Elo Mutual Pension Insurance Co Trims Stock Holdings in Twilio Inc. $TWLO

Elo Mutual Pension Insurance Co trimmed its position in Twilio Inc. (NYSE:TWLO) by 15.4% in the 2nd quarter, HoldingsChannel reports. The firm owned 17,507 shares of the technology company’s stock after selling 3,187 shares during the quarter. Elo Mutual Pension Insurance Co’s holdings in Twilio were worth $2,177,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently bought and sold shares of TWLO. Quadcap Wealth Management LLC acquired a new position in Twilio in the 2nd quarter worth approximately $532,000. Insigneo Advisory Services LLC boosted its holdings in shares of Twilio by 7.5% in the 2nd quarter. Insigneo Advisory Services LLC now owns 2,454 shares of the technology company’s stock valued at $305,000 after acquiring an additional 171 shares during the last quarter. Global Retirement Partners LLC acquired a new stake in shares of Twilio in the second quarter worth $1,509,000. Prudential Financial Inc. increased its stake in shares of Twilio by 190.7% in the second quarter. Prudential Financial Inc. now owns 91,630 shares of the technology company’s stock worth $11,395,000 after acquiring an additional 60,107 shares during the period. Finally, Coldstream Capital Management Inc. raised its holdings in shares of Twilio by 94.2% during the second quarter. Coldstream Capital Management Inc. now owns 3,721 shares of the technology company’s stock worth $463,000 after purchasing an additional 1,805 shares during the last quarter. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Twilio Stock Down 1.1%

Twilio stock opened at $127.10 on Thursday. The stock has a market capitalization of $19.50 billion, a PE ratio of 310.01, a price-to-earnings-growth ratio of 3.44 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 has a 50 day simple moving average of $115.01 and a 200-day simple moving average of $115.25. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.68 and a quick ratio of 4.68.

Twilio (NYSE:TWLO) last announced its earnings results on Thursday, October 30th. The technology company reported $1.25 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.07 by $0.18. Twilio had a return on equity of 3.36% and a net margin of 1.37%.The firm had revenue of $1.30 billion for the quarter, compared to analyst estimates of $1.25 billion. During the same quarter last year, the firm posted $1.02 EPS. The business’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. On average, analysts anticipate that Twilio Inc. will post 1.44 EPS for the current fiscal year.

Insider Transactions at Twilio

In other news, CEO Khozema Shipchandler sold 12,922 shares of the business’s stock in a transaction dated Friday, October 3rd. The shares were sold at an average price of $104.09, for a total transaction of $1,345,050.98. Following the completion of 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 ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CFO Aidan Viggiano sold 1,514 shares of the firm’s stock in a transaction dated Monday, November 17th. The shares were sold at an average price of $123.28, for a total transaction of $186,645.92. Following the completion of the transaction, the chief financial officer directly owned 128,104 shares in the company, valued at $15,792,661.12. This represents a 1.17% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 44,515 shares of company stock valued at $4,673,128 in the last three months. Corporate insiders own 0.21% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have commented on TWLO. Oppenheimer set a $145.00 price target on shares of Twilio and gave the company an “outperform” rating in a report on Friday, October 31st. Piper Sandler upped their target price on Twilio from $144.00 to $145.00 and gave the stock an “overweight” rating in a research note on Friday, October 31st. FBN Securities upgraded Twilio to a “strong-buy” rating in a research report on Wednesday, November 12th. Royal Bank Of Canada reissued an “underperform” rating and issued a $75.00 price target on shares of Twilio in a report on Wednesday, September 17th. Finally, The Goldman Sachs Group restated a “buy” rating and issued a $150.00 price objective on shares of Twilio in a research report on Friday, October 31st. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, seven have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $139.26.

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.