Candriam S.C.A. Acquires 2,655 Shares of Twilio Inc. $TWLO

Key Points

• Candriam S.C.A. increased its stake in Twilio Inc. by 1.5% in Q1, acquiring an additional 2,655 shares, bringing its total ownership to approximately **174,572 shares** valued at **$17,092,000**.
• Analysts are optimistic about Twilio, with several firms raising their price targets; HSBC moved its target from **$77 to $99**, while Piper Sandler increased theirs from **$140 to $144**, giving the stock an overall consensus rating of **"Moderate Buy."**
• Twilio reported earnings of **$1.19 EPS**, exceeding estimates and showing a **13.5% revenue increase** from the previous year, with additional guidance for Q3 2025 set at **1.010-1.060 EPS**.

Candriam S.C.A. lifted its holdings in shares of Twilio Inc. (NYSE:TWLO - Free Report) by 1.5% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 174,572 shares of the technology company's stock after buying an additional 2,655 shares during the period. Candriam S.C.A. owned approximately 0.11% of Twilio worth $17,092,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Pinnacle Wealth Management LLC bought a new stake in Twilio during the first quarter worth approximately $586,000. Quantbot Technologies LP increased its holdings in shares of Twilio by 102.8% in the first quarter. Quantbot Technologies LP now owns 38,821 shares of the technology company's stock valued at $3,801,000 after buying an additional 19,678 shares in the last quarter. Wellington Management Group LLP increased its holdings in shares of Twilio by 4,280.5% in the first quarter. Wellington Management Group LLP now owns 260,069 shares of the technology company's stock valued at $25,463,000 after buying an additional 254,132 shares in the last quarter. Korea Investment CORP increased its holdings in shares of Twilio by 28.5% in the first quarter. Korea Investment CORP now owns 197,068 shares of the technology company's stock valued at $19,295,000 after buying an additional 43,748 shares in the last quarter. Finally, Northern Trust Corp increased its holdings in shares of Twilio by 5.4% in the first quarter. Northern Trust Corp now owns 1,168,947 shares of the technology company's stock valued at $114,452,000 after buying an additional 60,002 shares in the last quarter. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several research analysts have issued reports on TWLO shares. UBS Group dropped their price target on Twilio from $150.00 to $135.00 and set a "buy" rating on the stock in a report on Friday, August 8th. Robert W. Baird dropped their price target on Twilio from $160.00 to $130.00 and set an "outperform" rating on the stock in a report on Wednesday, April 30th. Needham & Company LLC reiterated a "buy" rating and set a $125.00 price objective on shares of Twilio in a research report on Friday, May 16th. JMP Securities restated a "market outperform" rating and set a $165.00 price target on shares of Twilio in a report on Tuesday, April 29th. Finally, KeyCorp began coverage on shares of Twilio in a report on Friday, June 6th. They set an "overweight" rating and a $146.00 price target on the stock. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat, Twilio has a consensus rating of "Moderate Buy" and a consensus price target of $126.74.

Twilio Stock Performance

Twilio stock traded up $5.31 on Friday, reaching $106.28. 3,682,395 shares of the stock were exchanged, compared to its average volume of 5,766,759. The stock has a market cap of $16.31 billion, a PE ratio of 885.74, a PEG ratio of 3.36 and a beta of 1.23. The company has a current ratio of 4.90, a quick ratio of 4.90 and a debt-to-equity ratio of 0.12. Twilio Inc. has a twelve month low of $56.85 and a twelve month high of $151.95. The firm has a fifty day moving average price of $118.44 and a two-hundred day moving average price of $111.55.

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

Insider Activity

In other news, CFO Aidan Viggiano sold 8,297 shares of the company's stock in a transaction dated Thursday, July 3rd. The shares were 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 owned 147,823 shares of the company's stock, valued at approximately $17,302,682.15. This represents a 5.31% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Erika Rottenberg sold 4,100 shares of the company's stock in a transaction dated Monday, June 2nd. The shares were sold at an average price of $120.03, for a total transaction of $492,123.00. Following the transaction, the director directly owned 33,488 shares of the company's stock, valued at $4,019,564.64. This represents a 10.91% decrease in their position. The disclosure for this sale can be found here. Over the last 90 days, insiders sold 55,771 shares of company stock valued at $6,727,911. 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.