Caisse DE Depot ET Placement DU Quebec Has $15.57 Million Stake in Twilio Inc. $TWLO

Key Points

• Caisse DE Depot ET Placement DU Quebec increased its stake in Twilio by 33.9% during the first quarter, owning approximately $15.57 million worth of shares.
• Insider transactions showed CEO Khozema Shipchandler and CFO Aidan Viggiano both sold shares recently, with the CEO's sale resulting in a 5.22% decrease in his position.
• Twilio's stock is exhibiting positive performance, having reported $1.23 billion in quarterly revenue, exceeding analyst expectations, and set a guidance of $1.010-1.060 EPS for Q3 2025.

Caisse DE Depot ET Placement DU Quebec increased its stake in Twilio Inc. (NYSE:TWLO - Free Report) by 33.9% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 159,016 shares of the technology company's stock after acquiring an additional 40,231 shares during the period. Caisse DE Depot ET Placement DU Quebec owned approximately 0.10% of Twilio worth $15,569,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in TWLO. Brighton Jones LLC boosted its holdings in shares of Twilio by 6.6% in the fourth quarter. Brighton Jones LLC now owns 10,051 shares of the technology company's stock valued at $1,086,000 after acquiring an additional 623 shares in the last quarter. MML Investors Services LLC boosted its holdings in shares of Twilio by 63.6% in the fourth quarter. MML Investors Services LLC now owns 12,710 shares of the technology company's stock valued at $1,374,000 after acquiring an additional 4,942 shares in the last quarter. Tower Research Capital LLC TRC boosted its holdings in shares of Twilio by 6.8% in the fourth quarter. Tower Research Capital LLC TRC now owns 2,213 shares of the technology company's stock valued at $239,000 after acquiring an additional 140 shares in the last quarter. Stifel Financial Corp boosted its holdings in shares of Twilio by 12.0% in the fourth quarter. Stifel Financial Corp now owns 24,462 shares of the technology company's stock valued at $2,644,000 after acquiring an additional 2,629 shares in the last quarter. Finally, Adage Capital Partners GP L.L.C. bought a new position in shares of Twilio in the fourth quarter valued at approximately $3,783,000. 84.27% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Twilio

In other news, CEO Khozema Shipchandler sold 20,008 shares of the stock in a transaction on Monday, June 30th. The shares were sold at an average price of $124.53, for a total transaction of $2,491,596.24. Following the transaction, the chief executive officer owned 260,581 shares in the company, valued at $32,450,151.93. This represents a 7.13% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CFO Aidan Viggiano sold 8,297 shares of the stock in a transaction on Thursday, July 3rd. The stock was sold at an average price of $117.05, for a total transaction of $971,163.85. Following the transaction, the chief financial officer owned 147,823 shares in the company, valued at approximately $17,302,682.15. This trade represents a 5.31% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 51,671 shares of company stock worth $6,235,788. 4.50% of the stock is currently owned by company insiders.

Twilio Stock Down 0.6%

Shares of TWLO traded down $0.66 during mid-day trading on Monday, hitting $105.73. 2,224,123 shares of the company's stock were exchanged, compared to its average volume of 5,986,220. The firm has a fifty day moving average of $117.24 and a two-hundred day moving average of $109.89. Twilio Inc. has a twelve month low of $56.85 and a twelve month high of $151.95. The stock has a market cap of $16.22 billion, a price-to-earnings ratio of 881.16, a P/E/G ratio of 3.34 and a beta of 1.27. The company has a quick ratio of 4.90, a current ratio of 4.90 and a debt-to-equity ratio of 0.12.

Twilio (NYSE:TWLO - Get Free Report) last announced its quarterly earnings results on Thursday, August 7th. The technology company reported $1.19 EPS 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 company had revenue of $1.23 billion for the quarter, compared to analyst estimates of $1.19 billion. During the same quarter in the prior year, the business posted $0.87 EPS. Twilio's quarterly revenue was up 13.5% on a year-over-year basis. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. On average, sell-side analysts forecast that Twilio Inc. will post 1.44 earnings per share for the current year.

Analysts Set New Price Targets

A number of analysts recently weighed in on the stock. Wall Street Zen cut shares of Twilio from a "strong-buy" rating to a "buy" rating in a report on Friday, May 30th. Tigress Financial restated a "buy" rating and set a $170.00 target price on shares of Twilio in a report on Thursday, May 8th. Jefferies Financial Group set a $132.00 target price on shares of Twilio and gave the stock a "hold" rating in a report on Sunday, June 15th. HSBC upgraded shares of Twilio from a "reduce" rating to a "hold" rating and upped their price target for the company from $77.00 to $99.00 in a research report on Monday, May 5th. Finally, Piper Sandler upped their price target on shares of Twilio from $140.00 to $144.00 and gave the company an "overweight" rating in a research report on Friday, August 8th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $129.32.

Twilio Company 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.