Twilio Inc. $TWLO Position Increased by Robeco Institutional Asset Management B.V.

Key Points

• Robeco Institutional Asset Management B.V. increased its stake in Twilio Inc. by 58.2% during the second quarter, owning approximately 1.42 million shares valued at $176.4 million.
• Several large investors, including LRI Investments LLC and Cloud Capital Management LLC, have recently acquired new positions in Twilio, contributing to 84.27% of the stock being owned by institutional investors.
• Analysts have set a range of new price targets for Twilio, with a consensus average of $130.22, reflecting a "Moderate Buy" rating after the company reported an earnings per share of $1.19 for its latest quarter.

Robeco Institutional Asset Management B.V. raised its stake in Twilio Inc. (NYSE:TWLO - Free Report) by 58.2% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 1,418,754 shares of the technology company's stock after buying an additional 521,713 shares during the period. Robeco Institutional Asset Management B.V. owned approximately 0.93% of Twilio worth $176,436,000 as of its most recent filing with the SEC.

Several other large investors have also modified their holdings of the stock. LRI Investments LLC purchased a new stake in shares of Twilio during the first quarter valued at $25,000. Financial Gravity Asset Management Inc. acquired a new stake in Twilio during the 1st quarter worth about $28,000. TCTC Holdings LLC lifted its stake in Twilio by 118.1% during the first quarter. TCTC Holdings LLC now owns 338 shares of the technology company's stock valued at $33,000 after buying an additional 183 shares in the last quarter. Cloud Capital Management LLC acquired a new position in shares of Twilio in the first quarter worth about $34,000. Finally, UMB Bank n.a. purchased a new position in shares of Twilio in the first quarter worth approximately $37,000. 84.27% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of equities analysts recently commented on TWLO shares. UBS Group decreased their price objective on shares of Twilio from $150.00 to $135.00 and set a "buy" rating for the company in a research note on Friday, August 8th. Piper Sandler increased their target price on Twilio from $140.00 to $144.00 and gave the company an "overweight" rating in a report on Friday, August 8th. 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. Wells Fargo & Company started coverage on Twilio in a research note on Tuesday. They issued an "overweight" rating and a $130.00 price objective for the company. Finally, Royal Bank Of Canada restated an "underperform" rating and set a $75.00 price objective on shares of Twilio in a research report on Wednesday, September 17th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average price target of $130.22.

Insider Buying and Selling

In other news, CFO Aidan Viggiano sold 1,807 shares of the stock in a transaction on Friday, August 15th. The shares were sold at an average price of $105.94, for a total transaction of $191,433.58. Following the transaction, the chief financial officer owned 146,016 shares in the company, valued at $15,468,935.04. This represents a 1.22% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 0.21% of the stock is owned by corporate insiders.

Twilio Stock Performance

Shares of NYSE TWLO opened at $102.62 on Thursday. The company has a debt-to-equity ratio of 0.12, a current ratio of 4.90 and a quick ratio of 4.90. Twilio Inc. has a one year low of $64.09 and a one year high of $151.95. The business's 50-day moving average price is $108.93 and its two-hundred day moving average price is $108.55. The company has a market capitalization of $15.75 billion, a P/E ratio of 855.25, a price-to-earnings-growth ratio of 3.16 and a beta of 1.25.

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

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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