 216 | 3,95% | Acciones |
| RIVERBRIDGE PARTNERS LLC | $8 000 427 | 332 658 | 3,72% | Acciones |
| BlackRock, Inc. | $5 348 143 | 222 376 | 2,49% | Acciones |
| GILDER GAGNON HOWE & CO LLC | $5 319 379 | 221 180 | 2,47% | Acciones |
| Alyeska Investment Group, L.P. | $5 189 461 | 215 778 | 2,41% | Acciones |
| CITADEL ADVISORS LLC | $5 160 866 | 214 589 | 2,40% | Acciones |
| Ascent Group, LLC | $5 106 056 | 212 310 | 2,38% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $4 192 417 | 174 213 | 1,95% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $3 605 095 | 149 900 | 1,68% | Acciones |
| Point72 Asset Management, L.P. | $3 250 093 | 135 139 | 1,51% | Acciones |
| MORGAN STANLEY | $3 075 491 | 127 879 | 1,43% | Acciones |
| GOLDMAN SACHS GROUP INC | $2 758 006 | 114 678 | 1,28% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $2 467 314 | 102 591 | 1,15% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $2 254 303 | 93 734 | 1,05% | Acciones |
| Trexquant Investment LP | $2 101 249 | 87 370 | 0,98% | Acciones |
| BANK OF AMERICA CORP /DE/ | $2 033 909 | 84 570 | 0,95% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $1 988 334 | 82 675 | 0,92% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $1 985 424 | 82 554 | 0,92% | Acciones |
| Qube Research & Technologies Ltd | $1 646 223 | 68 450 | 0,77% | Acciones |
| XTX Topco Ltd | $1 621 908 | 67 439 | 0,75% | Acciones |
| STATE STREET CORP | $1 600 912 | 66 566 | 0,74% | Acciones |
| Schonfeld Strategic Advisors LLC | $1 484 556 | 61 728 | 0,69% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $1 444 154 | 60 048 | 0,67% | Acciones |
| UBS Group AG | $1 050 937 | 43 698 | 0,49% | Acciones |
| Symphony Financial, Ltd. Co. | $942 436 | 39 089 | 0,44% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $753 968 | 31 350 | 0,35% | Acciones |
| NORTHERN TRUST CORP | $748 340 | 31 116 | 0,35% | Acciones |
| Quantbot Technologies LP | $686 243 | 28 534 | 0,32% | Acciones |
| Dynamic Technology Lab Private Ltd | $683 000 | 28 404 | 0,32% | Acciones |
| D. E. Shaw & Co., Inc. | $677 681 | 28 178 | 0,32% | Acciones |
| BLALOCK WILLIAMS, LLC | $551 010 | 22 911 | 0,26% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $505 242 | 21 008 | 0,24% | Acciones |
| BRASADA CAPITAL MANAGEMENT, LP | $467 027 | 19 419 | 0,22% | Acciones |
| Centiva Capital, LP | $446 344 | 18 559 | 0,21% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $388 287 | 16 145 | 0,18% | Acciones |
| MANGROVE PARTNERS IM, LLC | $362 939 | 15 091 | 0,17% | Acciones |
| Dockside LLC | $333 141 | 13 852 | 0,15% | Acciones |
| Bank of New York Mellon Corp | $326 527 | 13 577 | 0,15% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $276 407 | 11 493 | 0,13% | Acciones |
| Jump Financial, LLC | $273 545 | 11 374 | 0,13% | Acciones |
| Walleye Capital LLC | $261 784 | 10 885 | 0,12% | Acciones |
| BARCLAYS PLC | $254 040 | 10 563 | 0,12% | Acciones |
Informantes de la empresa 12 insiders · 7 directivos · 5 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Janice E. Zwinggi | Chief Financial Officer | 17 de julio de 2026 F | 57 314 | 0 | 0 | $0 |
| Katherine C Nolan | Chief Operating Officer | 17 de julio de 2026 F | 82 049 | 0 | 0 | $0 |
| Charles Alexander Bunch | Chief Creative & Marketing Off | 17 de julio de 2026 F | 36 523 | 0 | 0 | $0 |
| Julie E. Benes | General Counsel and Secretary | 17 de julio de 2026 F | 37 454 | 0 | 0 | $0 |
| Andrew Vincent Mcguire | Chief Underwriting Officer | 31 de marzo de 2026 A | 4 000 | 0 | 0 | $0 |
| Gopal Mohan Babu Vijaya | Chief Technology Officer | 31 de marzo de 2026 A | 3 677 | 0 | 0 | $0 |
| Gene Padgett | Chief Accounting Officer | 31 de marzo de 2026 F | 4 805 | 0 | 0 | $0 |
| Michelle Caroline Bunch | Consejero | 17 de julio de 2026 F | 313 596 | 0 | 0 | $0 |
| Michael Doak | Consejero | 5 de junio de 2026 P | 765 587 | 12 | 0 | $3 352 288 |
| Jonathan James Anderson | Consejero | 31 de marzo de 2026 A | 10 117 | 0 | 0 | $0 |
| Janet S. Wong | Consejero | 31 de marzo de 2026 A | 12 617 | 0 | 0 | $0 |
| Robin A Ferracone | Consejero | 31 de marzo de 2026 A | 26 117 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 6 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| DFAS · Dimensional ETF Trust | 0,01% | 30 821 NS | 31 de julio de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 1 116 NS | 31 de julio de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 918 NS | 31 de julio de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 2 354 NS | 31 de julio de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,00% | 157 002 SH | 19 de agosto de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 320 652 SH | 19 de agosto de 2026 | Diario |
TWFG Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
calificación · 15 analistas
COMPRA
Objetivo mediano
$31.00
+26,0%
3 20,0%
Compra fuerte
8 53,3%
Compra
4 26,7%
Mantener
0 0,0%
Venta
0 0,0%
Venta fuerte
Precio objetivo a 12 meses
7 analistas · 2026-09-30Objetivo medio $31.00 +26,0%
← Por Debajo de Todos los Objetivos
Precio Actual $24.61
Mín$26.00
Media$31.00
Máx$34.00
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| TWFG | · | 54.3 | 22.0% | · | · | · |
| RYAN | · | · | 21.3% | 2.1% | 9.9% | · |
| HGTY | · | · | 17.3% | 10.2% | 80.3% | · |
| BWIN | · | -48.1 | 8.3% | -2.2% | -5.7% | · |
| LIFE | · | · | 52.0% | 18.4% | -108.4% | · |
| GSHD | · | 70.8 | 16.2% | 7.6% | -107.8% | · |
| ABX | $833M | 23.8 | 110.2% | 15.5% | 8.8% | 87.7% |
| SLQT | $148M | -14.0 | 6.0% | 3.8% | 17.5% | · |
| HIT | · | 79.5 | 71.0% | 3.8% | 7.6% | 62.8% |
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
Seleccione las métricas que le importan: haga clic en el + junto a cualquier fila en Fundamentales completos arriba.
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Fuente: SEC 10-Q presentada el Ago 6, 2026