Optimum Investment Advisors Buys 100 Shares of Twilio Inc. $TWLO

Optimum Investment Advisors boosted its stake in Twilio Inc. (NYSE:TWLO) by 13.6% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 835 shares of the technology company’s stock after acquiring an additional 100 shares during the quarter. Optimum Investment Advisors’ holdings in Twilio were worth $104,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Jericho Capital Asset Management L.P. lifted its position in Twilio by 17.7% during the 1st quarter. Jericho Capital Asset Management L.P. now owns 3,280,363 shares of the technology company’s stock worth $321,180,000 after buying an additional 493,000 shares in the last quarter. Alyeska Investment Group L.P. lifted its position in Twilio by 36.4% during the 1st quarter. Alyeska Investment Group L.P. now owns 2,071,826 shares of the technology company’s stock worth $202,852,000 after buying an additional 553,043 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its position in Twilio by 19.8% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,920,443 shares of the technology company’s stock worth $188,031,000 after buying an additional 318,015 shares in the last quarter. Ninety One UK Ltd bought a new stake in Twilio during the 2nd quarter worth about $212,059,000. Finally, Robeco Institutional Asset Management B.V. lifted its position in Twilio by 58.2% during the 2nd quarter. Robeco Institutional Asset Management B.V. now owns 1,418,754 shares of the technology company’s stock worth $176,436,000 after buying an additional 521,713 shares in the last quarter. 84.27% of the stock is owned by institutional investors.

Twilio Stock Up 1.7%

Shares of TWLO opened at $112.73 on Friday. Twilio Inc. has a 52 week low of $70.03 and a 52 week high of $151.95. The firm has a market cap of $17.30 billion, a P/E ratio of 939.45, a price-to-earnings-growth ratio of 3.49 and a beta of 1.25. The firm’s 50-day simple moving average is $105.93 and its 200 day simple moving average is $110.09. 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 announced 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 net margin of 0.43% and a return on equity of 2.78%. The business had revenue of $1.23 billion for the quarter, compared to analyst estimates of $1.19 billion. During the same quarter in the prior year, the business earned $0.87 EPS. Twilio’s quarterly 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 earnings per share for the current year.

Analysts Set New Price Targets

Several equities research analysts have commented on TWLO shares. Weiss Ratings reissued a “hold (c-)” rating on shares of Twilio in a research report on Friday. Piper Sandler boosted their price objective on shares of Twilio from $140.00 to $144.00 and gave the stock an “overweight” rating in a research note on Friday, August 8th. Morgan Stanley set a $152.00 price objective on shares of Twilio in a research note on Tuesday. Wall Street Zen lowered shares of Twilio from a “strong-buy” rating to a “buy” rating in a research note on Sunday. Finally, Royal Bank Of Canada restated an “underperform” rating and set a $75.00 price objective on shares of Twilio in a research note on Wednesday, September 17th. One investment 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 assigned a Sell rating to the company’s stock. According to MarketBeat, Twilio presently has a consensus rating of “Moderate Buy” and a consensus price target of $132.00.

Insider Transactions at Twilio

In other Twilio news, CEO Khozema Shipchandler sold 12,922 shares of the business’s stock in a transaction dated 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 sale, the chief executive officer owned 220,383 shares of the company’s stock, valued at $22,939,666.47. The trade was a 5.54% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CFO Aidan Viggiano sold 8,035 shares of the business’s stock in a transaction dated Thursday, October 9th. The shares were sold at an average price of $115.00, for a total transaction 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 $14,906,070. This represents a 5.84% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 44,808 shares of company stock valued at $4,677,916 in the last three months. Insiders own 0.21% of the company’s stock.

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.