Capital World Investors Purchases New Position in Klaviyo, Inc. $KVYO

Capital World Investors purchased a new stake in Klaviyo, Inc. (NYSE:KVYO) in the 4th quarter, HoldingsChannel reports. The fund purchased 1,147,935 shares of the company’s stock, valued at approximately $37,273,000.

Several other large investors have also recently added to or reduced their stakes in the stock. Natixis Advisors LLC increased its holdings in Klaviyo by 3.4% in the 3rd quarter. Natixis Advisors LLC now owns 11,397 shares of the company’s stock valued at $316,000 after purchasing an additional 372 shares in the last quarter. Pathstone Holdings LLC increased its holdings in Klaviyo by 0.5% in the 3rd quarter. Pathstone Holdings LLC now owns 173,931 shares of the company’s stock valued at $4,816,000 after purchasing an additional 858 shares in the last quarter. Caitong International Asset Management Co. Ltd increased its holdings in 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 purchasing an additional 908 shares in the last quarter. Squarepoint Ops LLC increased its holdings in Klaviyo by 1.2% in the 3rd quarter. Squarepoint Ops LLC now owns 95,394 shares of the company’s stock valued at $2,641,000 after purchasing an additional 1,104 shares in the last quarter. Finally, FNY Investment Advisers LLC acquired a new stake in Klaviyo in the 3rd quarter valued at $34,000. 45.43% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several brokerages recently issued reports on KVYO. Canaccord Genuity Group set a $32.00 price target on Klaviyo in a report on Wednesday, February 11th. Jefferies Financial Group set a $25.00 target price on Klaviyo in a research report on Saturday, May 9th. KeyCorp dropped their target price on Klaviyo from $40.00 to $35.00 and set an “overweight” rating on the stock in a research report on Wednesday, May 6th. Weiss Ratings reaffirmed a “sell (e+)” rating on shares of Klaviyo in a research report on Wednesday, May 20th. Finally, Stifel Nicolaus dropped their target price on Klaviyo from $35.00 to $28.00 and set a “buy” rating on the stock in a research report on Wednesday, May 6th. Eighteen analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $31.40.

Insider Buying and Selling

In related news, CFO Amanda Whalen sold 14,000 shares of Klaviyo stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $14.26, for a total value of $199,640.00. Following the completion of the transaction, 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 Klaviyo stock in a transaction dated Tuesday, May 26th. The stock was sold at an average price of $14.61, for a total value of $3,105,048.69. Following the completion of the transaction, the chief executive officer owned 212,529 shares of the company’s stock, valued at $3,105,048.69. This trade represents 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. Over the last three months, insiders sold 1,487,852 shares of company stock worth $25,023,500. Corporate insiders own 37.42% of the company’s stock.

Klaviyo Price Performance

KVYO opened at $14.81 on Wednesday. The stock has a market capitalization of $4.43 billion, a PE ratio of -370.06 and a beta of 0.62. The firm’s fifty day moving average price is $17.16 and its 200 day moving average price is $21.87. Klaviyo, Inc. has a 12-month low of $13.53 and a 12-month high of $36.76.

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

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.