Twilio Inc. $TWLO Shares Acquired by Vinva Investment Management Ltd

Vinva Investment Management Ltd lifted its stake in Twilio Inc. (NYSE:TWLO) by 18.1% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 190,668 shares of the technology company’s stock after purchasing an additional 29,187 shares during the quarter. Vinva Investment Management Ltd’s holdings in Twilio were worth $23,582,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in TWLO. GFG Capital LLC acquired a new position in Twilio during the second quarter worth $25,000. CENTRAL TRUST Co purchased a new stake in shares of Twilio in the 2nd quarter valued at $25,000. Hilltop National Bank acquired a new position in Twilio during the 2nd quarter worth about $26,000. TCTC Holdings LLC lifted its stake in Twilio by 118.1% during the 1st quarter. TCTC Holdings LLC now owns 338 shares of the technology company’s stock worth $33,000 after acquiring an additional 183 shares in the last quarter. Finally, Financial Gravity Companies Inc. purchased a new position in Twilio during the 2nd quarter valued at about $35,000. Institutional investors and hedge funds own 84.27% of the company’s stock.

Insiders Place Their Bets

In other Twilio news, CEO Khozema Shipchandler sold 12,922 shares of the firm’s stock in a transaction on Friday, October 3rd. The shares were sold at an average price of $104.09, for a total transaction of $1,345,050.98. Following the transaction, the chief executive officer directly owned 220,383 shares of the company’s stock, valued at approximately $22,939,666.47. This trade represents a 5.54% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CFO Aidan Viggiano sold 1,514 shares of Twilio stock in a transaction on Monday, November 17th. The shares were sold at an average price of $123.28, for a total transaction of $186,645.92. Following the completion of the transaction, the chief financial officer owned 128,104 shares in the company, valued at approximately $15,792,661.12. This represents a 1.17% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 44,515 shares of company stock valued at $4,673,128. 0.21% of the stock is owned by company insiders.

Analyst Ratings Changes

Several analysts have recently issued reports on TWLO shares. Monness Crespi & Hardt increased their price target on shares of Twilio from $165.00 to $175.00 and gave the stock a “buy” rating in a research report on Friday, October 31st. TD Cowen increased their target price on shares of Twilio from $117.00 to $125.00 and gave the stock a “hold” rating in a report on Friday, October 31st. Royal Bank Of Canada restated an “underperform” rating and issued a $75.00 price target on shares of Twilio in a research note on Wednesday, September 17th. UBS Group increased their price objective on Twilio from $135.00 to $150.00 and gave the company a “buy” rating in a research note on Friday, October 31st. Finally, Stifel Nicolaus upped their price target on Twilio from $110.00 to $120.00 and gave the stock a “hold” rating in a report on Friday, October 31st. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, seven have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $139.26.

Twilio Stock Down 1.1%

Shares of NYSE TWLO opened at $127.10 on Thursday. The business has a 50-day moving average price of $115.01 and a 200 day moving average price of $115.25. The stock has a market cap of $19.50 billion, a PE ratio of 310.01, a price-to-earnings-growth ratio of 3.44 and a beta of 1.33. The company has a quick ratio of 4.68, a current ratio of 4.68 and a debt-to-equity ratio of 0.13. Twilio Inc. has a 52-week low of $77.51 and a 52-week high of $151.95.

Twilio (NYSE:TWLO) last issued its quarterly earnings data on Thursday, October 30th. The technology company reported $1.25 earnings per share for the quarter, beating analysts’ consensus estimates of $1.07 by $0.18. The company had revenue of $1.30 billion during the quarter, compared to analysts’ expectations of $1.25 billion. Twilio had a return on equity of 3.36% and a net margin of 1.37%.The firm’s revenue for the quarter was up 14.7% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.02 earnings per share. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. Equities research analysts forecast that Twilio Inc. will post 1.44 earnings per share for the current year.

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.