Park Avenue Securities LLC Invests $622,000 in Twilio Inc. $TWLO

Park Avenue Securities LLC bought a new position in shares of Twilio Inc. (NYSE:TWLO) in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 4,999 shares of the technology company’s stock, valued at approximately $622,000.

Other institutional investors also recently modified their holdings of the company. LRI Investments LLC purchased a new stake in shares of Twilio during the first quarter worth about $25,000. Financial Gravity Asset Management Inc. bought a new position in Twilio in the first quarter worth about $28,000. TCTC Holdings LLC raised its stake in Twilio by 118.1% in the first quarter. TCTC Holdings LLC now owns 338 shares of the technology company’s stock worth $33,000 after buying an additional 183 shares in the last quarter. Cloud Capital Management LLC bought a new position in Twilio in the first quarter worth about $34,000. Finally, UMB Bank n.a. bought a new position in Twilio in the first quarter worth about $37,000. 84.27% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of equities analysts recently issued reports on TWLO shares. UBS Group decreased their price target on shares of Twilio from $150.00 to $135.00 and set a “buy” rating for the company in a research note on Friday, August 8th. Jefferies Financial Group set a $132.00 price target on shares of Twilio and gave the stock a “hold” rating in a research note on Sunday, June 15th. Piper Sandler increased their price target on shares of Twilio from $140.00 to $144.00 and gave the stock an “overweight” rating in a research note on Friday, August 8th. KeyCorp started coverage on shares of Twilio in a research note on Friday, June 6th. They issued an “overweight” rating and a $146.00 price target for the company. Finally, Rosenblatt Securities reissued a “buy” rating and issued a $140.00 price target on shares of Twilio in a research note on Friday. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, Twilio presently has an average rating of “Moderate Buy” and a consensus price target of $129.78.

Twilio Price Performance

Shares of NYSE TWLO opened at $102.33 on Monday. Twilio Inc. has a fifty-two week low of $63.19 and a fifty-two week high of $151.95. The company has a 50 day simple moving average of $110.69 and a two-hundred day simple moving average of $108.61. The company has a market capitalization of $15.70 billion, a price-to-earnings ratio of 852.82, a P/E/G ratio of 3.23 and a beta of 1.27. The company has a debt-to-equity ratio of 0.12, a quick ratio of 4.90 and a current ratio of 4.90.

Twilio (NYSE:TWLO) last announced its 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 the consensus estimate of $1.19 billion. During the same quarter last year, the firm earned $0.87 earnings per share. The business’s revenue for the quarter was up 13.5% on a year-over-year basis. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. Analysts expect that Twilio Inc. will post 1.44 EPS for the current fiscal year.

Insider Activity at Twilio

In related news, CFO Aidan Viggiano sold 1,807 shares of the firm’s stock in a transaction that occurred on Friday, August 15th. The shares were sold at an average price of $105.94, for a total transaction of $191,433.58. Following the completion of the sale, the chief financial officer owned 146,016 shares of the company’s stock, valued at $15,468,935.04. This trade represents a 1.22% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Khozema Shipchandler sold 13,595 shares of the firm’s stock in a transaction that occurred on Thursday, July 3rd. The shares were sold at an average price of $117.06, for a total transaction of $1,591,430.70. Following the sale, the chief executive officer directly owned 246,986 shares of the company’s stock, valued at $28,912,181.16. This trade represents a 5.22% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 23,699 shares of company stock valued at $2,754,028 in the last three months. 4.50% of the stock is owned by insiders.

Twilio 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.