Twilio Inc. $TWLO Shares Sold by Blair William & Co. IL

Key Points

• Blair William & Co. IL reduced its stake in Twilio Inc. by 3.0%, now holding 194,540 shares worth approximately $24.19 million.
• Twilio reported an EPS of $1.19 for the last quarter, exceeding analysts' expectations, and anticipates a Q3 2025 EPS guidance between $1.010 and $1.060.
• Multiple brokerages have recently adjusted their ratings and price targets for Twilio, with a consensus target price of $130.22 and a predominance of ratings indicating a moderate buy.

Blair William & Co. IL lessened its stake in shares of Twilio Inc. (NYSE:TWLO - Free Report) by 3.0% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 194,540 shares of the technology company's stock after selling 6,115 shares during the quarter. Blair William & Co. IL owned about 0.13% of Twilio worth $24,193,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. LRI Investments LLC acquired a new position in Twilio in the 1st quarter valued at $25,000. GFG Capital LLC purchased a new stake in shares of Twilio in the second quarter valued at about $25,000. Hilltop National Bank purchased a new stake in shares of Twilio in the second quarter valued at about $26,000. Financial Gravity Asset Management Inc. acquired a new position in shares of Twilio during the first quarter worth about $28,000. Finally, TCTC Holdings LLC raised its holdings in Twilio by 118.1% during the first quarter. TCTC Holdings LLC now owns 338 shares of the technology company's stock worth $33,000 after purchasing an additional 183 shares in the last quarter. 84.27% of the stock is currently owned by hedge funds and other institutional investors.

Twilio Stock Down 0.1%

TWLO opened at $113.92 on Friday. 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 cap of $17.48 billion, a price-to-earnings ratio of 949.43, a PEG ratio of 3.53 and a beta of 1.25. Twilio Inc. has a one year low of $68.78 and a one year high of $151.95. The business's fifty day moving average is $106.31 and its two-hundred day moving average is $108.82.

Twilio (NYSE:TWLO - Get Free Report) last released its quarterly earnings results on Thursday, August 7th. The technology company reported $1.19 earnings per share (EPS) for the quarter, topping the consensus estimate 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 during the quarter, compared to the consensus estimate of $1.19 billion. During the same quarter in the previous year, the company posted $0.87 EPS. The business's revenue was up 13.5% on a year-over-year basis. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. Analysts anticipate that Twilio Inc. will post 1.44 EPS for the current fiscal year.

Insider Activity

In related news, CFO Aidan Viggiano sold 8,363 shares of the company's stock in a transaction that occurred on Tuesday, September 30th. The stock was sold at an average price of $100.59, for a total value of $841,234.17. Following the sale, the chief financial officer owned 137,653 shares of the company's stock, valued at approximately $13,846,515.27. This represents a 5.73% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Khozema Shipchandler sold 12,922 shares of the stock in a transaction on Friday, October 3rd. The shares were sold at an average price of $104.09, for a total value of $1,345,050.98. Following the sale, the chief executive officer owned 220,383 shares in the company, valued at approximately $22,939,666.47. This trade represents a 5.54% decrease in their position. The disclosure for this sale can be found here. Insiders sold 36,773 shares of company stock worth $3,753,891 in the last ninety days. Insiders own 0.21% of the company's stock.

Analysts Set New Price Targets

A number of brokerages recently commented on TWLO. Piper Sandler raised their price objective on shares of Twilio from $140.00 to $144.00 and gave the company an "overweight" rating in a research report on Friday, August 8th. Wells Fargo & Company started coverage on Twilio in a research note on Tuesday, September 30th. They set an "overweight" rating and a $130.00 target price for the company. Royal Bank Of Canada reissued an "underperform" rating and issued a $75.00 price target on shares of Twilio in a report on Wednesday, September 17th. Weiss Ratings reaffirmed a "hold (c-)" rating on shares of Twilio in a report on Wednesday. Finally, Rosenblatt Securities reiterated a "buy" rating and issued a $140.00 price objective on shares of Twilio in a research report on Friday, September 26th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Twilio presently has a consensus rating of "Moderate Buy" and an average target price of $130.22.

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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