25,772 Twilio Inc. $TWLO Shares Sold by Aware Super Pty Ltd as trustee of Aware Super

Key Points

• Aware Super cut its Twilio stake by 75.6% in the third quarter, selling 25,772 shares and retaining 8,311 shares valued at about $2.43 million. Institutional investors own 84.27% of the stock.
• Analyst views were broadly positive: Twilio had a “Moderate Buy” consensus rating and an average price target of $266.65, though UBS lowered its target to $255 while maintaining a Buy rating.
• Twilio beat quarterly estimates, reporting earnings of $1.65 per share versus $1.47 expected and revenue of $1.56 billion, up 19.9% year over year.

Aware Super Pty Ltd as trustee of Aware Super decreased its stake in shares of Twilio Inc. (NYSE:TWLO - Free Report) by 75.6% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 8,311 shares of the technology company's stock after selling 25,772 shares during the period. Aware Super Pty Ltd as trustee of Aware Super's holdings in Twilio were worth $2,431,000 as of its most recent filing with the SEC.

Several other institutional investors also recently added to or reduced their stakes in TWLO. CX Institutional grew its position in Twilio by 9.5% during the second quarter. CX Institutional now owns 701 shares of the technology company's stock worth $145,000 after buying an additional 61 shares in the last quarter. Wedbush Securities Inc. lifted its position in shares of Twilio by 4.6% in the 3rd quarter. Wedbush Securities Inc. now owns 1,516 shares of the technology company's stock worth $443,000 after acquiring an additional 66 shares during the period. WPG Advisers LLC increased its position in shares of Twilio by 48.0% during 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 raised its stake in shares of Twilio by 2.6% in the second 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 raised its stake in shares of Twilio by 2.1% in the second 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 owned by institutional investors.

Analysts Set New Price Targets

Several brokerages recently commented on TWLO. Monness Crespi & Hardt raised their target price on Twilio from $246.00 to $270.00 and gave the stock a "buy" rating in a research report on Friday, August 7th. Weiss Ratings raised shares of Twilio from a "buy (b-)" rating to a "buy (b)" rating in a report on Tuesday, September 29th. Wolfe Research upgraded shares of Twilio to a "buy" rating in a research note on Friday, August 7th. Stifel Nicolaus set a $325.00 price objective on shares of Twilio in a report on Wednesday, October 14th. Finally, UBS Group cut their target price on Twilio from $285.00 to $255.00 and set a "buy" rating for the company in a research report on Friday. Three analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat, Twilio presently has an average rating of "Moderate Buy" and a consensus price target of $266.65.

Twilio Price Performance

Twilio stock opened at $213.99 on Wednesday. The company has a debt-to-equity ratio of 0.11, a quick ratio of 4.62 and a current ratio of 4.47. The firm has a market cap of $32.86 billion, a P/E ratio of 71.10, a P/E/G ratio of 4.22 and a beta of 1.49. The business's fifty day moving average is $256.03 and its two-hundred day moving average is $188.99. Twilio Inc. has a 52 week low of $105.00 and a 52 week high of $308.40.

Twilio (NYSE:TWLO - Get Free Report) last announced its earnings results on Thursday, October 29th. The technology company reported $1.65 earnings per share for the quarter, beating analysts' consensus estimates of $1.47 by $0.18. Twilio had a return on equity of 5.58% and a net margin of 21.82%. The company had revenue of $1.56 billion during the quarter, compared to analyst estimates of $1.52 billion. During the same period last year, the company posted $1.25 earnings per share. The firm's quarterly revenue was up 19.9% compared to the same quarter last year. Equities research analysts forecast that Twilio Inc. will post 3.14 earnings per share for the current fiscal year.

Trending Headlines about Twilio

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Recent analyst sentiment improved: HSBC upgraded Twilio to Hold after the stock’s sell-off, suggesting the firm sees less downside risk at current levels. Twilio upgraded to Hold at HSBC
• Positive Sentiment: Twilio’s Q3 update highlighted accelerating Voice AI adoption, enterprise demand and operating improvements. The company raised its 2026 outlook, supporting the growth case, though margin pressure remains a caveat. Q3 earnings call highlights
• Positive Sentiment: A Motley Fool article points to Twilio’s comparatively low valuation, steady growth and rising use of its AI offerings as reasons investors may see further potential. AI stock comparison
• Neutral Sentiment: JPMorgan lowered its price target to $300 from $335 but maintained an Overweight rating. The reduced target is a cautionary signal, while the continued positive rating indicates the firm still sees potential upside. JPMorgan price target report
• Negative Sentiment: Two law firms announced investigations into potential securities claims involving Twilio. These notices may add uncertainty and weigh on sentiment, although they do not establish wrongdoing. Levi & Korsinsky investigation notice SueWallSt investigation notice

Insider Buying and Selling at Twilio

In other news, CEO Khozema Shipchandler sold 14,442 shares of the business's stock in a transaction dated Monday, October 5th. The stock was sold at an average price of $291.03, for a total transaction of $4,203,055.26. Following the completion of the transaction, the chief executive officer directly owned 178,863 shares in the company, valued at approximately $52,054,498.89. The trade was a 7.47% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 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 sale, the director directly owned 120,000 shares of the company's stock, valued at approximately $29,649,600. This trade represents a 80.65% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 538,818 shares of company stock worth $134,833,645. Insiders own 0.21% of the company's stock.

About Twilio

Twilio Inc NYSE: TWLO provides a cloud-based customer engagement platform that enables businesses to communicate with customers through software and application programming interfaces (APIs). Its services support messaging, voice, video, email, authentication, contact centers and other digital interactions across mobile and web applications.

The company's products include programmable communications tools, Twilio SendGrid for email delivery, Twilio Verify for user authentication, Twilio Flex for cloud contact centers, and Twilio Segment for collecting and using customer data.

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