FourThought Financial Partners LLC Makes New $200,000 Investment in Twilio Inc. $TWLO

FourThought Financial Partners LLC purchased a new stake in shares of Twilio Inc. (NYSE:TWLO) during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 1,610 shares of the technology company’s stock, valued at approximately $200,000.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Brighton Jones LLC boosted its holdings in Twilio by 6.6% in the 4th quarter. Brighton Jones LLC now owns 10,051 shares of the technology company’s stock valued at $1,086,000 after purchasing an additional 623 shares during the last quarter. AE Wealth Management LLC purchased a new stake in shares of Twilio during the 1st quarter valued at approximately $256,000. HB Wealth Management LLC lifted its holdings in Twilio by 101.9% in the first quarter. HB Wealth Management LLC now owns 4,036 shares of the technology company’s stock valued at $395,000 after acquiring an additional 2,037 shares during the last quarter. TD Asset Management Inc grew its position in Twilio by 0.8% in the first quarter. TD Asset Management Inc now owns 29,487 shares of the technology company’s stock worth $2,887,000 after acquiring an additional 230 shares during the period. Finally, Zurcher Kantonalbank Zurich Cantonalbank increased its stake in Twilio by 1.5% during the first quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 169,759 shares of the technology company’s stock worth $16,621,000 after acquiring an additional 2,583 shares during the last quarter. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Twilio Trading Down 1.1%

Shares of Twilio stock opened at $127.10 on Thursday. The company has a fifty day simple moving average of $115.01 and a 200-day simple moving average of $115.25. Twilio Inc. has a 12-month low of $77.51 and a 12-month high of $151.95. The company has a current ratio of 4.68, a quick ratio of 4.68 and a debt-to-equity ratio of 0.13. The stock has a market cap of $19.50 billion, a price-to-earnings ratio of 310.01, a PEG ratio of 3.44 and a beta of 1.33.

Twilio (NYSE:TWLO) last announced its quarterly earnings results on Thursday, October 30th. The technology company reported $1.25 earnings per share for the quarter, beating analysts’ consensus estimates of $1.07 by $0.18. The firm had revenue of $1.30 billion during the quarter, compared to analysts’ expectations of $1.25 billion. Twilio had a net margin of 1.37% and a return on equity of 3.36%. Twilio’s quarterly revenue was up 14.7% compared to the same quarter last year. During the same period in the previous year, the company earned $1.02 earnings per share. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. On average, equities analysts forecast that Twilio Inc. will post 1.44 EPS for the current fiscal year.

Analysts Set New Price Targets

Several brokerages have recently commented on TWLO. FBN Securities raised Twilio to a “strong-buy” rating in a research note on Wednesday, November 12th. Cowen reaffirmed a “hold” rating on shares of Twilio in a research note on Friday, October 31st. Monness Crespi & Hardt boosted their price target on shares of Twilio from $165.00 to $175.00 and gave the company a “buy” rating in a research note on Friday, October 31st. Morgan Stanley reaffirmed an “overweight” rating and set a $154.00 price objective on shares of Twilio in a research report on Friday, October 31st. 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. Two research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, seven have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $139.26.

Insider Transactions at Twilio

In other news, CFO Aidan Viggiano sold 1,514 shares of the firm’s stock in a transaction that occurred on Monday, November 17th. The shares were sold at an average price of $123.28, for a total transaction of $186,645.92. Following the transaction, the chief financial officer directly owned 128,104 shares in the company, valued at approximately $15,792,661.12. This trade represents a 1.17% decrease in their ownership of the stock. 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 Twilio stock in a transaction 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 directly owned 220,383 shares in the company, valued at $22,939,666.47. The trade was a 5.54% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 44,515 shares of company stock valued at $4,673,128. Insiders own 0.21% of the company’s stock.

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.