Twilio Inc. $TWLO Shares Sold by Accurate Wealth Management LLC

Key Points

• Accurate Wealth Management LLC reduced its stake in Twilio Inc. by 71.9% in the 2nd quarter, selling 4,844 shares and holding 1,896 shares valued at approximately $223,000.
• Twilio's quarterly earnings exceeded consensus estimates, reporting $1.19 earnings per share and $1.23 billion in revenue, marking a 13.5% increase compared to the previous year.
• Analysts have a consensus rating of "Moderate Buy" for Twilio with a target price of $129.78, with varying opinions regarding its performance amongst different analysts.

Accurate Wealth Management LLC cut its stake in shares of Twilio Inc. (NYSE:TWLO - Free Report) by 71.9% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,896 shares of the technology company's stock after selling 4,844 shares during the quarter. Accurate Wealth Management LLC's holdings in Twilio were worth $223,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of TWLO. Jericho Capital Asset Management L.P. lifted its stake in shares of Twilio by 17.7% in the 1st quarter. Jericho Capital Asset Management L.P. now owns 3,280,363 shares of the technology company's stock worth $321,180,000 after acquiring an additional 493,000 shares during the period. Alyeska Investment Group L.P. increased its position in shares of Twilio by 36.4% during the 1st quarter. Alyeska Investment Group L.P. now owns 2,071,826 shares of the technology company's stock valued at $202,852,000 after purchasing an additional 553,043 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in shares of Twilio by 19.8% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,920,443 shares of the technology company's stock valued at $188,031,000 after purchasing an additional 318,015 shares during the period. Charles Schwab Investment Management Inc. increased its position in shares of Twilio by 3.4% during the 1st quarter. Charles Schwab Investment Management Inc. now owns 1,271,273 shares of the technology company's stock valued at $124,470,000 after purchasing an additional 41,896 shares during the period. Finally, Northern Trust Corp increased its position in shares of Twilio by 5.4% during the 1st quarter. Northern Trust Corp now owns 1,168,947 shares of the technology company's stock valued at $114,452,000 after purchasing an additional 60,002 shares during the period. Institutional investors and hedge funds own 84.27% of the company's stock.

Twilio Stock Performance

TWLO opened at $102.33 on Friday. Twilio Inc. has a 12-month low of $63.19 and a 12-month high of $151.95. The company has a quick ratio of 4.90, a current ratio of 4.90 and a debt-to-equity ratio of 0.12. The firm has a market capitalization of $15.70 billion, a P/E ratio of 852.82, a price-to-earnings-growth ratio of 3.20 and a beta of 1.27. The stock's 50 day moving average price is $110.69 and its two-hundred day moving average price is $108.48.

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 company had revenue of $1.23 billion during the quarter, compared to analysts' expectations of $1.19 billion. Twilio had a return on equity of 2.78% and a net margin of 0.43%.Twilio's revenue for the quarter was up 13.5% compared to the same quarter last year. During the same period in the prior year, the business earned $0.87 earnings per share. 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, 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 transaction of $2,491,596.24. Following the transaction, the chief executive officer owned 260,581 shares in the company, valued at approximately $32,450,151.93. The trade was a 7.13% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CFO Aidan Viggiano sold 8,297 shares of Twilio stock in a transaction dated Thursday, July 3rd. The stock was sold at an average price of $117.05, for a total value of $971,163.85. Following the sale, the chief financial officer directly owned 147,823 shares in the company, valued at approximately $17,302,682.15. This trade represents a 5.31% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 51,671 shares of company stock worth $6,235,788. Insiders own 0.21% of the company's stock.

Analyst Ratings Changes

A number of analysts recently commented on TWLO shares. KeyCorp began coverage on shares of Twilio in a report on Friday, June 6th. They issued an "overweight" rating and a $146.00 target price on the stock. Rosenblatt Securities reiterated a "buy" rating and set a $140.00 price target on shares of Twilio in a report on Friday. Jefferies Financial Group set a $132.00 price objective on shares of Twilio and gave the stock a "hold" rating in a report on Sunday, June 15th. Piper Sandler raised their price objective on Twilio from $140.00 to $144.00 and gave the company an "overweight" rating in a research note on Friday, August 8th. Finally, Royal Bank Of Canada reissued an "underperform" rating and issued a $75.00 price objective on shares of Twilio in a research note on Wednesday, September 17th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, six have given a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat, Twilio has a consensus rating of "Moderate Buy" and a consensus price target of $129.78.

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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