Choreo LLC Raises Stock Holdings in Twilio Inc. $TWLO

Choreo LLC raised its stake in shares of Twilio Inc. (NYSE:TWLO) by 7.1% during the 2nd quarter, according to its most recent filing with the SEC. The firm owned 18,459 shares of the technology company’s stock after acquiring an additional 1,228 shares during the period. Choreo LLC’s holdings in Twilio were worth $2,295,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in TWLO. Brighton Jones LLC lifted its position in Twilio by 6.6% during 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. AE Wealth Management LLC bought a new stake in Twilio in the 1st quarter worth approximately $256,000. HB Wealth Management LLC raised its stake in Twilio by 101.9% during the 1st quarter. HB Wealth Management LLC now owns 4,036 shares of the technology company’s stock valued at $395,000 after buying an additional 2,037 shares during the last quarter. TD Asset Management Inc lifted its holdings in shares of Twilio by 0.8% during the 1st quarter. TD Asset Management Inc now owns 29,487 shares of the technology company’s stock valued at $2,887,000 after buying an additional 230 shares during the period. Finally, N.E.W. Advisory Services LLC purchased a new position in shares of Twilio in the 1st quarter worth $42,000. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Insiders Place Their Bets

In other Twilio news, CFO Aidan Viggiano sold 1,514 shares of the firm’s stock in a transaction dated Monday, November 17th. The stock was sold at an average price of $123.28, for a total transaction of $186,645.92. Following the sale, the chief financial officer directly owned 128,104 shares of the company’s stock, valued at $15,792,661.12. This trade represents a 1.17% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, 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 completion of the transaction, the chief executive officer owned 220,383 shares in the company, valued at $22,939,666.47. The trade was a 5.54% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 44,515 shares of company stock valued at $4,673,128 in the last quarter. 0.21% of the stock is currently owned by company insiders.

Twilio Price Performance

NYSE TWLO opened at $127.10 on Friday. The company has a current ratio of 4.68, a quick ratio of 4.68 and a debt-to-equity ratio of 0.13. Twilio Inc. has a 12 month low of $77.51 and a 12 month high of $151.95. The stock has a market cap of $19.50 billion, a price-to-earnings ratio of 310.01, a PEG ratio of 3.40 and a beta of 1.33. The company’s 50 day moving average is $115.39 and its two-hundred day moving average is $115.33.

Twilio (NYSE:TWLO) last announced its quarterly earnings data on Thursday, October 30th. The technology company reported $1.25 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.07 by $0.18. The firm had revenue of $1.30 billion during the quarter, compared to analysts’ expectations of $1.25 billion. Twilio had a net margin of 1.37% and a return on equity of 3.36%. The company’s revenue for the quarter was up 14.7% compared to the same quarter last year. During the same period in the prior year, the company posted $1.02 earnings per share. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. As a group, research analysts anticipate that Twilio Inc. will post 1.44 earnings per share for the current year.

Wall Street Analysts Forecast Growth

TWLO has been the subject of a number of research reports. Monness Crespi & Hardt upped their price objective on Twilio from $165.00 to $175.00 and gave the company a “buy” rating in a research report on Friday, October 31st. The Goldman Sachs Group restated a “buy” rating and set a $150.00 price target on shares of Twilio 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. Wells Fargo & Company raised their price objective on shares of Twilio from $130.00 to $147.00 and gave the stock an “overweight” rating in a report on Friday, October 31st. Finally, Stifel Nicolaus boosted their target price on shares of Twilio from $110.00 to $120.00 and gave the company a “hold” rating in a research report on Friday, October 31st. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have assigned 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.com, Twilio has an average rating of “Moderate Buy” and a consensus price target of $139.26.

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.