LVW Advisors LLC Has $440,000 Position in Twilio Inc. $TWLO

LVW Advisors LLC increased its stake in shares of Twilio Inc. (NYSE:TWLO) by 42.8% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 3,538 shares of the technology company’s stock after purchasing an additional 1,060 shares during the quarter. LVW Advisors LLC’s holdings in Twilio were worth $440,000 as of its most recent filing with the SEC.

Several other institutional investors have also made changes to their positions in TWLO. Kathmere Capital Management LLC bought a new position in shares of Twilio in the second quarter valued at approximately $414,000. CX Institutional increased its holdings in Twilio by 44.7% in the 2nd quarter. CX Institutional now owns 583 shares of the technology company’s stock valued at $73,000 after buying an additional 180 shares during the period. Register Financial Advisors LLC bought a new stake in Twilio in the 2nd quarter valued at $373,000. Kennicott Capital Management LLC acquired a new stake in shares of Twilio in the 2nd quarter valued at $216,000. Finally, Palumbo Wealth Management LLC acquired a new stake in shares of Twilio in the 2nd quarter valued at $208,000. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, CFO Aidan Viggiano sold 8,297 shares of Twilio stock in a transaction that occurred on Thursday, July 3rd. The stock was sold at an average price of $117.05, for a total value of $971,163.85. Following the transaction, the chief financial officer directly owned 147,823 shares of the company’s stock, valued at $17,302,682.15. The trade was a 5.31% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Khozema Shipchandler sold 20,008 shares of Twilio stock in a transaction that occurred on Monday, June 30th. The stock was sold at an average price of $124.53, for a total value of $2,491,596.24. Following the completion of the transaction, the chief executive officer directly owned 260,581 shares in the company, valued at approximately $32,450,151.93. This represents a 7.13% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 51,671 shares of company stock worth $6,235,788. 0.21% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

TWLO has been the topic of several recent analyst reports. Jefferies Financial Group set a $132.00 target price on shares of Twilio and gave the company a “hold” rating in a research note on Sunday, June 15th. UBS Group reduced their price target on shares of Twilio from $150.00 to $135.00 and set a “buy” rating on the stock in a research report on Friday, August 8th. Royal Bank Of Canada reiterated an “underperform” rating and set a $75.00 price target on shares of Twilio in a research report on Wednesday, September 17th. KeyCorp started coverage on shares of Twilio in a research report on Friday, June 6th. They set an “overweight” rating and a $146.00 price target on the stock. Finally, Piper Sandler upped their price target on Twilio from $140.00 to $144.00 and gave the company an “overweight” rating in a research note on Friday, August 8th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Twilio has an average rating of “Moderate Buy” and an average price target of $129.78.

Twilio Stock Up 1.0%

Shares of NYSE TWLO opened at $102.33 on Friday. The company has a debt-to-equity ratio of 0.12, a quick ratio of 4.90 and a current ratio of 4.90. Twilio Inc. has a 52 week low of $63.19 and a 52 week high of $151.95. The stock has a market capitalization of $15.70 billion, a P/E ratio of 852.82, a PEG ratio of 3.23 and a beta of 1.27. The stock’s fifty day moving average is $110.69 and its 200 day moving average is $108.52.

Twilio (NYSE:TWLO) last issued its quarterly earnings results on Thursday, August 7th. The technology company reported $1.19 EPS for the quarter, topping analysts’ consensus estimates of $1.02 by $0.17. Twilio had a return on equity of 2.78% and a net margin of 0.43%.The company had revenue of $1.23 billion for the quarter, compared to analysts’ expectations of $1.19 billion. During the same quarter last year, the business earned $0.87 earnings per share. Twilio’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. Sell-side analysts forecast that Twilio Inc. will post 1.44 earnings per share for the current fiscal 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.