Jump Financial LLC Increases Holdings in Twilio Inc. $TWLO

Key Points

• Jump Financial LLC increased its holdings in Twilio Inc. by 1,235.1%, purchasing an additional 90,042 shares during the first quarter, bringing its total to 97,332 shares valued at approximately $9.53 million.
• Twilio reported earnings of $1.19 per share for the latest quarter, exceeding estimates and showing a 13.5% increase in revenue year-over-year.
• Wall Street analysts have varying price targets for Twilio, with predictions ranging from $135 to $170, reflecting a consensus rating of "Moderate Buy".

Jump Financial LLC raised its stake in shares of Twilio Inc. (NYSE:TWLO - Free Report) by 1,235.1% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 97,332 shares of the technology company's stock after buying an additional 90,042 shares during the quarter. Jump Financial LLC owned about 0.06% of Twilio worth $9,530,000 at the end of the most recent quarter.

Other large investors have also added to or reduced their stakes in the company. LRI Investments LLC purchased a new position in Twilio during the first quarter valued at $25,000. Financial Gravity Asset Management Inc. purchased a new position in Twilio during the first quarter valued at $28,000. TCTC Holdings LLC raised its stake in Twilio by 118.1% during the first quarter. TCTC Holdings LLC now owns 338 shares of the technology company's stock valued at $33,000 after buying an additional 183 shares during the last quarter. Cloud Capital Management LLC bought a new position in Twilio in the 1st quarter valued at approximately $34,000. Finally, UMB Bank n.a. bought a new position in Twilio in the 1st quarter valued at approximately $37,000. Hedge funds and other institutional investors own 84.27% of the company's stock.

Twilio Price Performance

NYSE TWLO opened at $106.28 on Friday. The business's fifty day moving average price is $118.44 and its 200-day moving average price is $111.55. The stock has a market capitalization of $16.31 billion, a price-to-earnings ratio of 885.74, a PEG ratio of 3.36 and a beta of 1.23. 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 1-year low of $56.85 and a 1-year high of $151.95.

Twilio (NYSE:TWLO - Get Free Report) last released its quarterly earnings results on Thursday, August 7th. The technology company reported $1.19 earnings per share for the quarter, beating the consensus estimate of $1.02 by $0.17. The firm 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 company's revenue was up 13.5% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.87 EPS. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. On average, equities analysts predict that Twilio Inc. will post 1.44 earnings per share for the current year.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on the company. UBS Group lowered their price objective on Twilio from $150.00 to $135.00 and set a "buy" rating on the stock in a research report on Friday, August 8th. The Goldman Sachs Group upped their price objective on Twilio from $130.00 to $145.00 and gave the company a "buy" rating in a research report on Friday, May 2nd. KeyCorp assumed coverage on Twilio in a research report on Friday, June 6th. They issued an "overweight" rating and a $146.00 price objective on the stock. JMP Securities reaffirmed a "market outperform" rating and issued a $165.00 price objective on shares of Twilio in a research report on Tuesday, April 29th. Finally, Tigress Financial reaffirmed a "buy" rating and issued a $170.00 price objective on shares of Twilio in a research report on Thursday, May 8th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat, Twilio presently has an average rating of "Moderate Buy" and a consensus price target of $126.74.

Insider Activity

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