2,072 Shares in Twilio Inc. $TWLO Acquired by Whalen Wealth Management Inc.

Whalen Wealth Management Inc. purchased a new stake in Twilio Inc. (NYSE:TWLO) during the 2nd quarter, HoldingsChannel.com reports. The fund purchased 2,072 shares of the technology company’s stock, valued at approximately $258,000.

Several other institutional investors have also recently added to or reduced their stakes in the business. Jericho Capital Asset Management L.P. lifted its stake in Twilio by 17.7% in the first 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 during the period. Alyeska Investment Group L.P. lifted its stake in Twilio by 36.4% in the first 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 during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its stake in Twilio by 19.8% in the first 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 buying an additional 318,015 shares during the period. Ninety One UK Ltd acquired a new position in Twilio in the second quarter valued at approximately $212,059,000. Finally, Robeco Institutional Asset Management B.V. lifted its stake in Twilio by 58.2% in the second 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 buying an additional 521,713 shares during the period. 84.27% of the stock is owned by institutional investors and hedge funds.

Twilio Stock Performance

Shares of TWLO opened at $111.98 on Thursday. The company has a debt-to-equity ratio of 0.12, a quick ratio of 4.90 and a current ratio of 4.90. The stock has a 50 day moving average price of $106.53 and a two-hundred day moving average price of $110.75. The firm has a market capitalization of $17.18 billion, a P/E ratio of 933.23, a P/E/G ratio of 3.51 and a beta of 1.25. Twilio Inc. has a 52 week low of $70.50 and a 52 week high of $151.95.

Twilio (NYSE:TWLO) last issued 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. The firm had revenue of $1.23 billion during the quarter, compared to analyst estimates of $1.19 billion. Twilio had a return on equity of 2.78% and a net margin of 0.43%.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 posted $0.87 EPS. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. Equities analysts forecast that Twilio Inc. will post 1.44 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on TWLO. Royal Bank Of Canada reissued an “underperform” rating and issued a $75.00 price target on shares of Twilio in a research note on Wednesday, September 17th. Piper Sandler upped their price target on Twilio from $140.00 to $144.00 and gave the stock an “overweight” rating in a research note on Friday, August 8th. UBS Group dropped their price target on Twilio from $150.00 to $135.00 and set a “buy” rating on the stock in a research note on Friday, August 8th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Twilio in a research note on Wednesday, October 8th. Finally, Rosenblatt Securities reaffirmed a “buy” rating and set a $140.00 price target on shares of Twilio in a research note on Friday, September 26th. 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 issued a Sell rating to the stock. Based on data from MarketBeat.com, Twilio currently has a consensus rating of “Moderate Buy” and a consensus target price of $132.00.

Insider Buying and Selling

In other Twilio news, CFO Aidan Viggiano sold 8,035 shares of the business’s 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 sale, the chief financial officer directly owned 129,618 shares of the company’s stock, valued at approximately $14,906,070. The trade was a 5.84% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Khozema Shipchandler sold 12,922 shares of the business’s stock in a transaction that occurred on Friday, October 3rd. The stock was sold at an average price of $104.09, for a total value of $1,345,050.98. Following the sale, the chief executive officer directly owned 220,383 shares of the company’s stock, valued at $22,939,666.47. This represents a 5.54% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 44,808 shares of company stock valued at $4,677,916 over the last three months. Corporate 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.