DekaBank Deutsche Girozentrale Increases Stock Position in Twilio Inc. $TWLO

DekaBank Deutsche Girozentrale raised its holdings in Twilio Inc. (NYSE:TWLO) by 3.0% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 32,970 shares of the technology company’s stock after purchasing an additional 954 shares during the quarter. DekaBank Deutsche Girozentrale’s holdings in Twilio were worth $4,019,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently added to or reduced their stakes in the business. Jericho Capital Asset Management L.P. boosted its holdings in Twilio by 17.7% in the 1st 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. boosted its holdings in Twilio by 36.4% in the 1st quarter. Alyeska Investment Group L.P. now owns 2,071,826 shares of the technology company’s stock valued at $202,852,000 after purchasing an additional 553,043 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its holdings in Twilio by 19.8% in 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 valued at $188,031,000 after purchasing an additional 318,015 shares in the last quarter. Ninety One UK Ltd purchased a new stake in Twilio in the 2nd quarter valued at approximately $212,059,000. Finally, Robeco Institutional Asset Management B.V. boosted its holdings in Twilio by 58.2% in the 2nd quarter. Robeco Institutional Asset Management B.V. now owns 1,418,754 shares of the technology company’s stock valued at $176,436,000 after purchasing an additional 521,713 shares in the last quarter. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Twilio Trading Up 1.7%

Shares of Twilio stock opened at $112.73 on Friday. The company has a debt-to-equity ratio of 0.12, a current ratio of 4.90 and a quick ratio of 4.90. Twilio Inc. has a 1 year low of $70.03 and a 1 year high of $151.95. The company has a market capitalization of $17.30 billion, a P/E ratio of 939.45, a P/E/G ratio of 3.49 and a beta of 1.25. The business has a 50 day moving average price of $105.93 and a 200 day moving average price of $110.09.

Twilio (NYSE:TWLO) last issued its quarterly earnings data 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. Twilio had a return on equity of 2.78% and a net margin of 0.43%.The firm had revenue of $1.23 billion during the quarter, compared to the consensus estimate of $1.19 billion. During the same period in the previous year, the firm posted $0.87 EPS. The company’s quarterly revenue was up 13.5% compared to the same quarter last year. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. Sell-side analysts anticipate that Twilio Inc. will post 1.44 EPS for the current fiscal year.

Analysts Set New Price Targets

TWLO has been the topic of a number of analyst reports. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Twilio in a report on Friday. Rosenblatt Securities reissued a “buy” rating and set a $140.00 price target on shares of Twilio in a research note on Friday, September 26th. Wells Fargo & Company started coverage on Twilio in a research note on Tuesday, September 30th. They set an “overweight” rating and a $130.00 price target on the stock. Royal Bank Of Canada reissued an “underperform” rating and set a $75.00 price target on shares of Twilio in a research note on Wednesday, September 17th. Finally, Wall Street Zen lowered Twilio from a “strong-buy” rating to a “buy” rating in a research note on Sunday. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $132.00.

Insider Activity at Twilio

In related news, CFO Aidan Viggiano sold 8,363 shares of Twilio stock in a transaction that occurred on Tuesday, September 30th. The stock was 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 directly owned 137,653 shares in the company, valued at $13,846,515.27. The trade was a 5.73% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Khozema Shipchandler sold 13,681 shares of the business’s stock in a transaction on Tuesday, September 30th. The shares were sold at an average price of $100.59, for a total value of $1,376,171.79. Following the completion of the transaction, the chief executive officer owned 233,305 shares of the company’s stock, valued at $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. Insiders have sold a total of 44,808 shares of company stock valued at $4,677,916 over the last 90 days. Insiders own 0.21% of the company’s stock.

About Twilio

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.