Klaviyo, Inc. $KVYO Shares Acquired by Janus Henderson Group PLC

Janus Henderson Group PLC boosted its stake in Klaviyo, Inc. (NYSE:KVYO) by 15.6% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 1,025,134 shares of the company’s stock after purchasing an additional 138,356 shares during the quarter. Janus Henderson Group PLC’s holdings in Klaviyo were worth $19,951,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Royal Bank of Canada boosted its holdings in shares of Klaviyo by 59.4% in the 1st quarter. Royal Bank of Canada now owns 10,008 shares of the company’s stock valued at $303,000 after purchasing an additional 3,730 shares during the last quarter. Amundi raised its position in shares of Klaviyo by 109.7% in the 1st quarter. Amundi now owns 14,361 shares of the company’s stock worth $400,000 after buying an additional 7,514 shares during the period. AQR Capital Management LLC purchased a new position in shares of Klaviyo in the 1st quarter worth $359,000. Woodline Partners LP boosted its holdings in Klaviyo by 54.5% in the first quarter. Woodline Partners LP now owns 12,419 shares of the company’s stock valued at $376,000 after acquiring an additional 4,379 shares during the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its position in Klaviyo by 40.9% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 148,158 shares of the company’s stock valued at $4,483,000 after acquiring an additional 42,980 shares during the period. Institutional investors and hedge funds own 45.43% of the company’s stock.

Klaviyo Stock Up 1.4%

NYSE KVYO opened at $18.09 on Tuesday. The stock has a market cap of $5.41 billion, a PE ratio of -452.09 and a beta of 0.53. Klaviyo, Inc. has a fifty-two week low of $12.53 and a fifty-two week high of $36.76. The business has a 50 day moving average price of $15.98 and a two-hundred day moving average price of $18.09.

Klaviyo (NYSE:KVYO) last posted its quarterly earnings data on Tuesday, May 5th. The company reported $0.22 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.19 by $0.03. Klaviyo had a negative net margin of 0.66% and a positive return on equity of 4.16%. The company had revenue of $358.01 million for the quarter, compared to analyst estimates of $348.57 million. During the same quarter last year, the firm posted $0.14 earnings per share. The business’s quarterly revenue was up 27.9% on a year-over-year basis. Sell-side analysts anticipate that Klaviyo, Inc. will post 0.25 EPS for the current fiscal year.

Insider Activity

In related news, Director Ledger Susan St. sold 9,334 shares of the firm’s stock in a transaction on Monday, May 18th. The shares were sold at an average price of $14.27, for a total transaction of $133,196.18. Following the completion of the sale, the director directly owned 10,939 shares of the company’s stock, valued at approximately $156,099.53. This trade represents a 46.04% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Amanda Whalen sold 14,000 shares of Klaviyo stock in a transaction on Thursday, June 18th. The stock was sold at an average price of $13.23, for a total transaction of $185,220.00. Following the sale, the chief financial officer directly owned 852,192 shares in the company, valued at $11,274,500.16. This trade represents a 1.62% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 649,863 shares of company stock worth $9,521,105. 37.42% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

Several brokerages have commented on KVYO. Piper Sandler dropped their price target on Klaviyo from $30.00 to $26.00 and set an “overweight” rating for the company in a research note on Wednesday, May 6th. Benchmark decreased their target price on Klaviyo from $33.00 to $30.00 and set a “buy” rating for the company in a report on Wednesday, May 6th. Stifel Nicolaus dropped their target price on shares of Klaviyo from $28.00 to $24.00 and set a “buy” rating for the company in a research report on Friday, July 10th. Scotiabank set a $32.00 price target on shares of Klaviyo in a report on Wednesday, June 17th. Finally, Barclays reduced their price target on shares of Klaviyo from $31.00 to $25.00 and set an “overweight” rating on the stock in a research report on Wednesday, May 6th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $30.95.

About Klaviyo

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.