Valeo Financial Advisors LLC Purchases New Shares in Twilio Inc. $TWLO

by · The Cerbat Gem

Valeo Financial Advisors LLC purchased a new stake in Twilio Inc. (NYSE:TWLO – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 298,823 shares of the technology company’s stock, valued at approximately $343,000. Valeo Financial Advisors LLC owned approximately 0.19% of Twilio as of its most recent SEC filing.

A number of other large investors also recently added to or reduced their stakes in the stock. Brighton Jones LLC grew its position in shares of Twilio by 6.6% in the fourth quarter. Brighton Jones LLC now owns 10,051 shares of the technology company’s stock valued at $1,086,000 after purchasing an additional 623 shares during the period. American Century Companies Inc. boosted its holdings in Twilio by 19.0% in the 1st quarter. American Century Companies Inc. now owns 121,751 shares of the technology company’s stock worth $11,921,000 after buying an additional 19,406 shares during the last quarter. Raymond James Financial Inc. boosted its holdings in Twilio by 3.7% in the 1st quarter. Raymond James Financial Inc. now owns 247,323 shares of the technology company’s stock worth $24,215,000 after buying an additional 8,814 shares during the last quarter. Northern Trust Corp increased its stake in Twilio by 5.4% during the 1st quarter. Northern Trust Corp now owns 1,168,947 shares of the technology company’s stock worth $114,452,000 after buying an additional 60,002 shares in the last quarter. Finally, Korea Investment CORP raised its holdings in shares of Twilio by 28.5% during the first quarter. Korea Investment CORP now owns 197,068 shares of the technology company’s stock valued at $19,295,000 after acquiring an additional 43,748 shares during the last quarter. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In related 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 value of $1,345,050.98. Following the sale, the chief executive officer directly owned 220,383 shares in the company, valued at $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 available at this hyperlink. Also, Director Andrew Stafman sold 1,000,000 shares of the stock in a transaction that occurred on Tuesday, December 2nd. The shares were sold at an average price of $129.00, for a total transaction of $129,000,000.00. Following the completion of the sale, the director owned 2,295,000 shares in the company, valued at $296,055,000. This represents a 30.35% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 1,044,515 shares of company stock valued at $133,673,128. Corporate insiders own 0.21% of the company’s stock.

Twilio Trading Down 0.2%

NYSE TWLO opened at $138.96 on Friday. The firm’s fifty day moving average is $123.30 and its two-hundred day moving average is $117.04. Twilio Inc. has a one year low of $77.51 and a one year high of $151.95. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.68 and a current ratio of 4.68. The firm has a market cap of $21.32 billion, a PE ratio of 338.93, a P/E/G ratio of 3.73 and a beta of 1.32.

Twilio (NYSE:TWLO – Get Free Report) last released its quarterly earnings results on Thursday, October 30th. The technology company reported $1.25 EPS for the quarter, topping the consensus estimate of $1.07 by $0.18. The business had revenue of $1.30 billion during the quarter, compared to analysts’ expectations of $1.25 billion. Twilio had a return on equity of 3.36% and a net margin of 1.37%.The company’s quarterly revenue was up 14.7% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.02 earnings per share. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. Analysts expect that Twilio Inc. will post 1.44 earnings per share for the current year.

Wall Street Analyst Weigh In

Several research firms recently commented on TWLO. Needham & Company LLC increased their price target on Twilio from $125.00 to $145.00 and gave the company a “buy” rating in a report on Friday, October 31st. Stifel Nicolaus boosted their price target 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. UBS Group increased their target price on Twilio from $135.00 to $150.00 and gave the stock a “buy” rating in a research note on Friday, October 31st. Oppenheimer set a $145.00 price target on shares of Twilio and gave the company an “outperform” rating in a research report on Friday, October 31st. Finally, Mizuho set a $150.00 price objective on Twilio in a research note on Monday. Two research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, seven have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $140.33.

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About Twilio

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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.

Further Reading

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