Lbp Am Sa Acquires 7,872 Shares of Twilio Inc. $TWLO

Key Points

• Lbp Am Sa increased its stake in Twilio Inc. by 19.2%, acquiring an additional 7,872 shares, bringing its total holdings to 48,877 shares worth approximately $6,078,000.
• Institutional investors own 84.27% of Twilio's stock, with several firms like Brighton Jones LLC and Wealth Enhancement Advisory Services LLC also increasing their positions significantly.
• Twilio reported a quarterly earnings per share of $1.19, surpassing analysts' expectations, and has set a guidance for Q3 2025 at 1.010-1.060 EPS.

Lbp Am Sa grew its holdings in shares of Twilio Inc. (NYSE:TWLO - Free Report) by 19.2% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 48,877 shares of the technology company's stock after purchasing an additional 7,872 shares during the period. Lbp Am Sa's holdings in Twilio were worth $6,078,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently made changes to their positions in TWLO. Brighton Jones LLC grew its position in shares of Twilio by 6.6% during the 4th quarter. Brighton Jones LLC now owns 10,051 shares of the technology company's stock worth $1,086,000 after purchasing an additional 623 shares in the last quarter. Wealth Enhancement Advisory Services LLC grew its position in shares of Twilio by 31.4% during the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 19,207 shares of the technology company's stock worth $2,076,000 after purchasing an additional 4,595 shares in the last quarter. Wellington Management Group LLP grew its position in shares of Twilio by 13.0% during the 4th quarter. Wellington Management Group LLP now owns 5,937 shares of the technology company's stock worth $642,000 after purchasing an additional 685 shares in the last quarter. AdvisorNet Financial Inc grew its position in shares of Twilio by 1,778.6% during the 1st quarter. AdvisorNet Financial Inc now owns 526 shares of the technology company's stock worth $52,000 after purchasing an additional 498 shares in the last quarter. Finally, GAMMA Investing LLC grew its position in shares of Twilio by 10,890.3% during the 1st quarter. GAMMA Investing LLC now owns 93,308 shares of the technology company's stock worth $9,136,000 after purchasing an additional 92,459 shares in the last quarter. Institutional investors and hedge funds own 84.27% of the company's stock.

Analyst Ratings Changes

Several equities research analysts recently weighed in on TWLO shares. Jefferies Financial Group set a $132.00 price objective on shares of Twilio and gave the stock a "hold" rating in a research report on Sunday, June 15th. Rosenblatt Securities reaffirmed a "buy" rating and set a $140.00 price objective on shares of Twilio in a research report on Friday, September 26th. KeyCorp started coverage on shares of Twilio in a research report on Friday, June 6th. They set an "overweight" rating and a $146.00 price objective for the company. Wells Fargo & Company started coverage on shares of Twilio in a research report on Tuesday. They set an "overweight" rating and a $130.00 price objective for the company. Finally, UBS Group cut their price objective on shares of Twilio from $150.00 to $135.00 and set a "buy" rating for the company in a research report on Friday, August 8th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $130.22.

Insider Transactions at Twilio

In related 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 value of $191,433.58. Following the completion of the transaction, the chief financial officer owned 146,016 shares in the company, valued at $15,468,935.04. This trade represents a 1.22% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.21% of the stock is currently owned by company insiders.

Twilio Trading Up 2.5%

TWLO opened at $102.62 on Thursday. The company's 50 day moving average is $108.93 and its 200-day moving average is $108.55. Twilio Inc. has a 1-year low of $64.09 and a 1-year high of $151.95. The company has a current ratio of 4.90, a quick ratio of 4.90 and a debt-to-equity ratio of 0.12. The company has a market cap of $15.75 billion, a P/E ratio of 855.25, a PEG ratio of 3.16 and a beta of 1.25.

Twilio (NYSE:TWLO - Get Free Report) last posted 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. Twilio had a net margin of 0.43% and a return on equity of 2.78%. The company had revenue of $1.23 billion for the quarter, compared to the consensus estimate of $1.19 billion. During the same period last year, the company posted $0.87 EPS. The firm's quarterly revenue was up 13.5% compared to the same quarter last year. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. Equities research analysts predict that Twilio Inc. will post 1.44 earnings per share for the current fiscal year.

About Twilio

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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