Quadcap Wealth Management LLC Purchases New Position in Twilio Inc. $TWLO

Quadcap Wealth Management LLC purchased a new stake in shares of Twilio Inc. (NYSE:TWLO) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 4,280 shares of the technology company’s stock, valued at approximately $532,000.

Several other hedge funds have also modified their holdings of TWLO. Insigneo Advisory Services LLC boosted its position in shares of Twilio by 7.5% during the 2nd quarter. Insigneo Advisory Services LLC now owns 2,454 shares of the technology company’s stock valued at $305,000 after acquiring an additional 171 shares during the last quarter. Global Retirement Partners LLC purchased a new stake in Twilio during the second quarter valued at $1,509,000. Prudential Financial Inc. lifted its position in Twilio by 190.7% during the second quarter. Prudential Financial Inc. now owns 91,630 shares of the technology company’s stock valued at $11,395,000 after purchasing an additional 60,107 shares during the last quarter. Coldstream Capital Management Inc. grew its stake in shares of Twilio by 94.2% in the 2nd quarter. Coldstream Capital Management Inc. now owns 3,721 shares of the technology company’s stock worth $463,000 after buying an additional 1,805 shares in the last quarter. Finally, American Century Companies Inc. increased its holdings in shares of Twilio by 2.3% in the 2nd quarter. American Century Companies Inc. now owns 124,544 shares of the technology company’s stock worth $15,488,000 after buying an additional 2,793 shares during the last quarter. 84.27% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

TWLO has been the subject of a number of analyst reports. Wells Fargo & Company increased their price target on shares of Twilio from $130.00 to $147.00 and gave the company an “overweight” rating in a report on Friday, October 31st. Stifel Nicolaus raised their price objective on Twilio from $110.00 to $120.00 and gave the company a “hold” rating in a research note on Friday, October 31st. TD Cowen lifted their target price on Twilio from $117.00 to $125.00 and gave the stock a “hold” rating in a report on Friday, October 31st. Morgan Stanley reissued an “overweight” rating and set a $154.00 target price on shares of Twilio in a research report on Friday, October 31st. Finally, Mizuho raised their price target on Twilio from $140.00 to $150.00 and gave the stock an “outperform” rating in a research report on Friday, October 31st. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, seven have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $139.26.

Insider Transactions at Twilio

In other Twilio news, CFO Aidan Viggiano sold 1,514 shares of the business’s stock in a transaction dated Monday, November 17th. The shares were sold at an average price of $123.28, for a total value of $186,645.92. Following the completion of the sale, the chief financial officer directly owned 128,104 shares of the company’s stock, valued at $15,792,661.12. The trade was a 1.17% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Khozema Shipchandler sold 12,922 shares of the company’s stock in a transaction dated 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 completion of the transaction, the chief executive officer owned 220,383 shares in the company, valued at $22,939,666.47. This represents a 5.54% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 44,515 shares of company stock valued at $4,673,128 in the last quarter. 4.50% of the stock is currently owned by company insiders.

Twilio Trading Up 3.3%

Shares of NYSE TWLO opened at $124.52 on Tuesday. Twilio Inc. has a fifty-two week low of $77.51 and a fifty-two week high of $151.95. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.68 and a current ratio of 4.68. The company has a market cap of $19.11 billion, a price-to-earnings ratio of 303.71, a PEG ratio of 3.23 and a beta of 1.33. The business’s 50 day moving average price is $114.01 and its 200-day moving average price is $115.01.

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

Twilio 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.