Valeo Financial Advisors LLC Takes Position in Twilio Inc. $TWLO

Key Points

• Valeo Financial Advisors LLC acquired a new stake in Twilio Inc., purchasing 298,823 shares valued at approximately $343,000 in the second quarter.
• Insider trading activity shows that both CFO Aidan Viggiano and CEO Khozema Shipchandler sold significant portions of their holdings, reducing ownership by 5.73% and 5.54%, respectively.
• Wall Street analysts have mixed views on Twilio, with price targets ranging from a low of $75 to a high of $144, resulting in a consensus rating of Moderate Buy.

Valeo Financial Advisors LLC bought a new stake in Twilio Inc. (NYSE:TWLO - Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 298,823 shares of the technology company's stock, valued at approximately $343,000. Valeo Financial Advisors LLC owned about 0.20% of Twilio as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in TWLO. Brighton Jones LLC raised its stake in Twilio by 6.6% during the 4th quarter. Brighton Jones LLC now owns 10,051 shares of the technology company's stock valued at $1,086,000 after acquiring an additional 623 shares during the last quarter. Wedmont Private Capital purchased a new stake in Twilio during the 1st quarter valued at approximately $255,000. UMB Bank n.a. purchased a new stake in Twilio during the 1st quarter valued at approximately $37,000. Farther Finance Advisors LLC raised its stake in Twilio by 55.2% during the 1st quarter. Farther Finance Advisors LLC now owns 1,370 shares of the technology company's stock valued at $134,000 after acquiring an additional 487 shares during the last quarter. Finally, Pallas Capital Advisors LLC raised its stake in Twilio by 2.7% during the 1st quarter. Pallas Capital Advisors LLC now owns 6,591 shares of the technology company's stock valued at $645,000 after acquiring an additional 171 shares during the last quarter. 84.27% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Twilio

In other news, CFO Aidan Viggiano sold 8,363 shares of the firm's stock in a transaction on Tuesday, September 30th. The stock was sold at an average price of $100.59, for a total transaction of $841,234.17. Following the sale, the chief financial officer owned 137,653 shares in the company, valued at $13,846,515.27. This trade represents a 5.73% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Khozema Shipchandler sold 12,922 shares of Twilio 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 completion of the transaction, the chief executive officer owned 220,383 shares in the company, valued at $22,939,666.47. The trade was a 5.54% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 36,773 shares of company stock worth $3,753,891 in the last 90 days. Insiders own 0.21% of the company's stock.

Wall Street Analysts Forecast Growth

Several research firms have commented on TWLO. UBS Group reduced their price objective 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 reissued a "buy" rating and set a $140.00 target price on shares of Twilio in a research note on Friday, September 26th. Weiss Ratings reissued a "hold (c-)" rating on shares of Twilio in a report on Wednesday. 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. Finally, Piper Sandler raised their price target on Twilio from $140.00 to $144.00 and gave the company an "overweight" rating in a report on Friday, August 8th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $130.22.

Twilio Price Performance

Shares of NYSE:TWLO opened at $113.92 on Friday. The business's fifty day moving average price is $106.31 and its two-hundred day moving average price is $108.82. The stock has a market cap of $17.48 billion, a PE ratio of 949.43, a price-to-earnings-growth ratio of 3.53 and a beta of 1.25. The company has a debt-to-equity ratio of 0.12, a quick ratio of 4.90 and a current ratio of 4.90. Twilio Inc. has a one year low of $68.78 and a one 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 (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 for the quarter, compared to analysts' expectations of $1.19 billion. During the same quarter last year, the firm earned $0.87 earnings per share. 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. On average, analysts forecast that Twilio Inc. will post 1.44 EPS for the current fiscal year.

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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