West Michigan Advisors LLC Invests $449,000 in Twilio Inc. $TWLO

Key Points

• West Michigan Advisors LLC invested $449,000 in Twilio Inc., acquiring 3,614 shares during the second quarter, highlighting growing interest in the technology company's stock.
• Twilio's latest earnings report revealed a 12.5% increase in quarterly revenue year-over-year, reporting $1.23 billion, surpassing analyst expectations.
• Insider trading activity includes significant share sales by executives, with CFO Aidan Viggiano and CEO Khozema Shipchandler selling 8,035 and 12,922 shares, respectively, which raises questions about insider confidence in the company's stock performance.

West Michigan Advisors LLC purchased a new position in shares of Twilio Inc. (NYSE:TWLO - Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm purchased 3,614 shares of the technology company's stock, valued at approximately $449,000.

Several other large investors have also made changes to their positions in TWLO. GFG Capital LLC purchased a new position in shares of Twilio in the 2nd quarter valued at $25,000. Hilltop National Bank purchased a new position in Twilio in the 2nd quarter worth approximately $26,000. LRI Investments LLC acquired a new stake in Twilio in the first quarter valued at approximately $25,000. Financial Gravity Asset Management Inc. purchased a new position in shares of Twilio in the first quarter valued at $28,000. Finally, TCTC Holdings LLC lifted its holdings in 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 buying an additional 183 shares in the last quarter. 84.27% of the stock is owned by hedge funds and other institutional investors.

Twilio Stock Up 1.3%

TWLO opened at $112.21 on Friday. The stock has a market cap of $17.22 billion, a P/E ratio of 939.92, a P/E/G ratio of 3.39 and a beta of 1.25. The company has a debt-to-equity ratio of 0.12, a current ratio of 4.90 and a quick ratio of 4.90. Twilio Inc. has a 12 month low of $70.03 and a 12 month high of $151.95. The stock's 50 day moving average price is $105.79 and its 200 day moving average price is $109.67.

Twilio (NYSE:TWLO - Get Free Report) last released its earnings results on Thursday, August 7th. The technology company reported $1.19 EPS for the quarter, beating the consensus estimate of $1.02 by $0.17. The firm had revenue of $1.23 billion for the quarter, compared to analysts' expectations of $1.19 billion. Twilio had a net margin of 0.43% and a return on equity of 2.78%. Twilio's quarterly revenue was up 13.5% on a year-over-year basis. During the same quarter last year, the company earned $0.87 EPS. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. As a group, research analysts predict that Twilio Inc. will post 1.44 earnings per share for the current year.

Insider Buying and Selling at Twilio

In related news, CFO Aidan Viggiano sold 8,035 shares of the stock in a transaction on Thursday, October 9th. The stock was sold at an average price of $115.00, for a total value of $924,025.00. Following the completion of the transaction, the chief financial officer owned 129,618 shares in the company, valued at $14,906,070. This trade represents a 5.84% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CEO Khozema Shipchandler sold 12,922 shares of the company's stock in a transaction dated Friday, October 3rd. The shares were sold at an average price of $104.09, for a total transaction of $1,345,050.98. Following the sale, the chief executive officer directly owned 220,383 shares of the company's stock, valued at $22,939,666.47. This represents a 5.54% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 44,808 shares of company stock valued at $4,677,916. 0.21% of the stock is currently owned by company insiders.

Analyst Ratings Changes

TWLO has been the topic of several recent analyst reports. UBS Group cut their price target on Twilio from $150.00 to $135.00 and set a "buy" rating on the stock in a research note on Friday, August 8th. Weiss Ratings reaffirmed a "hold (c-)" rating on shares of Twilio in a research report on Wednesday, October 8th. Morgan Stanley set a $152.00 price target on shares of Twilio in a research report on Tuesday. Royal Bank Of Canada reaffirmed 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 objective on shares of Twilio from $140.00 to $144.00 and gave the stock an "overweight" rating in a report on Friday, August 8th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average price target of $132.00.

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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