UBS Group AG Has $15.22 Million Stake in Klaviyo, Inc. $KVYO

UBS Group AG grew its position in Klaviyo, Inc. (NYSE:KVYO) by 11.8% during the fourth quarter, HoldingsChannel.com reports. The firm owned 468,610 shares of the company’s stock after buying an additional 49,326 shares during the quarter. UBS Group AG’s holdings in Klaviyo were worth $15,216,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Caitong International Asset Management Co. Ltd lifted its holdings in shares of Klaviyo by 1,650.9% in the third quarter. Caitong International Asset Management Co. Ltd now owns 963 shares of the company’s stock valued at $27,000 after purchasing an additional 908 shares in the last quarter. FNY Investment Advisers LLC acquired a new position in shares of Klaviyo in the third quarter valued at approximately $34,000. Quarry LP acquired a new position in shares of Klaviyo in the third quarter valued at approximately $44,000. Osaic Holdings Inc. grew its position in shares of Klaviyo by 317.0% in the second quarter. Osaic Holdings Inc. now owns 1,689 shares of the company’s stock valued at $55,000 after purchasing an additional 1,284 shares during the last quarter. Finally, RiverPark Advisors LLC acquired a new position in shares of Klaviyo in the third quarter valued at approximately $69,000. 45.43% of the stock is currently owned by institutional investors.

Klaviyo Trading Down 1.5%

Shares of Klaviyo stock opened at $14.24 on Thursday. The business has a 50-day moving average price of $18.72 and a two-hundred day moving average price of $23.50. Klaviyo, Inc. has a 1-year low of $13.53 and a 1-year high of $36.76. The company has a market cap of $4.34 billion, a P/E ratio of -355.79 and a beta of 0.79.

Klaviyo (NYSE:KVYO) last issued its quarterly earnings results on Tuesday, May 5th. The company reported $0.22 earnings per share for the quarter, topping analysts’ consensus estimates of $0.19 by $0.03. Klaviyo had a positive return on equity of 4.16% and a negative net margin of 0.66%.The firm had revenue of $358.01 million during the quarter, compared to the consensus estimate of $348.57 million. During the same period last year, the business posted $0.14 EPS. The business’s revenue was up 27.9% compared to the same quarter last year. Equities research analysts forecast that Klaviyo, Inc. will post 0.25 EPS for the current fiscal year.

Analysts Set New Price Targets

KVYO has been the topic of a number of analyst reports. Citigroup increased their price target on Klaviyo from $29.00 to $31.00 and gave the stock a “buy” rating in a research report on Wednesday, May 6th. William Blair restated an “outperform” rating on shares of Klaviyo in a research note on Monday, March 2nd. Stifel Nicolaus dropped their price target on Klaviyo from $35.00 to $28.00 and set a “buy” rating for the company in a research note on Wednesday, May 6th. Wells Fargo & Company lowered their target price on Klaviyo from $30.00 to $26.00 and set an “overweight” rating for the company in a research report on Wednesday, May 6th. Finally, Jefferies Financial Group set a $25.00 target price on Klaviyo in a research report on Saturday. Eighteen research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $31.40.

Insiders Place Their Bets

In other Klaviyo news, CFO Amanda Whalen sold 14,000 shares of the stock in a transaction dated Thursday, April 16th. The stock was sold at an average price of $18.54, for a total transaction of $259,560.00. Following the completion of the sale, the chief financial officer directly owned 895,141 shares in the company, valued at approximately $16,595,914.14. This trade represents a 1.54% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Andrew Bialecki sold 200,000 shares of the stock in a transaction dated Tuesday, April 14th. The stock was sold at an average price of $17.19, for a total value of $3,438,000.00. Following the sale, the chief executive officer owned 200,000 shares of the company’s stock, valued at approximately $3,438,000. The trade was a 50.00% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 1,473,909 shares of company stock worth $27,200,157. Company insiders own 37.42% of the company’s stock.

Klaviyo Profile

Klaviyo, Inc is a cloud-based marketing automation platform that enables businesses to leverage customer data for targeted email and SMS campaigns. The company’s platform centralizes first-party data from various sources—including e-commerce storefronts, websites, and CRM systems—to help organizations deliver personalized marketing across the customer lifecycle. Klaviyo’s core offerings include segmented email marketing, automated messaging workflows, and performance analytics designed to drive customer engagement and revenue growth.

The platform provides a suite of tools for campaign creation and management, including drag-and-drop email and SMS builders, dynamic content rendering, and A/B testing capabilities.