Retireful LLC Sells 3,273 Shares of Twilio Inc. $TWLO

Key Points

• Retireful LLC reduced its stake in Twilio Inc. by 29.1%, selling 3,273 shares during the second quarter, leaving the firm with a total of 7,976 shares valued at approximately $992,000.
• Several institutional investors, including the Public Employees Retirement System of Ohio, have recently increased their holdings in Twilio, reflecting a growing interest as 84.27% of the stock is currently owned by institutional investors.
• Twilio reported earnings per share (EPS) of $1.19 for the last quarter, exceeding analysts' expectations, and had a revenue increase of 13.5% year-over-year.

Retireful LLC lowered its stake in Twilio Inc. (NYSE:TWLO - Free Report) by 29.1% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 7,976 shares of the technology company's stock after selling 3,273 shares during the quarter. Retireful LLC's holdings in Twilio were worth $992,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Public Employees Retirement System of Ohio boosted its stake in shares of Twilio by 77.8% during the 2nd quarter. Public Employees Retirement System of Ohio now owns 91,122 shares of the technology company's stock worth $11,332,000 after purchasing an additional 39,870 shares during the period. Ballentine Partners LLC bought a new stake in shares of Twilio in the second quarter valued at about $204,000. Forte Capital LLC ADV lifted its position in shares of Twilio by 6.1% in the 2nd quarter. Forte Capital LLC ADV now owns 35,080 shares of the technology company's stock worth $4,363,000 after purchasing an additional 2,013 shares during the period. Compagnie Lombard Odier SCmA lifted its holdings in Twilio by 318.2% during the second quarter. Compagnie Lombard Odier SCmA now owns 920 shares of the technology company's stock worth $114,000 after buying an additional 700 shares during the period. Finally, Counterpoint Mutual Funds LLC bought a new stake in Twilio during the second quarter valued at about $337,000. 84.27% of the stock is currently owned by institutional investors.

Twilio Price Performance

Twilio stock opened at $103.26 on Thursday. The company has a market capitalization of $15.84 billion, a price-to-earnings ratio of 860.55, a price-to-earnings-growth ratio of 3.27 and a beta of 1.27. 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 Inc. has a 1 year low of $62.38 and a 1 year high of $151.95. The company's 50 day simple moving average is $111.77 and its 200-day simple moving average is $108.44.

Twilio (NYSE:TWLO - Get Free Report) last issued its quarterly earnings results on Thursday, August 7th. The technology company reported $1.19 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.02 by $0.17. The business had revenue of $1.23 billion for 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%. The business's quarterly revenue was up 13.5% on a year-over-year basis. During the same quarter 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, equities research analysts expect that Twilio Inc. will post 1.44 earnings per share for the current year.

Analyst Ratings Changes

A number of analysts have recently weighed in on TWLO shares. Jefferies Financial Group set a $132.00 price objective on Twilio and gave the stock a "hold" rating in a research report on Sunday, June 15th. Wall Street Zen lowered shares of Twilio from a "strong-buy" rating to a "buy" rating in a research note on Friday, May 30th. UBS Group reduced their price target on Twilio from $150.00 to $135.00 and set a "buy" rating for the company in a research report on Friday, August 8th. Royal Bank Of Canada reiterated an "underperform" rating and issued a $75.00 price objective on shares of Twilio in a research report on Wednesday, September 17th. Finally, Rosenblatt Securities began coverage on Twilio in a research note on Friday, September 5th. They set a "buy" rating and a $140.00 target price for the company. 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 given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $129.78.

Insiders Place Their Bets

In other Twilio news, CFO Aidan Viggiano sold 8,297 shares of Twilio stock in a transaction that occurred on Thursday, July 3rd. The stock was sold at an average price of $117.05, for a total transaction of $971,163.85. Following the transaction, the chief financial officer owned 147,823 shares of the company's stock, valued at $17,302,682.15. The trade was a 5.31% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, CEO Khozema Shipchandler sold 20,008 shares of Twilio stock in a transaction on Monday, June 30th. The shares were sold at an average price of $124.53, for a total transaction of $2,491,596.24. Following the completion of the transaction, the chief executive officer owned 260,581 shares in the company, valued at approximately $32,450,151.93. This represents a 7.13% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 51,671 shares of company stock worth $6,235,788 over the last ninety days. Insiders own 0.21% of the company's stock.

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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