Vestmark Advisory Solutions Inc. Takes $226,000 Position in Twilio Inc. $TWLO

Vestmark Advisory Solutions Inc. purchased a new position in Twilio Inc. (NYSE:TWLO) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 1,817 shares of the technology company’s stock, valued at approximately $226,000.

Several other institutional investors and hedge funds have also bought and sold shares of TWLO. GFG Capital LLC acquired a new stake in shares of Twilio during the 2nd quarter worth approximately $25,000. Hilltop National Bank bought a new position in shares of Twilio in the 2nd quarter valued at $26,000. LRI Investments LLC bought a new position in shares of Twilio in the 1st quarter valued at $25,000. TCTC Holdings LLC raised its holdings in shares of Twilio by 118.1% during the 1st quarter. TCTC Holdings LLC now owns 338 shares of the technology company’s stock worth $33,000 after buying an additional 183 shares in the last quarter. Finally, N.E.W. Advisory Services LLC bought a new stake in shares of Twilio during the 1st quarter worth $42,000. Institutional investors own 84.27% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on the company. Rosenblatt Securities reissued a “buy” rating and set a $140.00 price objective on shares of Twilio in a report on Friday, October 31st. KeyCorp boosted their price target on Twilio from $146.00 to $156.00 and gave the stock an “overweight” rating in a report on Friday, October 31st. Cowen reiterated a “hold” rating on shares of Twilio in a research report on Friday, October 31st. Bank of America boosted their price objective on shares of Twilio from $100.00 to $110.00 and gave the stock an “underperform” rating in a research note on Friday, October 31st. Finally, Wells Fargo & Company lifted their price objective on shares of Twilio from $130.00 to $147.00 and gave the company an “overweight” rating in a research note on Friday, October 31st. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, seven have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $139.26.

Insider Buying and Selling at Twilio

In related news, CEO Khozema Shipchandler sold 12,922 shares of the firm’s stock in a transaction that occurred on Friday, October 3rd. The shares were sold at an average price of $104.09, for a total value of $1,345,050.98. Following the sale, the chief executive officer directly owned 220,383 shares of the company’s stock, valued at $22,939,666.47. This trade represents a 5.54% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CFO Aidan Viggiano sold 8,035 shares of Twilio stock in a transaction that occurred on Thursday, October 9th. The shares were sold at an average price of $115.00, for a total transaction of $924,025.00. Following the sale, the chief financial officer owned 129,618 shares of the company’s stock, valued at approximately $14,906,070. The trade was a 5.84% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 44,808 shares of company stock valued at $4,677,916 in the last three months. 0.21% of the stock is owned by corporate insiders.

Twilio Stock Performance

Shares of Twilio stock opened at $126.51 on Thursday. 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 firm has a market capitalization of $19.41 billion, a P/E ratio of 307.71, a price-to-earnings-growth ratio of 3.50 and a beta of 1.33. Twilio Inc. has a 12 month low of $77.51 and a 12 month high of $151.95. The business’s fifty day simple moving average is $111.42 and its 200 day simple moving average is $113.68.

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