Amundi Purchases 372,468 Shares of Twilio Inc. $TWLO

Key Points

• Amundi has increased its stake in Twilio Inc. by 72%, acquiring an additional 372,468 shares, bringing its total ownership to approximately 889,520 shares valued at $79.6 million.
• Twilio's stock experienced a 2.4% increase, with a current market capitalization of $16.66 billion and a recent PE ratio of 905.11.
• The company reported a notable earnings per share of $1.19 in its last quarter, surpassing expectations and showcasing a year-over-year revenue growth of 13.5%.

Amundi boosted its position in Twilio Inc. (NYSE:TWLO - Free Report) by 72.0% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 889,520 shares of the technology company's stock after acquiring an additional 372,468 shares during the period. Amundi owned 0.58% of Twilio worth $79,639,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the company. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its stake in shares of Twilio by 26.1% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,602,428 shares of the technology company's stock valued at $173,190,000 after purchasing an additional 331,202 shares in the last quarter. Charles Schwab Investment Management Inc. boosted its stake in shares of Twilio by 3.4% during the 1st quarter. Charles Schwab Investment Management Inc. now owns 1,271,273 shares of the technology company's stock valued at $124,470,000 after purchasing an additional 41,896 shares in the last quarter. Northern Trust Corp boosted its stake in shares of Twilio by 5.4% during the 1st quarter. Northern Trust Corp now owns 1,168,947 shares of the technology company's stock valued at $114,452,000 after purchasing an additional 60,002 shares in the last quarter. Two Sigma Investments LP boosted its stake in shares of Twilio by 1,292.9% during the 4th quarter. Two Sigma Investments LP now owns 1,129,725 shares of the technology company's stock valued at $122,101,000 after purchasing an additional 1,048,619 shares in the last quarter. Finally, Whale Rock Capital Management LLC bought a new stake in shares of Twilio during the 4th quarter valued at about $111,312,000. Institutional investors own 84.27% of the company's stock.

Twilio Stock Up 2.4%

Shares of Twilio stock opened at $108.60 on Friday. The company has a debt-to-equity ratio of 0.12, a quick ratio of 4.90 and a current ratio of 4.90. The stock has a market capitalization of $16.66 billion, a PE ratio of 905.11, a price-to-earnings-growth ratio of 3.40 and a beta of 1.27. Twilio Inc. has a 52-week low of $56.85 and a 52-week high of $151.95. The company has a 50-day simple moving average of $115.77 and a two-hundred day simple moving average of $109.35.

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

Insider Activity

In other Twilio news, CEO Khozema Shipchandler sold 20,008 shares of Twilio stock in a transaction dated Monday, June 30th. The shares were sold at an average price of $124.53, for a total value of $2,491,596.24. Following the completion of the transaction, the chief executive officer directly owned 260,581 shares of the company's stock, valued at approximately $32,450,151.93. The trade was a 7.13% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Aidan Viggiano sold 8,297 shares of Twilio stock in a transaction dated Thursday, July 3rd. The stock was sold at an average price of $117.05, for a total transaction of $971,163.85. Following the completion of the transaction, the chief financial officer directly owned 147,823 shares of the company's stock, valued at $17,302,682.15. This trade represents a 5.31% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 51,671 shares of company stock valued at $6,235,788 over the last ninety days. Corporate insiders own 0.21% of the company's stock.

Wall Street Analyst Weigh In

A number of equities research analysts have recently weighed in on the stock. Jefferies Financial Group set a $132.00 target price on shares of Twilio and gave the company a "hold" rating in a research note on Sunday, June 15th. Rosenblatt Securities assumed coverage on shares of Twilio in a research note on Friday. They set a "buy" rating and a $140.00 target price on the stock. Wall Street Zen lowered shares of Twilio from a "strong-buy" rating to a "buy" rating in a research note on Friday, May 30th. KeyCorp initiated coverage on shares of Twilio in a research note on Friday, June 6th. They set an "overweight" rating and a $146.00 target price on the stock. Finally, Needham & Company LLC reissued a "buy" rating and set a $125.00 price target on shares of Twilio in a research report on Friday, May 16th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $129.78.

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.

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