M & L Capital Management Ltd Acquires Shares of 25,700 Klaviyo, Inc. $KVYO

M & L Capital Management Ltd bought a new stake in shares of Klaviyo, Inc. (NYSE:KVYO) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm bought 25,700 shares of the company’s stock, valued at approximately $712,000. Klaviyo makes up about 0.1% of M & L Capital Management Ltd’s portfolio, making the stock its 21st largest position.

Other institutional investors have also modified their holdings of the company. BNP PARIBAS ASSET MANAGEMENT Holding S.A. acquired a new stake in Klaviyo during the 2nd quarter valued at approximately $31,000. First Horizon Advisors Inc. purchased a new position in shares of Klaviyo during the 2nd quarter valued at approximately $37,000. State of Wyoming purchased a new position in shares of Klaviyo during the 1st quarter valued at approximately $42,000. Osaic Holdings Inc. grew its position in shares of Klaviyo by 317.0% during the second quarter. Osaic Holdings Inc. now owns 1,689 shares of the company’s stock worth $55,000 after buying an additional 1,284 shares in the last quarter. Finally, Parallel Advisors LLC increased its stake in shares of Klaviyo by 17,273.3% in the second quarter. Parallel Advisors LLC now owns 2,606 shares of the company’s stock worth $88,000 after buying an additional 2,591 shares during the last quarter. Institutional investors and hedge funds own 45.43% of the company’s stock.

Insider Transactions at Klaviyo

In other Klaviyo news, Director Ed Hallen sold 117,550 shares of the firm’s stock in a transaction that occurred on Wednesday, December 17th. The shares were sold at an average price of $30.36, for a total value of $3,568,818.00. Following the sale, the director owned 133,624 shares in the company, valued at approximately $4,056,824.64. This trade represents a 46.80% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Andrew Bialecki sold 163,331 shares of the business’s stock in a transaction that occurred on Tuesday, October 14th. The stock was sold at an average price of $24.37, for a total value of $3,980,376.47. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 1,603,125 shares of company stock valued at $45,135,159 over the last three months. 53.24% of the stock is currently owned by company insiders.

Klaviyo Trading Up 4.3%

Shares of Klaviyo stock opened at $33.33 on Tuesday. The stock has a market capitalization of $10.06 billion, a price-to-earnings ratio of -138.88 and a beta of 1.18. Klaviyo, Inc. has a twelve month low of $23.44 and a twelve month high of $49.55. The business’s 50 day simple moving average is $27.90 and its 200-day simple moving average is $30.49.

Klaviyo (NYSE:KVYO) last issued its earnings results on Thursday, September 25th. The company reported $0.16 earnings per share for the quarter. Klaviyo had a negative return on equity of 1.00% and a negative net margin of 5.70%.The firm had revenue of $293.12 million for the quarter. Sell-side analysts predict that Klaviyo, Inc. will post 0.04 earnings per share for the current year.

Wall Street Analysts Forecast Growth

KVYO has been the topic of a number of research analyst reports. Piper Sandler reiterated an “overweight” rating and set a $45.00 price objective (down from $50.00) on shares of Klaviyo in a research note on Thursday, November 6th. Needham & Company LLC reaffirmed a “buy” rating and set a $45.00 price target on shares of Klaviyo in a research report on Friday, September 26th. Weiss Ratings began coverage on Klaviyo in a research note on Saturday, November 1st. They issued a “sell (d-)” rating for the company. The Goldman Sachs Group cut their price objective on Klaviyo from $48.00 to $41.00 and set a “buy” rating on the stock in a research note on Friday, November 7th. Finally, Jefferies Financial Group upgraded Klaviyo to a “strong-buy” rating in a research report on Wednesday, October 22nd. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $41.95.

Klaviyo Profile

Klaviyo, Inc is a cloud-based marketing automation platform that enables businesses to leverage customer data for targeted email and SMS campaigns. The company’s platform centralizes first-party data from various sources—including e-commerce storefronts, websites, and CRM systems—to help organizations deliver personalized marketing across the customer lifecycle. Klaviyo’s core offerings include segmented email marketing, automated messaging workflows, and performance analytics designed to drive customer engagement and revenue growth.

The platform provides a suite of tools for campaign creation and management, including drag-and-drop email and SMS builders, dynamic content rendering, and A/B testing capabilities.