Retireful LLC Trims Holdings in Twilio Inc. $TWLO

Retireful LLC lessened its holdings in shares of Twilio Inc. (NYSE:TWLO) by 29.1% during the second quarter, HoldingsChannel reports. The firm owned 7,976 shares of the technology company’s stock after selling 3,273 shares during the quarter. Retireful LLC’s holdings in Twilio were worth $992,000 at the end of the most recent quarter.

Several other hedge funds have also modified their holdings of TWLO. Concurrent Investment Advisors LLC grew its stake in shares of Twilio by 211.8% in the first quarter. Concurrent Investment Advisors LLC now owns 5,878 shares of the technology company’s stock valued at $575,000 after buying an additional 3,993 shares in the last quarter. Wellington Management Group LLP lifted its stake in Twilio by 4,280.5% during the first quarter. Wellington Management Group LLP now owns 260,069 shares of the technology company’s stock worth $25,463,000 after purchasing an additional 254,132 shares during the last quarter. Bank of Nova Scotia lifted its position in shares of Twilio by 502.1% in the 1st quarter. Bank of Nova Scotia now owns 32,341 shares of the technology company’s stock worth $3,167,000 after buying an additional 26,970 shares during the last quarter. ASR Vermogensbeheer N.V. bought a new position in shares of Twilio during the first quarter valued at approximately $716,000. Finally, Horizon Financial Services LLC increased its position in Twilio by 9,692.0% in the first quarter. Horizon Financial Services LLC now owns 2,448 shares of the technology company’s stock worth $240,000 after buying an additional 2,423 shares during the period. 84.27% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several analysts have weighed in on the company. Piper Sandler lifted their target price on Twilio from $140.00 to $144.00 and gave the company an “overweight” rating in a research note on Friday, August 8th. Jefferies Financial Group set a $132.00 price target on shares of Twilio and gave the stock a “hold” rating in a research report on Sunday, June 15th. KeyCorp assumed coverage on shares of Twilio in a research note on Friday, June 6th. They set an “overweight” rating and a $146.00 price objective for the company. Wall Street Zen cut Twilio from a “strong-buy” rating to a “buy” rating in a research report on Friday, May 30th. Finally, Royal Bank Of Canada reiterated an “underperform” rating and issued a $75.00 price objective on shares of Twilio in a research note on Wednesday, September 17th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, six have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Twilio currently has an average rating of “Moderate Buy” and an average target price of $129.78.

Twilio Stock Performance

NYSE TWLO opened at $103.26 on Thursday. Twilio Inc. has a 52-week low of $62.38 and a 52-week high of $151.95. The company has a debt-to-equity ratio of 0.12, a current ratio of 4.90 and a quick ratio of 4.90. The firm has a market capitalization of $15.84 billion, a price-to-earnings ratio of 860.55, a P/E/G ratio of 3.27 and a beta of 1.27. The company’s fifty day moving average is $111.77 and its two-hundred day moving average is $108.44.

Twilio (NYSE:TWLO) last announced its quarterly earnings data 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. Twilio had a net margin of 0.43% and a return on equity of 2.78%. The company had revenue of $1.23 billion during the quarter, compared to analysts’ expectations of $1.19 billion. During the same quarter in the prior year, the company posted $0.87 EPS. The business’s revenue was up 13.5% on a year-over-year basis. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. Equities research analysts forecast that Twilio Inc. will post 1.44 EPS for the current year.

Insider Transactions at Twilio

In related news, CFO Aidan Viggiano sold 1,807 shares of the firm’s stock in a transaction that occurred on Friday, August 15th. The shares were sold at an average price of $105.94, for a total value of $191,433.58. Following the completion of the sale, the chief financial officer owned 146,016 shares of the company’s stock, valued at $15,468,935.04. This trade represents a 1.22% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CEO Khozema Shipchandler sold 13,595 shares of Twilio stock in a transaction dated Thursday, July 3rd. The stock was sold at an average price of $117.06, for a total value of $1,591,430.70. Following the completion of the sale, the chief executive officer owned 246,986 shares of the company’s stock, valued at approximately $28,912,181.16. The trade was a 5.22% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders have sold 51,671 shares of company stock worth $6,235,788. 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.