Saudi Central Bank Increases Holdings in Twilio Inc. $TWLO

Key Points

• Saudi Central Bank increased its Twilio stake by 80.1% in the second quarter, adding 4,480 shares to own 10,076 shares worth approximately $2.08 million. Institutional investors collectively own 84.27% of Twilio.
• Twilio reported quarterly earnings of $1.47 per share, beating estimates of $1.32, while revenue reached $1.50 billion and rose 22% year over year. The company guided for third-quarter 2026 EPS of $1.42–$1.47.
• Analysts remain broadly positive, with Twilio holding a consensus “Buy” rating and an average price target of $249.68. Meanwhile, insiders sold $133.3 million of stock over the past 90 days, including sales by the CEO and CFO.

Saudi Central Bank grew its stake in Twilio Inc. (NYSE:TWLO - Free Report) by 80.1% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 10,076 shares of the technology company's stock after acquiring an additional 4,480 shares during the quarter. Saudi Central Bank's holdings in Twilio were worth $2,079,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently modified their holdings of TWLO. SHP Wealth Management bought a new position in Twilio in the 4th quarter worth about $26,000. Zions Bancorporation National Association UT bought a new stake in Twilio during the 4th quarter valued at about $29,000. Aster Capital Management DIFC Ltd purchased a new position in Twilio in the fourth quarter worth about $29,000. Osbon Capital Management LLC purchased a new position in Twilio in the fourth quarter worth about $30,000. Finally, Ascentis Independent Advisors purchased a new position in Twilio in the first quarter worth about $33,000. 84.27% of the stock is currently owned by institutional investors.

Insider Activity at Twilio

In other Twilio news, CEO Khozema Shipchandler sold 14,458 shares of the company's stock in a transaction that occurred 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 transaction, the chief executive officer directly owned 207,203 shares in the company, valued at $43,601,727.29. This represents a 6.52% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Aidan Viggiano sold 9,093 shares of the stock in a transaction on Tuesday, June 30th. The stock was sold at an average price of $201.25, for a total transaction of $1,829,966.25. Following the completion of the sale, the chief financial officer directly owned 118,252 shares of the company's stock, valued at approximately $23,798,215. This trade represents a 7.14% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last ninety days, insiders sold 547,354 shares of company stock worth $133,284,825. 0.21% of the stock is owned by company insiders.

Twilio Trading Down 0.3%

NYSE:TWLO opened at $232.27 on Tuesday. Twilio Inc. has a one year low of $98.44 and a one year high of $258.35. The business has a fifty day moving average price of $216.59 and a 200-day moving average price of $178.98. The firm has a market capitalization of $35.67 billion, a price-to-earnings ratio of 32.35, a price-to-earnings-growth ratio of 4.83 and a beta of 1.40. The company has a debt-to-equity ratio of 0.11, a current ratio of 4.62 and a quick ratio of 4.62.

Twilio (NYSE:TWLO - Get Free Report) last released its earnings results on Thursday, August 6th. The technology company reported $1.47 earnings per share for the quarter, beating the consensus estimate 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 return on equity of 5.09% and a net margin of 20.61%.Twilio's quarterly revenue was up 22.0% compared to the same quarter last year. During the same period in the previous year, the business earned $1.19 earnings per share. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. Sell-side analysts forecast that Twilio Inc. will post 3.08 EPS for the current year.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on TWLO shares. TD Cowen increased their price target on shares of Twilio from $245.00 to $260.00 and gave the company a "buy" rating in a report on Friday, August 7th. Mizuho set a $270.00 price objective on shares of Twilio in a report on Wednesday, August 12th. UBS Group upped their price objective on Twilio from $200.00 to $285.00 and gave the company a "buy" rating in a research report on Friday, August 7th. Oppenheimer increased their target price on Twilio from $235.00 to $275.00 and gave the company an "outperform" rating in a research note on Friday, August 7th. Finally, Piper Sandler lifted their target price on Twilio from $192.00 to $247.00 and gave the stock a "neutral" rating in a report on Friday, August 7th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of "Buy" and a consensus price target of $249.68.

Twilio Company 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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