Callan Family Office LLC Makes New $502,000 Investment in Twilio Inc. $TWLO

Key Points

• Callan Family Office LLC has made a new investment of $502,000 in Twilio Inc., acquiring 4,040 shares in the second quarter.
• Insider trading activity includes sales by CFO Aidan Viggiano and CEO Khozema Shipchandler, each selling over 13,600 shares at a price of $100.59.
• Twilio's stock currently has a market capitalization of $16.56 billion and boasts a consensus rating of "Moderate Buy" among analysts with an average price target of $130.22.

Callan Family Office LLC bought a new position in shares of Twilio Inc. (NYSE:TWLO - Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 4,040 shares of the technology company's stock, valued at approximately $502,000.

Other institutional investors have also recently bought and sold shares of the company. GFG Capital LLC acquired a new position in Twilio during the second quarter worth about $25,000. Hilltop National Bank acquired a new position in Twilio during the second quarter worth about $26,000. LRI Investments LLC bought a new stake in shares of Twilio during the first quarter worth about $25,000. Financial Gravity Asset Management Inc. bought a new stake in shares of Twilio during the first quarter worth about $28,000. Finally, TCTC Holdings LLC grew its holdings in shares of Twilio by 118.1% during the first 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. Institutional investors and hedge funds own 84.27% of the company's stock.

Insider Activity at Twilio

In other Twilio news, CFO Aidan Viggiano sold 8,363 shares of the business's stock in a transaction that occurred on Tuesday, September 30th. The stock was sold at an average price of $100.59, for a total value of $841,234.17. Following the transaction, the chief financial officer directly owned 137,653 shares of the company's stock, valued at approximately $13,846,515.27. The trade was a 5.73% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Khozema Shipchandler sold 13,681 shares of the business's stock in a transaction that occurred on Tuesday, September 30th. The shares were sold at an average price of $100.59, for a total value of $1,376,171.79. Following the completion of the transaction, the chief executive officer directly owned 233,305 shares in the company, valued at approximately $23,468,149.95. This trade represents a 5.54% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders sold 44,808 shares of company stock worth $4,677,916. Insiders own 4.50% of the company's stock.

Twilio Stock Performance

Shares of TWLO stock opened at $107.95 on Wednesday. Twilio Inc. has a one year low of $69.40 and a one year high of $151.95. The company has a debt-to-equity ratio of 0.12, a current ratio of 4.90 and a quick ratio of 4.90. The business's 50 day simple moving average is $105.40 and its 200 day simple moving average is $108.99. The stock has a market capitalization of $16.56 billion, a PE ratio of 899.65, a PEG ratio of 3.42 and a beta of 1.25.

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

Wall Street Analyst Weigh In

Several analysts have recently weighed in on the company. Weiss Ratings restated a "hold (c-)" rating on shares of Twilio in a report on Wednesday, October 8th. UBS Group reduced their price target on Twilio from $150.00 to $135.00 and set a "buy" rating on the stock in a report on Friday, August 8th. Rosenblatt Securities restated a "buy" rating and set a $140.00 price target on shares of Twilio in a report on Friday, September 26th. Royal Bank Of Canada restated an "underperform" rating and set a $75.00 price target on shares of Twilio in a report on Wednesday, September 17th. Finally, Piper Sandler boosted their price target on Twilio from $140.00 to $144.00 and gave the stock an "overweight" rating in a report on Friday, August 8th. One equities research 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 issued a Sell rating to the stock. Based on data from MarketBeat, Twilio has a consensus rating of "Moderate Buy" and an average price target of $130.22.

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.

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