Twilio Inc. $TWLO Shares Bought by Federation des caisses Desjardins du Quebec

Key Points

• Federation des caisses Desjardins du Quebec increased its stake in Twilio Inc. by 27.8%, acquiring an additional 11,069 shares, bringing its total holdings to 50,957 shares valued at approximately $4.99 million.
• Twilio reported earnings of $1.19 per share for the last quarter, exceeding expectations, with revenue reaching $1.23 billion, a 13.5% increase year-over-year.
• Insider trades showed CEO Khozema Shipchandler sold 13,595 shares, reducing ownership by 5.22%, while CFO Aidan Viggiano sold 1,807 shares, indicating notable insider activity at the company.

Federation des caisses Desjardins du Quebec increased its stake in Twilio Inc. (NYSE:TWLO - Free Report) by 27.8% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 50,957 shares of the technology company's stock after acquiring an additional 11,069 shares during the period. Federation des caisses Desjardins du Quebec's holdings in Twilio were worth $4,990,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Atreides Management LP acquired a new position in Twilio during the first quarter valued at approximately $11,295,000. Focus Partners Advisor Solutions LLC acquired a new position in Twilio during the first quarter valued at approximately $209,000. Royal Bank of Canada lifted its position in Twilio by 110.3% during the first quarter. Royal Bank of Canada now owns 156,640 shares of the technology company's stock valued at $15,337,000 after buying an additional 82,161 shares in the last quarter. Vident Advisory LLC lifted its position in Twilio by 42.9% during the first quarter. Vident Advisory LLC now owns 5,020 shares of the technology company's stock valued at $492,000 after buying an additional 1,508 shares in the last quarter. Finally, Kodai Capital Management LP lifted its position in Twilio by 87.2% during the first quarter. Kodai Capital Management LP now owns 498,941 shares of the technology company's stock valued at $48,851,000 after buying an additional 232,400 shares in the last quarter. 84.27% of the stock is owned by institutional investors and hedge funds.

Twilio Stock Up 2.4%

Shares of NYSE:TWLO traded up $2.57 during midday trading on Friday, reaching $108.60. The company had a trading volume of 2,500,259 shares, compared to its average volume of 4,781,524. 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 stock's fifty day moving average price is $115.77 and its 200-day moving average price is $109.35. The stock has a market capitalization of $16.66 billion, a P/E ratio of 78.75, a PEG ratio of 3.40 and a beta of 1.27. Twilio Inc. has a one year low of $56.85 and a one year high of $151.95.

Twilio (NYSE:TWLO - Get Free Report) last issued its quarterly earnings results on Thursday, August 7th. The technology company reported $1.19 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.02 by $0.17. The business 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% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.87 earnings per share. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. Equities research analysts expect that Twilio Inc. will post 1.44 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Twilio news, CFO Aidan Viggiano sold 1,807 shares of the business's stock in a transaction on Friday, August 15th. The shares were sold at an average price of $105.94, for a total transaction of $191,433.58. Following the completion of the sale, the chief financial officer owned 146,016 shares in the company, valued at $15,468,935.04. The trade was a 1.22% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Khozema Shipchandler sold 13,595 shares of the business's stock in a transaction on Thursday, July 3rd. The shares were sold at an average price of $117.06, for a total transaction of $1,591,430.70. Following the sale, the chief executive officer owned 246,986 shares of the company's stock, valued at approximately $28,912,181.16. The trade was a 5.22% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders sold 51,671 shares of company stock valued at $6,235,788. Insiders own 4.50% of the company's stock.

Analyst Upgrades and Downgrades

A number of brokerages have weighed in on TWLO. Jefferies Financial Group set a $132.00 price target on shares of Twilio and gave the company a "hold" rating in a research report on Sunday, June 15th. Rosenblatt Securities started coverage on shares of Twilio in a research report on Friday. They set a "buy" rating and a $140.00 target price on the stock. KeyCorp started coverage on shares of Twilio in a research report on Friday, June 6th. They set an "overweight" rating and a $146.00 target price on the stock. Piper Sandler boosted their target price on shares of Twilio from $140.00 to $144.00 and gave the stock an "overweight" rating in a research report on Friday, August 8th. Finally, UBS Group reduced their target price 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. One 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's stock. Based on data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average target price 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.