Pictet Asset Management Holding SA decreased its position in shares of Twilio Inc. (NYSE:TWLO – Free Report) by 33.9% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 1,485,543 shares of the technology company’s stock after selling 762,086 shares during the quarter. Pictet Asset Management Holding SA’s holdings in Twilio were worth $434,442,000 at the end of the most recent quarter.
Several other large investors have also recently added to or reduced their stakes in TWLO. CX Institutional boosted its position in shares of Twilio by 9.5% in the second quarter. CX Institutional now owns 701 shares of the technology company’s stock worth $145,000 after acquiring an additional 61 shares during the last quarter. Wedbush Securities Inc. raised its holdings in shares of Twilio by 4.6% during the 3rd quarter. Wedbush Securities Inc. now owns 1,516 shares of the technology company’s stock valued at $443,000 after buying an additional 66 shares during the period. WPG Advisers LLC boosted its stake in shares of Twilio by 48.0% in the third quarter. WPG Advisers LLC now owns 222 shares of the technology company’s stock valued at $65,000 after purchasing an additional 72 shares during the period. Affinity Capital Advisors LLC grew its holdings in Twilio by 2.6% during the 2nd quarter. Affinity Capital Advisors LLC now owns 2,869 shares of the technology company’s stock valued at $600,000 after purchasing an additional 74 shares in the last quarter. Finally, Wedmont Private Capital grew its holdings in Twilio by 2.1% during the 2nd quarter. Wedmont Private Capital now owns 3,691 shares of the technology company’s stock valued at $792,000 after purchasing an additional 75 shares in the last quarter. 84.27% of the stock is currently owned by hedge funds and other institutional investors.
Key Stories Impacting Twilio
Here are the key news stories impacting Twilio this week:
- Positive Sentiment: Analysts see potential support from rising profits, record cash flow and AI-related opportunities. Northland Securities also raised its FY2026 EPS estimate to $3.32 from $3.08, while the outlook coverage points to a stronger 2026 outlook. TWLO Declines 12% Since Q3 Results: Is This a Buy-the-Dip Opportunity?
- Neutral Sentiment: Northland’s forecast revisions were mixed: it increased some near-term estimates but trimmed several 2027 quarterly forecasts and lowered FY2027 EPS to $4.04 from $4.11. Northland Securities estimate revisions
- Negative Sentiment: The main downside catalyst is Twilio’s fourth-quarter guidance, which signaled slowing growth in its largest business. Reports say shares fell sharply after the outlook, raising concerns about near-term momentum. Twilio stock weighs Q4 growth slowdown against stronger 2026 outlook
- Negative Sentiment: Levi & Korsinsky is investigating potential securities-law violations on behalf of investors who lost money following the decline. An investigation notice could add reputational and legal uncertainty, but it is not a finding of liability. Twilio securities investigation notice
Analyst Ratings Changes
A number of equities analysts have commented on TWLO shares. Wells Fargo & Company boosted their price objective on shares of Twilio from $275.00 to $300.00 and gave the stock an “overweight” rating in a report on Tuesday, October 27th. Rosenblatt Securities upped their price target on Twilio from $275.00 to $290.00 and gave the company a “buy” rating in a research report on Tuesday, September 22nd. BTIG Research lifted their target price on Twilio from $285.00 to $315.00 and gave the company a “buy” rating in a research note on Friday, October 16th. Mizuho set a $270.00 price target on shares of Twilio in a research report on Wednesday, August 12th. Finally, Wolfe Research raised Twilio to a “buy” rating in a research note on Friday, August 7th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $269.48.
View Our Latest Research Report on Twilio
Insiders Place Their Bets
In other news, CFO Aidan Viggiano sold 9,084 shares of Twilio stock in a transaction on Wednesday, September 30th. The stock was sold at an average price of $294.65, for a total transaction of $2,676,600.60. Following the transaction, the chief financial officer owned 99,246 shares in the company, valued at approximately $29,242,833.90. The trade was a 8.39% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Andrew Stafman sold 500,000 shares of the company’s stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $247.08, for a total value of $123,540,000.00. Following the completion of the transaction, the director owned 120,000 shares in the company, valued at $29,649,600. This represents a 80.65% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 538,818 shares of company stock worth $134,833,645 over the last ninety days. 0.21% of the stock is currently owned by company insiders.
Twilio Price Performance
Shares of Twilio stock opened at $201.97 on Friday. Twilio Inc. has a 52 week low of $105.00 and a 52 week high of $308.40. The stock has a market cap of $31.02 billion, a PE ratio of 25.40, a price-to-earnings-growth ratio of 3.94 and a beta of 1.49. The company’s 50-day moving average price is $254.48 and its two-hundred day moving average price is $190.28. The company has a current ratio of 4.47, a quick ratio of 4.62 and a debt-to-equity ratio of 0.11.
Twilio (NYSE:TWLO – Get Free Report) last issued its earnings results on Thursday, October 29th. The technology company reported $1.65 earnings per share for the quarter, topping analysts’ consensus estimates of $1.47 by $0.18. Twilio had a net margin of 21.82% and a return on equity of 5.58%. The firm had revenue of $1.56 billion during the quarter, compared to analysts’ expectations of $1.52 billion. During the same period last year, the firm posted $1.25 earnings per share. The firm’s revenue for the quarter was up 19.9% compared to the same quarter last year. As a group, sell-side analysts anticipate that Twilio Inc. will post 3.27 EPS for the current fiscal year.
Twilio Profile
Twilio provides cloud-based communications software that enables businesses to communicate with customers through applications and digital channels. Its platform offers APIs and related tools for integrating messaging, voice, video and email capabilities into software and customer workflows.
Its offerings include programmable communications products, the Twilio Flex contact center platform, SendGrid email services, and Segment, a customer data platform. Twilio also provides tools for customer identity verification and engagement, helping organizations manage communications and customer data across their operations.
Founded in 2008, Twilio serves businesses and developers in markets around the world.
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