Second Half Financial Partners LLC Makes New $204,000 Investment in Twilio Inc. $TWLO

Second Half Financial Partners LLC purchased a new position in Twilio Inc. (NYSE:TWLO) during the second quarter, HoldingsChannel.com reports. The fund purchased 1,641 shares of the technology company’s stock, valued at approximately $204,000.

A number of other large investors have also added to or reduced their stakes in the company. Jericho Capital Asset Management L.P. lifted its holdings in Twilio by 17.7% in 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 buying an additional 493,000 shares during the period. Alyeska Investment Group L.P. raised its position in shares of Twilio by 36.4% in 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 acquiring an additional 553,043 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in shares of Twilio by 19.8% in 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 acquiring an additional 318,015 shares in the last quarter. Ninety One UK Ltd bought a new position in shares of Twilio in the 2nd quarter worth approximately $212,059,000. Finally, Robeco Institutional Asset Management B.V. raised its position in shares of Twilio by 58.2% in the 2nd quarter. Robeco Institutional Asset Management B.V. now owns 1,418,754 shares of the technology company’s stock worth $176,436,000 after acquiring an additional 521,713 shares in the last quarter. Institutional investors own 84.27% of the company’s stock.

Twilio Stock Down 5.9%

Shares of Twilio stock opened at $107.25 on Friday. 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 stock has a market capitalization of $16.46 billion, a PE ratio of 893.82, a price-to-earnings-growth ratio of 3.32 and a beta of 1.25. Twilio Inc. has a 52-week low of $69.40 and a 52-week high of $151.95. The company has a 50-day simple moving average of $106.03 and a two-hundred day simple moving average of $108.86.

Twilio (NYSE:TWLO) last issued its earnings results on Thursday, August 7th. The technology company reported $1.19 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.02 by $0.17. The business had revenue of $1.23 billion during the quarter, compared to analysts’ expectations of $1.19 billion. Twilio had a net margin of 0.43% and a return on equity of 2.78%. The business’s revenue for the quarter was up 13.5% compared to the same quarter last year. During the same period in the previous year, the company earned $0.87 earnings per share. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. On average, analysts anticipate that Twilio Inc. will post 1.44 EPS for the current fiscal year.

Insider Activity

In other news, CEO Khozema Shipchandler sold 13,681 shares of the business’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 $1,376,171.79. Following the completion of the transaction, the chief executive officer directly owned 233,305 shares of the company’s stock, valued at $23,468,149.95. The trade was a 5.54% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Aidan Viggiano sold 8,363 shares of the business’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 transaction, the chief financial officer directly owned 137,653 shares of the company’s stock, valued at $13,846,515.27. The trade was a 5.73% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 36,773 shares of company stock valued at $3,753,891 over the last ninety days. Corporate insiders own 0.21% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages recently issued reports on TWLO. Piper Sandler lifted their price target on shares of Twilio from $140.00 to $144.00 and gave the company an “overweight” rating in a research report on Friday, August 8th. Royal Bank Of Canada reissued an “underperform” rating and set a $75.00 price target on shares of Twilio in a research report on Wednesday, September 17th. Jefferies Financial Group set a $132.00 price target on shares of Twilio and gave the company a “hold” rating in a research report on Sunday, June 15th. UBS Group lowered their price target on shares of Twilio from $150.00 to $135.00 and set a “buy” rating for the company in a research report on Friday, August 8th. Finally, Rosenblatt Securities reissued a “buy” rating and set a $140.00 price target on shares of Twilio in a research report on Friday, September 26th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Twilio presently has an average rating of “Moderate Buy” and an average 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.