GM Advisory Group LLC Trims Holdings in Twilio Inc. $TWLO

GM Advisory Group LLC lowered its holdings in Twilio Inc. (NYSE:TWLO) by 9.6% in the 2nd quarter, according to the company in its most recent filing with the SEC. The firm owned 23,858 shares of the technology company’s stock after selling 2,543 shares during the quarter. GM Advisory Group LLC’s holdings in Twilio were worth $2,967,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Brighton Jones LLC boosted its stake in shares of Twilio by 6.6% during 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 in the last quarter. AE Wealth Management LLC purchased a new stake in Twilio in the first quarter worth about $256,000. HB Wealth Management LLC lifted its holdings in shares of Twilio by 101.9% during the first quarter. HB Wealth Management LLC now owns 4,036 shares of the technology company’s stock valued at $395,000 after purchasing an additional 2,037 shares during the last quarter. TD Asset Management Inc lifted its holdings in shares of Twilio by 0.8% during the first quarter. TD Asset Management Inc now owns 29,487 shares of the technology company’s stock valued at $2,887,000 after purchasing an additional 230 shares during the last quarter. Finally, Zurcher Kantonalbank Zurich Cantonalbank boosted its position in shares of Twilio by 1.5% in the 1st quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 169,759 shares of the technology company’s stock worth $16,621,000 after purchasing an additional 2,583 shares in the last quarter. Institutional investors own 84.27% of the company’s stock.

Insider Transactions at Twilio

In other Twilio news, CFO Aidan Viggiano sold 8,363 shares of the company’s stock in a transaction that occurred on 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 sale, the chief financial officer directly owned 137,653 shares of the company’s stock, valued at approximately $13,846,515.27. This represents a 5.73% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Khozema Shipchandler sold 13,681 shares of the company’s stock in a transaction on Tuesday, September 30th. The stock was sold at an average price of $100.59, for a total value of $1,376,171.79. Following the completion of the sale, the chief executive officer owned 233,305 shares of the company’s stock, valued at $23,468,149.95. This trade represents a 5.54% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 44,515 shares of company stock worth $4,673,128. 0.21% of the stock is owned by corporate insiders.

Twilio Stock Down 1.1%

Shares of Twilio stock opened at $127.10 on Thursday. Twilio Inc. has a twelve month low of $77.51 and a twelve month high of $151.95. The company has a quick ratio of 4.68, a current ratio of 4.68 and a debt-to-equity ratio of 0.13. The company’s 50 day moving average is $115.01 and its 200 day moving average is $115.25. The company has a market cap of $19.50 billion, a price-to-earnings ratio of 310.01, a price-to-earnings-growth ratio of 3.44 and a beta of 1.33.

Twilio (NYSE:TWLO) last announced its 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 business had revenue of $1.30 billion during the quarter, compared to analyst estimates of $1.25 billion. Twilio had a net margin of 1.37% and a return on equity of 3.36%. The company’s quarterly revenue was up 14.7% compared to the same quarter last year. During the same period in the previous year, the business earned $1.02 EPS. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. Research analysts anticipate that Twilio Inc. will post 1.44 EPS for the current year.

Analyst Ratings Changes

A number of research analysts have issued reports on TWLO shares. UBS Group lifted their price objective on Twilio from $135.00 to $150.00 and gave the company a “buy” rating in a research note on Friday, October 31st. TD Cowen upped their price target on shares of Twilio from $117.00 to $125.00 and gave the stock a “hold” rating in a research note on Friday, October 31st. Oppenheimer set a $145.00 target price on shares of Twilio and gave the stock an “outperform” rating in a report on Friday, October 31st. Bank of America increased their price target on shares of Twilio from $100.00 to $110.00 and gave the company an “underperform” rating in a report on Friday, October 31st. Finally, The Goldman Sachs Group reiterated a “buy” rating and set a $150.00 target price on shares of Twilio in a research note on Friday, October 31st. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, seven have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $139.26.

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.