REAP Financial Group LLC Grows Stock Holdings in Twilio Inc. $TWLO

REAP Financial Group LLC grew its holdings in shares of Twilio Inc. (NYSE:TWLO) by 84.9% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 503 shares of the technology company’s stock after buying an additional 231 shares during the quarter. REAP Financial Group LLC’s holdings in Twilio were worth $63,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of TWLO. Ninety One UK Ltd purchased a new stake in Twilio during the second quarter worth approximately $212,059,000. KBC Group NV grew its stake in Twilio by 236.3% during the first quarter. KBC Group NV now owns 945,594 shares of the technology company’s stock worth $92,583,000 after buying an additional 664,420 shares during the period. Alyeska Investment Group L.P. grew its stake in Twilio by 36.4% during the first quarter. Alyeska Investment Group L.P. now owns 2,071,826 shares of the technology company’s stock worth $202,852,000 after buying an additional 553,043 shares during the period. Robeco Institutional Asset Management B.V. grew its stake in Twilio by 58.2% during the second quarter. Robeco Institutional Asset Management B.V. now owns 1,418,754 shares of the technology company’s stock worth $176,436,000 after buying an additional 521,713 shares during the period. Finally, Jericho Capital Asset Management L.P. grew its stake in Twilio by 17.7% during the first quarter. Jericho Capital Asset Management L.P. now owns 3,280,363 shares of the technology company’s stock worth $321,180,000 after buying an additional 493,000 shares during the period. 84.27% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on the stock. Royal Bank Of Canada reiterated an “underperform” rating and set a $75.00 price objective on shares of Twilio in a research note on Wednesday, September 17th. Rosenblatt Securities restated a “buy” rating and issued a $140.00 target price on shares of Twilio in a research note on Friday, September 26th. Weiss Ratings restated a “hold (c-)” rating on shares of Twilio in a research note on Wednesday. Jefferies Financial Group set a $132.00 target price on shares of Twilio and gave the company a “hold” rating in a research note on Sunday, June 15th. Finally, UBS Group decreased their target price on shares of Twilio from $150.00 to $135.00 and set a “buy” rating for the company in a research note on Friday, August 8th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $130.22.

Twilio Price Performance

Shares of TWLO stock opened at $114.15 on Thursday. The company has a market capitalization of $17.51 billion, a PE ratio of 951.33, a price-to-earnings-growth ratio of 3.33 and a beta of 1.25. The firm has a fifty day simple moving average of $106.62 and a 200-day simple moving average of $108.77. The company has a current ratio of 4.90, a quick ratio of 4.90 and a debt-to-equity ratio of 0.12. Twilio Inc. has a twelve month low of $67.65 and a twelve month high of $151.95.

Twilio (NYSE:TWLO) last posted its quarterly earnings results on Thursday, August 7th. The technology company reported $1.19 earnings per share (EPS) 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 analysts’ expectations of $1.19 billion. Twilio had a net margin of 0.43% and a return on equity of 2.78%. The firm’s quarterly revenue was up 13.5% on a year-over-year basis. During the same period in the prior year, the company posted $0.87 earnings per share. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. Equities research analysts anticipate that Twilio Inc. will post 1.44 earnings per share for the current fiscal year.

Insider Buying and Selling at Twilio

In related news, CFO Aidan Viggiano sold 8,363 shares of the company’s stock in a transaction on Tuesday, September 30th. The shares were sold at an average price of $100.59, for a total value of $841,234.17. Following the sale, the chief financial officer directly owned 137,653 shares of the company’s stock, valued at $13,846,515.27. This represents a 5.73% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Khozema Shipchandler sold 12,922 shares of the company’s 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 completion of the sale, the chief executive officer directly owned 220,383 shares in the company, valued at $22,939,666.47. This represents a 5.54% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 36,773 shares of company stock worth $3,753,891 over the last ninety days. 0.21% of the stock is currently owned by corporate 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.