Aberdeen Group plc Increases Stock Holdings in Twilio Inc. $TWLO

Key Points

• Aberdeen Group plc increased its stake in Twilio Inc. by 6.1%, holding 150,896 shares worth $18.76 million as of the end of the second quarter.
• Analyst ratings for Twilio show a mixed outlook, with a consensus rating of Moderate Buy and a price target averaging $130.22, reflecting varied opinions among analysts.
• Twilio's recent financial report indicated earnings per share of $1.19, beating estimates, and revenue growth of 13.5% year-over-year, signaling a positive trajectory for the company.

Aberdeen Group plc grew its position in Twilio Inc. (NYSE:TWLO - Free Report) by 6.1% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 150,896 shares of the technology company's stock after buying an additional 8,734 shares during the quarter. Aberdeen Group plc owned 0.10% of Twilio worth $18,765,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. LRI Investments LLC acquired a new stake in shares of Twilio during the first quarter valued at $25,000. GFG Capital LLC acquired a new stake in shares of Twilio during the second quarter valued at $25,000. Hilltop National Bank acquired a new stake in shares of Twilio during the second quarter valued at $26,000. Financial Gravity Asset Management Inc. acquired a new stake in shares of Twilio during the first quarter valued at $28,000. Finally, TCTC Holdings LLC boosted its stake in shares of Twilio by 118.1% during the first quarter. TCTC Holdings LLC now owns 338 shares of the technology company's stock valued at $33,000 after acquiring an additional 183 shares during the last quarter. Institutional investors and hedge funds own 84.27% of the company's stock.

Analyst Ratings Changes

TWLO has been the topic of a number of analyst reports. Rosenblatt Securities reaffirmed a "buy" rating and set a $140.00 price objective on shares of Twilio in a research note on Friday, September 26th. Royal Bank Of Canada reaffirmed an "underperform" rating and set a $75.00 price objective on shares of Twilio in a research note on Wednesday, September 17th. Weiss Ratings reissued a "hold (c-)" rating on shares of Twilio in a research note on Wednesday, October 8th. Wells Fargo & Company started coverage on Twilio in a research note on Tuesday, September 30th. They issued an "overweight" rating and a $130.00 price target on the stock. Finally, UBS Group decreased their price target on Twilio from $150.00 to $135.00 and set a "buy" rating on the stock in a research note on Friday, August 8th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $130.22.

Twilio Stock Performance

NYSE TWLO opened at $107.95 on Wednesday. The firm has a market capitalization of $16.56 billion, a P/E ratio of 899.65, a P/E/G ratio of 3.42 and a beta of 1.25. Twilio Inc. has a 1-year low of $69.40 and a 1-year high of $151.95. The company has a debt-to-equity ratio of 0.12, a current ratio of 4.90 and a quick ratio of 4.90. The business's 50-day simple moving average is $105.40 and its 200-day simple moving average is $108.99.

Twilio (NYSE:TWLO - Get Free Report) last released its quarterly earnings data on Thursday, August 7th. The technology company reported $1.19 earnings per share for the quarter, beating the consensus estimate of $1.02 by $0.17. The business had revenue of $1.23 billion for the quarter, compared to analyst estimates of $1.19 billion. Twilio had a return on equity of 2.78% and a net margin of 0.43%.The company's revenue was up 13.5% compared to the same quarter last year. During the same period in the previous year, the company posted $0.87 EPS. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. Equities analysts predict that Twilio Inc. will post 1.44 EPS for the current year.

Insider Activity

In other news, CFO Aidan Viggiano sold 8,363 shares of Twilio stock in a transaction dated Tuesday, September 30th. The stock was sold at an average price of $100.59, for a total value of $841,234.17. Following the transaction, the chief financial officer directly owned 137,653 shares of the company's stock, valued at $13,846,515.27. The trade was a 5.73% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, CEO Khozema Shipchandler sold 13,681 shares of Twilio stock in a transaction dated 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 directly owned 233,305 shares in the company, valued at $23,468,149.95. This represents a 5.54% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 44,808 shares of company stock worth $4,677,916 over the last ninety days. Corporate insiders own 4.50% 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.

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