Capital International Investors Makes New Investment in Klaviyo, Inc. $KVYO

by · The Markets Daily

Capital International Investors acquired a new position in Klaviyo, Inc. (NYSE:KVYO – Free Report) in the 4th quarter, Holdings Channel reports. The firm acquired 12,788,846 shares of the company’s stock, valued at approximately $415,254,000.

Several other institutional investors have also added to or reduced their stakes in KVYO. Royal Bank of Canada raised its holdings in Klaviyo by 59.4% in the 1st quarter. Royal Bank of Canada now owns 10,008 shares of the company’s stock worth $303,000 after purchasing an additional 3,730 shares in the last quarter. Amundi raised its holdings in Klaviyo by 109.7% in the 1st quarter. Amundi now owns 14,361 shares of the company’s stock worth $400,000 after purchasing an additional 7,514 shares in the last quarter. AQR Capital Management LLC bought a new position in Klaviyo in the 1st quarter worth $359,000. Woodline Partners LP raised its holdings in Klaviyo by 54.5% in the 1st quarter. Woodline Partners LP now owns 12,419 shares of the company’s stock worth $376,000 after purchasing an additional 4,379 shares in the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in Klaviyo by 40.9% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 148,158 shares of the company’s stock worth $4,483,000 after purchasing an additional 42,980 shares in the last quarter. 45.43% of the stock is currently owned by institutional investors.

Klaviyo Stock Performance

Shares of KVYO stock opened at $15.60 on Monday. Klaviyo, Inc. has a one year low of $13.53 and a one year high of $36.76. The company’s 50-day moving average is $17.32 and its 200 day moving average is $22.05. The company has a market capitalization of $4.67 billion, a price-to-earnings ratio of -390.00 and a beta of 0.63.

Klaviyo (NYSE:KVYO – Get Free Report) last announced its quarterly earnings data on Tuesday, May 5th. The company reported $0.22 EPS for the quarter, beating the consensus estimate of $0.19 by $0.03. Klaviyo had a negative net margin of 0.66% and a positive return on equity of 4.16%. The company had revenue of $358.01 million for the quarter, compared to the consensus estimate of $348.57 million. During the same period in the prior year, the firm posted $0.14 EPS. Klaviyo’s revenue for the quarter was up 27.9% on a year-over-year basis. As a group, research analysts predict that Klaviyo, Inc. will post 0.25 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several research analysts have commented on the stock. Stephens decreased their price objective on shares of Klaviyo from $43.00 to $31.00 and set an “overweight” rating for the company in a report on Wednesday, February 11th. TD Cowen restated a “buy” rating on shares of Klaviyo in a report on Wednesday, February 11th. Mizuho set a $37.00 target price on shares of Klaviyo in a research report on Wednesday, February 11th. Piper Sandler reduced their target price on shares of Klaviyo from $30.00 to $26.00 and set an “overweight” rating on the stock in a research report on Wednesday, May 6th. Finally, Stifel Nicolaus reduced their target price on shares of Klaviyo from $35.00 to $28.00 and set a “buy” rating on the stock in a research report on Wednesday, May 6th. Eighteen equities research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $31.40.

Read Our Latest Stock Report on Klaviyo

Insider Activity

In related news, CEO Andrew Bialecki sold 212,529 shares of the stock in a transaction dated Tuesday, May 26th. The shares were sold at an average price of $14.61, for a total transaction of $3,105,048.69. Following the sale, the chief executive officer directly owned 212,529 shares of the company’s stock, valued at approximately $3,105,048.69. This represents a 50.00% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Amanda Whalen sold 14,000 shares of the stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $14.26, for a total transaction of $199,640.00. Following the sale, the chief financial officer directly owned 895,141 shares in the company, valued at $12,764,710.66. This trade represents a 1.54% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last 90 days, insiders sold 1,694,679 shares of company stock valued at $29,151,767. Company insiders own 37.42% of the company’s stock.

About Klaviyo

(Free Report)

Klaviyo, Inc is a cloud-based marketing automation platform that enables businesses to leverage customer data for targeted email and SMS campaigns. The company’s platform centralizes first-party data from various sources—including e-commerce storefronts, websites, and CRM systems—to help organizations deliver personalized marketing across the customer lifecycle. Klaviyo’s core offerings include segmented email marketing, automated messaging workflows, and performance analytics designed to drive customer engagement and revenue growth.

The platform provides a suite of tools for campaign creation and management, including drag-and-drop email and SMS builders, dynamic content rendering, and A/B testing capabilities.

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