Board of the Pension Protection Fund Purchases Shares of 6,100 Twilio Inc. $TWLO

Key Points

• The Pension Protection Fund acquired a stake in Twilio Inc. by purchasing 6,100 shares, valued at around $759,000.
• Twilio reported earnings of $1.19 per share for the last quarter, beating estimates and demonstrating a 13.5% increase in year-over-year revenue.
• Insider trading activity includes significant sales, with CFO Aidan Viggiano and CEO Khozema Shipchandler selling shares at prices around $100 to $104.

Board of the Pension Protection Fund purchased a new stake in Twilio Inc. (NYSE:TWLO - Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 6,100 shares of the technology company's stock, valued at approximately $759,000.

Several other institutional investors have also added to or reduced their stakes in the stock. Jericho Capital Asset Management L.P. lifted its position in Twilio by 17.7% in the 1st quarter. Jericho Capital Asset Management L.P. now owns 3,280,363 shares of the technology company's stock valued at $321,180,000 after acquiring an additional 493,000 shares in the last quarter. Alyeska Investment Group L.P. lifted its holdings in shares of Twilio by 36.4% in the first quarter. Alyeska Investment Group L.P. now owns 2,071,826 shares of the technology company's stock valued at $202,852,000 after purchasing an additional 553,043 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in shares of Twilio by 19.8% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,920,443 shares of the technology company's stock valued at $188,031,000 after purchasing an additional 318,015 shares in the last quarter. Ninety One UK Ltd bought a new stake in shares of Twilio in the second quarter valued at about $212,059,000. Finally, Robeco Institutional Asset Management B.V. lifted its holdings in shares of Twilio by 58.2% in the second quarter. Robeco Institutional Asset Management B.V. now owns 1,418,754 shares of the technology company's stock valued at $176,436,000 after purchasing an additional 521,713 shares in the last quarter. 84.27% of the stock is owned by institutional investors.

Twilio Trading Down 5.9%

Shares of NYSE:TWLO opened at $107.25 on Friday. Twilio Inc. has a 52-week low of $69.40 and a 52-week high of $151.95. The company has a market capitalization of $16.46 billion, a P/E ratio of 893.82, a price-to-earnings-growth ratio of 3.32 and a beta of 1.25. The company has a 50-day simple moving average of $106.03 and a 200 day simple moving average of $108.86. The company has a debt-to-equity ratio of 0.12, a quick ratio of 4.90 and a current ratio of 4.90.

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, beating the consensus estimate of $1.02 by $0.17. Twilio had a net margin of 0.43% and a return on equity of 2.78%. The business had revenue of $1.23 billion during the quarter, compared to the consensus estimate of $1.19 billion. During the same period last year, the business posted $0.87 EPS. Twilio's revenue was up 13.5% on a year-over-year basis. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. Sell-side analysts forecast that Twilio Inc. will post 1.44 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on TWLO shares. Jefferies Financial Group set a $132.00 target price on Twilio and gave the company a "hold" rating in a research note on Sunday, June 15th. Rosenblatt Securities reissued a "buy" rating and issued a $140.00 price objective on shares of Twilio in a research report on Friday, September 26th. Weiss Ratings reissued a "hold (c-)" rating on shares of Twilio in a research report on Wednesday. UBS Group cut their price target on shares of Twilio from $150.00 to $135.00 and set a "buy" rating on the stock in a research report on Friday, August 8th. Finally, Royal Bank Of Canada reissued an "underperform" rating and set a $75.00 price target on shares of Twilio in a research report on Wednesday, September 17th. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $130.22.

Insider Buying and Selling at Twilio

In other news, CFO Aidan Viggiano sold 8,363 shares of the firm's stock in a transaction dated Tuesday, September 30th. The shares were sold at an average price of $100.59, for a total transaction of $841,234.17. Following the completion of the sale, the chief financial officer owned 137,653 shares in the company, valued at approximately $13,846,515.27. This trade represents a 5.73% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Khozema Shipchandler sold 12,922 shares of the firm's stock in a transaction dated Friday, October 3rd. The stock was sold at an average price of $104.09, for a total transaction of $1,345,050.98. Following the sale, the chief executive officer owned 220,383 shares of the company's stock, valued at approximately $22,939,666.47. This represents a 5.54% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 36,773 shares of company stock valued at $3,753,891 in the last ninety days. Insiders own 0.21% of the company's stock.

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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