Liberty One Investment Management LLC Sells 1,150 Shares of Twilio Inc. $TWLO

Liberty One Investment Management LLC trimmed its holdings in Twilio Inc. (NYSE:TWLO) by 15.4% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,306 shares of the technology company’s stock after selling 1,150 shares during the period. Liberty One Investment Management LLC’s holdings in Twilio were worth $784,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also recently made changes to their positions in the company. Concurrent Investment Advisors LLC grew its position in Twilio by 211.8% in the first quarter. Concurrent Investment Advisors LLC now owns 5,878 shares of the technology company’s stock worth $575,000 after acquiring an additional 3,993 shares in the last quarter. Wellington Management Group LLP lifted its stake in Twilio by 4,280.5% in the first quarter. Wellington Management Group LLP now owns 260,069 shares of the technology company’s stock worth $25,463,000 after purchasing an additional 254,132 shares during the last quarter. Bank of Nova Scotia lifted its stake in Twilio by 502.1% in the first quarter. Bank of Nova Scotia now owns 32,341 shares of the technology company’s stock worth $3,167,000 after purchasing an additional 26,970 shares during the last quarter. ASR Vermogensbeheer N.V. bought a new stake in Twilio in the first quarter worth $716,000. Finally, Knights of Columbus Asset Advisors LLC bought a new stake in Twilio in the second quarter worth $4,809,000. 84.27% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several research firms have weighed in on TWLO. Rosenblatt Securities reissued a “buy” rating and issued a $140.00 price target on shares of Twilio in a research note on Friday, September 26th. UBS Group decreased their price target on shares of Twilio from $150.00 to $135.00 and set a “buy” rating for the company in a research note on Friday, August 8th. Wells Fargo & Company started coverage on shares of Twilio in a research note on Tuesday, September 30th. They issued an “overweight” rating and a $130.00 price target for the company. Wall Street Zen raised shares of Twilio from a “buy” rating to a “strong-buy” rating in a research note on Saturday. Finally, Piper Sandler increased their price target on shares of Twilio from $140.00 to $144.00 and gave the stock an “overweight” rating in a research note on Friday, August 8th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $130.22.

Twilio Trading Up 2.2%

Shares of TWLO stock opened at $108.96 on Tuesday. The company has a current ratio of 4.90, a quick ratio of 4.90 and a debt-to-equity ratio of 0.12. Twilio Inc. has a 12-month low of $69.40 and a 12-month high of $151.95. The stock has a market capitalization of $16.72 billion, a P/E ratio of 908.06, a P/E/G ratio of 3.30 and a beta of 1.25. The firm’s 50 day moving average is $105.12 and its 200 day moving average is $109.47.

Twilio (NYSE:TWLO) last announced its quarterly earnings data 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 firm had revenue of $1.23 billion for the quarter, compared to the consensus estimate of $1.19 billion. Twilio had a net margin of 0.43% and a return on equity of 2.78%. The company’s revenue was up 13.5% on a year-over-year basis. During the same period last year, the firm earned $0.87 EPS. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. Research analysts expect that Twilio Inc. will post 1.44 earnings per share for the current year.

Insider Activity

In other news, CEO Khozema Shipchandler sold 12,922 shares of the company’s stock in a transaction that occurred on Friday, October 3rd. The shares were sold at an average price of $104.09, for a total value of $1,345,050.98. Following the completion of the sale, the chief executive officer owned 220,383 shares of the company’s stock, valued at approximately $22,939,666.47. This represents a 5.54% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Aidan Viggiano sold 8,035 shares of the company’s stock in a transaction that occurred on Thursday, October 9th. The stock was sold at an average price of $115.00, for a total transaction of $924,025.00. Following the completion of the sale, the chief financial officer directly owned 129,618 shares of the company’s stock, valued at $14,906,070. The trade was a 5.84% decrease in their position. The disclosure for this sale can be found here. Over the last three months, insiders sold 44,808 shares of company stock valued at $4,677,916. 4.50% of the stock is owned by corporate insiders.

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.