Sienna Gestion Acquires New Position in Twilio Inc. $TWLO

Key Points

• Sienna Gestion opened a new position in Twilio (TWLO), buying 40,103 shares in Q3 worth approximately $3.66 million according to its latest 13F filing.
• Institutional ownership stands at 84.27%, with major moves including Vanguard adding 392,023 shares, Norges Bank establishing a new ~$228.9 million position, and BNY Mellon boosting its stake by 57%.
• Insiders sold 43,753 shares (~$6.05 million) recently, including sales by the CFO and CEO, while Twilio delivered an EPS beat ($1.33 vs. $1.24) and revenue beat ($1.37B vs. $1.32B); analysts show a consensus Moderate Buy with a ~$145.22 price target.

Sienna Gestion acquired a new stake in shares of Twilio Inc. (NYSE:TWLO - Free Report) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 40,103 shares of the technology company's stock, valued at approximately $3,660,000.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Vanguard Group Inc. grew 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 buying an additional 392,023 shares during the last quarter. Norges Bank purchased a new position in Twilio in the 2nd quarter worth approximately $228,877,000. Dimensional Fund Advisors LP lifted its position in Twilio by 5.3% in 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 acquiring an additional 78,353 shares in the last quarter. Bank of New York Mellon Corp boosted 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 during the last quarter. Finally, Amundi boosted its stake in Twilio by 30.0% during the 2nd quarter. Amundi now owns 1,156,722 shares of the technology company's stock valued at $134,770,000 after purchasing an additional 267,202 shares during the last quarter. Institutional investors own 84.27% of the company's stock.

Insider Buying and Selling

In related news, CFO Aidan Viggiano sold 8,109 shares of the business's stock in a transaction that occurred on Wednesday, December 31st. The stock was sold at an average price of $143.38, for a total transaction of $1,162,668.42. Following the completion of the transaction, the chief financial officer directly owned 119,449 shares in the company, valued at approximately $17,126,597.62. The trade was a 6.36% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Khozema Shipchandler sold 13,336 shares of the stock in a transaction that occurred on Tuesday, January 6th. The stock was sold at an average price of $134.28, for a total transaction of $1,790,758.08. Following the completion of the sale, the chief executive officer directly owned 193,781 shares of the company's stock, valued at $26,020,912.68. This represents a 6.44% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 43,753 shares of company stock valued at $6,050,080. 4.50% of the stock is currently owned by corporate insiders.

Twilio Trading Up 2.2%

Shares of TWLO stock opened at $128.18 on Monday. The company has a market cap of $19.42 billion, a price-to-earnings ratio of 674.67, a PEG ratio of 5.25 and a beta of 1.30. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.03 and a quick ratio of 4.03. The firm has a fifty day moving average price of $123.51 and a 200-day moving average price of $119.53. Twilio Inc. has a 1 year low of $77.51 and a 1 year 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 (EPS) for the quarter, beating the consensus estimate of $1.24 by $0.09. The business had revenue of $1.37 billion during the quarter, compared to analyst estimates of $1.32 billion. Twilio had a return on equity of 3.93% and a net margin of 0.67%.Twilio's revenue for the quarter was up 14.3% on a year-over-year basis. During the same quarter in the previous year, the company posted $1.00 earnings per share. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. As a group, equities analysts predict that Twilio Inc. will post 1.44 earnings per share for the current year.

Analysts Set New Price Targets

Several research analysts have recently weighed in on TWLO shares. Mizuho set a $150.00 price target on Twilio in a research note on Monday, December 15th. BTIG Research lowered their target price on shares of Twilio from $165.00 to $155.00 and set a "buy" rating on the stock in a research note on Friday, February 13th. Royal Bank Of Canada lifted their price target on shares of Twilio from $75.00 to $100.00 and gave the stock an "underperform" rating in a research note on Monday, January 5th. Piper Sandler restated a "neutral" rating and set a $130.00 price objective (down from $148.00) on shares of Twilio in a research report on Friday, February 13th. Finally, Citigroup restated 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 given a Buy rating, five have given a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $145.22.

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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