Wealthcare Advisory Partners LLC Purchases New Holdings in Twilio Inc. $TWLO

Wealthcare Advisory Partners LLC purchased a new stake in Twilio Inc. (NYSE:TWLO) during the second quarter, Holdings Channel.com reports. The institutional investor purchased 1,813 shares of the technology company’s stock, valued at approximately $225,000.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Jericho Capital Asset Management L.P. lifted its stake in Twilio by 17.7% in the 1st quarter. Jericho Capital Asset Management L.P. now owns 3,280,363 shares of the technology company’s stock valued at $321,180,000 after buying an additional 493,000 shares in the last quarter. Alyeska Investment Group L.P. lifted its stake in Twilio by 36.4% in the 1st quarter. Alyeska Investment Group L.P. now owns 2,071,826 shares of the technology company’s stock valued at $202,852,000 after buying an additional 553,043 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in Twilio by 19.8% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,920,443 shares of the technology company’s stock valued at $188,031,000 after acquiring an additional 318,015 shares during the last quarter. Ninety One UK Ltd acquired a new stake in Twilio in the 2nd quarter valued at about $212,059,000. Finally, Robeco Institutional Asset Management B.V. raised its holdings in Twilio by 58.2% in the 2nd quarter. Robeco Institutional Asset Management B.V. now owns 1,418,754 shares of the technology company’s stock valued at $176,436,000 after acquiring an additional 521,713 shares during the last quarter. 84.27% of the stock is owned by hedge funds and other institutional investors.

Twilio Stock Performance

Shares of TWLO stock opened at $107.25 on Friday. The stock has a market capitalization of $16.46 billion, a PE ratio of 893.82, a P/E/G ratio of 3.53 and a beta of 1.25. The firm has a 50 day moving average of $106.03 and a two-hundred day moving average of $108.83. Twilio Inc. has a 52 week low of $69.40 and a 52 week high of $151.95. The company has a quick ratio of 4.90, a current ratio of 4.90 and a debt-to-equity ratio of 0.12.

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

Wall Street Analyst Weigh In

A number of research firms have commented on TWLO. Royal Bank Of Canada reiterated an “underperform” rating and issued a $75.00 price objective on shares of Twilio in a report on Wednesday, September 17th. UBS Group cut their price objective on shares of Twilio from $150.00 to $135.00 and set a “buy” rating for the company in a report on Friday, August 8th. Wells Fargo & Company assumed coverage on shares of Twilio in a report on Tuesday, September 30th. They issued an “overweight” rating and a $130.00 price objective for the company. Jefferies Financial Group set a $132.00 price target on shares of Twilio and gave the stock a “hold” rating in a report on Sunday, June 15th. Finally, Piper Sandler raised their price target on shares of Twilio from $140.00 to $144.00 and gave the stock an “overweight” rating in a report on Friday, August 8th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Twilio presently has a consensus rating of “Moderate Buy” and a consensus price target of $130.22.

Insider Buying and Selling at Twilio

In related news, CEO Khozema Shipchandler sold 12,922 shares of Twilio stock in a transaction on Friday, October 3rd. The shares were sold at an average price of $104.09, for a total transaction of $1,345,050.98. Following the sale, the chief executive officer directly owned 220,383 shares in the company, valued at $22,939,666.47. This trade represents a 5.54% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Aidan Viggiano sold 8,363 shares of Twilio stock in a transaction on Tuesday, September 30th. The stock was sold at an average price of $100.59, for a total transaction of $841,234.17. Following the sale, the chief financial officer owned 137,653 shares in the company, valued at $13,846,515.27. This represents a 5.73% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 36,773 shares of company stock worth $3,753,891 over the last quarter. 0.21% of the stock is owned by company 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.