Twilio Inc. $TWLO Shares Sold by APG Asset Management N.V.

Key Points

• APG Asset Management N.V. reduced its stake in Twilio Inc. by 8.5% in the 1st quarter, now holding approximately 87,666 shares valued at $7.95 million.
• Twilio reported $1.19 EPS for the last quarter, exceeding analyst expectations, with a quarterly revenue increase of 13.5% year-over-year.
• As of now, Twilio has a consensus rating of "Moderate Buy" from analysts and an average price target of approximately $126.74.

APG Asset Management N.V. trimmed its position in Twilio Inc. (NYSE:TWLO - Free Report) by 8.5% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 87,666 shares of the technology company's stock after selling 8,109 shares during the quarter. APG Asset Management N.V. owned about 0.06% of Twilio worth $7,946,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. LRI Investments LLC purchased a new stake in shares of Twilio in the 1st quarter valued at approximately $25,000. Financial Gravity Asset Management Inc. acquired a new position in Twilio during the 1st quarter worth approximately $28,000. TCTC Holdings LLC grew its holdings in Twilio by 118.1% during the 1st quarter. TCTC Holdings LLC now owns 338 shares of the technology company's stock worth $33,000 after acquiring an additional 183 shares in the last quarter. Cloud Capital Management LLC acquired a new position in Twilio during the 1st quarter worth approximately $34,000. Finally, UMB Bank n.a. purchased a new position in shares of Twilio in the 1st quarter valued at $37,000. 84.27% of the stock is owned by hedge funds and other institutional investors.

Twilio Trading Down 1.7%

NYSE TWLO opened at $104.61 on Tuesday. Twilio Inc. has a one year low of $56.85 and a one year high of $151.95. The company's 50 day moving average price is $118.20 and its 200 day moving average price is $111.01. 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 firm has a market capitalization of $16.05 billion, a price-to-earnings ratio of 871.82, a PEG ratio of 3.36 and a beta of 1.23.

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 (EPS) for the quarter, beating analysts' consensus estimates of $1.02 by $0.17. The company had revenue of $1.23 billion for the quarter, compared to analyst estimates 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 last year, the firm posted $0.87 earnings per share. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. On average, sell-side analysts predict that Twilio Inc. will post 1.44 EPS for the current year.

Analyst Upgrades and Downgrades

TWLO has been the topic of a number of recent analyst reports. Robert W. Baird dropped their target price on shares of Twilio from $160.00 to $130.00 and set an "outperform" rating on the stock in a research report on Wednesday, April 30th. HSBC upgraded shares of Twilio from a "reduce" rating to a "hold" rating and upped their price objective for the stock from $77.00 to $99.00 in a research report on Monday, May 5th. The Goldman Sachs Group upped their price objective on shares of Twilio from $130.00 to $145.00 and gave the stock a "buy" rating in a research report on Friday, May 2nd. Jefferies Financial Group set a $132.00 price target on shares of Twilio and gave the company a "hold" rating in a report on Sunday, June 15th. Finally, UBS Group cut their price target on shares of Twilio from $150.00 to $135.00 and set a "buy" rating for the company in a report on Friday, August 8th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average price target of $126.74.

Insider Activity

In related news, CFO Aidan Viggiano sold 1,807 shares of Twilio stock in a transaction on Friday, August 15th. The shares were sold at an average price of $105.94, for a total value of $191,433.58. Following the completion of the sale, the chief financial officer owned 146,016 shares in the company, valued at approximately $15,468,935.04. The trade was a 1.22% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Erika Rottenberg sold 4,100 shares of Twilio stock in a transaction on Monday, June 2nd. The stock was sold at an average price of $120.03, for a total transaction of $492,123.00. Following the completion of the sale, the director owned 33,488 shares of the company's stock, valued at approximately $4,019,564.64. This trade represents a 10.91% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 55,771 shares of company stock worth $6,727,911 over the last 90 days. Company insiders own 4.50% of the company's stock.

Twilio 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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