Twilio Inc. $TWLO Shares Bought by FNY Investment Advisers LLC

FNY Investment Advisers LLC boosted its position in shares of Twilio Inc. (NYSE:TWLO) by 1,946.2% in the second quarter, Holdings Channel.com reports. The firm owned 2,701 shares of the technology company’s stock after acquiring an additional 2,569 shares during the period. FNY Investment Advisers LLC’s holdings in Twilio were worth $335,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. GFG Capital LLC acquired a new stake in Twilio during the 2nd quarter valued at $25,000. Hilltop National Bank acquired a new position in Twilio during the 2nd quarter worth $26,000. LRI Investments LLC acquired a new position in Twilio during the 1st quarter worth $25,000. Financial Gravity Asset Management Inc. acquired a new position in Twilio during the 1st quarter worth $28,000. Finally, TCTC Holdings LLC grew its holdings in Twilio by 118.1% during the 1st quarter. TCTC Holdings LLC now owns 338 shares of the technology company’s stock worth $33,000 after acquiring an additional 183 shares in the last quarter. 84.27% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several brokerages have weighed in on TWLO. Royal Bank Of Canada reissued an “underperform” rating and set a $75.00 price objective on shares of Twilio in a report on Wednesday, September 17th. Wall Street Zen raised shares of Twilio from a “buy” rating to a “strong-buy” rating in a report on Saturday, October 18th. UBS Group decreased 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. 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 research report on Friday, August 8th. Finally, Wells Fargo & Company started coverage on shares of Twilio in a research report on Tuesday, September 30th. They issued an “overweight” rating and a $130.00 price target on the stock. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Twilio currently has a consensus rating of “Moderate Buy” and a consensus price target of $132.00.

Twilio Trading Down 1.5%

Shares of NYSE:TWLO opened at $109.47 on Thursday. The company has a market cap of $16.80 billion, a PE ratio of 912.30, a P/E/G ratio of 3.44 and a beta of 1.25. The company’s 50-day moving average price is $105.59 and its 200 day moving average price is $109.48. Twilio Inc. has a fifty-two week low of $69.40 and a fifty-two 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 issued its quarterly earnings data on Thursday, August 7th. The technology company reported $1.19 earnings per share for the quarter, beating the consensus estimate of $1.02 by $0.17. The firm had revenue of $1.23 billion for the quarter, compared to the consensus estimate of $1.19 billion. Twilio had a net margin of 0.43% and a return on equity of 2.78%. Twilio’s quarterly revenue was up 13.5% compared to the same quarter last year. During the same period last year, the firm posted $0.87 EPS. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. Sell-side analysts anticipate that Twilio Inc. will post 1.44 earnings per share for the current year.

Insider Activity

In other news, CEO Khozema Shipchandler sold 12,922 shares of Twilio stock in a transaction that occurred on Friday, October 3rd. The shares were sold at an average price of $104.09, for a total value of $1,345,050.98. Following the transaction, the chief executive officer directly owned 220,383 shares of the company’s stock, valued at $22,939,666.47. This trade represents a 5.54% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CFO Aidan Viggiano sold 8,035 shares of Twilio stock in a transaction that occurred on Thursday, October 9th. The stock was sold at an average price of $115.00, for a total transaction of $924,025.00. Following the completion of the transaction, the chief financial officer directly owned 129,618 shares in the company, valued at approximately $14,906,070. This trade represents a 5.84% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last quarter, insiders sold 44,808 shares of company stock worth $4,677,916. 0.21% of the stock is currently owned by insiders.

Twilio Company 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.