Twilio Inc. $TWLO Shares Sold by Woodward Diversified Capital LLC

Woodward Diversified Capital LLC reduced its position in Twilio Inc. (NYSE:TWLO) by 6.6% during the 2nd quarter, according to its most recent filing with the SEC. The firm owned 6,691 shares of the technology company’s stock after selling 472 shares during the quarter. Woodward Diversified Capital LLC’s holdings in Twilio were worth $832,000 as of its most recent filing with the SEC.

Other institutional investors also recently bought and sold shares of the company. Jericho Capital Asset Management L.P. increased its stake in shares of Twilio by 17.7% during the first quarter. Jericho Capital Asset Management L.P. now owns 3,280,363 shares of the technology company’s stock worth $321,180,000 after acquiring an additional 493,000 shares during the period. Alyeska Investment Group L.P. increased its position in Twilio by 36.4% during the 1st quarter. Alyeska Investment Group L.P. now owns 2,071,826 shares of the technology company’s stock worth $202,852,000 after purchasing an additional 553,043 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in Twilio by 19.8% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,920,443 shares of the technology company’s stock worth $188,031,000 after purchasing an additional 318,015 shares during the period. Ninety One UK Ltd acquired a new position in Twilio during the 2nd quarter worth approximately $212,059,000. Finally, Charles Schwab Investment Management Inc. increased its position in Twilio by 3.4% during the 1st quarter. Charles Schwab Investment Management Inc. now owns 1,271,273 shares of the technology company’s stock worth $124,470,000 after purchasing an additional 41,896 shares during the period. 84.27% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Twilio

In related news, CFO Aidan Viggiano sold 1,807 shares of the stock in a transaction on Friday, August 15th. The stock was sold at an average price of $105.94, for a total transaction of $191,433.58. Following the sale, the chief financial officer owned 146,016 shares of the company’s stock, valued at $15,468,935.04. This trade represents a 1.22% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.21% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

TWLO has been the topic of a number of recent analyst reports. Jefferies Financial Group set a $132.00 price target on shares of Twilio and gave the stock a “hold” rating in a research note on Sunday, June 15th. KeyCorp initiated coverage on shares of Twilio in a research note on Friday, June 6th. They set an “overweight” rating and a $146.00 price target on the stock. Piper Sandler upped their target price on shares of Twilio from $140.00 to $144.00 and gave the stock an “overweight” rating in a research report on Friday, August 8th. Royal Bank Of Canada restated an “underperform” rating and set a $75.00 target price on shares of Twilio in a research report on Wednesday, September 17th. Finally, Wells Fargo & Company began coverage on shares of Twilio in a research report on Tuesday. They set an “overweight” rating and a $130.00 target price on the stock. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $130.22.

Twilio Stock Up 2.5%

TWLO stock opened at $102.62 on Thursday. The company’s 50 day simple moving average is $108.93 and its 200-day simple moving average is $108.55. The firm has a market capitalization of $15.75 billion, a PE ratio of 855.25, a P/E/G ratio of 3.16 and a beta of 1.25. Twilio Inc. has a 12 month low of $64.09 and a 12 month high of $151.95. The company has a debt-to-equity ratio of 0.12, a current ratio of 4.90 and a quick ratio of 4.90.

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. The business had revenue of $1.23 billion for the quarter, compared to analyst estimates of $1.19 billion. Twilio had a net margin of 0.43% and a return on equity of 2.78%. The company’s quarterly revenue was up 13.5% on a year-over-year basis. During the same period in the prior year, the business earned $0.87 earnings per share. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. Equities analysts expect that Twilio Inc. will post 1.44 earnings per share for the current fiscal year.

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.