TruNorth Capital Management LLC Has $37,000 Position in Twilio Inc. $TWLO

TruNorth Capital Management LLC cut its holdings in Twilio Inc. (NYSE:TWLO) by 37.8% in the second quarter, Holdings Channel.com reports. The fund owned 300 shares of the technology company’s stock after selling 182 shares during the quarter. TruNorth Capital Management LLC’s holdings in Twilio were worth $37,000 as of its most recent SEC filing.

Several other large investors also recently added to or reduced their stakes in TWLO. Ninety One UK Ltd acquired a new position in Twilio during the second quarter worth $212,059,000. KBC Group NV boosted its stake in shares of Twilio by 236.3% during the 1st quarter. KBC Group NV now owns 945,594 shares of the technology company’s stock worth $92,583,000 after acquiring an additional 664,420 shares in the last quarter. Alyeska Investment Group L.P. increased its holdings in shares of Twilio by 36.4% during the 1st quarter. Alyeska Investment Group L.P. now owns 2,071,826 shares of the technology company’s stock valued at $202,852,000 after acquiring an additional 553,043 shares during the last quarter. Jericho Capital Asset Management L.P. raised its stake in shares of Twilio by 17.7% in the 1st quarter. Jericho Capital Asset Management L.P. now owns 3,280,363 shares of the technology company’s stock valued at $321,180,000 after acquiring an additional 493,000 shares in the last quarter. Finally, Nuveen LLC acquired a new stake in Twilio in the 1st quarter worth approximately $40,219,000. 84.27% of the stock is owned by institutional investors.

Twilio Price Performance

Shares of NYSE:TWLO opened at $102.62 on Thursday. The firm has a market capitalization of $15.75 billion, a PE ratio of 855.25, a PEG ratio of 3.16 and a beta of 1.25. 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 1-year low of $64.09 and a 1-year high of $151.95. The business’s 50 day moving average is $108.93 and its 200-day moving average is $108.55.

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

Analyst Ratings Changes

Several brokerages have commented on TWLO. KeyCorp started coverage on Twilio in a report on Friday, June 6th. They set an “overweight” rating and a $146.00 price target on the stock. Jefferies Financial Group set a $132.00 price objective on shares of Twilio and gave the stock a “hold” rating in a report on Sunday, June 15th. Royal Bank Of Canada reiterated an “underperform” rating and issued a $75.00 target price on shares of Twilio in a report on Wednesday, September 17th. Piper Sandler upped their price target on shares of Twilio from $140.00 to $144.00 and gave the company an “overweight” rating in a report on Friday, August 8th. Finally, Wells Fargo & Company assumed coverage on Twilio in a research note on Tuesday. They issued an “overweight” rating and a $130.00 price objective on the stock. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $130.22.

Insider Buying and Selling at Twilio

In related news, CFO Aidan Viggiano sold 1,807 shares of the company’s stock in a transaction dated Friday, August 15th. The shares were sold at an average price of $105.94, for a total value of $191,433.58. Following the sale, the chief financial officer owned 146,016 shares of the company’s stock, valued at $15,468,935.04. The trade was a 1.22% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Company insiders own 0.21% of the company’s stock.

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.