American Trust Acquires New Holdings in Twilio Inc. $TWLO

American Trust bought a new stake in Twilio Inc. (NYSE:TWLO) during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 5,321 shares of the technology company’s stock, valued at approximately $662,000.

Several other hedge funds also recently bought and sold shares of the stock. GHP Investment Advisors Inc. raised its stake in shares of Twilio by 7.3% in the 2nd quarter. GHP Investment Advisors Inc. now owns 1,274 shares of the technology company’s stock valued at $158,000 after acquiring an additional 87 shares during the period. Optimum Investment Advisors boosted its position in shares of Twilio by 13.6% during the 2nd quarter. Optimum Investment Advisors now owns 835 shares of the technology company’s stock worth $104,000 after purchasing an additional 100 shares during the period. Integral Investment Advisors Inc. increased its holdings in Twilio by 4.0% in the 2nd quarter. Integral Investment Advisors Inc. now owns 2,863 shares of the technology company’s stock valued at $356,000 after purchasing an additional 111 shares during the last quarter. Aaron Wealth Advisors LLC raised its position in Twilio by 2.9% in the second quarter. Aaron Wealth Advisors LLC now owns 3,980 shares of the technology company’s stock valued at $495,000 after purchasing an additional 113 shares during the period. Finally, Nomura Asset Management Co. Ltd. lifted its stake in Twilio by 0.3% during the second quarter. Nomura Asset Management Co. Ltd. now owns 43,495 shares of the technology company’s stock worth $5,409,000 after purchasing an additional 115 shares in the last quarter. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Twilio Price Performance

Twilio stock opened at $133.98 on Tuesday. The company has a current ratio of 4.68, a quick ratio of 4.68 and a debt-to-equity ratio of 0.13. The company has a fifty day simple moving average of $121.72 and a 200-day simple moving average of $116.60. The stock has a market cap of $20.56 billion, a P/E ratio of 326.77, a price-to-earnings-growth ratio of 3.56 and a beta of 1.32. Twilio Inc. has a 12-month low of $77.51 and a 12-month high of $151.95.

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

Insider Buying and Selling

In related news, CEO Khozema Shipchandler sold 12,922 shares of the company’s stock in a transaction that occurred on Friday, October 3rd. The stock was 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 directly owned 220,383 shares of the company’s stock, valued at $22,939,666.47. This represents a 5.54% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Andrew Stafman sold 1,000,000 shares of the firm’s stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $129.00, for a total transaction of $129,000,000.00. Following the sale, the director directly owned 2,295,000 shares in the company, valued at approximately $296,055,000. The trade was a 30.35% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 1,044,515 shares of company stock worth $133,673,128 over the last 90 days. 4.50% of the stock is owned by insiders.

Analysts Set New Price Targets

A number of brokerages have recently weighed in on TWLO. Stifel Nicolaus lifted their price objective on Twilio from $110.00 to $120.00 and gave the company a “hold” rating in a research note on Friday, October 31st. Rosenblatt Securities restated a “buy” rating and set a $140.00 target price on shares of Twilio in a report on Friday, October 31st. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Twilio in a research report on Wednesday, October 8th. FBN Securities upgraded shares of Twilio to a “strong-buy” rating in a research note on Wednesday, November 12th. Finally, Oppenheimer set a $145.00 price target on shares of Twilio and gave the stock an “outperform” rating in a research report on Friday, October 31st. Two analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, seven have given a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $139.26.

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.