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Klaviyo insider Jeff Fagnan acquires $250,722 in stock

Published 02/08/2024, 15:36
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In a recent transaction, Jeff Fagnan, associated with Klaviyo , Inc. (NYSE:KVYO), has made a significant purchase of the company's Series A Common Stock. On August 1, 2024, Fagnan acquired 9,485 shares at a weighted average price ranging from $26.3350 to $26.4399, totaling approximately $250,722.

The acquisition was made indirectly through Tailwater Investments, LLC, an entity wholly owned by Fagnan. However, it is important to note that Fagnan disclaims beneficial ownership of the reported shares for purposes of Section 16 of the Securities Exchange Act of 1934, except to the extent of his pecuniary interest therein.

In addition to this purchase, the filing also disclosed that Fagnan is connected with Accomplice Fund I, L.P., which holds 26,720 shares of Klaviyo's Series A Common Stock. Accomplice Associates I, LLC, for which Fagnan is the Class A Member, is the general partner of Accomplice Fund I, L.P. Similar to the Tailwater Investments holding, Fagnan disclaims beneficial ownership of these shares, except for his pecuniary interest.

This form of investment by insiders is often monitored by investors as it can indicate the executives' confidence in the company's current and future performance. The disclosed transactions provide a glimpse into the investment moves of Klaviyo insiders, which may be of interest to current and potential investors.

The transactions were officially signed by Frank Castellucci, Attorney-in-Fact for Jeff Fagnan, and were filed on August 2, 2024.

In other recent news, Klaviyo has been the subject of several significant developments. The company's first-quarter results for 2024 exceeded consensus estimates, with revenue and adjusted EBIT figures surpassing expectations by 3.9% and 23.0% respectively. This strong performance prompted Barclays (LON:BARC) to upgrade Klaviyo's stock rating to overweight and raise the price target to $29, while Baird adjusted its outlook, lowering its price target to $35.00 but maintaining an Outperform rating.

Additionally, TD Cowen reiterated a Buy rating for Klaviyo, highlighting the company's sustained growth and potential undervaluation relative to industry counterparts. The firm also noted that Klaviyo's valuation presents an attractive risk/reward scenario for investors.

In corporate news, Klaviyo recently held its annual meeting, where shareholders elected Andrew Bialecki, Ping Li, and Tony Weisman as Class I directors and ratified Deloitte & Touche LLP as the company's independent auditor for the fiscal year ending December 31, 2024.

Moreover, Klaviyo announced a partnership with TikTok to integrate its customer segmentation tools with the social media platform, a move expected to streamline ad targeting and improve relationships with potential buyers. The company also expanded into SMS in nine countries and introduced new features such as multi-account management systems, which are projected to drive market share gains.

InvestingPro Insights

As Jeff Fagnan increases his stake in Klaviyo, Inc. (NYSE:KVYO), investors may wish to consider several financial metrics and insights provided by InvestingPro to better understand the company's valuation and financial position. Klaviyo's market capitalization stands at approximately $6.67 billion, reflecting the market's current valuation of the company.

InvestingPro data indicates that Klaviyo has a negative P/E ratio of -18.93, which has slightly adjusted to -19.15 in the last twelve months as of Q1 2024. This suggests that the company has not been profitable over the past year. However, with a PEG ratio of 0.02, investors might anticipate future earnings growth to be factored into the current price. The company's Price / Book ratio is also relatively high at 6.65, pointing towards a premium valuation compared to the book value of its assets.

On the operational front, Klaviyo has reported robust revenue growth of 43.33% in the last twelve months as of Q1 2024, which is a positive indicator for the company's top-line expansion. This growth is complemented by a healthy gross profit margin of 75.23%, showcasing the company's ability to retain a significant portion of its sales as gross profit.

InvestingPro Tips suggest that Klaviyo holds more cash than debt, which is a strong sign of financial stability, and its liquid assets exceed short-term obligations, indicating good short-term financial health. While the company has not been profitable over the last twelve months, analysts predict that Klaviyo will turn profitable this year, which could be a turning point for the company's financial performance. It is also worth noting that Klaviyo does not pay a dividend, which may influence the investment decisions of income-focused shareholders.

For those looking to delve deeper into Klaviyo's financials and future prospects, InvestingPro offers additional insights. There are currently 6 more InvestingPro Tips available for Klaviyo, which can be found at InvestingPro. These tips could provide valuable guidance for investors considering Klaviyo's stock in light of the recent insider transactions.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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