Lyell Wealth Management LP Sells 450 Shares of Twilio Inc. $TWLO

Lyell Wealth Management LP trimmed its stake in Twilio Inc. (NYSE:TWLO) by 11.5% during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 3,468 shares of the technology company’s stock after selling 450 shares during the period. Lyell Wealth Management LP’s holdings in Twilio were worth $431,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Chicago Partners Investment Group LLC grew its holdings in Twilio by 16.5% in the 2nd quarter. Chicago Partners Investment Group LLC now owns 2,889 shares of the technology company’s stock valued at $383,000 after buying an additional 410 shares during the last quarter. Pinnacle Wealth Management LLC grew its holdings in Twilio by 172.5% in the 2nd quarter. Pinnacle Wealth Management LLC now owns 16,303 shares of the technology company’s stock valued at $2,027,000 after buying an additional 10,320 shares during the last quarter. VIRGINIA RETIREMENT SYSTEMS ET Al acquired a new stake in Twilio in the 2nd quarter valued at approximately $37,606,000. Stanley Laman Group Ltd. acquired a new stake in Twilio in the 2nd quarter valued at approximately $6,095,000. Finally, Financial Guidance Group Inc. acquired a new stake in Twilio in the 2nd quarter valued at approximately $227,000. Institutional investors and hedge funds own 84.27% of the company’s stock.

Twilio Price Performance

Shares of NYSE:TWLO opened at $108.96 on Tuesday. Twilio Inc. has a 1-year low of $69.40 and a 1-year high of $151.95. The firm has a market capitalization of $16.72 billion, a PE ratio of 908.06, a PEG ratio of 3.30 and a beta of 1.25. The business’s 50 day moving average is $105.12 and its 200-day moving average is $109.47. 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 (NYSE:TWLO) last announced its quarterly earnings data on Thursday, August 7th. The technology company reported $1.19 earnings per share 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 company had revenue of $1.23 billion for the quarter, compared to analyst estimates of $1.19 billion. During the same quarter last year, the firm earned $0.87 EPS. Twilio’s revenue for the quarter 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.

Wall Street Analyst Weigh In

A number of analysts have issued reports on the company. Royal Bank Of Canada reaffirmed an “underperform” rating and issued a $75.00 target price on shares of Twilio in a report on Wednesday, September 17th. Rosenblatt Securities reaffirmed a “buy” rating and issued a $140.00 target price on shares of Twilio in a report on Friday, September 26th. UBS Group lowered their target price on Twilio from $150.00 to $135.00 and set a “buy” rating on the stock in a report on Friday, August 8th. Piper Sandler raised their target price on Twilio from $140.00 to $144.00 and gave the company an “overweight” rating in a report on Friday, August 8th. Finally, Wall Street Zen raised Twilio from a “buy” rating to a “strong-buy” rating in a report on Saturday. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Twilio has a consensus rating of “Moderate Buy” and an average target price of $130.22.

Insider Buying and Selling at Twilio

In related news, CEO Khozema Shipchandler sold 12,922 shares of the business’s stock in a transaction on Friday, October 3rd. The stock was sold at an average price of $104.09, for a total value of $1,345,050.98. Following the sale, the chief executive officer owned 220,383 shares of the company’s stock, valued at $22,939,666.47. The trade was a 5.54% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Aidan Viggiano sold 8,035 shares of the business’s stock in a transaction on Thursday, October 9th. The shares were sold at an average price of $115.00, for a total value of $924,025.00. Following the completion of the sale, the chief financial officer directly owned 129,618 shares in the company, valued at approximately $14,906,070. This represents a 5.84% decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders sold 44,808 shares of company stock worth $4,677,916. 4.50% of the stock is owned by insiders.

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.