GM Advisory Group LLC Sells 2,543 Shares of Twilio Inc. $TWLO

GM Advisory Group LLC lessened its position in shares of Twilio Inc. (NYSE:TWLO) by 9.6% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 23,858 shares of the technology company’s stock after selling 2,543 shares during the period. GM Advisory Group LLC’s holdings in Twilio were worth $2,967,000 at the end of the most recent reporting period.

Other large investors also recently added to or reduced their stakes in the company. GHP Investment Advisors Inc. lifted its holdings in Twilio by 7.3% during the second quarter. GHP Investment Advisors Inc. now owns 1,274 shares of the technology company’s stock valued at $158,000 after purchasing an additional 87 shares during the last quarter. Optimum Investment Advisors lifted its stake in shares of Twilio by 13.6% during the 2nd quarter. Optimum Investment Advisors now owns 835 shares of the technology company’s stock valued at $104,000 after buying an additional 100 shares in the last quarter. Integral Investment Advisors Inc. boosted its holdings in Twilio by 4.0% in the 2nd quarter. Integral Investment Advisors Inc. now owns 2,863 shares of the technology company’s stock worth $356,000 after buying an additional 111 shares during the period. Aaron Wealth Advisors LLC grew its stake in Twilio by 2.9% in the 2nd 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. Finally, Nations Financial Group Inc. IA ADV raised its holdings in Twilio by 1.4% during the 1st quarter. Nations Financial Group Inc. IA ADV now owns 8,430 shares of the technology company’s stock valued at $825,000 after acquiring an additional 114 shares during the period. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Insider Buying and Selling at Twilio

In other news, CFO Aidan Viggiano sold 1,514 shares of the business’s stock in a transaction dated Monday, November 17th. The stock was sold at an average price of $123.28, for a total value of $186,645.92. Following the completion of the sale, the chief financial officer owned 128,104 shares of the company’s stock, valued at approximately $15,792,661.12. The trade was a 1.17% decrease in their position. 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 Twilio 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 completion of the transaction, the chief executive officer directly owned 220,383 shares in the company, valued at $22,939,666.47. This trade represents a 5.54% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 44,515 shares of company stock valued at $4,673,128 over the last three months. 0.21% of the stock is currently owned by insiders.

Twilio Price Performance

Shares of Twilio stock opened at $127.10 on Thursday. The firm has a market capitalization of $19.50 billion, a PE ratio of 310.01, a price-to-earnings-growth 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 business’s 50-day moving average price is $115.01 and its 200-day moving average price is $115.25.

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

Analysts Set New Price Targets

A number of analysts recently issued reports on the company. Cowen reiterated a “hold” rating on shares of Twilio in a research note on Friday, October 31st. Wall Street Zen lowered shares of Twilio from a “strong-buy” rating to a “buy” rating in a research report on Tuesday, November 11th. Piper Sandler upped their price target on shares of Twilio from $144.00 to $145.00 and gave the stock an “overweight” rating in a report on Friday, October 31st. Wells Fargo & Company lifted their price objective on Twilio from $130.00 to $147.00 and gave the company an “overweight” rating in a research note on Friday, October 31st. Finally, Stifel Nicolaus boosted their target price on Twilio from $110.00 to $120.00 and gave the stock a “hold” rating in a research report on Friday, October 31st. Two analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, seven have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $139.26.

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.