Triasima Portfolio Management inc. Purchases 16,465 Shares of Twilio Inc. $TWLO

Key Points

• Triasima Portfolio Management acquired 16,465 Twilio shares worth approximately $4.8 million in the third quarter. Institutional investors collectively own 84.27% of Twilio’s outstanding stock.
• Twilio reported quarterly earnings of $1.47 per share and revenue of $1.50 billion, beating estimates, while revenue rose 22% year over year. Analysts maintain a generally positive outlook, with a “Moderate Buy” consensus and price targets as high as $330.
• Insiders sold 538,818 shares worth approximately $134.8 million during the last quarter, including a director’s $123.5 million sale. Twilio trades at a relatively high valuation, with a price-to-earnings ratio above 105.

Triasima Portfolio Management inc. acquired a new position in Twilio Inc. (NYSE:TWLO - Free Report) in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 16,465 shares of the technology company's stock, valued at approximately $4,815,000.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Continuum Advisory LLC bought a new stake in shares of Twilio during the 2nd quarter valued at $33,000. SHP Wealth Management purchased a new stake in shares of Twilio in the 4th quarter worth about $26,000. Osbon Capital Management LLC bought a new position in shares of Twilio in the 4th quarter worth about $30,000. Hilltop National Bank bought a new position in shares of Twilio in the 2nd quarter worth about $50,000. Finally, Reflection Asset Management bought a new position in shares of Twilio in the 4th quarter worth about $37,000. Hedge funds and other institutional investors own 84.27% of the company's stock.

Trending Headlines about Twilio

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Bank of America raised its price target to $320 from $270 and reaffirmed a Buy rating, implying meaningful upside and signaling increased confidence in Twilio’s growth prospects. Bank of America Securities Reaffirms Their Buy Rating on Twilio
• Positive Sentiment: Stifel increased its Twilio price target to $325 and maintained a Buy rating. The higher target reinforces the positive analyst outlook and supports investor sentiment. Twilio Price Target Raised to $325 at Stifel
• Positive Sentiment: Bank of America separately reaffirmed its Buy recommendation, while the latest analyst commentary reflects continued optimism about Twilio’s communications and artificial-intelligence opportunity. Bank of America Buy Rating
• Positive Sentiment: Twilio’s Voice AI received promotional attention through a French cultural campaign, providing visibility for the company’s AI capabilities. The announcement is more brand-building than financially material, but it supports the broader AI narrative. Twilio Voice AI French Campaign
• Neutral Sentiment: Twilio has been trending among Zacks users, prompting renewed focus on its outlook. Recent results provide a constructive backdrop, with revenue growth and earnings above estimates, but the article does not introduce a major new catalyst. Is Twilio a Buy Now?
• Negative Sentiment: Twilio recently declined more than the broader market, highlighting short-term volatility and the possibility that investors remain sensitive to its premium valuation. Twilio Declines More Than Market

Insider Buying and Selling

In other Twilio news, Director Andrew Stafman sold 500,000 shares of the firm's stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $247.08, for a total transaction of $123,540,000.00. Following the completion of the sale, the director directly owned 120,000 shares in the company, valued at approximately $29,649,600. This trade represents a 80.65% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Aidan Viggiano sold 9,084 shares of Twilio stock in a transaction dated Wednesday, September 30th. The stock was sold at an average price of $294.65, for a total transaction of $2,676,600.60. Following the completion of the transaction, the chief financial officer directly owned 99,246 shares of the company's stock, valued at $29,242,833.90. This trade represents a 8.39% 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. Insiders have sold a total of 538,818 shares of company stock worth $134,833,645 in the last quarter. Corporate insiders own 0.21% of the company's stock.

Twilio Trading Up 1.1%

Twilio stock opened at $274.06 on Friday. Twilio Inc. has a 12 month low of $104.50 and a 12 month high of $308.40. The company has a market capitalization of $42.09 billion, a price-to-earnings ratio of 105.08, a price-to-earnings-growth ratio of 5.56 and a beta of 1.35. The business's fifty day simple moving average is $253.65 and its two-hundred day simple moving average is $207.87. 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 quarterly 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 firm had revenue of $1.50 billion during 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%. The company's revenue was up 22.0% on a year-over-year basis. During the same period last year, the company earned $1.19 earnings per share. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. As a group, equities analysts predict that Twilio Inc. will post 3.12 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on the stock. Mizuho set a $270.00 price target on shares of Twilio in a research report on Wednesday, August 12th. Monness Crespi & Hardt upped their price objective on shares of Twilio from $246.00 to $270.00 and gave the stock a "buy" rating in a report on Friday, August 7th. HSBC cut shares of Twilio from a "hold" rating to a "reduce" rating and set a $211.00 price objective on the stock. in a report on Thursday, September 24th. The Goldman Sachs Group reaffirmed a "buy" rating and set a $330.00 target price on shares of Twilio in a research note on Friday, August 7th. Finally, Weiss Ratings raised shares of Twilio from a "buy (b-)" rating to a "buy (b)" rating in a research note on Tuesday, September 29th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, two have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, Twilio presently has an average rating of "Moderate Buy" and an average price target of $266.48.

About Twilio

Twilio Inc is a communications technology company that provides a cloud-based platform for businesses to engage with customers through digital channels. Its software and application programming interfaces (APIs) support communications capabilities such as voice calling, messaging, video, email, authentication and contact-center interactions.

The company's offerings include programmable communications services, customer data and engagement tools, and contact-center solutions. Twilio also provides email services through SendGrid and customer data platform capabilities through Segment, which it acquired in 2020.

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