Twfg (TWFG) Interest & Investment Income (2024 - 2026)
Twfg's (TWFG) quarterly Interest & Investment Income came in at $1.2 million in Q1 2026, down 34.84% year-on-year from $1.9 million in Q1 2025, and down 14.45% on a QoQ basis from $1.4 million in Q4 2025.
Twfg (TWFG) Interest & Investment Income (2024 - 2026) Analysis & Trends
Twfg (TWFG) has 3 years of Interest & Investment Income data on file, last reported at $1.2 million in Q1 2026.
- On a quarterly basis, Interest & Investment Income fell 34.84% year-over-year to $1.2 million in Q1 2026; TTM through Mar 2026 was $6.0 million, a 1.83% decrease from a year earlier, with the FY2025 full-year figure at $6.6 million, up 50.98% from the prior year.
- Interest & Investment Income for Q1 2026 stood at $1.2 million, down from $1.4 million in the prior quarter.
- Over the last five years, Interest & Investment Income for TWFG reached as high as $2.2 million in Q4 2024 and fell as low as $170000.0 in Q1 2024.
- Historically, Interest & Investment Income has averaged $1.4 million across 3 years, with a median of $1.6 million in 2025.
- Across the five-year window, Interest & Investment Income jumped 995.88% in 2025 and tumbled 34.84% in 2026, its largest moves.
- Year by year, Interest & Investment Income stood at $2.2 million in 2024, then slumped by 34.73% to $1.4 million in 2025, then declined by 14.45% to $1.2 million in 2026.
- Per Business Quant data, the three most recent Interest & Investment Income figures were $1.2 million in Q1 2026, $1.4 million in Q4 2025, and $1.6 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Int & Inv Inc (Qtr) |
|---|---|---|---|---|---|
| 1 | XChange TEC.INC | 120,003.58 Bn | 120,003.57 Bn | - | - |
| 2 | Marsh & Mclennan Companies | 87.96 Bn | 75.75 Bn | 6.04 Bn | 8.00 Mn |
| 3 | Aon | 78.60 Bn | 77.19 Bn | - | 12.00 Mn |
| 4 | Arthur J. Gallagher | 65.15 Bn | 63.73 Bn | - | - |
| 5 | Willis Towers Watson | 28.74 Bn | 26.89 Bn | 1.98 Bn | 49.00 Mn |
| 6 | Brown & Brown | 23.32 Bn | 22.32 Bn | 1.61 Bn | 18.00 Mn |
| 7 | Neptune Insurance Holdings | 4.24 Bn | 4.23 Bn | 26.44 Mn | 165,000.00 |
| 8 | Accelerant Holdings | 3.26 Bn | 1.72 Bn | 48.00 Mn | - |
| 9 | Corvel | 3.10 Bn | 2.76 Bn | 54.92 Mn | - |
| 10 | Twfg | 395.31 Mn | 251.66 Mn | - | 1.21 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 1.21 Mn |
| Dec 31, 2025 | 1.42 Mn |
| Sep 30, 2025 | 1.57 Mn |
| Jun 30, 2025 | 1.75 Mn |
| Mar 31, 2025 | 1.86 Mn |
| Dec 31, 2024 | 2.17 Mn |
| Sep 30, 2024 | 1.78 Mn |
| Jun 30, 2024 | 255,000.00 |
| Mar 31, 2024 | 170,000.00 |