Invst LLC Buys 3,923 Shares of Twilio Inc. $TWLO

Invst LLC raised its stake in shares of Twilio Inc. (NYSE:TWLO) by 138.5% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,756 shares of the technology company’s stock after acquiring an additional 3,923 shares during the period. Invst LLC’s holdings in Twilio were worth $661,000 as of its most recent SEC filing.

Several other large investors have also bought and sold shares of TWLO. LRI Investments LLC bought a new position in Twilio during the 1st quarter valued at $25,000. Financial Gravity Asset Management Inc. bought a new position in Twilio during the 1st quarter valued at $28,000. TCTC Holdings LLC lifted its stake in Twilio by 118.1% during the 1st quarter. TCTC Holdings LLC now owns 338 shares of the technology company’s stock valued at $33,000 after acquiring an additional 183 shares in the last quarter. Cloud Capital Management LLC bought a new position in Twilio during the 1st quarter valued at $34,000. Finally, UMB Bank n.a. bought a new position in Twilio during the 1st quarter valued at $37,000. 84.27% of the stock is currently owned by institutional investors.

Twilio Trading Down 0.2%

Shares of TWLO opened at $102.31 on Friday. The business has a 50-day moving average of $114.29 and a 200 day moving average of $109.01. Twilio Inc. has a fifty-two week low of $59.21 and a fifty-two week high of $151.95. The firm has a market cap of $15.70 billion, a P/E ratio of 852.65, a price-to-earnings-growth ratio of 3.24 and a beta of 1.27. The company has a debt-to-equity ratio of 0.12, a quick ratio of 4.90 and a current ratio of 4.90.

Twilio (NYSE:TWLO) last announced its quarterly earnings data on Thursday, August 7th. The technology company reported $1.19 earnings per share for the quarter, topping the consensus estimate of $1.02 by $0.17. Twilio had a return on equity of 2.78% and a net margin of 0.43%.The company had revenue of $1.23 billion during the quarter, compared to analyst estimates of $1.19 billion. During the same quarter last year, the firm posted $0.87 EPS. The firm’s revenue for the quarter was up 13.5% on a year-over-year basis. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. As a group, research analysts forecast that Twilio Inc. will post 1.44 EPS for the current year.

Wall Street Analyst Weigh In

Several equities analysts have weighed in on the company. KeyCorp assumed coverage on Twilio in a research note on Friday, June 6th. They set an “overweight” rating and a $146.00 price objective on the stock. Rosenblatt Securities initiated coverage on Twilio in a research report on Friday, September 5th. They set a “buy” rating and a $140.00 target price for the company. Piper Sandler raised their target price on Twilio from $140.00 to $144.00 and gave the company an “overweight” rating in a research report on Friday, August 8th. Jefferies Financial Group set a $132.00 target price on Twilio and gave the company a “hold” rating in a research report on Sunday, June 15th. Finally, Wall Street Zen lowered Twilio from a “strong-buy” rating to a “buy” rating in a research report on Friday, May 30th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Twilio currently has an average rating of “Moderate Buy” and a consensus price target of $129.78.

Insider Activity

In related news, CFO Aidan Viggiano sold 1,807 shares of Twilio stock in a transaction dated Friday, August 15th. The stock was sold at an average price of $105.94, for a total value of $191,433.58. Following the completion of the sale, the chief financial officer owned 146,016 shares of the company’s stock, valued at approximately $15,468,935.04. This trade represents a 1.22% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CEO Khozema Shipchandler sold 13,595 shares of Twilio stock in a transaction dated Thursday, July 3rd. The stock was sold at an average price of $117.06, for a total value of $1,591,430.70. Following the completion of the sale, the chief executive officer directly owned 246,986 shares of the company’s stock, valued at approximately $28,912,181.16. This trade represents a 5.22% decrease in their position. The disclosure for this sale can be found here. In the last three months, insiders sold 51,671 shares of company stock valued at $6,235,788. 0.21% of the stock is currently owned by insiders.

Twilio Profile

Twilio Inc, together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally. It operates through two segments, Twilio Communications and Twilio Segment. The company provides various application programming interfaces and software solutions for communications between customers and end users, including messaging, voice, email, flex, marketing campaigns, and user identity and authentication.