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
DateValue
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