Schroder Investment Management Group Buys 383,198 Shares of Twilio Inc. $TWLO

Key Points

• Schroder Investment Management Group raised its stake in Twilio by 71.4%, buying 383,198 shares to own 920,195 shares (about 0.60%) valued at roughly $95.97 million.
• Twilio beat quarterly estimates with EPS of $1.33 vs. $1.24 and revenue of $1.37B (up 14.3%), and guided Q1 2026 EPS to $1.210–1.260, while trading at a high PE (~667) and a $19.21B market cap.
• Insiders have been net sellers (CEO and CFO sales; 43,753 shares worth ~$6.05M in the last three months) even as institutional ownership remains high at 84.27%, with large positions adjusted by Vanguard, Norges Bank, BNY and others.

Schroder Investment Management Group raised its stake in shares of Twilio Inc. (NYSE:TWLO - Free Report) by 71.4% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 920,195 shares of the technology company's stock after buying an additional 383,198 shares during the quarter. Schroder Investment Management Group owned about 0.60% of Twilio worth $95,967,000 at the end of the most recent quarter.

Other hedge funds have also added to or reduced their stakes in the company. Vanguard Group Inc. increased its holdings in shares of Twilio by 2.6% during the third quarter. Vanguard Group Inc. now owns 15,305,989 shares of the technology company's stock valued at $1,531,976,000 after acquiring an additional 392,023 shares in the last quarter. Norges Bank purchased a new stake in Twilio during the 2nd quarter valued at about $228,877,000. Dimensional Fund Advisors LP increased its stake in Twilio by 5.3% during the 3rd quarter. Dimensional Fund Advisors LP now owns 1,553,041 shares of the technology company's stock valued at $155,494,000 after purchasing an additional 78,353 shares in the last quarter. Bank of New York Mellon Corp increased its stake in Twilio by 57.0% during the 3rd quarter. Bank of New York Mellon Corp now owns 1,212,436 shares of the technology company's stock valued at $121,353,000 after purchasing an additional 440,423 shares in the last quarter. Finally, Amundi raised its holdings in Twilio by 30.0% in the second quarter. Amundi now owns 1,156,722 shares of the technology company's stock worth $134,770,000 after buying an additional 267,202 shares during the last quarter. 84.27% of the stock is owned by institutional investors.

Twilio Trading Down 1.0%

NYSE:TWLO opened at $126.80 on Tuesday. The company has a market cap of $19.21 billion, a PE ratio of 667.41, a price-to-earnings-growth ratio of 5.25 and a beta of 1.30. The company has a current ratio of 4.03, a quick ratio of 4.03 and a debt-to-equity ratio of 0.13. The company has a 50 day simple moving average of $123.22 and a two-hundred day simple moving average of $119.71. Twilio Inc. has a 12 month low of $77.51 and a 12 month high of $145.90.

Twilio (NYSE:TWLO - Get Free Report) last released its quarterly earnings results on Thursday, February 12th. The technology company reported $1.33 earnings per share for the quarter, beating the consensus estimate of $1.24 by $0.09. Twilio had a return on equity of 3.93% and a net margin of 0.67%.The firm had revenue of $1.37 billion for the quarter, compared to analysts' expectations of $1.32 billion. During the same period in the prior year, the firm earned $1.00 EPS. The company's revenue was up 14.3% compared to the same quarter last year. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. Research analysts forecast that Twilio Inc. will post 1.44 earnings per share for the current year.

Analyst Ratings Changes

Several equities research analysts recently weighed in on the stock. Jefferies Financial Group reissued a "hold" rating and set a $125.00 price target on shares of Twilio in a research report on Friday, February 13th. Argus upgraded Twilio to a "strong-buy" rating in a research note on Thursday, February 19th. Citizens Jmp lifted their target price on Twilio from $165.00 to $185.00 and gave the stock a "market outperform" rating in a report on Tuesday, December 30th. Royal Bank Of Canada boosted their price target on Twilio from $75.00 to $100.00 and gave the stock an "underperform" rating in a research note on Monday, January 5th. Finally, Citigroup reaffirmed a "market perform" rating on shares of Twilio in a report on Tuesday, December 30th. Two research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, five have assigned a Hold rating and three have issued a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average price target of $145.22.

Insider Transactions at Twilio

In other Twilio news, CEO Khozema Shipchandler sold 13,336 shares of the firm's stock in a transaction dated Tuesday, January 6th. The stock was sold at an average price of $134.28, for a total value of $1,790,758.08. Following the transaction, the chief executive officer directly owned 193,781 shares of the company's stock, valued at approximately $26,020,912.68. This trade represents a 6.44% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CFO Aidan Viggiano sold 8,109 shares of the business's stock in a transaction dated Wednesday, December 31st. The shares were sold at an average price of $143.38, for a total value of $1,162,668.42. Following the sale, the chief financial officer owned 119,449 shares of the company's stock, valued at approximately $17,126,597.62. This represents a 6.36% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 43,753 shares of company stock worth $6,050,080. 4.50% of the stock is owned by corporate insiders.

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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