King Luther Capital Management Corp Reduces Stake in Twilio Inc. $TWLO

King Luther Capital Management Corp lessened its holdings in Twilio Inc. (NYSE:TWLO) by 2.7% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 159,705 shares of the technology company’s stock after selling 4,473 shares during the quarter. King Luther Capital Management Corp owned about 0.10% of Twilio worth $19,861,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of the business. GHP Investment Advisors Inc. boosted its holdings in shares of Twilio by 7.3% in the 2nd quarter. GHP Investment Advisors Inc. now owns 1,274 shares of the technology company’s stock valued at $158,000 after acquiring an additional 87 shares during the last quarter. Optimum Investment Advisors lifted its position in Twilio by 13.6% during the second quarter. Optimum Investment Advisors now owns 835 shares of the technology company’s stock valued at $104,000 after purchasing an additional 100 shares during the period. Woodward Diversified Capital LLC boosted its holdings in Twilio by 1.5% in the first quarter. Woodward Diversified Capital LLC now owns 7,163 shares of the technology company’s stock valued at $701,000 after purchasing an additional 103 shares during the last quarter. Integral Investment Advisors Inc. boosted its holdings in Twilio by 4.0% in the second quarter. Integral Investment Advisors Inc. now owns 2,863 shares of the technology company’s stock valued at $356,000 after purchasing an additional 111 shares during the last quarter. Finally, Aaron Wealth Advisors LLC grew its position in Twilio by 2.9% during the 2nd quarter. Aaron Wealth Advisors LLC now owns 3,980 shares of the technology company’s stock worth $495,000 after purchasing an additional 113 shares during the period. 84.27% of the stock is owned by hedge funds and other institutional investors.

Twilio Stock Up 0.0%

Shares of TWLO opened at $127.54 on Monday. The firm has a market cap of $19.57 billion, a P/E ratio of 311.08, a PEG ratio of 3.42 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 stock’s 50 day moving average is $109.93 and its two-hundred day moving average is $113.06. The company has a current ratio of 4.68, a quick ratio of 4.68 and a debt-to-equity ratio of 0.13.

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. Analysts predict that Twilio Inc. will post 1.44 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

TWLO has been the subject of several analyst reports. KeyCorp boosted their price objective on Twilio from $146.00 to $156.00 and gave the company an “overweight” rating in a report on Friday, October 31st. JPMorgan Chase & Co. boosted their price target on Twilio from $140.00 to $145.00 and gave the company an “overweight” rating in a report on Friday, October 31st. Royal Bank Of Canada restated an “underperform” rating and issued a $75.00 price objective on shares of Twilio in a research report on Wednesday, September 17th. Cowen reaffirmed a “hold” rating on shares of Twilio in a research note on Friday, October 31st. Finally, Stifel Nicolaus boosted their target price on shares of Twilio from $110.00 to $120.00 and gave the company a “hold” rating in a research note on Friday, October 31st. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, seven have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $139.26.

Insider Activity

In other Twilio news, CEO Khozema Shipchandler sold 12,922 shares of the business’s stock in a transaction that occurred on Friday, October 3rd. The stock was 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 directly owned 220,383 shares in the company, valued at approximately $22,939,666.47. The trade was a 5.54% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Aidan Viggiano sold 8,035 shares of the stock in a transaction that occurred 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 transaction, the chief financial officer directly owned 129,618 shares of the company’s stock, valued at $14,906,070. The trade was a 5.84% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 44,808 shares of company stock worth $4,677,916. Company insiders own 4.50% of the company’s stock.

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.