Universal Beteiligungs und Servicegesellschaft mbH Acquires 8,116 Shares of Twilio Inc. $TWLO

Universal Beteiligungs und Servicegesellschaft mbH grew its holdings in shares of Twilio Inc. (NYSE:TWLO) by 10.7% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 84,175 shares of the technology company’s stock after purchasing an additional 8,116 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in Twilio were worth $10,468,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. GFG Capital LLC bought a new stake in shares of Twilio in the second quarter valued at approximately $25,000. CENTRAL TRUST Co acquired a new position in Twilio in the 2nd quarter valued at $25,000. Hilltop National Bank acquired a new position in Twilio in the 2nd quarter valued at $26,000. TCTC Holdings LLC lifted its position in shares of Twilio by 118.1% during the 1st quarter. TCTC Holdings LLC now owns 338 shares of the technology company’s stock valued at $33,000 after acquiring an additional 183 shares during the period. Finally, Financial Gravity Companies Inc. acquired a new stake in shares of Twilio during the 2nd quarter worth $35,000. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, CEO Khozema Shipchandler sold 13,681 shares of the firm’s stock in a transaction on Tuesday, September 30th. The stock was sold at an average price of $100.59, for a total transaction of $1,376,171.79. Following 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 position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CFO Aidan Viggiano sold 8,363 shares of the business’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 $841,234.17. Following the sale, the chief financial officer owned 137,653 shares in the company, valued at $13,846,515.27. This represents a 5.73% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 44,515 shares of company stock valued at $4,673,128 over the last quarter. 0.21% of the stock is owned by corporate insiders.

Twilio Trading Down 0.4%

TWLO opened at $120.23 on Thursday. The company has a market cap of $18.45 billion, a P/E ratio of 293.24, a PEG ratio of 3.23 and a beta of 1.33. The company has a current ratio of 4.68, a quick ratio of 4.68 and a debt-to-equity ratio of 0.13. The company’s 50 day moving average is $112.93 and its 200-day moving average is $114.54. Twilio Inc. has a 1-year low of $77.51 and a 1-year high of $151.95.

Twilio (NYSE:TWLO) last released its quarterly earnings data on Thursday, October 30th. The technology company reported $1.25 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.07 by $0.18. The business had revenue of $1.30 billion during the quarter, compared to analysts’ expectations of $1.25 billion. Twilio had a net margin of 1.37% and a return on equity of 3.36%. The firm’s quarterly revenue was up 14.7% compared to the same quarter last year. During the same period in the prior year, the company earned $1.02 EPS. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. Equities research analysts predict that Twilio Inc. will post 1.44 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of research firms recently commented on TWLO. Bank of America boosted their price target on Twilio from $100.00 to $110.00 and gave the company an “underperform” rating in a research note on Friday, October 31st. Oppenheimer set a $145.00 price objective on shares of Twilio and gave the stock an “outperform” rating in a research note on Friday, October 31st. Cowen restated a “hold” rating on shares of Twilio in a research report on Friday, October 31st. FBN Securities upgraded shares of Twilio to a “strong-buy” rating in a research report on Wednesday, November 12th. Finally, Wall Street Zen cut shares of Twilio from a “strong-buy” rating to a “buy” rating in a research note on Tuesday, November 11th. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, seven have issued a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $139.26.

Twilio 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.