Palumbo Wealth Management LLC Makes New $208,000 Investment in Twilio Inc. $TWLO

Palumbo Wealth Management LLC bought a new stake in Twilio Inc. (NYSE:TWLO) in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 1,676 shares of the technology company’s stock, valued at approximately $208,000.

Several other institutional investors also recently made changes to their positions in the stock. Woodward Diversified Capital LLC lifted its stake in shares of Twilio by 1.5% in the first quarter. Woodward Diversified Capital LLC now owns 7,163 shares of the technology company’s stock valued at $701,000 after purchasing an additional 103 shares during the period. Aaron Wealth Advisors LLC increased its holdings in Twilio by 2.9% in the second quarter. Aaron Wealth Advisors LLC now owns 3,980 shares of the technology company’s stock valued at $495,000 after buying an additional 113 shares in the last quarter. Nations Financial Group Inc. IA ADV increased its holdings in Twilio by 1.4% in the first quarter. Nations Financial Group Inc. IA ADV now owns 8,430 shares of the technology company’s stock valued at $825,000 after buying an additional 114 shares in the last quarter. Smartleaf Asset Management LLC lifted its position in shares of Twilio by 12.1% during the 1st quarter. Smartleaf Asset Management LLC now owns 1,104 shares of the technology company’s stock valued at $109,000 after acquiring an additional 119 shares during the period. Finally, Strengthening Families & Communities LLC lifted its position in shares of Twilio by 5.8% during the 1st quarter. Strengthening Families & Communities LLC now owns 2,278 shares of the technology company’s stock valued at $223,000 after acquiring an additional 125 shares during the period. 84.27% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

TWLO has been the topic of a number of research reports. Jefferies Financial Group set a $132.00 price target on Twilio and gave the stock a “hold” rating in a report on Sunday, June 15th. UBS Group decreased their target price on Twilio from $150.00 to $135.00 and set a “buy” rating on the stock in a research report on Friday, August 8th. Royal Bank Of Canada restated an “underperform” rating and issued a $75.00 price target on shares of Twilio in a research report on Wednesday, September 17th. Rosenblatt Securities initiated coverage on Twilio in a research note on Friday, September 5th. They set a “buy” rating and a $140.00 price target for the company. Finally, KeyCorp started coverage on shares of Twilio in a research report on Friday, June 6th. They issued an “overweight” rating and a $146.00 price objective on the stock. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, Twilio presently has a consensus rating of “Moderate Buy” and an average target price of $129.78.

Twilio Stock Down 2.1%

Shares of NYSE:TWLO opened at $101.09 on Friday. The company has a quick ratio of 4.90, a current ratio of 4.90 and a debt-to-equity ratio of 0.12. The company has a market capitalization of $15.51 billion, a P/E ratio of 842.50, a P/E/G ratio of 3.26 and a beta of 1.27. Twilio Inc. has a 52-week low of $62.95 and a 52-week high of $151.95. The stock’s fifty day simple moving average is $111.27 and its 200-day simple moving average is $108.46.

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

Insider Buying and Selling

In related news, CFO Aidan Viggiano sold 8,297 shares of the company’s stock in a transaction that occurred on Thursday, July 3rd. The shares were sold at an average price of $117.05, for a total transaction of $971,163.85. Following the transaction, the chief financial officer owned 147,823 shares of the company’s stock, valued at approximately $17,302,682.15. This represents a 5.31% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Khozema Shipchandler sold 20,008 shares of the firm’s stock in a transaction that occurred on Monday, June 30th. The stock was sold at an average price of $124.53, for a total transaction of $2,491,596.24. Following the sale, the chief executive officer owned 260,581 shares in the company, valued at approximately $32,450,151.93. This trade represents a 7.13% 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. Company insiders own 0.21% of the company’s stock.

About Twilio

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.