Twilio Inc. $TWLO Shares Sold by J. Safra Sarasin Holding AG

Key Points

• J. Safra Sarasin Holding AG reduced its stake in Twilio Inc. by 42.1%, owning 15,293 shares worth approximately $1.9 million after selling 11,111 shares in the second quarter.
• Insiders, including CFO Aidan Viggiano and CEO Khozema Shipchandler, sold over 23,000 shares of Twilio stock valued at around $2.4 million in the last quarter.
• Twilio reported earnings of $1.19 per share for the last quarter, surpassing analyst expectations and showing a year-over-year revenue increase of 13.5%.

J. Safra Sarasin Holding AG lowered its holdings in Twilio Inc. (NYSE:TWLO - Free Report) by 42.1% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 15,293 shares of the technology company's stock after selling 11,111 shares during the quarter. J. Safra Sarasin Holding AG's holdings in Twilio were worth $1,902,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. LRI Investments LLC acquired a new stake in shares of Twilio in the first quarter valued at about $25,000. Financial Gravity Asset Management Inc. purchased a new stake in shares of Twilio during the 1st quarter worth approximately $28,000. TCTC Holdings LLC grew its holdings in shares of Twilio by 118.1% in 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 during the period. Cloud Capital Management LLC purchased a new position in Twilio in the 1st quarter valued at approximately $34,000. Finally, UMB Bank n.a. purchased a new position in Twilio in the 1st quarter valued at approximately $37,000. Institutional investors and hedge funds own 84.27% of the company's stock.

Insider Buying and Selling at Twilio

In other Twilio news, CFO Aidan Viggiano sold 8,363 shares of the business's stock in a transaction 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 completion of the transaction, the chief financial officer directly owned 137,653 shares in the company, valued at approximately $13,846,515.27. The trade was a 5.73% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Khozema Shipchandler sold 13,681 shares of the company's stock in a transaction on Tuesday, September 30th. The shares were sold at an average price of $100.59, for a total value of $1,376,171.79. Following the completion of the transaction, the chief executive officer owned 233,305 shares of the company's stock, valued at $23,468,149.95. The trade was a 5.54% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 23,851 shares of company stock valued at $2,408,840 over the last quarter. 0.21% of the stock is currently owned by insiders.

Twilio Stock Performance

NYSE:TWLO opened at $102.84 on Friday. The firm has a 50 day simple moving average of $107.84 and a 200-day simple moving average of $108.61. The company has a debt-to-equity ratio of 0.12, a current ratio of 4.90 and a quick ratio of 4.90. The firm has a market cap of $15.78 billion, a PE ratio of 857.09, a P/E/G ratio of 3.33 and a beta of 1.25. Twilio Inc. has a 1-year low of $66.50 and a 1-year high of $151.95.

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 analysts' consensus estimates of $1.02 by $0.17. The business had revenue of $1.23 billion during 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 company's revenue was up 13.5% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.87 earnings per share. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. On average, equities analysts expect that Twilio Inc. will post 1.44 EPS for the current year.

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on TWLO. KeyCorp began coverage on Twilio in a report on Friday, June 6th. They set an "overweight" rating and a $146.00 price objective for the company. Piper Sandler lifted their price target on Twilio from $140.00 to $144.00 and gave the stock an "overweight" rating in a research note on Friday, August 8th. UBS Group cut their price target on Twilio from $150.00 to $135.00 and set a "buy" rating for the company in a research note on Friday, August 8th. Rosenblatt Securities restated a "buy" rating and set a $140.00 target price on shares of Twilio in a research report on Friday, September 26th. Finally, Jefferies Financial Group set a $132.00 price objective on Twilio and gave the stock a "hold" rating in a research report on Sunday, June 15th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus price target 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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