American Century Companies Inc. Has $11.92 Million Stake in Twilio Inc. $TWLO

Key Points

• American Century Companies Inc. has increased its stake in Twilio Inc. by 19% in Q1, owning 121,751 shares valued at approximately $11.9 million.
• Several other large investors also increased their holdings in Twilio, indicating strong institutional interest, with hedge funds owning 84.27% of the company's stock.
• Twilio reported an earnings per share (EPS) of $1.19 for the last quarter, surpassing analyst expectations, and projects a Q3 2025 EPS guidance of 1.010-1.060.

American Century Companies Inc. boosted its holdings in Twilio Inc. (NYSE:TWLO - Free Report) by 19.0% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 121,751 shares of the technology company's stock after acquiring an additional 19,406 shares during the quarter. American Century Companies Inc. owned about 0.08% of Twilio worth $11,921,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of TWLO. LRI Investments LLC bought a new stake in Twilio in the first quarter worth about $25,000. Financial Gravity Asset Management Inc. bought a new stake in Twilio in the first quarter worth about $28,000. TCTC Holdings LLC raised its position in Twilio by 118.1% in the first quarter. TCTC Holdings LLC now owns 338 shares of the technology company's stock worth $33,000 after acquiring an additional 183 shares in the last quarter. Cloud Capital Management LLC purchased a new position in Twilio in the 1st quarter worth about $34,000. Finally, UMB Bank n.a. purchased a new position in Twilio in the 1st quarter worth about $37,000. 84.27% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

A number of equities analysts recently weighed in on the company. Piper Sandler lifted their price target on Twilio from $140.00 to $144.00 and gave the stock an "overweight" rating in a research note on Friday, August 8th. Scotiabank lifted their price target on Twilio from $130.00 to $135.00 and gave the stock a "sector outperform" rating in a research note on Friday, May 2nd. Tigress Financial reissued a "buy" rating and issued a $170.00 price target on shares of Twilio in a research note on Thursday, May 8th. Needham & Company LLC reissued a "buy" rating and set a $125.00 target price on shares of Twilio in a research note on Friday, May 16th. Finally, Robert W. Baird cut their target price on shares of Twilio from $160.00 to $130.00 and set an "outperform" rating on the stock in a research note on Wednesday, April 30th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average price target of $129.32.

Twilio Stock Up 3.2%

Shares of NYSE TWLO traded up $3.30 during mid-day trading on Thursday, reaching $106.45. The company had a trading volume of 2,639,663 shares, compared to its average volume of 6,004,701. Twilio Inc. has a twelve month low of $56.85 and a twelve month 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 stock has a market capitalization of $16.33 billion, a PE ratio of 887.13, a price-to-earnings-growth ratio of 3.26 and a beta of 1.23. The stock's 50 day moving average is $117.46 and its 200-day moving average is $110.64.

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. Twilio had a net margin of 0.43% and a return on equity of 2.78%. The business had revenue of $1.23 billion for the quarter, compared to the consensus estimate of $1.19 billion. During the same period in the prior year, the business posted $0.87 earnings per share. Twilio's revenue for the quarter was up 13.5% compared to the same quarter last year. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. As a group, equities analysts anticipate that Twilio Inc. will post 1.44 earnings per share for the current fiscal year.

Insider Transactions at Twilio

In related news, CEO Khozema Shipchandler sold 20,008 shares of the company's stock in a transaction on Monday, June 30th. The shares were sold at an average price of $124.53, for a total value of $2,491,596.24. Following the completion of the sale, the chief executive officer directly owned 260,581 shares in the company, valued at approximately $32,450,151.93. This represents a 7.13% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, CFO Aidan Viggiano sold 8,297 shares of the company's 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 completion of the sale, the chief financial officer owned 147,823 shares of the company's stock, valued at $17,302,682.15. This represents a 5.31% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 55,771 shares of company stock valued at $6,727,911. 0.21% of the stock is owned by insiders.

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.