UBS Group AG Purchases 49,326 Shares of Klaviyo, Inc. $KVYO

UBS Group AG increased its stake in shares of Klaviyo, Inc. (NYSE:KVYO) by 11.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 468,610 shares of the company’s stock after buying an additional 49,326 shares during the quarter. UBS Group AG owned 0.16% of Klaviyo worth $15,216,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of KVYO. Caitong International Asset Management Co. Ltd increased its stake in shares of Klaviyo by 1,650.9% in the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 963 shares of the company’s stock valued at $27,000 after buying an additional 908 shares during the period. FNY Investment Advisers LLC acquired a new stake in shares of Klaviyo in the 3rd quarter valued at $34,000. Quarry LP acquired a new stake in shares of Klaviyo in the 3rd quarter valued at $44,000. Osaic Holdings Inc. increased its stake in shares of Klaviyo by 317.0% in the 2nd quarter. Osaic Holdings Inc. now owns 1,689 shares of the company’s stock valued at $55,000 after buying an additional 1,284 shares during the period. Finally, RiverPark Advisors LLC acquired a new stake in shares of Klaviyo in the 3rd quarter valued at $69,000. 45.43% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Klaviyo

In other Klaviyo news, insider Landon Edmond sold 15,093 shares of the business’s stock in a transaction dated Thursday, March 5th. The stock was sold at an average price of $20.16, for a total value of $304,274.88. Following the completion of the transaction, the insider directly owned 326,728 shares of the company’s stock, valued at approximately $6,586,836.48. The trade was a 4.42% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Andrew Bialecki sold 206,827 shares of the business’s stock in a transaction dated Tuesday, March 10th. The shares were sold at an average price of $19.96, for a total value of $4,128,266.92. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 1,473,909 shares of company stock valued at $27,200,157. Company insiders own 37.42% of the company’s stock.

Klaviyo Stock Down 1.5%

Shares of Klaviyo stock opened at $14.24 on Thursday. Klaviyo, Inc. has a 12 month low of $13.53 and a 12 month high of $36.76. The business has a fifty day simple moving average of $18.72 and a 200 day simple moving average of $23.50. The stock has a market cap of $4.34 billion, a PE ratio of -355.79 and a beta of 0.79.

Klaviyo (NYSE:KVYO) last posted its earnings results on Tuesday, May 5th. The company reported $0.22 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.19 by $0.03. Klaviyo had a positive return on equity of 4.16% and a negative net margin of 0.66%.The firm had revenue of $358.01 million during the quarter, compared to analysts’ expectations of $348.57 million. During the same period in the previous year, the firm earned $0.14 earnings per share. The company’s revenue was up 27.9% on a year-over-year basis. Analysts expect that Klaviyo, Inc. will post 0.25 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently commented on KVYO shares. Barclays lowered their target price on Klaviyo from $31.00 to $25.00 and set an “overweight” rating for the company in a research note on Wednesday, May 6th. Morgan Stanley set a $34.00 price objective on Klaviyo in a research note on Wednesday, April 29th. TD Cowen reaffirmed a “buy” rating on shares of Klaviyo in a research note on Wednesday, February 11th. Canaccord Genuity Group set a $32.00 price objective on Klaviyo in a research note on Wednesday, February 11th. Finally, Robert W. Baird set a $34.00 price objective on Klaviyo in a research note on Wednesday, February 11th. Eighteen analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $31.40.

Klaviyo Company Profile

Klaviyo, Inc is a cloud-based marketing automation platform that enables businesses to leverage customer data for targeted email and SMS campaigns. The company’s platform centralizes first-party data from various sources—including e-commerce storefronts, websites, and CRM systems—to help organizations deliver personalized marketing across the customer lifecycle. Klaviyo’s core offerings include segmented email marketing, automated messaging workflows, and performance analytics designed to drive customer engagement and revenue growth.

The platform provides a suite of tools for campaign creation and management, including drag-and-drop email and SMS builders, dynamic content rendering, and A/B testing capabilities.