Twilio Inc. $TWLO Stock Holdings Lifted by Oak Harvest Investment Services

Key Points

• Oak Harvest Investment Services increased its position in Twilio Inc. shares by 41.4% in Q1, owning 22,175 shares valued at $2.17 million.
• Twilio's stock recently rose 5.3%, with a market capitalization of $16.31 billion and a price-to-earnings ratio of 885.74.
• Twilio reported $1.19 EPS for the last quarter, exceeding analysts' estimates, and has set its Q3 2025 guidance at 1.010-1.060 EPS.

Oak Harvest Investment Services boosted its stake in shares of Twilio Inc. (NYSE:TWLO - Free Report) by 41.4% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 22,175 shares of the technology company's stock after purchasing an additional 6,487 shares during the quarter. Oak Harvest Investment Services' holdings in Twilio were worth $2,171,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the stock. Campbell & CO Investment Adviser LLC acquired a new position in Twilio during the 1st quarter valued at approximately $2,154,000. Quantitative Investment Management LLC acquired a new position in Twilio during the 1st quarter valued at approximately $2,609,000. Jump Financial LLC boosted its position in Twilio by 1,235.1% during the 1st quarter. Jump Financial LLC now owns 97,332 shares of the technology company's stock valued at $9,530,000 after purchasing an additional 90,042 shares during the period. SVB Wealth LLC boosted its position in Twilio by 2.9% during the 1st quarter. SVB Wealth LLC now owns 4,869 shares of the technology company's stock valued at $477,000 after purchasing an additional 135 shares during the period. Finally, Smartleaf Asset Management LLC raised its stake in Twilio by 12.1% during the 1st quarter. Smartleaf Asset Management LLC now owns 1,104 shares of the technology company's stock valued at $109,000 after acquiring an additional 119 shares in the last quarter. Institutional investors and hedge funds own 84.27% of the company's stock.

Twilio Stock Down 1.1%

Shares of TWLO stock traded down $1.15 on Friday, reaching $105.24. 817,128 shares of the company's stock traded hands, compared to its average volume of 3,224,897. Twilio Inc. has a 12-month low of $56.85 and a 12-month high of $151.95. The company has a debt-to-equity ratio of 0.12, a quick ratio of 4.90 and a current ratio of 4.90. The company has a market capitalization of $16.15 billion, a P/E ratio of 875.28, a price-to-earnings-growth ratio of 3.26 and a beta of 1.23. The business's 50 day moving average price is $117.46 and its two-hundred day moving average price is $110.64.

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 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 business had revenue of $1.23 billion for the quarter, compared to the consensus estimate of $1.19 billion. During the same quarter in the previous year, the company posted $0.87 earnings per share. Twilio's revenue for the quarter was up 13.5% compared to the same quarter last year. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. On average, equities analysts forecast that Twilio Inc. will post 1.44 earnings per share for the current year.

Insider Activity

In other news, CFO Aidan Viggiano sold 8,297 shares of Twilio stock in a transaction 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 in the company, valued at approximately $17,302,682.15. The trade was a 5.31% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Khozema Shipchandler sold 20,008 shares of the business's stock in a transaction dated Monday, June 30th. The shares were sold at an average price of $124.53, for a total value of $2,491,596.24. Following the completion of the transaction, the chief executive officer owned 260,581 shares in the company, valued at $32,450,151.93. This trade represents a 7.13% decrease in their position. The disclosure for this sale can be found here. Over the last quarter, insiders have sold 55,771 shares of company stock worth $6,727,911. 0.21% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

Several brokerages have weighed in on TWLO. KeyCorp began coverage on Twilio in a research note on Friday, June 6th. They set an "overweight" rating and a $146.00 target price on the stock. HSBC raised Twilio from a "reduce" rating to a "hold" rating and lifted their target price for the company from $77.00 to $99.00 in a research note on Monday, May 5th. Needham & Company LLC reaffirmed a "buy" rating and set a $125.00 target price on shares of Twilio in a research note on Friday, May 16th. Piper Sandler lifted their target price on Twilio from $140.00 to $144.00 and gave the company an "overweight" rating in a research note on Friday, August 8th. Finally, Scotiabank lifted their target price on Twilio from $130.00 to $135.00 and gave the company a "sector outperform" rating in a research note on Friday, May 2nd. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, six have given a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat, Twilio presently has a consensus rating of "Moderate Buy" and a consensus target price of $129.32.

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.