Nomura Holdings Inc. Has $1.15 Million Stock Holdings in Twilio Inc. $TWLO

Key Points

• Nomura Holdings Inc. has reduced its stake in Twilio Inc. by 64.6%, selling 21,454 shares and holding 11,737 shares, valued at approximately $1,149,000.
• In contrast, other institutional investors like Ameriprise Financial Inc. increased their holdings in Twilio by 47.0%, now owning 310,596 shares worth about $33,570,000.
• Twilio reported quarterly earnings of $1.19 per share, exceeding analysts' expectations, with revenues of $1.23 billion, reflecting a 13.5% increase compared to the same quarter last year.

Nomura Holdings Inc. cut its holdings in Twilio Inc. (NYSE:TWLO - Free Report) by 64.6% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 11,737 shares of the technology company's stock after selling 21,454 shares during the period. Nomura Holdings Inc.'s holdings in Twilio were worth $1,149,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in TWLO. Woodward Diversified Capital LLC increased its stake in Twilio by 1.5% in the 1st quarter. Woodward Diversified Capital LLC now owns 7,163 shares of the technology company's stock valued at $701,000 after buying an additional 103 shares during the last quarter. Nations Financial Group Inc. IA ADV increased its position in shares of Twilio by 1.4% in the first quarter. Nations Financial Group Inc. IA ADV now owns 8,430 shares of the technology company's stock valued at $825,000 after acquiring an additional 114 shares during the last quarter. Smartleaf Asset Management LLC raised its holdings in Twilio by 12.1% during the first quarter. Smartleaf Asset Management LLC now owns 1,104 shares of the technology company's stock worth $109,000 after acquiring an additional 119 shares in the last quarter. Strengthening Families & Communities LLC boosted its position in Twilio by 5.8% during the first quarter. Strengthening Families & Communities LLC now owns 2,278 shares of the technology company's stock valued at $223,000 after purchasing an additional 125 shares during the last quarter. Finally, B. Metzler seel. Sohn & Co. AG grew its stake in Twilio by 1.3% in the first quarter. B. Metzler seel. Sohn & Co. AG now owns 9,871 shares of the technology company's stock valued at $966,000 after purchasing an additional 127 shares in the last quarter. Institutional investors own 84.27% of the company's stock.

Insider Buying and Selling

In other news, CFO Aidan Viggiano sold 8,297 shares of the business's stock in a transaction 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 transaction, the chief financial officer owned 147,823 shares of the company's stock, valued at approximately $17,302,682.15. The trade was a 5.31% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Khozema Shipchandler sold 20,008 shares of the firm's stock in a transaction on Monday, June 30th. The shares were sold at an average price of $124.53, for a total value of $2,491,596.24. Following the sale, the chief executive officer directly owned 260,581 shares in the company, valued at approximately $32,450,151.93. This trade represents a 7.13% decrease in their position. The disclosure for this sale can be found here. Insiders sold 51,671 shares of company stock worth $6,235,788 over the last three months. 0.21% of the stock is currently owned by insiders.

Twilio Stock Performance

Shares of NYSE:TWLO traded up $2.57 during trading on Friday, reaching $108.60. 2,500,259 shares of the stock were exchanged, compared to its average volume of 5,539,096. Twilio Inc. has a 12 month low of $56.85 and a 12 month high of $151.95. The stock has a 50-day moving average price of $115.77 and a 200-day moving average price of $109.35. 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 firm has a market cap of $16.66 billion, a PE ratio of 905.11, a PEG ratio of 3.40 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 earnings per share for the quarter, topping the consensus estimate of $1.02 by $0.17. The business had revenue of $1.23 billion during the quarter, compared to analysts' expectations of $1.19 billion. Twilio had a return on equity of 2.78% and a net margin of 0.43%.The firm's revenue for the quarter was up 13.5% compared to the same quarter last year. During the same period last year, the firm posted $0.87 EPS. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. Research analysts expect that Twilio Inc. will post 1.44 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on TWLO shares. Piper Sandler increased their price objective on Twilio from $140.00 to $144.00 and gave the company an "overweight" rating in a report on Friday, August 8th. UBS Group cut their target price on shares of Twilio from $150.00 to $135.00 and set a "buy" rating for the company in a research note on Friday, August 8th. Jefferies Financial Group set a $132.00 price target on Twilio and gave the stock a "hold" rating in a report on Sunday, June 15th. KeyCorp began coverage on Twilio in a research note on Friday, June 6th. They issued an "overweight" rating and a $146.00 price objective on the stock. Finally, Needham & Company LLC reiterated a "buy" rating and set a $125.00 target price on shares of Twilio in a research note on Friday, May 16th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus price target of $129.78.

Twilio 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.