Invesco Ltd. Raises Position in Twilio Inc. $TWLO

Key Points

• Invesco Ltd. increased its stake in Twilio Inc. by 4.1%, acquiring an additional 20,384 shares, bringing its total ownership to 521,710 shares valued at approximately $51.08 million.
• Recent insider selling includes CFO Aidan Viggiano and CEO Khozema Shipchandler, who sold shares worth nearly $2.56 million combined, resulting in a decrease of around 5% in their respective positions.
• Twilio reported strong financial results for its last quarter, with earnings per share of $1.19, exceeding estimates, and a year-over-year revenue increase of 13.5% to $1.23 billion.

Invesco Ltd. raised its position in Twilio Inc. (NYSE:TWLO - Free Report) by 4.1% during the 1st quarter, according to its most recent filing with the SEC. The institutional investor owned 521,710 shares of the technology company's stock after acquiring an additional 20,384 shares during the period. Invesco Ltd. owned about 0.34% of Twilio worth $51,081,000 as of its most recent filing with the SEC.

A number of other large investors have also recently bought and sold shares of TWLO. LRI Investments LLC bought a new stake in shares of Twilio in the first quarter worth $25,000. Financial Gravity Asset Management Inc. acquired a new stake in Twilio in the 1st quarter valued at $28,000. TCTC Holdings LLC raised its holdings in Twilio by 118.1% during the first quarter. TCTC Holdings LLC now owns 338 shares of the technology company's stock worth $33,000 after acquiring an additional 183 shares in the last quarter. Cloud Capital Management LLC acquired a new position in Twilio during the first quarter valued at approximately $34,000. Finally, UMB Bank n.a. bought a new position in Twilio in the first quarter valued at approximately $37,000. Institutional investors and hedge funds own 84.27% of the company's stock.

Insider Transactions at Twilio

In related news, CFO Aidan Viggiano sold 1,807 shares of Twilio stock in a transaction on Friday, August 15th. The shares were sold at an average price of $105.94, for a total value of $191,433.58. Following the transaction, the chief financial officer owned 146,016 shares in the company, valued at $15,468,935.04. This trade represents a 1.22% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Khozema Shipchandler sold 13,595 shares of the 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 directly owned 246,986 shares of the company's stock, valued at $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 ninety days, insiders sold 55,771 shares of company stock valued at $6,727,911. Insiders own 4.50% of the company's stock.

Twilio Stock Down 1.6%

NYSE TWLO traded down $1.6730 during trading hours on Tuesday, hitting $103.3770. The company's stock had a trading volume of 5,318,437 shares, compared to its average volume of 5,465,317. The company has a current ratio of 4.90, a quick ratio of 4.90 and a debt-to-equity ratio of 0.12. The company's 50-day simple moving average is $119.21 and its two-hundred day simple moving average is $112.45. The company has a market capitalization of $15.86 billion, a PE ratio of 861.55, a price-to-earnings-growth ratio of 3.35 and a beta of 1.23. Twilio Inc. has a 52 week low of $56.85 and a 52 week high of $151.95.

Twilio (NYSE:TWLO - Get Free Report) last posted its quarterly earnings data on Thursday, August 7th. The technology company reported $1.19 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 firm had revenue of $1.23 billion during the quarter, compared to analyst estimates of $1.19 billion. During the same quarter last year, the business posted $0.87 EPS. The company's revenue for the quarter was up 13.5% on a year-over-year basis. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. Research analysts anticipate that Twilio Inc. will post 1.44 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on TWLO. The Goldman Sachs Group lifted their price objective on shares of Twilio from $130.00 to $145.00 and gave the company a "buy" rating in a research report on Friday, May 2nd. Piper Sandler lifted their price objective 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. KeyCorp initiated coverage on Twilio in a report on Friday, June 6th. They issued an "overweight" rating and a $146.00 price objective on the stock. Robert W. Baird lowered their target price on shares of Twilio from $160.00 to $130.00 and set an "outperform" rating on the stock in a report on Wednesday, April 30th. Finally, Scotiabank raised their target price on shares of Twilio from $130.00 to $135.00 and gave the company a "sector outperform" rating in a report on Friday, May 2nd. One 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 given a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average price target of $126.74.

About Twilio

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.