Stanley Laman Group Ltd. Acquires Shares of 49,014 Twilio Inc. $TWLO

Key Points

• Stanley Laman Group Ltd. acquired 49,014 shares of Twilio Inc., valued at approximately $6.1 million, making Twilio about 0.9% of their portfolio.
• A significant number of institutional investors increased their stakes in Twilio during the first quarter, including Wellington Management Group, which raised its stake by 4,280.5%.
• Twilio's stock currently has a consensus price target of $130.22 and an average rating of "Moderate Buy" from analysts.

Stanley Laman Group Ltd. purchased a new stake in Twilio Inc. (NYSE:TWLO - Free Report) during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 49,014 shares of the technology company's stock, valued at approximately $6,095,000. Twilio makes up approximately 0.9% of Stanley Laman Group Ltd.'s portfolio, making the stock its 20th largest holding.

Several other institutional investors and hedge funds have also modified their holdings of the business. Concurrent Investment Advisors LLC grew its stake in Twilio by 211.8% during the first quarter. Concurrent Investment Advisors LLC now owns 5,878 shares of the technology company's stock worth $575,000 after buying an additional 3,993 shares in the last quarter. Wellington Management Group LLP raised its stake in shares of Twilio by 4,280.5% during the 1st quarter. Wellington Management Group LLP now owns 260,069 shares of the technology company's stock worth $25,463,000 after purchasing an additional 254,132 shares during the period. Bank of Nova Scotia raised its stake in Twilio by 502.1% in the 1st quarter. Bank of Nova Scotia now owns 32,341 shares of the technology company's stock valued at $3,167,000 after acquiring an additional 26,970 shares during the period. ASR Vermogensbeheer N.V. purchased a new stake in Twilio in the first quarter worth approximately $716,000. Finally, Knights of Columbus Asset Advisors LLC bought a new position in shares of Twilio during the second quarter valued at approximately $4,809,000. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of research firms have issued reports on TWLO. Piper Sandler increased their price objective on Twilio from $140.00 to $144.00 and gave the stock an "overweight" rating in a report on Friday, August 8th. Wells Fargo & Company initiated coverage on Twilio in a report on Tuesday, September 30th. They set an "overweight" rating and a $130.00 price objective for the company. UBS Group decreased their target price 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 reissued an "underperform" rating and issued a $75.00 price objective on shares of Twilio in a report on Wednesday, September 17th. Finally, Wall Street Zen raised Twilio from a "buy" rating to a "strong-buy" rating in a research note on Saturday. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus price target of $130.22.

Twilio Stock Up 0.4%

Shares of Twilio stock opened at $106.67 on Friday. Twilio Inc. has a twelve month low of $69.40 and a twelve month high of $151.95. The stock has a market cap of $16.37 billion, a price-to-earnings ratio of 888.98, a price-to-earnings-growth ratio of 3.29 and a beta of 1.25. 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 fifty day moving average price of $104.78 and a 200 day moving average price of $109.10.

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 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 during the quarter, compared to analysts' expectations of $1.19 billion. During the same period in the prior year, the company posted $0.87 EPS. The firm'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. Equities research analysts forecast that Twilio Inc. will post 1.44 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Twilio news, CFO Aidan Viggiano sold 8,035 shares of Twilio stock in a transaction that occurred on Thursday, October 9th. The shares were sold at an average price of $115.00, for a total value of $924,025.00. Following the transaction, the chief financial officer owned 129,618 shares in the company, valued at approximately $14,906,070. The trade was a 5.84% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, CEO Khozema Shipchandler sold 12,922 shares of Twilio stock in a transaction that occurred on Friday, October 3rd. The stock was sold at an average price of $104.09, for a total transaction of $1,345,050.98. Following the transaction, the chief executive officer owned 220,383 shares in the company, valued at approximately $22,939,666.47. The trade was a 5.54% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 44,808 shares of company stock worth $4,677,916. Corporate 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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