GC Wealth Management RIA LLC Makes New $421,000 Investment in Twilio Inc. $TWLO

Key Points

• GC Wealth Management RIA LLC has acquired 3,386 shares of Twilio Inc., valued at approximately $421,000, indicating substantial institutional investment in the technology company.
• Twilio reported $1.19 earnings per share for the last quarter, surpassing analysts' expectations, and had revenue of $1.23 billion, marking a 13.5% year-over-year increase.
• A range of analysts have adjusted their target prices for Twilio, with UBS Group lowering its target from $150.00 to $135.00, while others maintain bullish ratings, reflecting diverse outlooks on the stock's potential.

GC Wealth Management RIA LLC acquired a new position in shares of Twilio Inc. (NYSE:TWLO - Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 3,386 shares of the technology company's stock, valued at approximately $421,000.

A number of other hedge funds have also recently added to or reduced their stakes in the stock. Jericho Capital Asset Management L.P. lifted its position in Twilio by 17.7% during the 1st quarter. Jericho Capital Asset Management L.P. now owns 3,280,363 shares of the technology company's stock valued at $321,180,000 after purchasing an additional 493,000 shares during the period. Alyeska Investment Group L.P. lifted its position in Twilio by 36.4% during the 1st quarter. Alyeska Investment Group L.P. now owns 2,071,826 shares of the technology company's stock valued at $202,852,000 after purchasing an additional 553,043 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its position in Twilio by 19.8% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,920,443 shares of the technology company's stock valued at $188,031,000 after purchasing an additional 318,015 shares during the period. Charles Schwab Investment Management Inc. lifted its position in Twilio by 3.4% during the 1st quarter. Charles Schwab Investment Management Inc. now owns 1,271,273 shares of the technology company's stock valued at $124,470,000 after purchasing an additional 41,896 shares during the period. Finally, Northern Trust Corp lifted its position in Twilio by 5.4% during the 1st quarter. Northern Trust Corp now owns 1,168,947 shares of the technology company's stock valued at $114,452,000 after purchasing an additional 60,002 shares during the period. Institutional investors own 84.27% of the company's stock.

Twilio Stock Performance

Shares of NYSE:TWLO opened at $102.62 on Thursday. The company has a market capitalization of $15.75 billion, a price-to-earnings ratio of 855.25, a P/E/G ratio of 3.16 and a beta of 1.25. The firm's 50 day simple moving average is $108.93 and its 200 day simple moving average is $108.55. The company has a debt-to-equity ratio of 0.12, a current ratio of 4.90 and a quick ratio of 4.90. Twilio Inc. has a fifty-two week low of $64.09 and a fifty-two week high of $151.95.

Twilio (NYSE:TWLO - Get Free Report) last announced its quarterly earnings results on Thursday, August 7th. The technology company reported $1.19 earnings per share for the quarter, beating analysts' consensus estimates of $1.02 by $0.17. The business had revenue of $1.23 billion for the quarter, compared to the consensus estimate 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 period last year, the company posted $0.87 EPS. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. As a group, sell-side analysts forecast that Twilio Inc. will post 1.44 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on the stock. UBS Group cut their target price on shares of Twilio from $150.00 to $135.00 and set a "buy" rating on the stock in a research report on Friday, August 8th. Wells Fargo & Company assumed coverage on shares of Twilio in a research report on Tuesday. They set an "overweight" rating and a $130.00 target price on the stock. Rosenblatt Securities restated a "buy" rating and set a $140.00 target price on shares of Twilio in a research report on Friday, September 26th. Royal Bank Of Canada restated an "underperform" rating and set a $75.00 target price on shares of Twilio in a research report on Wednesday, September 17th. Finally, KeyCorp assumed coverage on shares of Twilio in a research report on Friday, June 6th. They issued an "overweight" rating and a $146.00 price target on the stock. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $130.22.

Insider Buying and Selling

In other Twilio news, CFO Aidan Viggiano sold 1,807 shares of the firm's stock in a transaction that occurred on Friday, August 15th. The shares were sold at an average price of $105.94, for a total transaction of $191,433.58. Following the sale, the chief financial officer directly owned 146,016 shares in the company, valued at approximately $15,468,935.04. This trade represents a 1.22% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. 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.

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