Twilio Inc. $TWLO Shares Bought by REAP Financial Group LLC

REAP Financial Group LLC grew its holdings in shares of Twilio Inc. (NYSE:TWLO) by 84.9% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 503 shares of the technology company’s stock after purchasing an additional 231 shares during the period. REAP Financial Group LLC’s holdings in Twilio were worth $63,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently modified their holdings of TWLO. Brighton Jones LLC raised its holdings in shares of Twilio by 6.6% during the fourth quarter. Brighton Jones LLC now owns 10,051 shares of the technology company’s stock worth $1,086,000 after purchasing an additional 623 shares during the period. Merit Financial Group LLC raised its holdings in shares of Twilio by 29.7% during the first quarter. Merit Financial Group LLC now owns 4,489 shares of the technology company’s stock worth $440,000 after purchasing an additional 1,029 shares during the period. Wedmont Private Capital acquired a new stake in shares of Twilio during the first quarter worth $255,000. UMB Bank n.a. acquired a new stake in shares of Twilio during the first quarter worth $37,000. Finally, Farther Finance Advisors LLC raised its holdings in shares of Twilio by 55.2% during the first quarter. Farther Finance Advisors LLC now owns 1,370 shares of the technology company’s stock worth $134,000 after purchasing an additional 487 shares during the period. 84.27% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Twilio

In related news, CFO Aidan Viggiano sold 8,363 shares of the stock in a transaction dated Tuesday, September 30th. The shares were sold at an average price of $100.59, for a total value of $841,234.17. Following the completion of the transaction, 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. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, CEO Khozema Shipchandler sold 13,681 shares of the stock in a transaction dated Tuesday, September 30th. The shares were 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 owned 233,305 shares of the company’s stock, valued at $23,468,149.95. This represents a 5.54% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 36,773 shares of company stock valued at $3,753,891 in the last quarter. 0.21% of the stock is currently owned by insiders.

Twilio Stock Performance

Shares of TWLO opened at $114.15 on Thursday. The firm has a 50-day moving average price of $106.62 and a 200 day moving average price of $108.77. The firm has a market capitalization of $17.51 billion, a PE ratio of 951.33, a P/E/G ratio of 3.33 and a beta of 1.25. The company has a quick ratio of 4.90, a current ratio of 4.90 and a debt-to-equity ratio of 0.12. Twilio Inc. has a 52-week low of $67.65 and a 52-week high of $151.95.

Twilio (NYSE:TWLO) last announced its earnings results on Thursday, August 7th. The technology company reported $1.19 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.02 by $0.17. The firm had revenue of $1.23 billion during the quarter, compared to analyst estimates of $1.19 billion. Twilio had a net margin of 0.43% and a return on equity of 2.78%. Twilio’s revenue was up 13.5% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.87 EPS. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. On average, sell-side analysts anticipate that Twilio Inc. will post 1.44 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on the stock. Rosenblatt Securities reaffirmed a “buy” rating and issued a $140.00 price objective on shares of Twilio in a report on Friday, September 26th. Royal Bank Of Canada reaffirmed an “underperform” rating and issued a $75.00 price objective on shares of Twilio in a report on Wednesday, September 17th. Piper Sandler increased their price objective on shares of Twilio from $140.00 to $144.00 and gave the stock an “overweight” rating in a report on Friday, August 8th. 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. Finally, UBS Group dropped their price objective on shares of Twilio from $150.00 to $135.00 and set a “buy” rating on the stock in a report on Friday, August 8th. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Twilio has a consensus rating of “Moderate Buy” and an average target price of $130.22.

Twilio Company 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.