Ninety One SA PTY Ltd Makes New $3.14 Million Investment in Twilio Inc. $TWLO

Key Points

• Ninety One SA PTY Ltd has made a new investment of approximately $3.14 million in Twilio Inc., acquiring 25,215 shares in the second quarter.
• Several analysts have raised their price targets for Twilio, with Piper Sandler setting the highest at $144.00, and an average target of $130.22 across 25 analysts.
• Twilio recently reported significant quarterly earnings, with an EPS of $1.19, surpassing estimates, and a year-over-year revenue increase of 13.5%.

Ninety One SA PTY Ltd bought a new position in shares of Twilio Inc. (NYSE:TWLO - Free Report) in the second quarter, according to the company in its most recent filing with the SEC. The institutional investor bought 25,215 shares of the technology company's stock, valued at approximately $3,136,000.

Other institutional investors and hedge funds also recently modified their holdings of the company. LRI Investments LLC bought a new stake in Twilio in the 1st quarter valued at approximately $25,000. Financial Gravity Asset Management Inc. acquired a new stake in shares of Twilio in the first quarter valued at approximately $28,000. TCTC Holdings LLC raised its holdings in shares of Twilio by 118.1% in the first quarter. TCTC Holdings LLC now owns 338 shares of the technology company's stock valued at $33,000 after purchasing an additional 183 shares during the last quarter. Cloud Capital Management LLC acquired a new stake in shares of Twilio in the first quarter valued at approximately $34,000. Finally, UMB Bank n.a. acquired a new stake in shares of Twilio in the first quarter valued at approximately $37,000. 84.27% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of research firms recently weighed in on TWLO. Piper Sandler raised their target price on shares of Twilio from $140.00 to $144.00 and gave the company an "overweight" rating in a research report on Friday, August 8th. Royal Bank Of Canada restated an "underperform" rating and set a $75.00 price objective on shares of Twilio in a research note on Wednesday, September 17th. Rosenblatt Securities reiterated a "buy" rating and set a $140.00 target price on shares of Twilio in a report on Friday, September 26th. Wells Fargo & Company began coverage on Twilio in a report on Tuesday. They set an "overweight" rating and a $130.00 target price on the stock. Finally, KeyCorp began coverage on Twilio in a research report on Friday, June 6th. They set an "overweight" rating and a $146.00 price target on the stock. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average price target of $130.22.

Twilio Stock Performance

Shares of NYSE TWLO opened at $100.19 on Wednesday. The company has a current ratio of 4.90, a quick ratio of 4.90 and a debt-to-equity ratio of 0.12. Twilio Inc. has a 12 month low of $63.19 and a 12 month high of $151.95. The stock has a 50 day moving average of $109.54 and a 200-day moving average of $108.59. The company has a market capitalization of $15.37 billion, a P/E ratio of 834.99, a P/E/G ratio of 3.30 and a beta of 1.27.

Twilio (NYSE:TWLO - Get Free Report) last announced its quarterly earnings results on Thursday, August 7th. The technology company reported $1.19 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.02 by $0.17. Twilio had a return on equity of 2.78% and a net margin of 0.43%.The business had revenue of $1.23 billion during the quarter, compared to the consensus estimate of $1.19 billion. During the same quarter last year, the firm posted $0.87 EPS. The company's quarterly revenue was up 13.5% on a year-over-year basis. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. As a group, equities research analysts predict that Twilio Inc. will post 1.44 EPS for the current year.

Insider Activity

In other news, CFO Aidan Viggiano sold 8,297 shares of the business's stock in a transaction that occurred on Thursday, July 3rd. The stock was sold at an average price of $117.05, for a total transaction of $971,163.85. Following the completion of the sale, the chief financial officer owned 147,823 shares in the company, valued at $17,302,682.15. The trade was a 5.31% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CEO Khozema Shipchandler sold 13,595 shares of the business's stock in a transaction that occurred on Thursday, July 3rd. The stock was sold at an average price of $117.06, for a total value 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. This represents a 5.22% decrease in their position. The disclosure for this sale can be found here. Insiders sold 23,699 shares of company stock worth $2,754,028 over the last three months. Insiders own 4.50% of the company's stock.

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.

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