Global Retirement Partners LLC Acquires New Position in Twilio Inc. $TWLO

Global Retirement Partners LLC acquired a new stake in Twilio Inc. (NYSE:TWLO) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 12,134 shares of the technology company’s stock, valued at approximately $1,509,000.

Several other institutional investors and hedge funds have also made changes to their positions in TWLO. GHP Investment Advisors Inc. grew its position in shares of Twilio by 7.3% in the second quarter. GHP Investment Advisors Inc. now owns 1,274 shares of the technology company’s stock valued at $158,000 after purchasing an additional 87 shares in the last quarter. Optimum Investment Advisors boosted its stake in Twilio by 13.6% during the second quarter. Optimum Investment Advisors now owns 835 shares of the technology company’s stock worth $104,000 after buying an additional 100 shares during the last quarter. Integral Investment Advisors Inc. grew its holdings in Twilio by 4.0% in the 2nd quarter. Integral Investment Advisors Inc. now owns 2,863 shares of the technology company’s stock valued at $356,000 after buying an additional 111 shares in the last quarter. Aaron Wealth Advisors LLC increased its stake in shares of Twilio by 2.9% in the 2nd quarter. Aaron Wealth Advisors LLC now owns 3,980 shares of the technology company’s stock worth $495,000 after acquiring an additional 113 shares during the last quarter. Finally, Nations Financial Group Inc. IA ADV increased its stake in shares of Twilio by 1.4% in the 1st quarter. Nations Financial Group Inc. IA ADV now owns 8,430 shares of the technology company’s stock worth $825,000 after acquiring an additional 114 shares during the last quarter. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on TWLO. Monness Crespi & Hardt boosted their price target on shares of Twilio from $165.00 to $175.00 and gave the company a “buy” rating in a research report on Friday, October 31st. Oppenheimer set a $145.00 target price on shares of Twilio and gave the company an “outperform” rating in a report on Friday, October 31st. Mizuho increased their price target on shares of Twilio from $140.00 to $150.00 and gave the company an “outperform” rating in a research note on Friday, October 31st. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Twilio in a research report on Wednesday, October 8th. Finally, Bank of America upped their price objective on Twilio from $100.00 to $110.00 and gave the company an “underperform” rating in a report on Friday, October 31st. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, seven have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $139.26.

Insider Activity

In related news, CEO Khozema Shipchandler sold 13,681 shares of the firm’s stock in a transaction dated 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 completion of the transaction, the chief executive officer directly owned 233,305 shares in the company, valued at $23,468,149.95. This trade represents a 5.54% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CFO Aidan Viggiano sold 8,363 shares of the business’s stock in a transaction dated Tuesday, September 30th. The stock was sold at an average price of $100.59, for a total transaction 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 trade represents a 5.73% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 44,515 shares of company stock worth $4,673,128. 0.21% of the stock is owned by corporate insiders.

Twilio Stock Down 1.1%

Twilio stock opened at $127.10 on Thursday. The company has a market capitalization of $19.50 billion, a PE ratio of 310.01, a price-to-earnings-growth ratio of 3.44 and a beta of 1.33. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.68 and a current ratio of 4.68. Twilio Inc. has a fifty-two week low of $77.51 and a fifty-two week high of $151.95. The firm has a 50 day moving average price of $115.01 and a 200 day moving average price of $115.25.

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

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.