Ninety One UK Ltd Buys New Shares in Twilio Inc. $TWLO

Key Points

• Ninety One UK Ltd acquired a new stake in Twilio Inc., purchasing approximately 1.7 million shares for around $212 million, giving it a 1.12% ownership in the company.
• Twilio's share price performance reflects volatility, with a range between $63.19 and $151.95 over the past year, and the company reported a 13.5% increase in revenue year-over-year.
• Several institutional investors have significantly increased their holdings in Twilio, contributing to an overall institutional ownership of 84.27% in the company's stock.

Ninety One UK Ltd bought a new stake in Twilio Inc. (NYSE:TWLO - Free Report) in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 1,705,199 shares of the technology company's stock, valued at approximately $212,059,000. Ninety One UK Ltd owned about 1.12% of Twilio at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in TWLO. KBC Group NV grew its position in Twilio by 236.3% during the first quarter. KBC Group NV now owns 945,594 shares of the technology company's stock valued at $92,583,000 after acquiring an additional 664,420 shares during the period. Alyeska Investment Group L.P. grew its position in Twilio by 36.4% during the first quarter. Alyeska Investment Group L.P. now owns 2,071,826 shares of the technology company's stock valued at $202,852,000 after acquiring an additional 553,043 shares during the period. Jericho Capital Asset Management L.P. grew its position in Twilio by 17.7% during the first quarter. Jericho Capital Asset Management L.P. now owns 3,280,363 shares of the technology company's stock valued at $321,180,000 after acquiring an additional 493,000 shares during the period. Nuveen LLC purchased a new stake in Twilio during the first quarter valued at about $40,219,000. Finally, Amundi grew its position in Twilio by 72.0% during the first quarter. Amundi now owns 889,520 shares of the technology company's stock valued at $79,639,000 after acquiring an additional 372,468 shares during the period. Hedge funds and other institutional investors own 84.27% of the company's stock.

Twilio Price Performance

Shares of NYSE TWLO opened at $100.19 on Wednesday. Twilio Inc. has a 1-year low of $63.19 and a 1-year high of $151.95. The business has a 50-day moving average of $109.54 and a 200-day moving average of $108.59. 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 company has a market capitalization of $15.37 billion, a price-to-earnings ratio of 834.99, a PEG ratio of 3.30 and a beta of 1.27.

Twilio (NYSE:TWLO - Get Free Report) last released its quarterly earnings results on Thursday, August 7th. The technology company reported $1.19 EPS for the quarter, topping 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 for the quarter, compared to analysts' expectations of $1.19 billion. During the same quarter in the previous year, the firm posted $0.87 earnings per share. The company's revenue was up 13.5% compared to the same quarter last year. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. On average, equities analysts anticipate that Twilio Inc. will post 1.44 EPS for the current fiscal year.

Insider Activity

In related news, CFO Aidan Viggiano sold 8,297 shares of the business's stock in a transaction dated Thursday, July 3rd. The stock was sold at an average price of $117.05, for a total value of $971,163.85. Following the transaction, the chief financial officer owned 147,823 shares in the company, valued at approximately $17,302,682.15. The trade was a 5.31% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Khozema Shipchandler sold 13,595 shares of the business's stock in a transaction dated 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 completion of the transaction, the chief executive officer owned 246,986 shares in the company, valued at approximately $28,912,181.16. This trade represents a 5.22% decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders sold 23,699 shares of company stock worth $2,754,028. Insiders own 4.50% of the company's stock.

Wall Street Analysts Forecast Growth

TWLO has been the subject of a number of research reports. Royal Bank Of Canada reissued an "underperform" rating and set a $75.00 price target on shares of Twilio in a research report on Wednesday, September 17th. Piper Sandler boosted their price target on Twilio from $140.00 to $144.00 and gave the company an "overweight" rating in a research report on Friday, August 8th. UBS Group lowered their price target on Twilio from $150.00 to $135.00 and set a "buy" rating for the company in a research report on Friday, August 8th. KeyCorp assumed coverage on Twilio in a research report on Friday, June 6th. They issued an "overweight" rating and a $146.00 target price for the company. Finally, Jefferies Financial Group set a $132.00 target price on Twilio and gave the stock a "hold" rating in a research report on Sunday, June 15th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus price target of $130.22.

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.

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