Twilio Inc. $TWLO Shares Sold by Cwm LLC

Cwm LLC cut its holdings in shares of Twilio Inc. (NYSE:TWLO) by 6.4% during the second quarter, HoldingsChannel.com reports. The fund owned 20,815 shares of the technology company’s stock after selling 1,435 shares during the period. Cwm LLC’s holdings in Twilio were worth $2,589,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Board of the Pension Protection Fund acquired a new position in Twilio during the second quarter worth about $759,000. Vanguard Personalized Indexing Management LLC boosted its holdings in Twilio by 21.6% in the 2nd quarter. Vanguard Personalized Indexing Management LLC now owns 23,521 shares of the technology company’s stock valued at $2,925,000 after purchasing an additional 4,172 shares during the last quarter. Aberdeen Group plc boosted its holdings in Twilio by 6.1% in the 2nd quarter. Aberdeen Group plc now owns 150,896 shares of the technology company’s stock valued at $18,765,000 after purchasing an additional 8,734 shares during the last quarter. Callan Family Office LLC acquired a new position in Twilio in the 2nd quarter valued at about $502,000. Finally, GFG Capital LLC acquired a new position in Twilio in the 2nd quarter valued at about $25,000. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Twilio news, CFO Aidan Viggiano sold 8,035 shares of the stock in a transaction that occurred on Thursday, October 9th. The shares were sold at an average price of $115.00, for a total transaction of $924,025.00. Following the sale, the chief financial officer directly owned 129,618 shares in the company, valued at $14,906,070. This represents a 5.84% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CEO Khozema Shipchandler sold 12,922 shares of the stock in a transaction that occurred on Friday, October 3rd. The stock was sold at an average price of $104.09, for a total transaction 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 ownership of the stock. The disclosure for this sale can be found here. Over the last quarter, insiders have sold 44,808 shares of company stock worth $4,677,916. 0.21% of the stock is owned by company insiders.

Twilio Price Performance

Twilio stock opened at $106.67 on Friday. The company’s 50 day simple moving average is $104.78 and its 200-day simple moving average is $109.15. The company has a market capitalization of $16.37 billion, a price-to-earnings ratio of 888.98, a price-to-earnings-growth ratio of 3.30 and a beta of 1.25. Twilio Inc. has a 1 year low of $69.40 and a 1 year high of $151.95. 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 (NYSE:TWLO) last released its earnings results on Thursday, August 7th. The technology company reported $1.19 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.02 by $0.17. The company had revenue of $1.23 billion for 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 firm’s quarterly revenue was up 13.5% on a year-over-year basis. During the same period in the prior year, the business earned $0.87 EPS. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. As a group, equities research analysts expect that Twilio Inc. will post 1.44 earnings per share for the current year.

Wall Street Analysts Forecast Growth

TWLO has been the topic of several recent analyst reports. Wall Street Zen upgraded shares of Twilio from a “buy” rating to a “strong-buy” rating in a report on Saturday. Piper Sandler boosted their target price on shares of Twilio from $140.00 to $144.00 and gave the company an “overweight” rating in a report on Friday, August 8th. Weiss Ratings reiterated a “hold (c-)” rating on shares of Twilio in a report on Wednesday, October 8th. UBS Group decreased their target price on shares of Twilio from $150.00 to $135.00 and set a “buy” rating on the stock in a report on Friday, August 8th. Finally, Royal Bank Of Canada reiterated an “underperform” rating and issued a $75.00 target price on shares of Twilio in a report on Wednesday, September 17th. 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 issued a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average 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.