Panagora Asset Management Inc. Grows Position in Twilio Inc. $TWLO

Panagora Asset Management Inc. grew its stake in shares of Twilio Inc. (NYSE:TWLOFree Report) by 186.7% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 205,786 shares of the technology company’s stock after acquiring an additional 134,006 shares during the quarter. Panagora Asset Management Inc.’s holdings in Twilio were worth $29,271,000 at the end of the most recent reporting period.

Several other hedge funds also recently bought and sold shares of the stock. MML Investors Services LLC increased its position in Twilio by 278.6% during the fourth quarter. MML Investors Services LLC now owns 38,390 shares of the technology company’s stock worth $5,461,000 after buying an additional 28,250 shares in the last quarter. Mariner LLC increased its position in Twilio by 41.7% during the fourth quarter. Mariner LLC now owns 66,797 shares of the technology company’s stock worth $9,498,000 after buying an additional 19,653 shares in the last quarter. Focus Partners Wealth increased its position in Twilio by 4.9% during the fourth quarter. Focus Partners Wealth now owns 93,665 shares of the technology company’s stock worth $13,281,000 after buying an additional 4,404 shares in the last quarter. Entropy Technologies LP purchased a new position in Twilio during the fourth quarter worth $654,000. Finally, Arax Advisory Partners purchased a new position in Twilio during the fourth quarter worth $245,000. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Insiders Place Their Bets

In related news, CEO Khozema Shipchandler sold 44,158 shares of Twilio stock in a transaction on Thursday, June 4th. The stock was sold at an average price of $235.88, for a total value of $10,415,989.04. Following the transaction, the chief executive officer owned 235,542 shares in the company, valued at approximately $55,559,646.96. This trade represents a 15.79% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Erika Rottenberg sold 2,000 shares of Twilio stock in a transaction on Monday, June 1st. The shares were sold at an average price of $199.01, for a total value of $398,020.00. Following the completion of the transaction, the director owned 30,995 shares in the company, valued at $6,168,314.95. The trade was a 6.06% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 1,805,779 shares of company stock worth $338,603,196 in the last three months. Company insiders own 0.21% of the company’s stock.

Wall Street Analysts Forecast Growth

TWLO has been the topic of several recent analyst reports. Oppenheimer upped their price objective on shares of Twilio from $200.00 to $235.00 and gave the company an “outperform” rating in a research note on Monday, May 18th. Bank of America raised shares of Twilio from an “underperform” rating to a “buy” rating and upped their price objective for the company from $110.00 to $190.00 in a research note on Wednesday, April 22nd. UBS Group upped their price objective on shares of Twilio from $180.00 to $200.00 and gave the company a “buy” rating in a research note on Friday, May 1st. BTIG Research reissued a “buy” rating and set a $215.00 price objective on shares of Twilio in a research note on Tuesday, May 12th. Finally, Tigress Financial lifted their price objective on Twilio from $170.00 to $255.00 and gave the company a “buy” rating in a research report on Thursday. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Twilio currently has a consensus rating of “Moderate Buy” and an average price target of $198.24.

View Our Latest Research Report on TWLO

Twilio Price Performance

Shares of NYSE:TWLO opened at $203.08 on Tuesday. The company has a market cap of $30.82 billion, a P/E ratio of 317.31, a P/E/G ratio of 4.09 and a beta of 1.39. The company has a quick ratio of 4.66, a current ratio of 4.66 and a debt-to-equity ratio of 0.13. Twilio Inc. has a 52 week low of $91.84 and a 52 week high of $238.48. The business has a fifty day simple moving average of $175.33 and a 200-day simple moving average of $143.73.

Twilio (NYSE:TWLOGet Free Report) last announced its quarterly earnings data on Thursday, April 30th. The technology company reported $1.50 EPS for the quarter, beating analysts’ consensus estimates of $1.27 by $0.23. The business had revenue of $1.41 billion during the quarter, compared to the consensus estimate of $1.34 billion. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The business’s revenue for the quarter was up 20.0% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.14 earnings per share. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. Equities research analysts forecast that Twilio Inc. will post 2.77 EPS for the current year.

Twilio Profile

(Free Report)

Twilio Inc (NYSE: TWLO) is a cloud communications platform-as-a-service (CPaaS) company that enables developers and enterprises to embed communications into web and mobile applications. Its core offering is a suite of programmable APIs that handle messaging (SMS, MMS, and chat), voice calling, video, and user authentication. Twilio’s platform is designed to help businesses build customer engagement and communication workflows without managing telecommunications infrastructure directly.

The company’s product portfolio includes programmable voice and messaging APIs, Twilio Video for real‑time video applications, and Twilio Authy for multi‑factor authentication.

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Institutional Ownership by Quarter for Twilio (NYSE:TWLO)

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