Fifth Third Bancorp Buys 10,834 Shares of Twilio Inc. $TWLO

Key Points

• Fifth Third Bancorp boosted its stake in Twilio by 339.6% in Q4, buying 10,834 shares to hold 14,024 shares worth about $1.995 million.
• Twilio beat the quarter with EPS of $1.50 (vs. $1.27 est.) and revenue of $1.41B (up 20% YoY), set Q2 2026 EPS guidance of 2.50–2.60, and saw multiple analyst price-target increases leaving a consensus "Moderate Buy" target of $187.
• Institutional ownership is high at 84.27%, while insiders have sold roughly 49,588 shares in the past 90 days (insiders own about 4.5% of the company), indicating strong institutional interest alongside recent insider selling.

Fifth Third Bancorp lifted its stake in Twilio Inc. (NYSE:TWLO - Free Report) by 339.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 14,024 shares of the technology company's stock after purchasing an additional 10,834 shares during the period. Fifth Third Bancorp's holdings in Twilio were worth $1,995,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in TWLO. State Street Corp grew its holdings in shares of Twilio by 47.8% in the third quarter. State Street Corp now owns 5,879,395 shares of the technology company's stock worth $588,469,000 after purchasing an additional 1,900,551 shares during the last quarter. Invesco Ltd. grew its holdings in shares of Twilio by 225.0% in the third quarter. Invesco Ltd. now owns 2,009,237 shares of the technology company's stock worth $201,105,000 after purchasing an additional 1,391,013 shares during the last quarter. Alyeska Investment Group L.P. grew its holdings in shares of Twilio by 39.7% in the third quarter. Alyeska Investment Group L.P. now owns 2,643,859 shares of the technology company's stock worth $264,624,000 after purchasing an additional 750,951 shares during the last quarter. Atreides Management LP grew its holdings in shares of Twilio by 533.1% in the second quarter. Atreides Management LP now owns 730,300 shares of the technology company's stock worth $90,820,000 after purchasing an additional 614,943 shares during the last quarter. Finally, Victory Capital Management Inc. grew its holdings in shares of Twilio by 1,296.3% in the third quarter. Victory Capital Management Inc. now owns 592,085 shares of the technology company's stock worth $59,262,000 after purchasing an additional 549,680 shares during the last quarter. 84.27% of the stock is currently owned by institutional investors.

Insider Activity

In other news, Director Erika Rottenberg sold 1,800 shares of the firm's stock in a transaction dated Tuesday, April 21st. The shares were sold at an average price of $149.02, for a total value of $268,236.00. Following the sale, the director directly owned 34,495 shares in the company, valued at approximately $5,140,444.90. This trade represents a 4.96% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Khozema Shipchandler sold 15,715 shares of the firm's stock in a transaction dated Monday, April 6th. The shares were sold at an average price of $133.39, for a total transaction of $2,096,223.85. Following the completion of the sale, the chief executive officer owned 235,542 shares in the company, valued at $31,418,947.38. This represents a 6.25% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 49,588 shares of company stock worth $6,336,644. Corporate insiders own 4.50% of the company's stock.

Analyst Ratings Changes

A number of research firms have recently commented on TWLO. Mizuho upped their price target on shares of Twilio from $150.00 to $165.00 and gave the stock an "outperform" rating in a report on Tuesday, April 21st. Bank of America upgraded shares of Twilio from an "underperform" rating to a "buy" rating and upped their price target for the stock from $110.00 to $190.00 in a report on Wednesday, April 22nd. Piper Sandler increased their target price on shares of Twilio from $130.00 to $192.00 and gave the stock a "neutral" rating in a report on Friday. TD Cowen increased their target price on shares of Twilio from $160.00 to $210.00 and gave the stock a "buy" rating in a report on Friday. Finally, Citizens Jmp increased their target price on shares of Twilio from $185.00 to $210.00 and gave the stock a "market outperform" rating in a report on Friday. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, two have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $187.00.

Twilio Stock Up 3.4%

Shares of Twilio stock opened at $189.56 on Tuesday. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.66 and a quick ratio of 4.03. Twilio Inc. has a 1 year low of $91.84 and a 1 year high of $192.70. The firm's 50-day moving average is $128.65 and its two-hundred day moving average is $126.58. The stock has a market cap of $28.72 billion, a price-to-earnings ratio of 296.20, a PEG ratio of 7.23 and a beta of 1.32.

Twilio (NYSE:TWLO - Get Free Report) last issued its earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.27 by $0.23. Twilio had a net margin of 1.96% and a return on equity of 4.64%. The company had revenue of $1.41 billion for the quarter, compared to analysts' expectations of $1.34 billion. During the same period in the prior year, the business earned $1.14 EPS. The firm's quarterly revenue was up 20.0% on a year-over-year basis. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. As a group, research analysts expect that Twilio Inc. will post 2.47 earnings per share for the current fiscal year.

Twilio Company Profile

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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