Atria Wealth Solutions Inc. Makes New Investment in Twilio Inc. $TWLO

Key Points

• Atria Wealth Solutions Inc. has invested approximately $721,000 in 5,851 shares of Twilio Inc. during the 2nd quarter, marking a new position for the firm.
• Recent insider trading shows that both CFO Aidan Viggiano and CEO Khozema Shipchandler sold significant shares, reducing their stakes by approximately 5.73% and 5.54% respectively.
• Twilio has received a mix of analyst ratings, with price targets ranging from $75.00 to $144.00, reflecting varied investor sentiment towards the company's stock performance.

Atria Wealth Solutions Inc. purchased a new position in shares of Twilio Inc. (NYSE:TWLO - Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 5,851 shares of the technology company's stock, valued at approximately $721,000.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. GFG Capital LLC bought a new stake in Twilio during the 2nd quarter worth about $25,000. Hilltop National Bank bought a new stake in Twilio during the 2nd quarter worth about $26,000. LRI Investments LLC acquired a new position in shares of Twilio during the 1st quarter worth about $25,000. Financial Gravity Asset Management Inc. acquired a new position in shares of Twilio during the 1st quarter worth about $28,000. Finally, TCTC Holdings LLC increased its stake in shares of Twilio by 118.1% during the 1st quarter. TCTC Holdings LLC now owns 338 shares of the technology company's stock worth $33,000 after purchasing an additional 183 shares during the last quarter. 84.27% of the stock is owned by institutional investors.

Insider Buying and Selling

In other Twilio news, CFO Aidan Viggiano sold 8,363 shares of the stock in a transaction that occurred on Tuesday, September 30th. The shares were sold at an average price of $100.59, for a total transaction of $841,234.17. Following the transaction, the chief financial officer owned 137,653 shares in the company, valued at $13,846,515.27. This represents a 5.73% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Khozema Shipchandler sold 13,681 shares of the stock in a transaction that occurred on Tuesday, September 30th. The stock was sold at an average price of $100.59, for a total transaction of $1,376,171.79. Following the transaction, the chief executive officer owned 233,305 shares in the company, valued at approximately $23,468,149.95. The trade was a 5.54% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 44,808 shares of company stock worth $4,677,916. Company insiders own 0.21% of the company's stock.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on TWLO. Rosenblatt Securities restated a "buy" rating and set a $140.00 price objective on shares of Twilio in a research note on Friday, September 26th. Weiss Ratings restated a "hold (c-)" rating on shares of Twilio in a research note on Wednesday, October 8th. Piper Sandler boosted their price objective on shares of Twilio from $140.00 to $144.00 and gave the stock an "overweight" rating in a research note on Friday, August 8th. UBS Group lowered their price objective on shares of Twilio from $150.00 to $135.00 and set a "buy" rating on the stock in a research note on Friday, August 8th. Finally, Royal Bank Of Canada restated an "underperform" rating and set a $75.00 price objective on shares of Twilio in a research note on Wednesday, September 17th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Twilio currently has a consensus rating of "Moderate Buy" and a consensus price target of $130.22.

Twilio Stock Up 0.4%

Twilio stock opened at $106.67 on Friday. The stock has a market cap of $16.37 billion, a P/E ratio of 888.98, a P/E/G ratio of 3.30 and a beta of 1.25. The company has a quick ratio of 4.90, a current ratio of 4.90 and a debt-to-equity ratio of 0.12. Twilio Inc. has a twelve month low of $69.40 and a twelve month high of $151.95. The company's 50-day moving average price is $104.78 and its two-hundred day moving average price is $109.15.

Twilio (NYSE:TWLO - Get Free Report) last released its quarterly earnings results on Thursday, August 7th. The technology company reported $1.19 earnings per share for the quarter, beating the consensus estimate of $1.02 by $0.17. The firm had revenue of $1.23 billion for the quarter, compared to analysts' expectations of $1.19 billion. Twilio had a net margin of 0.43% and a return on equity of 2.78%. The business's revenue was up 13.5% on a year-over-year basis. During the same period in the prior year, the firm earned $0.87 EPS. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. As a group, analysts expect that Twilio Inc. will post 1.44 EPS for the current year.

Twilio Profile

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.

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