Optas LLC Purchases New Shares in Twilio Inc. $TWLO

Optas LLC purchased a new stake in Twilio Inc. (NYSE:TWLO) during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 1,894 shares of the technology company’s stock, valued at approximately $236,000.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. LRI Investments LLC acquired a new stake in Twilio during the 1st quarter worth $25,000. Hilltop National Bank acquired a new stake in Twilio during the 2nd quarter worth $26,000. Financial Gravity Asset Management Inc. acquired a new stake in Twilio during the 1st quarter worth $28,000. TCTC Holdings LLC boosted its stake in Twilio by 118.1% during the 1st quarter. TCTC Holdings LLC now owns 338 shares of the technology company’s stock worth $33,000 after purchasing an additional 183 shares during the last quarter. Finally, Cloud Capital Management LLC acquired a new stake in Twilio during the 1st quarter worth $34,000. Institutional investors and hedge funds own 84.27% of the company’s stock.

Insider Transactions at Twilio

In other Twilio news, CEO Khozema Shipchandler sold 13,681 shares of the company’s stock in a transaction dated Tuesday, September 30th. The shares were sold at an average price of $100.59, for a total value of $1,376,171.79. Following the transaction, the chief executive officer owned 233,305 shares of the company’s stock, valued at $23,468,149.95. This represents a 5.54% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, CFO Aidan Viggiano sold 8,363 shares of the company’s stock in a transaction dated Tuesday, September 30th. The shares were sold at an average price of $100.59, for a total transaction of $841,234.17. Following the completion of the transaction, the chief financial officer directly owned 137,653 shares in the company, valued at $13,846,515.27. The trade was a 5.73% decrease in their position. The disclosure for this sale can be found here. Insiders sold 36,773 shares of company stock worth $3,753,891 in the last ninety days. 0.21% of the stock is currently owned by corporate insiders.

Twilio Stock Down 5.9%

TWLO stock opened at $107.25 on Friday. The firm has a market cap of $16.46 billion, a PE ratio of 893.82, a PEG ratio of 3.53 and a beta of 1.25. The company has a debt-to-equity ratio of 0.12, a quick ratio of 4.90 and a current ratio of 4.90. The firm’s 50 day moving average price is $106.03 and its 200-day moving average price is $108.83. Twilio Inc. has a one year low of $69.40 and a one year high of $151.95.

Twilio (NYSE:TWLO) last released its quarterly 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. Twilio had a net margin of 0.43% and a return on equity of 2.78%. The firm had revenue of $1.23 billion for the quarter, compared to analyst estimates of $1.19 billion. During the same quarter in the previous year, the company earned $0.87 EPS. The business’s revenue for the quarter was up 13.5% compared to the same quarter last year. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. On average, equities research analysts anticipate that Twilio Inc. will post 1.44 EPS for the current year.

Analysts Set New Price Targets

Several equities research analysts have issued reports on TWLO shares. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Twilio in a research note on Wednesday. Piper Sandler lifted their target price 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. Jefferies Financial Group set a $132.00 target price on shares of Twilio and gave the stock a “hold” rating in a research note on Sunday, June 15th. Wells Fargo & Company assumed coverage on shares of Twilio in a research note on Tuesday, September 30th. They set an “overweight” rating and a $130.00 target price on the stock. Finally, Royal Bank Of Canada reissued an “underperform” rating and issued a $75.00 price objective 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 assigned a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock has an average 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.