8,945 Twilio Inc. $TWLO Shares Purchased by Motley Fool Asset Management LLC

Key Points

• Motley Fool Asset Management increased its Twilio stake by 329.5% in the third quarter, purchasing 8,945 additional shares and bringing its holdings to 11,660 shares valued at approximately $3.41 million. Institutional investors and hedge funds collectively own 84.27% of the stock.
• Twilio exceeded third-quarter expectations with earnings of $1.65 per share and revenue of $1.56 billion, up 19.9% year over year. However, the company expects organic revenue growth to slow to 11%–12% in the fourth quarter, alongside lower profit.
• Analyst sentiment remains favorable, with a consensus “Moderate Buy” rating and a $271.04 price target. Meanwhile, insiders sold 538,818 shares worth approximately $134.8 million during the latest quarter.

Motley Fool Asset Management LLC grew its stake in Twilio Inc. (NYSE:TWLO - Free Report) by 329.5% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 11,660 shares of the technology company's stock after purchasing an additional 8,945 shares during the period. Motley Fool Asset Management LLC's holdings in Twilio were worth $3,410,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently bought and sold shares of the stock. CX Institutional increased its holdings in shares of Twilio by 9.5% during the 2nd quarter. CX Institutional now owns 701 shares of the technology company's stock worth $145,000 after purchasing an additional 61 shares during the period. Wedbush Securities Inc. lifted its stake in shares of Twilio by 4.6% in the third quarter. Wedbush Securities Inc. now owns 1,516 shares of the technology company's stock valued at $443,000 after buying an additional 66 shares during the period. WPG Advisers LLC lifted its stake in shares of Twilio by 48.0% in the third quarter. WPG Advisers LLC now owns 222 shares of the technology company's stock valued at $65,000 after buying an additional 72 shares during the period. Affinity Capital Advisors LLC lifted its stake in shares of Twilio by 2.6% in the second quarter. Affinity Capital Advisors LLC now owns 2,869 shares of the technology company's stock valued at $600,000 after buying an additional 74 shares during the period. Finally, Wedmont Private Capital grew its position in Twilio by 2.1% during the second quarter. Wedmont Private Capital now owns 3,691 shares of the technology company's stock worth $792,000 after buying an additional 75 shares in the last quarter. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Twilio Price Performance

NYSE:TWLO opened at $242.71 on Friday. The company has a 50-day moving average of $256.85 and a 200-day moving average of $187.78. The company has a market capitalization of $37.27 billion, a price-to-earnings ratio of 33.80, a PEG ratio of 5.20 and a beta of 1.35. Twilio Inc. has a 52 week low of $105.00 and a 52 week high of $308.40. The company has a debt-to-equity ratio of 0.11, a quick ratio of 4.62 and a current ratio of 4.62.

Twilio (NYSE:TWLO - Get Free Report) last issued its earnings results on Thursday, October 29th. The technology company reported $1.65 earnings per share for the quarter, beating the consensus estimate of $1.47 by $0.18. The business had revenue of $1.56 billion for the quarter, compared to analyst estimates of $1.52 billion. Twilio had a net margin of 20.61% and a return on equity of 5.09%. The firm's revenue was up 19.9% on a year-over-year basis. During the same period in the previous year, the business earned $1.25 EPS. As a group, equities research analysts anticipate that Twilio Inc. will post 3.12 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several brokerages recently issued reports on TWLO. UBS Group boosted their price target on Twilio from $200.00 to $285.00 and gave the company a "buy" rating in a research note on Friday, August 7th. Zacks Research upgraded Twilio from a "hold" rating to a "strong-buy" rating in a research report on Friday, October 16th. Weiss Ratings upgraded Twilio from a "buy (b-)" rating to a "buy (b)" rating in a research report on Tuesday, September 29th. TD Cowen lifted their price objective on Twilio from $260.00 to $300.00 and gave the stock a "buy" rating in a report on Tuesday, September 22nd. Finally, Citizens Jmp restated a "market outperform" rating and set a $275.00 price objective on shares of Twilio in a research report on Thursday, August 27th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, one has assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $271.04.

Insiders Place Their Bets

In other Twilio news, CEO Khozema Shipchandler sold 14,442 shares of the firm's stock in a transaction dated Monday, October 5th. The shares were sold at an average price of $291.03, for a total transaction of $4,203,055.26. Following the completion of the transaction, the chief executive officer owned 178,863 shares in the company, valued at $52,054,498.89. This trade represents a 7.47% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Andrew Stafman sold 500,000 shares of Twilio stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $247.08, for a total value of $123,540,000.00. Following the sale, the director directly owned 120,000 shares in the company, valued at $29,649,600. The trade was a 80.65% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 538,818 shares of company stock worth $134,833,645 over the last quarter. Company insiders own 0.21% of the company's stock.

More Twilio News

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Twilio reported third-quarter earnings of $1.65 per share, above the $1.46–$1.47 consensus estimate and up from $1.25 a year earlier. Revenue reached $1.56 billion, also exceeding analysts’ $1.52 billion forecast. Twilio Q3 Earnings and Revenues Beat Estimates
• Positive Sentiment: Organic revenue growth was 16% in the third quarter, while the company demonstrated improving earnings power, with a reported net margin of 20.61%. Twilio Earnings Report
• Positive Sentiment: Recent analyst commentary was supportive, including a new Buy rating and a Wells Fargo analyst view that Twilio’s stock could rise. New Buy Rating for Twilio
• Neutral Sentiment: Broader economic data released Thursday showed headline PCE inflation rising 3.6% year over year, while initial jobless claims were little changed. These developments provide market context but were not specific to Twilio. GDP, PCE, Jobless Claims and Q3 Earnings
• Negative Sentiment: Twilio expects organic revenue growth to slow to 11%–12% in the fourth quarter, a notable step down from Q3’s 16% pace. The outlook also calls for lower profit, raising concerns about decelerating growth despite the earnings beat. Twilio Sees Slower Q4 Growth and Lower Profit

Twilio Company Profile

Twilio Inc NYSE: TWLO provides a cloud-based customer engagement platform that enables businesses to communicate with customers through software and application programming interfaces (APIs). Its services support messaging, voice, video, email, authentication, contact centers and other digital interactions across mobile and web applications.

The company's products include programmable communications tools, Twilio SendGrid for email delivery, Twilio Verify for user authentication, Twilio Flex for cloud contact centers, and Twilio Segment for collecting and using customer data.

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