Stanley Laman Group Ltd. Buys New Stake in Twilio Inc. $TWLO

Stanley Laman Group Ltd. acquired a new position in shares of Twilio Inc. (NYSE:TWLO) during the 2nd quarter, Holdings Channel.com reports. The fund acquired 49,014 shares of the technology company’s stock, valued at approximately $6,095,000. Twilio makes up about 0.9% of Stanley Laman Group Ltd.’s holdings, making the stock its 20th biggest position.

A number of other large investors also recently modified their holdings of TWLO. Jericho Capital Asset Management L.P. increased its stake in Twilio by 17.7% in the first quarter. Jericho Capital Asset Management L.P. now owns 3,280,363 shares of the technology company’s stock valued at $321,180,000 after purchasing an additional 493,000 shares in the last quarter. Alyeska Investment Group L.P. lifted its stake in Twilio by 36.4% in the first quarter. Alyeska Investment Group L.P. now owns 2,071,826 shares of the technology company’s stock valued at $202,852,000 after acquiring an additional 553,043 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its stake in shares of Twilio by 19.8% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,920,443 shares of the technology company’s stock worth $188,031,000 after buying an additional 318,015 shares during the last quarter. Ninety One UK Ltd acquired a new stake in shares of Twilio during the 2nd quarter worth about $212,059,000. Finally, Robeco Institutional Asset Management B.V. lifted its stake in shares of Twilio by 58.2% during the 2nd quarter. Robeco Institutional Asset Management B.V. now owns 1,418,754 shares of the technology company’s stock worth $176,436,000 after buying an additional 521,713 shares during the last quarter. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Twilio Stock Performance

NYSE TWLO opened at $106.67 on Friday. Twilio Inc. has a 1 year low of $69.40 and a 1 year high of $151.95. The company has a debt-to-equity ratio of 0.12, a current ratio of 4.90 and a quick ratio of 4.90. The firm has a market cap of $16.37 billion, a price-to-earnings ratio of 888.98, a PEG ratio of 3.29 and a beta of 1.25. The company has a fifty day moving average price of $104.78 and a 200-day moving average price of $109.10.

Twilio (NYSE:TWLO) last posted its earnings results on Thursday, August 7th. The technology company reported $1.19 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.02 by $0.17. The firm had revenue of $1.23 billion during the quarter, compared to analyst estimates of $1.19 billion. Twilio had a net margin of 0.43% and a return on equity of 2.78%. The business’s revenue was up 13.5% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.87 EPS. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. As a group, equities research analysts predict that Twilio Inc. will post 1.44 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several analysts have weighed in on the stock. Wall Street Zen upgraded shares of Twilio from a “buy” rating to a “strong-buy” rating in a research note on Saturday. Royal Bank Of Canada reaffirmed an “underperform” rating and set a $75.00 price target on shares of Twilio in a report on Wednesday, September 17th. UBS Group cut their target price on shares of Twilio from $150.00 to $135.00 and set a “buy” rating on the stock in a research report on Friday, August 8th. Piper Sandler lifted their target price on shares of Twilio from $140.00 to $144.00 and gave the stock an “overweight” rating in a research report on Friday, August 8th. Finally, Rosenblatt Securities restated a “buy” rating and issued a $140.00 price target on shares of Twilio in a research report on Friday, September 26th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, Twilio presently has a consensus rating of “Moderate Buy” and a consensus target price of $130.22.

Insider Activity

In related news, CFO Aidan Viggiano sold 8,363 shares of the stock in a transaction dated Tuesday, September 30th. The shares were sold at an average price of $100.59, for a total transaction of $841,234.17. Following the completion of the transaction, the chief financial officer owned 137,653 shares in the company, valued at approximately $13,846,515.27. This represents a 5.73% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Khozema Shipchandler sold 13,681 shares of the company’s stock in a transaction dated Tuesday, September 30th. The shares were sold at an average price of $100.59, for a total transaction of $1,376,171.79. Following the sale, the chief executive officer directly owned 233,305 shares in the company, valued at approximately $23,468,149.95. This trade represents a 5.54% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 44,808 shares of company stock valued at $4,677,916. 0.21% of the stock is owned by company insiders.

Twilio Company 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.