Twilio Inc. $TWLO Position Boosted by Vontobel Holding Ltd.

Key Points

• Vontobel Holding Ltd. increased its stake in Twilio Inc. by 23.6%, acquiring 3,071 additional shares, bringing its total holdings to 16,106 shares worth approximately $2 million.
• Twilio reported earnings of $1.19 per share, exceeding expectations and showing a 13.5% revenue increase year-over-year with Q3 2025 guidance set at 1.010-1.060 EPS.
• Analyst ratings for Twilio are mostly positive, with a consensus rating of "Moderate Buy" and a price target averaging around $130.22.

Vontobel Holding Ltd. lifted its stake in shares of Twilio Inc. (NYSE:TWLO - Free Report) by 23.6% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 16,106 shares of the technology company's stock after purchasing an additional 3,071 shares during the period. Vontobel Holding Ltd.'s holdings in Twilio were worth $2,003,000 as of its most recent filing with the SEC.

Several other large investors have also modified their holdings of the stock. LRI Investments LLC acquired a new position in Twilio in the first quarter valued at approximately $25,000. Hilltop National Bank acquired a new position in Twilio in the second quarter valued at approximately $26,000. Financial Gravity Asset Management Inc. acquired a new position in Twilio in the first quarter valued at approximately $28,000. TCTC Holdings LLC boosted its stake in Twilio by 118.1% in the first quarter. TCTC Holdings LLC now owns 338 shares of the technology company's stock valued at $33,000 after acquiring an additional 183 shares during the period. Finally, Cloud Capital Management LLC acquired a new position in Twilio in the first quarter valued at approximately $34,000. Institutional investors own 84.27% of the company's stock.

Twilio Trading Down 5.9%

Twilio stock opened at $107.25 on Friday. Twilio Inc. has a 1 year low of $69.40 and a 1 year high of $151.95. The company has a debt-to-equity ratio of 0.12, a quick ratio of 4.90 and a current ratio of 4.90. The firm has a market cap of $16.46 billion, a price-to-earnings ratio of 893.82, a price-to-earnings-growth ratio of 3.32 and a beta of 1.25. The firm's 50 day moving average price is $106.03 and its two-hundred day moving average price is $108.86.

Twilio (NYSE:TWLO - Get Free Report) last posted its quarterly earnings data on Thursday, August 7th. The technology company reported $1.19 earnings per share for the quarter, topping the consensus estimate of $1.02 by $0.17. Twilio had a net margin of 0.43% and a return on equity of 2.78%. The firm had revenue of $1.23 billion for the quarter, compared to analysts' expectations of $1.19 billion. During the same period in the previous year, the company posted $0.87 EPS. The company's quarterly revenue was up 13.5% compared to the same quarter last year. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. On average, research analysts predict that Twilio Inc. will post 1.44 EPS for the current fiscal year.

Insider Buying and Selling at Twilio

In other news, CFO Aidan Viggiano sold 8,363 shares of the business's stock in a transaction on Tuesday, September 30th. The shares were sold at an average price of $100.59, for a total transaction of $841,234.17. Following the transaction, the chief financial officer directly owned 137,653 shares in the company, valued at $13,846,515.27. The trade was a 5.73% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Khozema Shipchandler sold 13,681 shares of the business's stock in a transaction on Tuesday, September 30th. The shares were sold at an average price of $100.59, for a total transaction of $1,376,171.79. Following the transaction, the chief executive officer owned 233,305 shares in the company, valued at approximately $23,468,149.95. This represents a 5.54% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 36,773 shares of company stock worth $3,753,891. 0.21% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

A number of equities analysts have commented on the company. Royal Bank Of Canada restated an "underperform" rating and issued a $75.00 target price on shares of Twilio in a research note on Wednesday, September 17th. Wells Fargo & Company assumed coverage on Twilio in a research note on Tuesday, September 30th. They issued an "overweight" rating and a $130.00 target price for the company. Piper Sandler lifted their target price on Twilio from $140.00 to $144.00 and gave the company an "overweight" rating in a research note on Friday, August 8th. Weiss Ratings reaffirmed a "hold (c-)" rating on shares of Twilio in a report on Wednesday. Finally, Jefferies Financial Group set a $132.00 price target on Twilio and gave the company a "hold" rating in a report on Sunday, June 15th. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat.com, Twilio currently has a consensus rating of "Moderate Buy" and a consensus price target of $130.22.

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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