Evelyn Partners Investment Management LLP Has $249,000 Stock Position in Twilio Inc. $TWLO

Evelyn Partners Investment Management LLP lowered its position in shares of Twilio Inc. (NYSE:TWLO) by 66.6% in the second quarter, HoldingsChannel reports. The fund owned 2,175 shares of the technology company’s stock after selling 4,338 shares during the period. Evelyn Partners Investment Management LLP’s holdings in Twilio were worth $249,000 at the end of the most recent quarter.

Other hedge funds have also added to or reduced their stakes in the company. Ninety One UK Ltd acquired a new stake in Twilio in the second quarter worth about $212,059,000. Nordea Investment Management AB boosted its stake in shares of Twilio by 4,231.2% in the 2nd quarter. Nordea Investment Management AB now owns 1,123,638 shares of the technology company’s stock valued at $139,736,000 after purchasing an additional 1,097,695 shares during the last quarter. Alyeska Investment Group L.P. grew its position in shares of Twilio by 36.4% during the 1st 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. raised its stake in shares of 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 last quarter. Finally, Jericho Capital Asset Management L.P. lifted its holdings 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. Institutional investors own 84.27% of the company’s stock.

Wall Street Analyst Weigh In

TWLO has been the subject of a number of analyst reports. UBS Group lifted their target price on shares of Twilio from $135.00 to $150.00 and gave the stock a “buy” rating in a report on Friday, October 31st. Mizuho raised their price target on Twilio from $140.00 to $150.00 and gave the stock an “outperform” rating in a research report on Friday, October 31st. Cowen reaffirmed a “hold” rating on shares of Twilio in a research note on Friday, October 31st. Weiss Ratings reissued a “hold (c-)” rating on shares of Twilio in a research note on Wednesday, October 8th. Finally, Bank of America raised their target price on Twilio from $100.00 to $110.00 and gave the stock an “underperform” rating in a report on Friday, October 31st. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, seven have issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $139.26.

Twilio Stock Performance

Shares of Twilio stock opened at $120.38 on Friday. The company has a market capitalization of $18.47 billion, a PE ratio of 293.61, a PEG ratio of 3.23 and a beta of 1.33. Twilio Inc. has a 12 month low of $77.51 and a 12 month high of $151.95. The company has a current ratio of 4.68, a quick ratio of 4.68 and a debt-to-equity ratio of 0.13. The stock’s fifty day simple moving average is $113.61 and its 200 day simple moving average is $114.79.

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

Insider Activity at Twilio

In other Twilio news, CEO Khozema Shipchandler sold 12,922 shares of the firm’s stock in a transaction that occurred 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 sale, the chief executive officer directly owned 220,383 shares in the company, valued at approximately $22,939,666.47. This trade represents a 5.54% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, CFO Aidan Viggiano sold 1,514 shares of the company’s stock in a transaction that occurred on 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 owned 128,104 shares of the company’s stock, valued at $15,792,661.12. This trade represents a 1.17% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 44,515 shares of company stock worth $4,673,128 over the last 90 days. 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.