Twilio Inc. $TWLO Position Boosted by Vanguard Personalized Indexing Management LLC

Vanguard Personalized Indexing Management LLC boosted its position in Twilio Inc. (NYSE:TWLO) by 21.6% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 23,521 shares of the technology company’s stock after buying an additional 4,172 shares during the quarter. Vanguard Personalized Indexing Management LLC’s holdings in Twilio were worth $2,925,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. GFG Capital LLC acquired a new position in shares of Twilio in the 2nd quarter worth approximately $25,000. Hilltop National Bank acquired a new stake in shares of Twilio during the 2nd quarter valued at approximately $26,000. LRI Investments LLC acquired a new position in Twilio in the first quarter worth $25,000. Financial Gravity Asset Management Inc. acquired a new position in Twilio in the first quarter worth $28,000. Finally, TCTC Holdings LLC increased its stake in Twilio by 118.1% during the first quarter. TCTC Holdings LLC now owns 338 shares of the technology company’s stock valued at $33,000 after purchasing an additional 183 shares during the last quarter. Institutional investors and hedge funds own 84.27% of the company’s stock.

Insider Transactions at Twilio

In other news, CFO Aidan Viggiano sold 8,035 shares of the company’s stock in a transaction that occurred on Thursday, October 9th. The shares were sold at an average price of $115.00, for a total value of $924,025.00. Following the completion of the sale, the chief financial officer directly owned 129,618 shares of the company’s stock, valued at approximately $14,906,070. This represents a 5.84% 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 12,922 shares of the stock in a transaction that occurred on 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 completion of the transaction, the chief executive officer owned 220,383 shares of the company’s stock, valued at $22,939,666.47. This trade represents a 5.54% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 44,808 shares of company stock worth $4,677,916 over the last 90 days. 0.21% of the stock is owned by insiders.

Twilio Stock Down 0.0%

Shares of Twilio stock opened at $108.06 on Thursday. 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 1-year low of $69.40 and a 1-year high of $151.95. The business’s fifty day moving average price is $104.95 and its two-hundred day moving average price is $108.98. The company has a market capitalization of $16.58 billion, a P/E ratio of 900.59, a PEG ratio of 3.35 and a beta of 1.25.

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

Wall Street Analysts Forecast Growth

A number of research firms have recently issued reports on TWLO. Rosenblatt Securities restated a “buy” rating and issued a $140.00 price target on shares of Twilio in a research report on Friday, September 26th. Wells Fargo & Company began coverage on shares of Twilio in a report on Tuesday, September 30th. They issued an “overweight” rating and a $130.00 target price on the stock. UBS Group lowered their target price on Twilio from $150.00 to $135.00 and set a “buy” rating for the company in a report on Friday, August 8th. Royal Bank Of Canada reiterated an “underperform” rating and set a $75.00 price target on shares of Twilio in a research report on Wednesday, September 17th. Finally, Piper Sandler boosted their price objective on Twilio from $140.00 to $144.00 and gave the company an “overweight” rating in a research report on Friday, August 8th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $130.22.

About Twilio

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.