Plato Investment Management Ltd Makes New $1.64 Million Investment in Twilio Inc. $TWLO

Key Points

• Plato Investment Management acquired 7,980 Twilio shares worth approximately $1.64 million during the second quarter. Institutional investors and hedge funds collectively own 84.27% of Twilio’s stock.
• Analysts maintain a generally positive outlook, with Twilio holding a “Moderate Buy” consensus rating and an average price target of $249.68. Recent targets from Wells Fargo and Rosenblatt Securities were raised to $275.
• Twilio exceeded quarterly expectations, reporting $1.47 in EPS versus $1.32 estimated and $1.50 billion in revenue, up 22% year over year. However, insiders sold roughly $333.9 million of shares over the past 90 days, including sales by the CEO and CFO under pre-arranged trading plans.

Plato Investment Management Ltd acquired a new stake in shares of Twilio Inc. (NYSE:TWLO - Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 7,980 shares of the technology company's stock, valued at approximately $1,637,000.

Several other institutional investors have also modified their holdings of the stock. Brighton Jones LLC lifted its stake in Twilio by 6.6% in the 4th quarter. Brighton Jones LLC now owns 10,051 shares of the technology company's stock valued at $1,086,000 after buying an additional 623 shares in the last quarter. Sivia Capital Partners LLC acquired a new position in shares of Twilio during the second quarter valued at approximately $251,000. Daiwa Securities Group Inc. raised its holdings in shares of Twilio by 70.6% during the second quarter. Daiwa Securities Group Inc. now owns 24,653 shares of the technology company's stock valued at $3,066,000 after acquiring an additional 10,200 shares during the last quarter. NewEdge Advisors LLC lifted its position in shares of Twilio by 46.9% in the second quarter. NewEdge Advisors LLC now owns 5,770 shares of the technology company's stock valued at $718,000 after acquiring an additional 1,841 shares in the last quarter. Finally, Sei Investments Co. lifted its position in shares of Twilio by 55.1% in the second quarter. Sei Investments Co. now owns 90,128 shares of the technology company's stock valued at $11,208,000 after acquiring an additional 32,027 shares in the last quarter. Institutional investors and hedge funds own 84.27% of the company's stock.

Wall Street Analyst Weigh In

TWLO has been the subject of several research reports. Weiss Ratings reiterated a "hold (c)" rating on shares of Twilio in a research report on Monday, August 3rd. Mizuho set a $270.00 price objective on Twilio in a report on Wednesday, August 12th. Wells Fargo & Company lifted their target price on shares of Twilio from $225.00 to $275.00 and gave the stock an "overweight" rating in a research note on Friday, August 7th. Tigress Financial upped their target price on shares of Twilio from $170.00 to $255.00 and gave the stock a "buy" rating in a report on Thursday, June 11th. Finally, Rosenblatt Securities increased their target price on shares of Twilio from $230.00 to $275.00 and gave the company a "buy" rating in a research report on Friday, August 7th. Three analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat, Twilio presently has a consensus rating of "Moderate Buy" and a consensus target price of $249.68.

Insider Activity

In related news, CFO Aidan Viggiano sold 8,528 shares of the stock in a transaction that occurred on Thursday, July 2nd. The stock was sold at an average price of $205.43, for a total value of $1,751,907.04. Following the completion of the transaction, the chief financial officer directly owned 109,724 shares in the company, valued at approximately $22,540,601.32. This represents a 7.21% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Khozema Shipchandler sold 14,458 shares of Twilio stock in a transaction on Monday, July 6th. The shares were sold at an average price of $210.43, for a total value of $3,042,396.94. Following the completion of the sale, the chief executive officer owned 207,203 shares in the company, valued at $43,601,727.29. This represents a 6.52% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 1,624,276 shares of company stock worth $333,883,710 in the last 90 days. 0.21% of the stock is owned by corporate insiders.

Twilio Price Performance

Twilio stock opened at $229.20 on Tuesday. Twilio Inc. has a 12-month low of $98.44 and a 12-month high of $258.35. The stock has a market cap of $34.79 billion, a P/E ratio of 31.92, a PEG ratio of 4.38 and a beta of 1.37. The company has a 50-day moving average price of $205.95 and a 200 day moving average price of $166.91. The company has a current ratio of 4.62, a quick ratio of 4.62 and a debt-to-equity ratio of 0.11.

Twilio (NYSE:TWLO - Get Free Report) last issued its earnings results on Thursday, August 6th. The technology company reported $1.47 EPS for the quarter, topping analysts' consensus estimates of $1.32 by $0.15. The company had revenue of $1.50 billion for the quarter, compared to the consensus estimate of $1.43 billion. Twilio had a net margin of 20.61% and a return on equity of 5.09%. Twilio's quarterly revenue was up 22.0% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.19 earnings per share. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. Sell-side analysts anticipate that Twilio Inc. will post 2.82 earnings per share for the current year.

Twilio Profile

Twilio Inc NYSE: TWLO is a cloud communications platform-as-a-service (CPaaS) company that enables developers and enterprises to embed communications into web and mobile applications. Its core offering is a suite of programmable APIs that handle messaging (SMS, MMS, and chat), voice calling, video, and user authentication. Twilio's platform is designed to help businesses build customer engagement and communication workflows without managing telecommunications infrastructure directly.

The company's product portfolio includes programmable voice and messaging APIs, Twilio Video for real‑time video applications, and Twilio Authy for multi‑factor authentication.

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