Legal Advantage Investments Inc. Invests $995,000 in Twilio Inc. $TWLO

Key Points

• Legal Advantage Investments Inc. invested approximately $995,000 in 8,000 shares of Twilio Inc. during the 2nd quarter, indicating growing interest from institutional investors.
• Twilio reported earnings of $1.19 per share for the last quarter, surpassing expectations and showing a 13.5% year-over-year revenue increase.
• Several hedge funds, including Ninety One UK Ltd and KBC Group NV, have significantly increased their stakes in Twilio, with 84.27% of its stock now owned by institutional investors.

Legal Advantage Investments Inc. purchased a new position in Twilio Inc. (NYSE:TWLO - Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 8,000 shares of the technology company's stock, valued at approximately $995,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of TWLO. Ninety One UK Ltd acquired a new stake in Twilio during the second quarter worth about $212,059,000. KBC Group NV increased its position in Twilio by 236.3% during the first quarter. KBC Group NV now owns 945,594 shares of the technology company's stock worth $92,583,000 after purchasing an additional 664,420 shares during the last quarter. Alyeska Investment Group L.P. increased its position in Twilio by 36.4% during the first quarter. Alyeska Investment Group L.P. now owns 2,071,826 shares of the technology company's stock worth $202,852,000 after purchasing an additional 553,043 shares during the last quarter. Robeco Institutional Asset Management B.V. increased its position in Twilio by 58.2% during the second quarter. Robeco Institutional Asset Management B.V. now owns 1,418,754 shares of the technology company's stock worth $176,436,000 after purchasing an additional 521,713 shares during the last quarter. Finally, Jericho Capital Asset Management L.P. increased its position in Twilio by 17.7% during the first quarter. Jericho Capital Asset Management L.P. now owns 3,280,363 shares of the technology company's stock worth $321,180,000 after purchasing an additional 493,000 shares during the last quarter. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Twilio Price Performance

Shares of TWLO opened at $107.25 on Friday. Twilio Inc. has a 1-year low of $69.40 and a 1-year high of $151.95. The stock has a market cap of $16.46 billion, a PE ratio of 893.82, a P/E/G ratio of 3.32 and a beta of 1.25. The firm has a 50-day simple moving average of $106.03 and a two-hundred day simple moving average of $108.86. 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 (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. Twilio had a net margin of 0.43% and a return on equity of 2.78%. The business had revenue of $1.23 billion during the quarter, compared to analysts' expectations of $1.19 billion. During the same period last year, the business earned $0.87 earnings per share. The business's revenue for the quarter was up 13.5% on a year-over-year basis. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. As a group, analysts forecast that Twilio Inc. will post 1.44 EPS for the current year.

Wall Street Analyst Weigh In

Several research firms recently issued reports on TWLO. 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. Wells Fargo & Company began coverage on shares of Twilio in a research report on Tuesday, September 30th. They set an "overweight" rating and a $130.00 price objective for the company. Weiss Ratings restated a "hold (c-)" rating on shares of Twilio in a research report on Wednesday. Rosenblatt Securities restated a "buy" rating and set a $140.00 price objective on shares of Twilio in a research report on Friday, September 26th. Finally, Jefferies Financial Group set a $132.00 price target on shares of Twilio and gave the company a "hold" rating in a research report on Sunday, June 15th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat, Twilio presently has an average rating of "Moderate Buy" and a consensus target price of $130.22.

Insider Buying and Selling

In related news, CFO Aidan Viggiano sold 8,363 shares of Twilio stock in a transaction that occurred on Tuesday, September 30th. The shares were sold at an average price of $100.59, for a total value of $841,234.17. Following the completion of the transaction, the chief financial officer owned 137,653 shares in the company, valued at approximately $13,846,515.27. The trade was a 5.73% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Khozema Shipchandler sold 13,681 shares of Twilio stock in a transaction that occurred on Tuesday, September 30th. The shares were sold at an average price of $100.59, for a total transaction of $1,376,171.79. Following the completion of the transaction, the chief executive officer owned 233,305 shares of the company's stock, valued at $23,468,149.95. This trade represents a 5.54% decrease in their position. The disclosure for this sale can be found here. Insiders sold 36,773 shares of company stock valued at $3,753,891 in the last 90 days. Company insiders own 0.21% of the company's stock.

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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