Ballentine Partners LLC Invests $204,000 in Twilio Inc. $TWLO

Ballentine Partners LLC purchased a new position in Twilio Inc. (NYSE:TWLO) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 1,644 shares of the technology company’s stock, valued at approximately $204,000.

Other large investors have also recently made changes to their positions in the company. LRI Investments LLC bought a new position in shares of Twilio in the first quarter worth $25,000. Financial Gravity Asset Management Inc. bought a new position in shares of Twilio in the first quarter worth $28,000. TCTC Holdings LLC boosted its holdings in shares of 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 acquiring an additional 183 shares during the period. Cloud Capital Management LLC bought a new position in shares of Twilio in the first quarter worth $34,000. Finally, UMB Bank n.a. bought a new position in shares of Twilio in the first quarter worth $37,000. 84.27% of the stock is owned by institutional investors.

Insider Transactions at Twilio

In related news, CEO Khozema Shipchandler sold 13,595 shares of the business’s stock in a transaction dated Thursday, July 3rd. The stock was sold at an average price of $117.06, for a total transaction of $1,591,430.70. Following the transaction, the chief executive officer owned 246,986 shares in the company, valued at $28,912,181.16. The trade was a 5.22% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CFO Aidan Viggiano sold 8,297 shares of the business’s stock in a transaction dated Thursday, July 3rd. The shares were sold at an average price of $117.05, for a total value of $971,163.85. Following the transaction, the chief financial officer owned 147,823 shares in the company, 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. In the last 90 days, insiders have sold 23,699 shares of company stock worth $2,754,028. 4.50% of the stock is owned by company insiders.

Analyst Ratings Changes

A number of research firms have recently commented on TWLO. Rosenblatt Securities reaffirmed a “buy” rating and issued a $140.00 price target on shares of Twilio in a report on Friday, September 26th. Jefferies Financial Group set a $132.00 price objective on Twilio and gave the stock a “hold” rating in a research report on Sunday, June 15th. UBS Group lowered their price objective on Twilio from $150.00 to $135.00 and set a “buy” rating on the stock in a research report on Friday, August 8th. Piper Sandler increased their price objective on Twilio from $140.00 to $144.00 and gave the stock an “overweight” rating in a research report on Friday, August 8th. Finally, Royal Bank Of Canada reiterated an “underperform” rating and issued a $75.00 price objective on shares of Twilio in a research report on Wednesday, September 17th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $130.22.

Twilio Stock Down 3.9%

TWLO opened at $100.19 on Wednesday. The company has a market cap of $15.37 billion, a P/E ratio of 834.99, a P/E/G ratio of 3.30 and a beta of 1.27. The business’s 50-day moving average price is $109.54 and its 200-day moving average price is $108.59. The company has a current ratio of 4.90, a quick ratio of 4.90 and a debt-to-equity ratio of 0.12. Twilio Inc. has a 12 month low of $63.19 and a 12 month high of $151.95.

Twilio (NYSE:TWLO) last announced its quarterly earnings results on Thursday, August 7th. The technology company reported $1.19 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.02 by $0.17. Twilio had a return on equity of 2.78% and a net margin of 0.43%.The company had revenue of $1.23 billion for the quarter, compared to the consensus estimate of $1.19 billion. During the same quarter in the previous year, the business earned $0.87 EPS. Twilio’s revenue was up 13.5% compared to the same quarter last year. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. On average, equities analysts expect that Twilio Inc. will post 1.44 EPS for the current year.

About Twilio

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.