Estate Counselors LLC Buys New Position in 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 acquired a new position in Twilio Inc. (NYSE:TWLO - Free Report) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 37,097 shares of the technology company's stock, valued at approximately $3,632,000.

Several other hedge funds and other institutional investors have also made changes to their positions in TWLO. Concurrent Investment Advisors LLC boosted its position in shares of Twilio by 211.8% in the first quarter. Concurrent Investment Advisors LLC now owns 5,878 shares of the technology company's stock worth $575,000 after buying an additional 3,993 shares during the period. Bank of Nova Scotia raised its stake in shares of Twilio by 502.1% in the 1st quarter. Bank of Nova Scotia now owns 32,341 shares of the technology company's stock valued at $3,167,000 after purchasing an additional 26,970 shares in the last quarter. ASR Vermogensbeheer N.V. acquired a new stake in Twilio during the first quarter valued at approximately $716,000. Horizon Financial Services LLC lifted its stake in Twilio by 9,692.0% during the first quarter. Horizon Financial Services LLC now owns 2,448 shares of the technology company's stock worth $240,000 after purchasing an additional 2,423 shares during the last quarter. Finally, Alpha Cubed Investments LLC lifted its position in shares of Twilio by 53.7% in the 1st quarter. Alpha Cubed Investments LLC now owns 16,866 shares of the technology company's stock worth $1,651,000 after buying an additional 5,896 shares during the last quarter. Institutional investors and hedge funds own 84.27% of the company's stock.

Twilio Stock Performance

TWLO stock traded up $5.31 during trading on Friday, reaching $106.28. 3,682,395 shares of the company's stock were exchanged, compared to its average volume of 5,766,759. Twilio Inc. has a 1-year low of $56.85 and a 1-year high of $151.95. The firm has a market cap of $16.31 billion, a PE ratio of 885.74, a P/E/G ratio of 3.36 and a beta of 1.23. The company's fifty day moving average price is $118.44 and its 200-day moving average price is $111.55. 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 quarterly earnings results on Thursday, August 7th. The technology company reported $1.19 EPS for the quarter, beating analysts' consensus estimates of $1.02 by $0.17. The company had revenue of $1.23 billion for the quarter, compared to analyst estimates of $1.19 billion. Twilio had a return on equity of 2.78% and a net margin of 0.43%.The company's quarterly revenue was up 13.5% compared to the same quarter last year. During the same period last year, the company earned $0.87 earnings per share. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. On average, research analysts expect that Twilio Inc. will post 1.44 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

TWLO has been the subject of several recent research reports. UBS Group lowered their target price on Twilio from $150.00 to $135.00 and set a "buy" rating for the company in a report on Friday, August 8th. Jefferies Financial Group set a $132.00 price objective on Twilio and gave the company a "hold" rating in a research report on Sunday, June 15th. HSBC upgraded Twilio from a "reduce" rating to a "hold" rating and upped their price objective for the stock from $77.00 to $99.00 in a research note on Monday, May 5th. JMP Securities reiterated a "market outperform" rating and issued a $165.00 target price on shares of Twilio in a research note on Tuesday, April 29th. Finally, The Goldman Sachs Group upped their price target on shares of Twilio from $130.00 to $145.00 and gave the stock a "buy" rating in a research report on Friday, May 2nd. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $126.74.

Insider Buying and Selling at Twilio

In other news, Director Erika Rottenberg sold 4,100 shares of the stock in a transaction that occurred on Monday, June 2nd. The shares were sold at an average price of $120.03, for a total value of $492,123.00. Following the completion of the transaction, the director directly owned 33,488 shares in the company, valued at $4,019,564.64. This trade represents a 10.91% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CFO Aidan Viggiano sold 8,297 shares of the firm's stock in a transaction that occurred on Thursday, July 3rd. The shares were sold at an average price of $117.05, for a total transaction of $971,163.85. Following the transaction, the chief financial officer owned 147,823 shares in the company, valued at $17,302,682.15. This represents a 5.31% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 55,771 shares of company stock valued at $6,727,911. Company insiders own 0.21% 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.