Klaviyo, Inc. $KVYO Shares Bought by Fiera Capital Corp

Fiera Capital Corp raised its position in Klaviyo, Inc. (NYSE:KVYO) by 87.7% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 2,331,650 shares of the company’s stock after acquiring an additional 1,089,704 shares during the quarter. Fiera Capital Corp’s holdings in Klaviyo were worth $75,709,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Vanguard Group Inc. boosted its holdings in Klaviyo by 12.3% in the 4th quarter. Vanguard Group Inc. now owns 14,361,540 shares of the company’s stock worth $466,319,000 after buying an additional 1,573,812 shares during the last quarter. Public Sector Pension Investment Board purchased a new position in shares of Klaviyo in the third quarter worth about $2,403,000. Jefferies Financial Group Inc. lifted its stake in shares of Klaviyo by 2,320.7% in the fourth quarter. Jefferies Financial Group Inc. now owns 455,000 shares of the company’s stock worth $14,774,000 after buying an additional 436,204 shares in the last quarter. Huntington National Bank lifted its stake in shares of Klaviyo by 117.1% in the fourth quarter. Huntington National Bank now owns 166,501 shares of the company’s stock worth $5,406,000 after buying an additional 89,800 shares in the last quarter. Finally, JPMorgan Chase & Co. lifted its stake in shares of Klaviyo by 12.7% in the third quarter. JPMorgan Chase & Co. now owns 1,907,831 shares of the company’s stock worth $52,828,000 after buying an additional 214,977 shares in the last quarter. 45.43% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In related news, CFO Amanda Whalen sold 14,000 shares of the firm’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $14.26, for a total transaction of $199,640.00. Following the completion of the sale, the chief financial officer directly owned 895,141 shares in the company, valued at approximately $12,764,710.66. This trade represents a 1.54% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Andrew Bialecki sold 212,529 shares of the firm’s stock in a transaction dated Tuesday, May 26th. The stock was sold at an average price of $14.61, for a total transaction of $3,105,048.69. Following the sale, the chief executive officer owned 212,529 shares of the company’s stock, valued at approximately $3,105,048.69. The trade was a 50.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 1,694,679 shares of company stock valued at $29,151,767 in the last ninety days. 37.42% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on KVYO. Morgan Stanley set a $34.00 price target on shares of Klaviyo in a research note on Wednesday, April 29th. Robert W. Baird set a $34.00 price target on shares of Klaviyo in a research note on Wednesday, February 11th. Jefferies Financial Group set a $25.00 price target on shares of Klaviyo in a research note on Saturday, May 9th. Wall Street Zen raised shares of Klaviyo from a “hold” rating to a “buy” rating in a research note on Sunday, March 22nd. Finally, TD Cowen reissued a “buy” rating on shares of Klaviyo in a research note on Wednesday, February 11th. Eighteen investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $31.40.

Klaviyo Trading Up 0.2%

Klaviyo stock opened at $15.60 on Monday. Klaviyo, Inc. has a 12-month low of $13.53 and a 12-month high of $36.76. The stock has a market cap of $4.67 billion, a P/E ratio of -390.00 and a beta of 0.63. The company has a 50-day moving average price of $17.32 and a 200 day moving average price of $22.05.

Klaviyo (NYSE:KVYO) last released its quarterly earnings data on Tuesday, May 5th. The company reported $0.22 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.19 by $0.03. Klaviyo had a negative net margin of 0.66% and a positive return on equity of 4.16%. The firm had revenue of $358.01 million during the quarter, compared to analysts’ expectations of $348.57 million. During the same period last year, the business earned $0.14 earnings per share. Klaviyo’s revenue was up 27.9% compared to the same quarter last year. As a group, analysts forecast that Klaviyo, Inc. will post 0.25 EPS for the current year.

Klaviyo 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.