Royal Bank of Canada Acquires 82,161 Shares of Twilio Inc. $TWLO

Key Points

• Royal Bank of Canada increased its position in Twilio Inc. by 110.3%, acquiring an additional 82,161 shares to bring its total holdings to 156,640 shares worth approximately $15.34 million.
• Twilio reported a quarterly earnings per share (EPS) of $1.19, exceeding analyst estimates, with revenue of $1.23 billion, a year-over-year increase of 13.5%.
• Analysts have diverse opinions on Twilio's stock, with a current average price target of $129.78 and ratings ranging from "Buy" to "Sell" based on recent reports.

Royal Bank of Canada lifted its position in Twilio Inc. (NYSE:TWLO - Free Report) by 110.3% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 156,640 shares of the technology company's stock after buying an additional 82,161 shares during the quarter. Royal Bank of Canada owned about 0.10% of Twilio worth $15,337,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also modified their holdings of the company. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its stake in shares of Twilio by 26.1% in the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,602,428 shares of the technology company's stock worth $173,190,000 after buying an additional 331,202 shares during the last quarter. Charles Schwab Investment Management Inc. lifted its stake in shares of Twilio by 3.4% in the first quarter. Charles Schwab Investment Management Inc. now owns 1,271,273 shares of the technology company's stock worth $124,470,000 after buying an additional 41,896 shares during the last quarter. Northern Trust Corp lifted its stake in shares of Twilio by 5.4% in the first quarter. Northern Trust Corp now owns 1,168,947 shares of the technology company's stock worth $114,452,000 after buying an additional 60,002 shares during the last quarter. Two Sigma Investments LP lifted its stake in shares of Twilio by 1,292.9% in the fourth quarter. Two Sigma Investments LP now owns 1,129,725 shares of the technology company's stock worth $122,101,000 after buying an additional 1,048,619 shares during the last quarter. Finally, Whale Rock Capital Management LLC acquired a new stake in shares of Twilio in the fourth quarter worth $111,312,000. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Twilio Trading Down 2.4%

Shares of Twilio stock opened at $104.40 on Thursday. The firm has a market capitalization of $16.02 billion, a PE ratio of 870.07, a price-to-earnings-growth ratio of 3.35 and a beta of 1.27. 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's fifty day moving average price is $115.01 and its two-hundred day moving average price is $109.21. Twilio Inc. has a 52-week low of $57.16 and a 52-week high of $151.95.

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. The firm had revenue of $1.23 billion for the quarter, compared to analyst estimates of $1.19 billion. Twilio had a net margin of 0.43% and a return on equity of 2.78%. The business's revenue for the quarter was up 13.5% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.87 EPS. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. On average, analysts expect that Twilio Inc. will post 1.44 EPS for the current year.

Insider Activity

In other news, CFO Aidan Viggiano sold 1,807 shares of the company's stock in a transaction dated Friday, August 15th. The shares were sold at an average price of $105.94, for a total value of $191,433.58. Following the sale, the chief financial officer owned 146,016 shares of the company's stock, valued at approximately $15,468,935.04. This represents a 1.22% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Khozema Shipchandler sold 13,595 shares of the company's stock in a transaction dated Thursday, July 3rd. The stock was sold at an average price of $117.06, for a total transaction of $1,591,430.70. Following the completion of the sale, the chief executive officer directly owned 246,986 shares in the company, valued at approximately $28,912,181.16. The trade was a 5.22% decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders sold 51,671 shares of company stock worth $6,235,788. 0.21% of the stock is owned by insiders.

Analysts Set New Price Targets

TWLO has been the subject of a number of analyst reports. Jefferies Financial Group set a $132.00 price objective on shares of Twilio and gave the stock a "hold" rating in a research note on Sunday, June 15th. KeyCorp initiated coverage on shares of Twilio in a research note on Friday, June 6th. They issued an "overweight" rating and a $146.00 price objective for the company. Rosenblatt Securities assumed coverage on shares of Twilio in a research note on Friday, September 5th. They issued a "buy" rating and a $140.00 price objective for the company. 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. Finally, Piper Sandler upped their target price on shares of Twilio from $140.00 to $144.00 and gave the company an "overweight" rating in a research note on Friday, August 8th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Twilio presently has a consensus rating of "Moderate Buy" and an average 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.

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