IFG Advisory LLC Buys New Holdings in Twilio Inc. $TWLO

IFG Advisory LLC purchased a new position in Twilio Inc. (NYSE:TWLO) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund purchased 2,150 shares of the technology company’s stock, valued at approximately $267,000.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. GFG Capital LLC bought a new position in shares of Twilio in the second quarter worth approximately $25,000. Hilltop National Bank purchased a new stake in Twilio during the 2nd quarter valued at $26,000. LRI Investments LLC bought a new stake in Twilio in the 1st quarter worth $25,000. Financial Gravity Asset Management Inc. purchased a new position in shares of Twilio in the first quarter valued at about $28,000. Finally, TCTC Holdings LLC raised its stake in shares of Twilio by 118.1% during the first quarter. TCTC Holdings LLC now owns 338 shares of the technology company’s stock valued at $33,000 after acquiring an additional 183 shares during the last quarter. Institutional investors own 84.27% of the company’s stock.

Twilio Stock Performance

Twilio stock opened at $136.00 on Tuesday. Twilio Inc. has a twelve month low of $77.51 and a twelve month 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 company has a market capitalization of $20.87 billion, a P/E ratio of 331.70, a PEG ratio of 4.18 and a beta of 1.33. The stock’s 50 day moving average is $107.97 and its 200 day moving average is $111.80.

Twilio (NYSE:TWLO) last released its earnings results on Thursday, October 30th. The technology company reported $1.25 EPS for the quarter, topping the consensus estimate of $1.07 by $0.18. Twilio had a return on equity of 3.35% and a net margin of 1.37%.The business had revenue of $1.30 billion for the quarter, compared to the consensus estimate of $1.25 billion. During the same period in the previous year, the company posted $1.02 earnings per share. The company’s revenue for the quarter was up 14.7% compared to the same quarter last year. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. On average, equities research analysts predict that Twilio Inc. will post 1.44 earnings per share for the current fiscal year.

Insider Activity

In other news, CEO Khozema Shipchandler sold 12,922 shares of the stock in a transaction that occurred on Friday, October 3rd. The shares were sold at an average price of $104.09, for a total transaction of $1,345,050.98. Following the sale, the chief executive officer owned 220,383 shares in the company, valued at $22,939,666.47. This represents a 5.54% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, CFO Aidan Viggiano sold 8,035 shares of the firm’s stock in a transaction that occurred on Thursday, October 9th. The shares were sold at an average price of $115.00, for a total transaction of $924,025.00. Following the sale, the chief financial officer directly owned 129,618 shares of the company’s stock, valued at $14,906,070. This trade represents a 5.84% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 44,808 shares of company stock worth $4,677,916 over the last three months. 4.50% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

TWLO has been the topic of several recent analyst reports. Bank of America raised their target price on Twilio from $100.00 to $110.00 and gave the stock an “underperform” rating in a research note on Friday. UBS Group upped their price objective on shares of Twilio from $135.00 to $150.00 and gave the stock a “buy” rating in a report on Friday. Monness Crespi & Hardt lifted their target price on shares of Twilio from $165.00 to $175.00 and gave the company a “buy” rating in a research note on Friday. Morgan Stanley reissued an “overweight” rating and issued a $154.00 price target on shares of Twilio in a research note on Friday. Finally, The Goldman Sachs Group restated a “buy” rating and issued a $150.00 price objective on shares of Twilio in a report on Friday. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, seven have given a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average 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.