Korea Investment CORP Has $19.30 Million Holdings in Twilio Inc. $TWLO

Key Points

• Korea Investment CORP increased its holdings in Twilio Inc. by 28.5% in the first quarter, owning approximately $19.29 million worth of stock after purchasing an additional 43,748 shares.
• Insider transactions include CFO Aidan Viggiano selling 1,807 shares for approximately $191,433, while Director Erika Rottenberg sold 4,100 shares valued at $492,123.
• Twilio reported earnings per share (EPS) of $1.19 for the last quarter, surpassing the analysts' expectations of $1.02, with a year-over-year revenue increase of 13.5%.

Korea Investment CORP grew its holdings in Twilio Inc. (NYSE:TWLO - Free Report) by 28.5% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 197,068 shares of the technology company's stock after purchasing an additional 43,748 shares during the period. Korea Investment CORP owned about 0.13% of Twilio worth $19,295,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Brighton Jones LLC increased its holdings in Twilio by 6.6% during the fourth quarter. Brighton Jones LLC now owns 10,051 shares of the technology company's stock worth $1,086,000 after buying an additional 623 shares during the last quarter. Envestnet Asset Management Inc. increased its holdings in Twilio by 101.0% during the fourth quarter. Envestnet Asset Management Inc. now owns 46,993 shares of the technology company's stock worth $5,079,000 after buying an additional 23,608 shares during the last quarter. Jump Financial LLC acquired a new position in Twilio during the fourth quarter worth $788,000. NewEdge Advisors LLC increased its holdings in Twilio by 2,648.1% during the fourth quarter. NewEdge Advisors LLC now owns 7,310 shares of the technology company's stock worth $790,000 after buying an additional 7,044 shares during the last quarter. Finally, GeoWealth Management LLC increased its holdings in Twilio by 59.3% during the fourth quarter. GeoWealth Management LLC now owns 943 shares of the technology company's stock worth $102,000 after buying an additional 351 shares during the last quarter. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, CFO Aidan Viggiano sold 1,807 shares of the company's stock in a transaction dated Friday, August 15th. The shares were sold at an average price of $105.94, for a total transaction of $191,433.58. Following the completion of the sale, the chief financial officer owned 146,016 shares of the company's stock, valued at $15,468,935.04. This represents a 1.22% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Erika Rottenberg sold 4,100 shares of the company's stock in a transaction dated Monday, June 2nd. The stock was 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 of the company's stock, valued at $4,019,564.64. This represents a 10.91% decrease in their position. The disclosure for this sale can be found here. Insiders sold 55,771 shares of company stock valued at $6,727,911 over the last quarter. 0.21% of the stock is owned by company insiders.

Twilio Trading Down 1.4%

Shares of Twilio stock opened at $101.8810 on Thursday. The firm has a 50-day moving average of $118.88 and a 200-day moving average of $112.38. The stock has a market cap of $15.63 billion, a PE ratio of 849.08, a PEG ratio of 3.25 and a beta of 1.23. Twilio Inc. has a 52-week low of $56.85 and a 52-week high of $151.95. The company has a debt-to-equity ratio of 0.12, a quick ratio of 4.90 and a current ratio of 4.90.

Twilio (NYSE:TWLO - Get Free Report) last announced its earnings results on Thursday, August 7th. The technology company reported $1.19 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.02 by $0.17. The company had revenue of $1.23 billion during 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 quarterly revenue was up 13.5% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.87 earnings per share. 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 EPS for the current year.

Analysts Set New Price Targets

A number of equities analysts recently weighed in on TWLO shares. Jefferies Financial Group set a $132.00 target price on shares of Twilio and gave the stock a "hold" rating in a report on Sunday, June 15th. Tigress Financial restated a "buy" rating and set a $170.00 target price on shares of Twilio in a report on Thursday, May 8th. JMP Securities restated a "market outperform" rating and set a $165.00 target price on shares of Twilio in a report on Tuesday, April 29th. Needham & Company LLC restated a "buy" rating and set a $125.00 target price on shares of Twilio in a report on Friday, May 16th. Finally, The Goldman Sachs Group upped their price objective on shares of Twilio from $130.00 to $145.00 and gave the company a "buy" rating in a report on Friday, May 2nd. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat.com, Twilio currently has a consensus rating of "Moderate Buy" and an average price target of $126.74.

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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