Dimensional Fund Advisors LP Boosts Stock Position in Twilio Inc. $TWLO

Key Points

• Dimensional Fund Advisors raised its Twilio stake 5.3% in Q3 to 1,553,041 shares (about 1.01% ownership), valued at roughly $155.5 million.
• EPS and revenue beat: Twilio reported $1.33 EPS and $1.37 billion in revenue (both above estimates), revenue up 14.3% YoY, and guided Q1 2026 EPS of $1.21–$1.26; analysts' consensus is a "Moderate Buy" with an average target of $145.22.
• Insider selling and institutional concentration: insiders sold 43,753 shares in the past three months (including CEO and CFO sales), leaving insiders with 4.50% ownership, while institutional investors hold about 84.27% of the stock.

Dimensional Fund Advisors LP boosted its stake in shares of Twilio Inc. (NYSE:TWLO - Free Report) by 5.3% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,553,041 shares of the technology company's stock after buying an additional 78,353 shares during the period. Dimensional Fund Advisors LP owned approximately 1.01% of Twilio worth $155,494,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in TWLO. Northwestern Mutual Investment Management Company LLC bought a new stake in Twilio during the 3rd quarter valued at about $3,423,000. Bank of New York Mellon Corp lifted its stake in shares of Twilio by 57.0% in the third quarter. Bank of New York Mellon Corp now owns 1,212,436 shares of the technology company's stock worth $121,353,000 after buying an additional 440,423 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. grew its holdings in shares of Twilio by 54.5% during the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 90,517 shares of the technology company's stock valued at $9,060,000 after buying an additional 31,938 shares during the last quarter. Federated Hermes Inc. grew its holdings in shares of Twilio by 19.7% during the third quarter. Federated Hermes Inc. now owns 70,294 shares of the technology company's stock valued at $7,036,000 after buying an additional 11,577 shares during the last quarter. Finally, Hood River Capital Management LLC increased its position in shares of Twilio by 36.2% during the second quarter. Hood River Capital Management LLC now owns 133,529 shares of the technology company's stock valued at $16,606,000 after acquiring an additional 35,468 shares in the last quarter. Hedge funds and other institutional investors own 84.27% of the company's stock.

Wall Street Analyst Weigh In

TWLO has been the topic of several analyst reports. FBN Securities raised Twilio to a "strong-buy" rating in a research report on Wednesday, November 12th. Jefferies Financial Group reissued a "hold" rating and issued a $125.00 target price on shares of Twilio in a report on Friday, February 13th. Morgan Stanley set a $153.00 price target on Twilio in a research note on Friday, February 13th. Citizens Jmp increased their price objective on Twilio from $165.00 to $185.00 and gave the company a "market outperform" rating in a research report on Tuesday, December 30th. Finally, Weiss Ratings downgraded Twilio from a "hold (c-)" rating to a "sell (d+)" rating in a report on Friday, February 27th. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, five have given a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average price target of $145.22.

Insider Activity

In related news, CEO Khozema Shipchandler sold 13,336 shares of the firm's stock in a transaction that occurred on Tuesday, January 6th. The shares were sold at an average price of $134.28, for a total value of $1,790,758.08. Following the transaction, the chief executive officer owned 193,781 shares of the company's stock, valued at approximately $26,020,912.68. This trade represents a 6.44% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, CFO Aidan Viggiano sold 8,109 shares of the business's stock in a transaction that occurred on Wednesday, December 31st. The shares were sold at an average price of $143.38, for a total transaction of $1,162,668.42. Following the sale, the chief financial officer owned 119,449 shares of the company's stock, valued at $17,126,597.62. This trade represents a 6.36% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 43,753 shares of company stock worth $6,050,080 over the last three months. Insiders own 4.50% of the company's stock.

Twilio Price Performance

Shares of TWLO opened at $126.80 on Tuesday. The firm has a fifty day simple moving average of $123.22 and a two-hundred day simple moving average of $119.71. The firm has a market cap of $19.21 billion, a PE ratio of 667.41, a P/E/G ratio of 5.25 and a beta of 1.30. The company has a current ratio of 4.03, a quick ratio of 4.03 and a debt-to-equity ratio of 0.13. Twilio Inc. has a 1-year low of $77.51 and a 1-year high of $145.90.

Twilio (NYSE:TWLO - Get Free Report) last released its quarterly earnings results on Thursday, February 12th. The technology company reported $1.33 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.24 by $0.09. Twilio had a return on equity of 3.93% and a net margin of 0.67%.The firm had revenue of $1.37 billion for the quarter, compared to the consensus estimate of $1.32 billion. During the same period last year, the business posted $1.00 EPS. The company's revenue for the quarter was up 14.3% on a year-over-year basis. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. On average, equities analysts anticipate that Twilio Inc. will post 1.44 EPS for the current year.

About Twilio

Twilio Inc NYSE: TWLO is a cloud communications platform-as-a-service (CPaaS) company that enables developers and enterprises to embed communications into web and mobile applications. Its core offering is a suite of programmable APIs that handle messaging (SMS, MMS, and chat), voice calling, video, and user authentication. Twilio's platform is designed to help businesses build customer engagement and communication workflows without managing telecommunications infrastructure directly.

The company's product portfolio includes programmable voice and messaging APIs, Twilio Video for real‑time video applications, and Twilio Authy for multi‑factor authentication.

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