Twilio Inc. $TWLO Stock Position Lessened by Northwestern Mutual Wealth Management Co.

Key Points

• Northwestern Mutual Wealth Management Co. reduced its holdings in Twilio by 12.6%, now owning 19,332 shares valued at approximately $1.89 million.
• Twilio reported a 13.5% increase in revenue year-over-year for the last quarter, with earnings per share of $1.19, exceeding estimates by $0.17.
• The stock has a consensus rating of "Moderate Buy" from analysts, with a target price averaging $129.32.

Northwestern Mutual Wealth Management Co. lowered its stake in shares of Twilio Inc. (NYSE:TWLO - Free Report) by 12.6% during the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 19,332 shares of the technology company's stock after selling 2,783 shares during the period. Northwestern Mutual Wealth Management Co.'s holdings in Twilio were worth $1,893,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in TWLO. LRI Investments LLC acquired a new position in Twilio during the first quarter worth $25,000. Financial Gravity Asset Management Inc. purchased a new stake in Twilio in the first quarter valued at $28,000. TCTC Holdings LLC raised its position in Twilio by 118.1% in the first quarter. TCTC Holdings LLC now owns 338 shares of the technology company's stock valued at $33,000 after purchasing an additional 183 shares during the period. Cloud Capital Management LLC purchased a new stake in Twilio in the first quarter valued at $34,000. Finally, UMB Bank n.a. purchased a new stake in Twilio in the first quarter valued at $37,000. Institutional investors and hedge funds own 84.27% of the company's stock.

Twilio Stock Up 0.6%

TWLO traded up $0.61 on Wednesday, reaching $104.80. The company's stock had a trading volume of 1,062,171 shares, compared to its average volume of 3,212,110. The company has a market capitalization of $16.08 billion, a price-to-earnings ratio of 873.16, a P/E/G ratio of 3.31 and a beta of 1.27. Twilio Inc. has a fifty-two week low of $56.85 and a fifty-two week high of $151.95. The stock has a 50 day moving average of $116.65 and a two-hundred day moving average of $109.71. 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 posted its quarterly earnings data 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 business had revenue of $1.23 billion during the quarter, compared to the consensus estimate 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 company earned $0.87 earnings per share. 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 fiscal year.

Wall Street Analysts Forecast Growth

A number of equities research analysts have commented on TWLO shares. Needham & Company LLC restated a "buy" rating and issued a $125.00 target price on shares of Twilio in a research report on Friday, May 16th. Piper Sandler boosted their price objective on Twilio from $140.00 to $144.00 and gave the company an "overweight" rating in a report on Friday, August 8th. UBS Group cut their price objective on Twilio from $150.00 to $135.00 and set a "buy" rating on the stock in a report on Friday, August 8th. Wall Street Zen downgraded Twilio from a "strong-buy" rating to a "buy" rating in a report on Friday, May 30th. Finally, Tigress Financial reiterated a "buy" rating and issued a $170.00 price objective on shares of Twilio in a report on Thursday, May 8th. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average target price of $129.32.

Insiders Place Their Bets

In other news, CFO Aidan Viggiano sold 1,807 shares of the firm's stock in a transaction on Friday, August 15th. The stock was 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 ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Khozema Shipchandler sold 13,595 shares of Twilio stock in a transaction dated Thursday, July 3rd. The stock was sold at an average price of $117.06, for a total value of $1,591,430.70. Following the sale, the chief executive officer 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 disclosure for this sale can be found here. In the last three months, insiders sold 51,671 shares of company stock valued at $6,235,788. 0.21% of the stock is owned by corporate 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.