Estate Counselors LLC Buys Shares of 37,097 Twilio Inc. $TWLO

Key Points

• Estate Counselors LLC has purchased a new stake in Twilio Inc., acquiring 37,097 shares valued at approximately $3.63 million during the first quarter.
• Twilio reported $1.19 earnings per share for the last quarter, exceeding analyst estimates, with a revenue of $1.23 billion, marking a 13.5% year-over-year increase.
• The company's shares have seen significant trading activity, with the stock price currently around $101.88 and analysts giving it a consensus rating of "Moderate Buy" along with an average price target of $126.74.

Estate Counselors LLC bought a new position in Twilio Inc. (NYSE:TWLO - Free Report) in the first quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 37,097 shares of the technology company's stock, valued at approximately $3,632,000.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in TWLO. Jericho Capital Asset Management L.P. purchased a new position in shares of Twilio during the 4th quarter valued at about $301,258,000. Two Sigma Investments LP raised its stake in shares of Twilio by 1,292.9% during the 4th quarter. Two Sigma Investments LP now owns 1,129,725 shares of the technology company's stock valued at $122,101,000 after buying an additional 1,048,619 shares during the last quarter. Whale Rock Capital Management LLC purchased a new position in shares of Twilio during the 4th quarter valued at about $111,312,000. Two Sigma Advisers LP raised its stake in shares of Twilio by 683.0% during the 4th quarter. Two Sigma Advisers LP now owns 935,697 shares of the technology company's stock valued at $101,130,000 after buying an additional 816,197 shares during the last quarter. Finally, KBC Group NV raised its stake in shares of Twilio by 236.3% during the 1st quarter. KBC Group NV now owns 945,594 shares of the technology company's stock valued at $92,583,000 after buying an additional 664,420 shares during the last quarter. Hedge funds and other institutional investors own 84.27% of the company's stock.

Wall Street Analyst Weigh In

TWLO has been the subject of a number of recent research reports. Jefferies Financial Group set a $132.00 price objective on Twilio and gave the company a "hold" rating in a research note on Sunday, June 15th. Tigress Financial reiterated a "buy" rating and set a $170.00 price objective on shares of Twilio in a research note on Thursday, May 8th. Scotiabank lifted their price objective on Twilio from $130.00 to $135.00 and gave the company a "sector outperform" rating in a research note on Friday, May 2nd. Piper Sandler lifted their price objective on Twilio from $140.00 to $144.00 and gave the company an "overweight" rating in a research note on Friday, August 8th. Finally, JMP Securities restated a "market outperform" rating and issued a $165.00 price target on shares of Twilio in a research note on Tuesday, April 29th. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company has an average rating of "Moderate Buy" and an average target price of $126.74.

Twilio Price Performance

Shares of Twilio stock traded down $1.95 on Tuesday, hitting $102.64. 1,230,270 shares of the company were exchanged, compared to its average volume of 3,232,493. The stock has a market capitalization of $15.75 billion, a price-to-earnings ratio of 855.23, a price-to-earnings-growth ratio of 3.36 and a beta of 1.23. The company has a 50-day moving average price of $118.20 and a 200 day moving average price of $111.01. Twilio Inc. has a 1-year low of $56.85 and a 1-year high of $151.95. 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 (NYSE:TWLO - Get Free Report) last issued its earnings results 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 business had revenue of $1.23 billion for the quarter, compared to analysts' expectations of $1.19 billion. Twilio had a return on equity of 2.78% and a net margin of 0.43%.The business's revenue for the quarter was up 13.5% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.87 EPS. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. As a group, sell-side analysts predict that Twilio Inc. will post 1.44 earnings per share for the current fiscal year.

Insider Transactions at Twilio

In other news, CEO Khozema Shipchandler sold 20,008 shares of the business's stock in a transaction that occurred on Monday, June 30th. The stock was sold at an average price of $124.53, for a total transaction of $2,491,596.24. Following the transaction, the chief executive officer directly owned 260,581 shares in the company, valued at $32,450,151.93. The trade was a 7.13% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Erika Rottenberg sold 4,100 shares of Twilio stock in a transaction that occurred on Monday, June 2nd. The shares were sold at an average price of $120.03, for a total transaction of $492,123.00. Following the sale, the director directly owned 33,488 shares in the company, valued at approximately $4,019,564.64. The trade was a 10.91% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 55,771 shares of company stock worth $6,727,911 in the last ninety days. Insiders own 4.50% of the company's stock.

Twilio Company 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.