TWFG NASDAQ Week ended 24 Jul 2026

Weekly Investor Report

TWFG, Inc. Class A Common Stock · Financial Services · Insurance Brokers

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Latest close 26.28 USD
-0.3% latest week
Weekly setup

Mixed setup

The weekly trend is not active. Price is 21.2% above the Trend Line and sits at 61.9% of its 52-week range. The latest completed week returned -0.3%, after a 11.0% four-week move. The latest factor snapshot indicates quality ranks strongly versus its universe; growth is moderate; valuation is inexpensive relative to peers. The latest news-sentiment score is 59/100. Near-term considerations: volume confirmation is below normal; earnings are due in 13d.

Setup score 50 out of 100
Latest Close 26.28 USD 24 Jul 2026
1W Return -0.3% latest completed week
4W Return 11.0% short-term follow-through
12W Return 39.9% quarterly tape
Trend Breadth 0.0% 0 of 52 weeks active
Volume Ratio 0.6x vs 13-week average
What is working
  • Price is above the Trend Line, keeping the weekly tape constructive.
  • Activity pressure is positive on the latest completed week.
  • Next-week expectancy is positive at 64.00% based on similar historical setup states.
What could go wrong
  • The trend backdrop is inactive, so price action has not confirmed a constructive regime.
  • Price is below Fair Value, so the market is still discounting the latest tape.
  • Activity pressure is weak, so confirmation is not yet broad enough.
What to watch next
  • Trend Line remains the key weekly regime level.
  • Activity pressure is the gauge to monitor for confirmation or fade.
  • A volume ratio above 1.5x would show stronger participation in the next move.
Price follow-through -0.3% Latest completed week; four-week move 11.0%. Indicator stack 0/66 Trend and activity pressure are weighted against the latest 12-week confirmation window. Trend backdrop Active The trend backdrop defines the current weekly regime. Patient Capital Quiet Activity-pressure buy-signal status for institutional accumulation timing. Next-Week Expectancy Positive 64.00% Historical one-week expectancy contributes to the evidence score when direction is confirmed. News sentiment 59/100 40 relevant articles in the latest sentiment read. Event risk 13d Next report is scheduled for 11 Aug 2026; event risk rises as the date approaches.
01 · Price action

Where price is—and whether the trend supports it

The weekly trend is not active. Price is 21.2% above the Trend Line and sits at 61.9% of its 52-week range. The latest completed week returned -0.3%, after a 11.0% four-week move.

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52-week price path

Price vs Trend Line and Fair Value
Price Trend Line Fair Value
02 · Volume and demand

Is real participation confirming the move?

Latest weekly volume is 0.6x the 13-week average. Participation is below its recent norm, so price strength is not receiving full volume confirmation.

26-week volume confirmation

Bar height shows volume; colour shows the weekly price direction
30 Jan 6 Feb 13 Feb 20 Feb 27 Feb 6 Mar 13 Mar 20 Mar 27 Mar 3 Apr 10 Apr 17 Apr 24 Apr 1 May 8 May 15 May 22 May 29 May 5 Jun 12 Jun 19 Jun 26 Jun 3 Jul 10 Jul 17 Jul 24 Jul
Up week Down week
Demand beneath price

Activity pressure and institutional-style signals

These indicators assess whether participation is improving beneath the headline price move. They are supporting evidence, not proof of institutional buying.

Activity pressure path

Latest 0.3612-week average 0.13

12-week confirmation

Trend active0/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure10/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership0/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.36Current proprietary activity-pressure read.
Buy signals0Accumulation signal count in the latest 12 weeks.
Reversal markers0No reversal markers

No recent accumulation markers. No reversal markers.

03 · Momentum and leadership

Is performance persistent—and is the stock leading?

Performance is 11.0% over four weeks, 39.9% over 12 weeks, and -15.2% over one year. The current trend has remained active for 0 consecutive weeks.

Performance by holding period

1W-0.3%
4W11.0%
12W39.9%
26W1.7%
52W-15.2%
Active trend streak0 weeks
Active weeks in one year0
Trend breadth0.0%

Activity pressure vs relative leadership

Activity pressureRelative leadership
Pressure0.88Latest activity-pressure read.
Pressure change6.4%Four-week change in activity pressure.
Leadership-0.25Latest relative-leadership reading.
RS change98.5%Four-week change in relative leadership.
04 · Fundamentals and valuation

What investors are paying for—and the quality behind it

The latest factor snapshot indicates quality ranks strongly versus its universe; growth is moderate; valuation is inexpensive relative to peers.

Open full factor analysis
Factor week 26 Jul 2026 Financial statements through 31 Dec 2025 Field coverage 94% Model confidence 90%

Relative factor standing

Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.

Overall factor strength84/100Blend of value, momentum, and quality. Underlying universe rank 17; rank 1 is best.
Value83/100Relative valuation strength. Underlying universe rank 18; rank 1 is best.
Quality92/100Profitability and accounting quality. Underlying universe rank 9; rank 1 is best.
Momentum16/100Medium-term price momentum. Underlying universe rank 85; rank 1 is best.
Growth67/100Revenue and earnings growth. Underlying universe rank 34; rank 1 is best.
How to read this

Quality and valuation are separate questions

A strong company can still carry a demanding valuation. This report shows profitability, growth, balance-sheet strength, and the price paid for those characteristics separately.

Value-quality framework89/100Value and quality alignment from the Sharemaestro SVQF framework.

Valuation

How much investors are paying for earnings, sales, and cash flow.

P/E
40.7x
Price divided by trailing earnings.
Price / sales
1.3x
Market value relative to trailing revenue.
EV / EBITDA
6.4x
Enterprise value relative to operating cash earnings.
Free-cash-flow yield
16.4%
Free cash flow as a share of enterprise value.

Business quality

Margins and the return generated on invested capital.

Gross margin
29.2%
Gross profit retained from each unit of revenue.
Operating margin
20.2%
Operating profit retained from revenue.
Free-cash-flow margin
29.8%
Free cash flow generated from revenue.
Return on invested capital
-
Operating return generated on invested capital.

Growth and financial strength

Recent business growth and accounting strength.

Revenue growth
27.0%
Latest one-year revenue growth.
EPS growth
-23.8%
Latest one-year earnings-per-share growth.
Free-cash-flow growth
50.4%
Latest one-year free-cash-flow growth.
Piotroski F-score
8/9
Nine-point accounting-strength checklist.

Shareholder return and balance sheet

Cash returned to owners and financial leverage.

Dividend yield
6.2%
Cash dividends relative to market value.
Buyback yield
0.0%
Net share repurchases relative to market value.
Shareholder yield
6.2%
Dividend yield plus net buyback yield.
Net debt / EBITDA
-1.6x
Balance-sheet debt relative to operating cash earnings.
05 · Ownership, options, and sentiment

What other market participants are doing

Options, insider transactions, market sentiment, and activity-pressure signals can confirm or challenge the price story. None should be used alone.

Insider activity-

No recent insider transactions are stored for this company.

News sentiment59/100

Weighted news tone is neutral across 40 relevant articles.

19 positive · 20 neutral · 1 negative
Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal
06 · Catalysts and risk

What can move the shares—and how volatile the path has been

Event timing, options-implied movement, drawdown, and weekly return distribution frame the risk around the current setup.

Next earnings13dNext report is scheduled for 11 Aug 2026; event risk rises as the date approaches.
Options expected move-Nearest-chain priced movement where available.
52-week drawdown-18.5%Distance below the 52-week high.
13-week volatility4.6%Standard deviation of weekly returns.

Weekly gains and losses

Latest 26 completed weeks

Each bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.

Weeks higher15 of 2611 weeks finished lower.
Best week+16.2%Week of 27 Feb.
Worst week-29.1%Week of 13 Feb.
Latest week-0.3%Week of 24 Jul.

Shape of recent returns

Strong gains7
Modest gains8
Flat weeks0
Modest losses4
Sharp losses7
Recent vol4.6%13-week weekly-return volatility.
Base vol6.8%52-week weekly-return volatility.
Up/down split29/23Count of positive and negative weeks in the 52-week window.
Average skew4.4% / -5.7%Average positive week versus average negative week.
07 · Sector and peer context

Is this stock leading—or simply moving with its group?

Sector and industry breadth distinguish company-specific strength from a broad group move.

08 · Evidence and weekly data

The underlying research record

Every top-level statement above should be traceable to a stored market, fundamental, event, or positioning observation.

Weekly tape41/100

Trend, activity pressure, participation, and risk combine to a 41/100 tape read.

 Indicator analysis32/100

Latest 12-week confirmation: trend 0/12, activity pressure 10/12, relative leadership 0/12.

Activity pressure 0.36; No reversal markers Next-Week ExpectancyPositive 64.00%

Next-week expectancy is positive with a 64.00% historical one-week setup read.

Adds short-term historical context without overriding trend, activity, or relative leadership. Factors70/100

O'Shaughnessy factor stack blends value, quality, momentum, and confidence.

Buyback Yield rank 60; Small Cap Core rank 30 SVQF89/100

Value and quality alignment from the Sharemaestro SVQF framework.

Composite rank 81.0 of 726 Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal Sentiment59/100

Weighted news tone is neutral across 40 relevant articles.

TWFG, Inc. Class A (TWFG) Q1 2026 Earnings Report - Results, Call & Slides Insiders50/100

No recent insider transaction evidence is stored.

 Earnings13d

Next report is scheduled for 11 Aug 2026; event risk rises as the date approaches.
WeekCloseReturnTrend LineFair ValuePressureLeadershipVolumeTrend
24 Jul 202626.28 USD-0.3%21.69 USD27.32 USD0.88-0.25666.8KOff
17 Jul 202626.35 USD1.5%21.78 USD27.33 USD0.89-2.39582.2KOff
10 Jul 202625.95 USD0.6%21.86 USD27.34 USD0.84-8.82527.8KOff
3 Jul 202625.80 USD9.0%21.96 USD27.36 USD0.83-8.75411.5KOff
26 Jun 202623.67 USD9.2%22.03 USD27.37 USD0.83-16.681.0MOff
19 Jun 202621.67 USD0.5%22.19 USD27.41 USD0.66-28.20821.4KOff
12 Jun 202621.56 USD8.5%22.40 USD27.47 USD0.55-27.951.4MOff
5 Jun 202619.87 USD5.9%22.57 USD27.53 USD0.33-33.201.9MOff
29 May 202618.77 USD-0.5%22.76 USD27.60 USD0.19-40.79888.9KOff
22 May 202618.86 USD3.9%22.94 USD27.70 USD0.06-39.92779.2KOff
15 May 202618.16 USD-5.0%23.19 USD27.79 USD-0.07-42.541.4MOff
8 May 202619.12 USD1.8%23.44 USD27.89 USD-0.19-40.701.9MOff
1 May 202618.78 USD-5.2%23.70 USD27.98 USD-0.47-39.571.2MOff
24 Apr 202619.80 USD5.4%24.01 USD28.08 USD-0.65-36.34987.4KOff
How to use this report

This is a completed-week research summary. It explains the available evidence and its conflicts; it does not predict a guaranteed outcome or replace your own risk assessment. Fundamental figures may refer to an earlier financial reporting period, which is shown above.