National Pension Service Increases Holdings in Twilio Inc. $TWLO

Key Points

• National Pension Service increased its Twilio stake by 1,177.6% in the second quarter, adding 240,854 shares to own 261,307 shares worth approximately $53.9 million. Institutional investors collectively own 84.27% of Twilio.
• Analysts remain broadly positive, with a consensus rating of “Moderate Buy” and an average price target of $249.68; recent targets range from $247 to $285.
• Twilio exceeded quarterly expectations, reporting $1.47 in EPS and $1.50 billion in revenue, up 22% year over year. However, insiders sold roughly $133.3 million of stock over the past 90 days, including a $123.5 million sale by a director.

National Pension Service increased its position in shares of Twilio Inc. (NYSE:TWLO - Free Report) by 1,177.6% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 261,307 shares of the technology company's stock after purchasing an additional 240,854 shares during the quarter. National Pension Service owned 0.17% of Twilio worth $53,915,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in the business. Continuum Advisory LLC acquired a new position in Twilio in the 2nd quarter worth about $33,000. SHP Wealth Management acquired a new stake in Twilio in the 4th quarter valued at about $26,000. Zions Bancorporation National Association UT acquired a new stake in shares of Twilio in the fourth quarter valued at approximately $29,000. Aster Capital Management DIFC Ltd purchased a new position in shares of Twilio during the 4th quarter worth $29,000. Finally, Osbon Capital Management LLC purchased a new position in Twilio during the fourth quarter worth about $30,000. Institutional investors and hedge funds own 84.27% of the company's stock.

Analyst Upgrades and Downgrades

A number of equities analysts have recently weighed in on the company. Piper Sandler increased their price target on Twilio from $192.00 to $247.00 and gave the stock a "neutral" rating in a report on Friday, August 7th. BTIG Research reiterated a "buy" rating and set a $285.00 price target on shares of Twilio in a research note on Friday. KeyCorp increased their price objective on Twilio from $200.00 to $250.00 and gave the company an "overweight" rating in a research note on Friday, August 7th. Rosenblatt Securities lifted their price target on shares of Twilio from $230.00 to $275.00 and gave the stock a "buy" rating in a research note on Friday, August 7th. Finally, Mizuho set a $270.00 price objective on Twilio in a research report on Wednesday, August 12th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $249.68.

Twilio Stock Down 1.6%

TWLO stock opened at $227.32 on Friday. The firm has a market capitalization of $34.91 billion, a PE ratio of 31.66, a P/E/G ratio of 4.72 and a beta of 1.40. The company has a debt-to-equity ratio of 0.11, a current ratio of 4.62 and a quick ratio of 4.62. The company's 50 day simple moving average is $218.13 and its 200-day simple moving average is $181.76. Twilio Inc. has a 12 month low of $98.44 and a 12 month high of $258.35.

Twilio (NYSE:TWLO - Get Free Report) last posted its quarterly earnings data on Thursday, August 6th. The technology company reported $1.47 earnings per share for the quarter, beating analysts' consensus estimates of $1.32 by $0.15. Twilio had a net margin of 20.61% and a return on equity of 5.09%. The business had revenue of $1.50 billion during the quarter, compared to analyst estimates of $1.43 billion. During the same quarter in the previous year, the business posted $1.19 earnings per share. The company's revenue was up 22.0% on a year-over-year basis. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. Equities analysts expect that Twilio Inc. will post 3.08 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Twilio news, CFO Aidan Viggiano sold 1,394 shares of the stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $234.48, for a total value of $326,865.12. Following the completion of the sale, the chief financial officer owned 108,330 shares of the company's stock, valued at $25,401,218.40. This trade represents a 1.27% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Andrew Stafman sold 500,000 shares of the firm's stock in a transaction on Wednesday, August 12th. The shares were sold at an average price of $247.08, for a total transaction of $123,540,000.00. Following the sale, the director directly owned 120,000 shares of the company's stock, valued at approximately $29,649,600. The trade was a 80.65% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 547,354 shares of company stock worth $133,284,825 over the last ninety days. 0.21% of the stock is owned by company insiders.

Twilio Profile

Twilio Inc is a cloud communications and customer engagement technology company that provides application programming interfaces (APIs) and software tools for businesses. Its platform enables organizations to integrate communications capabilities such as voice calls, text messaging, email, video, authentication and customer support into websites, mobile applications and other digital products.

Twilio's offerings include programmable communications services, customer data and analytics tools through Segment, and contact center software through Twilio Flex.

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