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% quarter-over-quarter 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.
- Interest & Investment Income for Q1 2026 came in at $1.2 million, down 34.84% year-over-year; the trailing twelve-month figure through Mar 2026 was $6.0 million (down 1.83% YoY), and the FY2025 annual result was $6.6 million, up 50.98% from the prior year.
- Interest & Investment Income fell to $1.2 million in Q1 2026 per TWFG's latest filing, from $1.4 million in the prior quarter.
- Over five years, Interest & Investment Income peaked at $2.2 million in Q4 2024 and troughed at $170000.0 in Q1 2024.
- A 3-year average of $1.4 million and a median of $1.6 million in 2025 frame the typical range for Interest & Investment Income.
- The sharpest annual moves came in 2025 and 2026: Interest & Investment Income soared 995.88% in 2025, then sank 34.84% in 2026.
- A 3-year view of Interest & Investment Income shows it stood at $2.2 million in 2024, then sank by 34.73% to $1.4 million in 2025, then decreased by 14.45% to $1.2 million in 2026.
- Business Quant data shows TWFG's Interest & Investment Income at $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 | Marsh & Mclennan Companies | 79.42 Bn | 67.92 Bn | 5.88 Bn | 11.00 Mn |
| 2 | Aon | 69.98 Bn | 68.59 Bn | - | 12.00 Mn |
| 3 | Arthur J. Gallagher | 55.55 Bn | 54.17 Bn | - | - |
| 4 | Willis Towers Watson | 24.71 Bn | 22.93 Bn | 1.98 Bn | 49.00 Mn |
| 5 | Brown & Brown | 19.80 Bn | 18.82 Bn | 1.61 Bn | 18.00 Mn |
| 6 | XChange TEC.INC | 6.75 Bn | 6.75 Bn | - | - |
| 7 | Neptune Insurance Holdings | 4.00 Bn | 3.99 Bn | - | 165,000.00 |
| 8 | Corvel | 2.98 Bn | 2.64 Bn | 54.92 Mn | - |
| 9 | Accelerant Holdings | 2.93 Bn | 1.42 Bn | 48.00 Mn | - |
| 10 | Twfg | 308.46 Mn | 380.66 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 |