Vanguard Personalized Indexing Management LLC Grows Stock Holdings in Twilio Inc. $TWLO

Vanguard Personalized Indexing Management LLC grew its holdings in shares of Twilio Inc. (NYSE:TWLO) by 21.6% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 23,521 shares of the technology company’s stock after purchasing an additional 4,172 shares during the quarter. Vanguard Personalized Indexing Management LLC’s holdings in Twilio were worth $2,925,000 at the end of the most recent quarter.

Several other hedge funds have also made changes to their positions in TWLO. LRI Investments LLC acquired a new position in Twilio in the first quarter valued at $25,000. GFG Capital LLC acquired a new stake in Twilio in the 2nd quarter worth about $25,000. Hilltop National Bank purchased a new stake in Twilio in the 2nd quarter valued at about $26,000. Financial Gravity Asset Management Inc. acquired a new position in shares of Twilio during the 1st quarter valued at about $28,000. Finally, TCTC Holdings LLC increased its stake in shares of Twilio by 118.1% during the 1st quarter. TCTC Holdings LLC now owns 338 shares of the technology company’s stock valued at $33,000 after acquiring an additional 183 shares during the last quarter. Institutional investors and hedge funds own 84.27% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms recently issued reports on TWLO. Rosenblatt Securities restated a “buy” rating and issued a $140.00 target price on shares of Twilio in a report on Friday, September 26th. Weiss Ratings restated a “hold (c-)” rating on shares of Twilio in a report on Wednesday, October 8th. Piper Sandler increased their target price on Twilio from $140.00 to $144.00 and gave the stock an “overweight” rating in a research report on Friday, August 8th. Wells Fargo & Company assumed coverage on Twilio in a research report on Tuesday, September 30th. They set an “overweight” rating and a $130.00 price target for the company. Finally, UBS Group dropped their price target on Twilio from $150.00 to $135.00 and set a “buy” rating for the company in a research note on Friday, August 8th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $130.22.

Twilio Trading Down 0.0%

NYSE TWLO opened at $108.06 on Thursday. The stock has a market cap of $16.58 billion, a P/E ratio of 900.59, a PEG ratio of 3.35 and a beta of 1.25. The company’s fifty day simple moving average is $104.95 and its 200-day simple moving average is $108.98. 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 Inc. has a 52 week low of $69.40 and a 52 week high of $151.95.

Twilio (NYSE:TWLO) last released its quarterly earnings results on Thursday, August 7th. The technology company reported $1.19 earnings per share for the quarter, beating analysts’ consensus estimates 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 analyst estimates of $1.19 billion. During the same period last year, the business earned $0.87 EPS. The business’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. Equities research analysts predict that Twilio Inc. will post 1.44 EPS for the current fiscal year.

Insider Activity

In other Twilio news, CEO Khozema Shipchandler sold 13,681 shares of the company’s stock in a transaction that occurred on Tuesday, September 30th. The stock was sold at an average price of $100.59, for a total value of $1,376,171.79. Following the transaction, the chief executive officer directly owned 233,305 shares of the company’s stock, valued at $23,468,149.95. This represents a 5.54% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CFO Aidan Viggiano sold 8,363 shares of the stock in a transaction that occurred on Tuesday, September 30th. The shares were sold at an average price of $100.59, for a total value of $841,234.17. Following the transaction, the chief financial officer owned 137,653 shares of the company’s stock, valued at approximately $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. In the last quarter, insiders sold 44,808 shares of company stock worth $4,677,916. Insiders own 0.21% of the company’s stock.

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.