MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH Lowers Holdings in Twilio Inc. $TWLO

Key Points

• MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH reduced its holdings in Twilio Inc. by 67.3% during the second quarter, selling 65,708 shares to own a total of 31,923 shares valued at approximately $3.97 million.
• During the last quarter, several institutional investors, including Brighton Jones LLC and Wealth Enhancement Advisory Services LLC, increased their stakes in Twilio, highlighting ongoing interest in the stock.
• Twilio reported earnings of $1.19 per share for the last quarter, exceeding analyst estimates and reflecting a 13.5% year-over-year revenue growth to $1.23 billion.

MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH lowered its position in shares of Twilio Inc. (NYSE:TWLO - Free Report) by 67.3% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned 31,923 shares of the technology company's stock after selling 65,708 shares during the quarter. MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH's holdings in Twilio were worth $3,970,000 as of its most recent filing with the SEC.

A number of other institutional investors have also modified their holdings of TWLO. Brighton Jones LLC grew its holdings 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 during the period. Woodline Partners LP purchased a new stake in shares of Twilio during the 4th quarter worth about $393,000. Universal Beteiligungs und Servicegesellschaft mbH purchased a new stake in shares of Twilio during the 4th quarter worth about $8,867,000. Lansforsakringar Fondforvaltning AB publ purchased a new stake in shares of Twilio during the 4th quarter worth about $5,283,000. Finally, Wealth Enhancement Advisory Services LLC boosted its holdings in Twilio by 31.4% in the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 19,207 shares of the technology company's stock worth $2,076,000 after acquiring an additional 4,595 shares during the period. Hedge funds and other institutional investors own 84.27% of the company's stock.

Insider Activity at Twilio

In related news, CEO Khozema Shipchandler sold 13,595 shares of the company's stock in a transaction that occurred on Thursday, July 3rd. The stock was sold at an average price of $117.06, for a total transaction of $1,591,430.70. Following the sale, the chief executive officer directly owned 246,986 shares of the company's stock, valued at approximately $28,912,181.16. This represents a 5.22% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CFO Aidan Viggiano sold 1,807 shares of the company'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 sale, the chief financial officer directly owned 146,016 shares in the company, valued at approximately $15,468,935.04. This represents a 1.22% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders have sold 51,671 shares of company stock worth $6,235,788. Corporate insiders own 0.21% of the company's stock.

Twilio Stock Performance

Shares of TWLO opened at $103.26 on Thursday. The business's 50 day moving average is $111.77 and its two-hundred day moving average is $108.44. Twilio Inc. has a 52-week low of $62.38 and a 52-week high of $151.95. The firm has a market cap of $15.84 billion, a price-to-earnings ratio of 860.55, a PEG ratio of 3.27 and a beta of 1.27. The company has a quick ratio of 4.90, a current ratio of 4.90 and a debt-to-equity ratio of 0.12.

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. Twilio had a return on equity of 2.78% and a net margin of 0.43%.The company had revenue of $1.23 billion for the quarter, compared to analyst estimates of $1.19 billion. During the same period in the prior year, the company posted $0.87 EPS. Twilio's quarterly revenue was up 13.5% on a year-over-year basis. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. Analysts forecast that Twilio Inc. will post 1.44 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of research firms have weighed in on TWLO. UBS Group decreased their price target on Twilio from $150.00 to $135.00 and set a "buy" rating for the company in a report on Friday, August 8th. Royal Bank Of Canada restated an "underperform" rating and issued a $75.00 price target on shares of Twilio in a report on Wednesday, September 17th. Rosenblatt Securities began coverage on Twilio in a report on Friday, September 5th. They issued a "buy" rating and a $140.00 price target for the company. Jefferies Financial Group set a $132.00 price target on Twilio and gave the stock a "hold" rating in a report on Sunday, June 15th. Finally, Piper Sandler upped their price target on Twilio from $140.00 to $144.00 and gave the stock an "overweight" rating in a report on Friday, August 8th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat.com, the company has an average rating of "Moderate Buy" and an average price target of $129.78.

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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