Twilio Inc. $TWLO Shares Newly Acquired by Geneva Partners LLC

Key Points

• Geneva Partners LLC acquired 10,700 Twilio shares worth approximately $3.13 million in the third quarter. Institutional investors collectively own 84.27% of the company.
• Analysts maintain a generally positive outlook, with Twilio receiving a “Moderate Buy” consensus rating and an average price target of $269.96; several firms recently raised their targets.
• Twilio exceeded quarterly earnings and revenue expectations, reporting $1.47 in EPS and $1.50 billion in revenue, with revenue up 22% year over year. Meanwhile, insiders sold 538,818 shares worth approximately $134.8 million over the last quarter.

Geneva Partners LLC bought a new stake in Twilio Inc. (NYSE:TWLO - Free Report) in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 10,700 shares of the technology company's stock, valued at approximately $3,129,000.

Several other hedge funds and other institutional investors have also recently modified their holdings of the business. Western Pacific Wealth Management LP purchased a new position in Twilio during the third quarter worth approximately $39,000. Continuum Advisory LLC purchased a new stake in Twilio in the 2nd quarter valued at $33,000. Reyes Financial Architecture Inc. acquired a new stake in shares of Twilio in the 3rd quarter worth $58,000. Hilltop National Bank acquired a new stake in shares of Twilio in the 2nd quarter worth $50,000. Finally, Ascentis Independent Advisors purchased a new position in shares of Twilio during the 1st quarter worth $33,000. 84.27% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several research analysts have recently weighed in on TWLO shares. Needham & Company LLC boosted their price target on shares of Twilio from $250.00 to $280.00 and gave the company a "buy" rating in a research report on Friday, August 7th. Mizuho set a $270.00 target price on shares of Twilio in a report on Wednesday, August 12th. TD Cowen increased their price target on shares of Twilio from $260.00 to $300.00 and gave the company a "buy" rating in a research note on Tuesday, September 22nd. Citigroup restated a "market outperform" rating on shares of Twilio in a report on Thursday, August 27th. Finally, JPMorgan Chase & Co. increased their price objective on Twilio from $260.00 to $335.00 and gave the stock an "overweight" rating in a research report on Thursday, October 8th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, one has assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and an average price target of $269.96.

Twilio Price Performance

TWLO opened at $264.46 on Tuesday. The stock's 50-day moving average price is $254.94 and its 200 day moving average price is $185.46. Twilio Inc. has a 12-month low of $105.00 and a 12-month high of $308.40. The company has a current ratio of 4.62, a quick ratio of 4.62 and a debt-to-equity ratio of 0.11. The firm has a market cap of $40.61 billion, a price-to-earnings ratio of 36.83, a PEG ratio of 5.37 and a beta of 1.35.

Twilio (NYSE:TWLO - Get Free Report) last announced its earnings results on Thursday, August 6th. The technology company reported $1.47 EPS for the quarter, beating analysts' consensus estimates of $1.32 by $0.15. The company had revenue of $1.50 billion during the quarter, compared to analysts' expectations of $1.43 billion. Twilio had a return on equity of 5.09% and a net margin of 20.61%. Twilio's revenue for the quarter was up 22.0% on a year-over-year basis. During the same period last year, the business posted $1.19 EPS. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. As a group, sell-side analysts expect that Twilio Inc. will post 3.12 earnings per share for the current year.

Insider Transactions at Twilio

In related news, CFO Aidan Viggiano sold 9,084 shares of Twilio stock in a transaction that occurred on Wednesday, September 30th. The shares were sold at an average price of $294.65, for a total value of $2,676,600.60. Following the completion of the transaction, the chief financial officer owned 99,246 shares in the company, valued at approximately $29,242,833.90. The trade was a 8.39% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Khozema Shipchandler sold 14,442 shares of the company's stock in a transaction that occurred on Monday, October 5th. The stock was sold at an average price of $291.03, for a total transaction of $4,203,055.26. Following the sale, the chief executive officer directly owned 178,863 shares in the company, valued at approximately $52,054,498.89. The trade was a 7.47% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 538,818 shares of company stock valued at $134,833,645. 0.21% of the stock is currently owned by corporate insiders.

About Twilio

Twilio Inc NYSE: TWLO provides a cloud-based customer engagement platform that enables businesses to communicate with customers through software and application programming interfaces (APIs). Its services support messaging, voice, video, email, authentication, contact centers and other digital interactions across mobile and web applications.

The company's products include programmable communications tools, Twilio SendGrid for email delivery, Twilio Verify for user authentication, Twilio Flex for cloud contact centers, and Twilio Segment for collecting and using customer data.

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