Focus Partners Wealth Reduces Holdings in Twilio Inc. $TWLO

Focus Partners Wealth decreased its position in Twilio Inc. (NYSE:TWLO) by 2.8% during the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 65,035 shares of the technology company’s stock after selling 1,867 shares during the period. Focus Partners Wealth’s holdings in Twilio were worth $6,368,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of the business. Jericho Capital Asset Management L.P. raised its holdings in Twilio by 17.7% in the 1st quarter. Jericho Capital Asset Management L.P. now owns 3,280,363 shares of the technology company’s stock worth $321,180,000 after purchasing an additional 493,000 shares in the last quarter. Alyeska Investment Group L.P. raised its position in shares of Twilio by 36.4% in the 1st quarter. Alyeska Investment Group L.P. now owns 2,071,826 shares of the technology company’s stock worth $202,852,000 after purchasing an additional 553,043 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its stake in shares of Twilio by 19.8% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,920,443 shares of the technology company’s stock worth $188,031,000 after buying an additional 318,015 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its position in Twilio by 26.1% in the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,602,428 shares of the technology company’s stock valued at $173,190,000 after acquiring an additional 331,202 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. boosted its position in shares of Twilio by 3.4% during the first quarter. Charles Schwab Investment Management Inc. now owns 1,271,273 shares of the technology company’s stock valued at $124,470,000 after buying an additional 41,896 shares during the last quarter. 84.27% of the stock is owned by institutional investors.

Insider Buying and Selling at Twilio

In related news, CEO Khozema Shipchandler sold 20,008 shares of the stock in a transaction that occurred on Monday, June 30th. The shares were sold at an average price of $124.53, for a total transaction of $2,491,596.24. Following the completion of the sale, the chief executive officer owned 260,581 shares of the company’s stock, valued at $32,450,151.93. This represents a 7.13% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CFO Aidan Viggiano sold 8,297 shares of the stock in a transaction on Thursday, July 3rd. The shares were sold at an average price of $117.05, for a total value of $971,163.85. Following the sale, the chief financial officer owned 147,823 shares of the company’s stock, valued at approximately $17,302,682.15. This represents a 5.31% decrease in their position. The disclosure for this sale can be found here. Over the last three months, insiders sold 51,671 shares of company stock valued at $6,235,788. Corporate insiders own 0.21% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts recently commented on TWLO shares. UBS Group cut their price objective on Twilio from $150.00 to $135.00 and set a “buy” rating for the company in a report on Friday, August 8th. KeyCorp began coverage on shares of Twilio in a research note on Friday, June 6th. They set an “overweight” rating and a $146.00 target price on the stock. Piper Sandler upped their price target on Twilio from $140.00 to $144.00 and gave the stock an “overweight” rating in a research note on Friday, August 8th. Jefferies Financial Group set a $132.00 price objective on Twilio and gave the company a “hold” rating in a research report on Sunday, June 15th. Finally, Rosenblatt Securities initiated coverage on shares of Twilio in a report on Friday, September 5th. They issued a “buy” rating and a $140.00 target price for the company. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Twilio presently has an average rating of “Moderate Buy” and an average price target of $129.78.

Twilio Stock Down 0.2%

Shares of NYSE:TWLO opened at $102.31 on Friday. Twilio Inc. has a 52-week low of $59.21 and a 52-week high of $151.95. The company has a quick ratio of 4.90, a current ratio of 4.90 and a debt-to-equity ratio of 0.12. The business’s 50 day moving average is $114.29 and its 200 day moving average is $108.94. The stock has a market cap of $15.70 billion, a P/E ratio of 852.65, a price-to-earnings-growth ratio of 3.24 and a beta of 1.27.

Twilio (NYSE:TWLO) last released its quarterly earnings data on Thursday, August 7th. The technology company reported $1.19 earnings per share for the quarter, beating the consensus estimate of $1.02 by $0.17. Twilio had a return on equity of 2.78% and a net margin of 0.43%.The firm had revenue of $1.23 billion during the quarter, compared to the consensus estimate of $1.19 billion. During the same period in the previous year, the company posted $0.87 earnings per share. The firm’s quarterly 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 predict that Twilio Inc. will post 1.44 EPS for the current year.

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.