1,886 Shares in Twilio Inc. $TWLO Bought by Venturi Wealth Management LLC

Venturi Wealth Management LLC bought a new position in Twilio Inc. (NYSE:TWLO) in the second quarter, HoldingsChannel.com reports. The firm bought 1,886 shares of the technology company’s stock, valued at approximately $235,000.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Hilltop National Bank acquired a new position in Twilio in the 2nd quarter worth $26,000. LRI Investments LLC acquired a new position in Twilio in the 1st quarter worth $25,000. Financial Gravity Asset Management Inc. acquired a new position in Twilio in the 1st quarter worth $28,000. TCTC Holdings LLC boosted its stake in Twilio by 118.1% in the 1st quarter. TCTC Holdings LLC now owns 338 shares of the technology company’s stock worth $33,000 after purchasing an additional 183 shares during the period. Finally, Cloud Capital Management LLC acquired a new position in Twilio in the 1st quarter worth $34,000. 84.27% of the stock is owned by institutional investors and hedge funds.

Twilio Trading Down 5.9%

Shares of NYSE:TWLO opened at $107.25 on Friday. Twilio Inc. has a 52-week low of $69.40 and a 52-week high of $151.95. The company has a market capitalization of $16.46 billion, a P/E ratio of 893.82, a price-to-earnings-growth ratio of 3.53 and a beta of 1.25. The company has a 50-day simple moving average of $106.03 and a 200 day simple moving average of $108.83. 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 (NYSE:TWLO) last issued its earnings results on Thursday, August 7th. The technology company reported $1.19 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.02 by $0.17. Twilio had a net margin of 0.43% and a return on equity of 2.78%. The business had revenue of $1.23 billion during the quarter, compared to the consensus estimate of $1.19 billion. During the same period last year, the business posted $0.87 EPS. 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 year.

Analyst Upgrades and Downgrades

A number of equities analysts recently weighed in on the stock. Wells Fargo & Company assumed coverage on shares of Twilio in a research note on Tuesday, September 30th. They issued an “overweight” rating and a $130.00 target price for the company. UBS Group reduced their target price on shares of Twilio from $150.00 to $135.00 and set a “buy” rating for the company in a research note on Friday, August 8th. Rosenblatt Securities restated a “buy” rating and set a $140.00 price objective on shares of Twilio in a research note on Friday, September 26th. Jefferies Financial Group set a $132.00 price objective on shares of Twilio and gave the stock a “hold” rating in a research note on Sunday, June 15th. Finally, Weiss Ratings restated a “hold (c-)” rating on shares of Twilio in a research note on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Twilio has a consensus rating of “Moderate Buy” and a consensus target price of $130.22.

Insider Activity

In related news, CEO Khozema Shipchandler sold 12,922 shares of the firm’s stock in a transaction dated 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 completion of the sale, the chief executive officer directly owned 220,383 shares in the company, valued at approximately $22,939,666.47. This trade represents a 5.54% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CFO Aidan Viggiano sold 8,363 shares of the firm’s stock in a transaction dated Tuesday, September 30th. The shares were sold at an average price of $100.59, for a total transaction of $841,234.17. Following the completion of the sale, the chief financial officer owned 137,653 shares of the company’s stock, valued at $13,846,515.27. This trade represents a 5.73% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 36,773 shares of company stock valued at $3,753,891 over the last quarter. 0.21% of the stock is currently owned by company insiders.

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.