Edmond DE Rothschild Holding S.A. Cuts Position in Twilio Inc. $TWLO

Edmond DE Rothschild Holding S.A. trimmed its stake in Twilio Inc. (NYSE:TWLO) by 2.6% in the 2nd quarter, HoldingsChannel reports. The fund owned 16,291 shares of the technology company’s stock after selling 435 shares during the quarter. Edmond DE Rothschild Holding S.A.’s holdings in Twilio were worth $2,026,000 as of its most recent SEC filing.

A number of other hedge funds have also recently made changes to their positions in TWLO. Quadcap Wealth Management LLC purchased a new position in Twilio in the second quarter valued at about $532,000. Insigneo Advisory Services LLC lifted its position in shares of Twilio by 7.5% during the second quarter. Insigneo Advisory Services LLC now owns 2,454 shares of the technology company’s stock valued at $305,000 after buying an additional 171 shares during the last quarter. Global Retirement Partners LLC bought a new stake in shares of Twilio in the 2nd quarter valued at about $1,509,000. Prudential Financial Inc. grew its position in shares of Twilio by 190.7% in the 2nd quarter. Prudential Financial Inc. now owns 91,630 shares of the technology company’s stock worth $11,395,000 after buying an additional 60,107 shares during the last quarter. Finally, Coldstream Capital Management Inc. grew its position in shares of Twilio by 94.2% in the 2nd quarter. Coldstream Capital Management Inc. now owns 3,721 shares of the technology company’s stock worth $463,000 after buying an additional 1,805 shares during the last quarter. 84.27% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other news, CEO Khozema Shipchandler sold 12,922 shares of the company’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 transaction of $1,345,050.98. Following the completion of the transaction, 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 position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, CFO Aidan Viggiano sold 1,514 shares of the firm’s stock in a transaction dated Monday, November 17th. The shares were sold at an average price of $123.28, for a total transaction of $186,645.92. Following the completion of the transaction, the chief financial officer directly owned 128,104 shares in the company, valued at $15,792,661.12. This represents a 1.17% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 44,515 shares of company stock worth $4,673,128. 0.21% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

A number of equities research analysts recently commented on TWLO shares. Cowen reissued a “hold” rating on shares of Twilio in a research report on Friday, October 31st. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Twilio in a report on Wednesday, October 8th. TD Cowen increased their price objective on Twilio from $117.00 to $125.00 and gave the company a “hold” rating in a report on Friday, October 31st. JPMorgan Chase & Co. raised their price objective on Twilio from $140.00 to $145.00 and gave the stock an “overweight” rating in a research report on Friday, October 31st. Finally, Wells Fargo & Company boosted their target price on Twilio from $130.00 to $147.00 and gave the stock an “overweight” rating in a research note on Friday, October 31st. Two research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, seven have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $139.26.

Twilio Trading Down 1.1%

NYSE:TWLO opened at $127.10 on Thursday. The company has a market capitalization of $19.50 billion, a P/E ratio of 310.01, a PEG ratio of 3.44 and a beta of 1.33. The company has a current ratio of 4.68, a quick ratio of 4.68 and a debt-to-equity ratio of 0.13. Twilio Inc. has a 12 month low of $77.51 and a 12 month high of $151.95. The firm has a fifty day simple moving average of $115.01 and a 200-day simple moving average of $115.25.

Twilio (NYSE:TWLO) last released its earnings results on Thursday, October 30th. The technology company reported $1.25 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.07 by $0.18. The firm had revenue of $1.30 billion for the quarter, compared to the consensus estimate of $1.25 billion. Twilio had a return on equity of 3.36% and a net margin of 1.37%.The firm’s revenue was up 14.7% on a year-over-year basis. During the same period in the prior year, the firm earned $1.02 EPS. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. On average, equities research analysts anticipate that Twilio Inc. will post 1.44 earnings per share for the current year.

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.