Twfg (TWFG) Interest & Investment Income (2024 - 2026)
Twfg (TWFG) reported Interest & Investment Income of $1.2 million for Q1 2026, down 34.84% year-over-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) has 3 years of Interest & Investment Income data on file, last reported at $1.2 million in Q1 2026.
- Quarterly Interest & Investment Income fell 34.84% year-over-year to $1.2 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $6.0 million (down 1.83% YoY) and the FY2025 annual result came in at $6.6 million, up 50.98% from the prior year.
- Interest & Investment Income retreated to $1.2 million in Q1 2026 per TWFG's latest filing, from $1.4 million in the prior quarter.
- Across five years, Interest & Investment Income topped out at $2.2 million in Q4 2024 and bottomed at $170000.0 in Q1 2024.
- The 3-year median for Interest & Investment Income is $1.6 million (2025), against an average of $1.4 million.
- The widest annual swing landed in 2025, when Interest & Investment Income jumped 995.88%; it then tumbled 34.84% in 2026.
- Tracing TWFG's Interest & Investment Income over 3 years: stood at $2.2 million in 2024, then tumbled by 34.73% to $1.4 million in 2025, then fell by 14.45% to $1.2 million in 2026.
- Per Business Quant, the three latest TWFG Interest & Investment Income figures stand at $1.2 million (Q1 2026), $1.4 million (Q4 2025), and $1.6 million (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Int & Inv Inc (Qtr) |
|---|---|---|---|---|---|
| 1 | Aon | 69.60 Bn | 68.21 Bn | - | 12.00 Mn |
| 2 | Arthur J. Gallagher | 52.64 Bn | 51.26 Bn | - | - |
| 3 | Willis Towers Watson | 24.45 Bn | 22.68 Bn | 1.98 Bn | 49.00 Mn |
| 4 | Brown & Brown | 19.37 Bn | 18.39 Bn | 1.61 Bn | 18.00 Mn |
| 5 | XChange TEC.INC | 6.95 Bn | 6.95 Bn | - | - |
| 6 | Accelerant Holdings | 3.83 Bn | 2.32 Bn | 48.00 Mn | - |
| 7 | Corvel | 3.22 Bn | 2.87 Bn | 54.92 Mn | - |
| 8 | Baldwin Insurance | 1.84 Bn | 2.28 Bn | - | - |
| 9 | Goosehead Insurance | 1.01 Bn | 899.53 Mn | - | - |
| 10 | Twfg | 279.02 Mn | 351.22 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 |