Harbour Investments Inc. Lowers Stock Holdings in Twilio Inc. $TWLO

Harbour Investments Inc. decreased its position in shares of Twilio Inc. (NYSE:TWLO) by 38.7% during the second quarter, HoldingsChannel reports. The firm owned 2,152 shares of the technology company’s stock after selling 1,356 shares during the period. Harbour Investments Inc.’s holdings in Twilio were worth $268,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. GFG Capital LLC purchased a new stake in Twilio during the second quarter valued at about $25,000. Hilltop National Bank purchased a new stake in Twilio during the second quarter valued at about $26,000. LRI Investments LLC purchased a new stake in Twilio during the first quarter valued at about $25,000. Financial Gravity Asset Management Inc. purchased a new stake in Twilio during the first quarter valued at about $28,000. Finally, TCTC Holdings LLC raised its position in Twilio by 118.1% during the first quarter. TCTC Holdings LLC now owns 338 shares of the technology company’s stock valued at $33,000 after purchasing an additional 183 shares in the last quarter. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Twilio Stock Up 2.0%

NYSE TWLO opened at $111.16 on Wednesday. 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 stock has a market capitalization of $17.06 billion, a PE ratio of 926.41, a PEG ratio of 3.38 and a beta of 1.25. Twilio Inc. has a 1 year low of $69.40 and a 1 year high of $151.95. The business’s 50-day moving average is $105.44 and its 200 day moving average is $109.48.

Twilio (NYSE:TWLO) last posted its earnings results on Thursday, August 7th. The technology company reported $1.19 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.02 by $0.17. The company had revenue of $1.23 billion for the quarter, compared to analysts’ expectations of $1.19 billion. Twilio had a return on equity of 2.78% and a net margin of 0.43%.Twilio’s quarterly revenue was up 13.5% on a year-over-year basis. During the same period last year, the firm earned $0.87 earnings per share. 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 year.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on TWLO shares. Wall Street Zen upgraded Twilio from a “buy” rating to a “strong-buy” rating in a research report on Saturday. Rosenblatt Securities reiterated 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 reiterated an “underperform” rating and issued a $75.00 price objective on shares of Twilio in a report on Wednesday, September 17th. Weiss Ratings reiterated a “hold (c-)” rating on shares of Twilio in a report on Wednesday, October 8th. Finally, Wells Fargo & Company began coverage on Twilio in a report on Tuesday, September 30th. They issued an “overweight” rating and a $130.00 price objective on the stock. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Twilio presently has an average rating of “Moderate Buy” and an average target price of $132.00.

Insider Activity

In other Twilio news, CFO Aidan Viggiano sold 8,035 shares of Twilio stock in a transaction that occurred on Thursday, October 9th. The stock was sold at an average price of $115.00, for a total transaction of $924,025.00. Following the sale, the chief financial officer directly owned 129,618 shares of the company’s stock, valued at approximately $14,906,070. The trade was a 5.84% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Khozema Shipchandler sold 12,922 shares of Twilio 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 in the company, valued at approximately $22,939,666.47. The trade was a 5.54% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 44,808 shares of company stock worth $4,677,916 over the last three months. 4.50% of the stock is owned by insiders.

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.