Concurrent Investment Advisors LLC Has $224,000 Stake in Twilio Inc. $TWLO

Key Points

• Concurrent Investment Advisors LLC has cut its stake in Twilio by 69.3% during the second quarter, leaving it with a valuation of $224,000 in Twilio stock.
• Despite the reduction, other hedge funds have significantly increased their holdings, with Wellington Management increasing its stake by 4,280.5% in the first quarter.
• Analysts hold a Moderate Buy overall rating for Twilio, with a consensus price target averaging around $130.22.

Concurrent Investment Advisors LLC trimmed its holdings in Twilio Inc. (NYSE:TWLO - Free Report) by 69.3% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,804 shares of the technology company's stock after selling 4,074 shares during the period. Concurrent Investment Advisors LLC's holdings in Twilio were worth $224,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also added to or reduced their stakes in the company. Wellington Management Group LLP increased its stake in Twilio by 4,280.5% in the first quarter. Wellington Management Group LLP now owns 260,069 shares of the technology company's stock valued at $25,463,000 after acquiring an additional 254,132 shares during the last quarter. Bank of Nova Scotia increased its stake in Twilio by 502.1% in the first quarter. Bank of Nova Scotia now owns 32,341 shares of the technology company's stock valued at $3,167,000 after acquiring an additional 26,970 shares during the last quarter. ASR Vermogensbeheer N.V. bought a new position in Twilio in the first quarter valued at approximately $716,000. Knights of Columbus Asset Advisors LLC bought a new position in Twilio in the second quarter valued at approximately $4,809,000. Finally, Horizon Financial Services LLC increased its stake in Twilio by 9,692.0% in the first quarter. Horizon Financial Services LLC now owns 2,448 shares of the technology company's stock valued at $240,000 after acquiring an additional 2,423 shares during the last quarter. 84.27% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of research analysts recently issued reports on TWLO shares. Royal Bank Of Canada reissued an "underperform" rating and issued a $75.00 price objective on shares of Twilio in a research note on Wednesday, September 17th. Piper Sandler lifted their price objective on shares of Twilio from $140.00 to $144.00 and gave the company an "overweight" rating in a research note on Friday, August 8th. Rosenblatt Securities reaffirmed a "buy" rating and set a $140.00 target price on shares of Twilio in a research note on Friday, September 26th. UBS Group decreased their target price 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, Wells Fargo & Company started coverage on shares of Twilio in a research note on Tuesday, September 30th. They set an "overweight" rating and a $130.00 target price on the stock. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Twilio has an average rating of "Moderate Buy" and an average price target of $130.22.

Twilio Stock Performance

Shares of Twilio stock opened at $108.96 on Tuesday. 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 stock has a market cap of $16.72 billion, a price-to-earnings ratio of 908.06, a P/E/G ratio of 3.30 and a beta of 1.25. The company's fifty day moving average is $105.12 and its 200 day moving average is $109.47.

Twilio (NYSE:TWLO - Get Free Report) last issued its quarterly earnings data on Thursday, August 7th. The technology company reported $1.19 earnings per share for the quarter, topping the consensus estimate of $1.02 by $0.17. The company 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%. Twilio's revenue for the quarter was up 13.5% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.87 earnings per share. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. Sell-side analysts forecast that Twilio Inc. will post 1.44 EPS for the current year.

Insider Buying and Selling at Twilio

In related news, CFO Aidan Viggiano sold 8,363 shares of the business's stock in a transaction on Tuesday, September 30th. The shares were sold at an average price of $100.59, for a total value of $841,234.17. Following the transaction, the chief financial officer owned 137,653 shares in the company, valued at $13,846,515.27. The trade was a 5.73% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Khozema Shipchandler sold 13,681 shares of the business's stock in a transaction on Tuesday, September 30th. The shares were sold at an average price of $100.59, for a total transaction of $1,376,171.79. Following the completion of 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 sold 44,808 shares of company stock worth $4,677,916. 4.50% of the stock is owned by company insiders.

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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