OMERS ADMINISTRATION Corp Boosts Holdings in Twilio Inc. $TWLO

Key Points

• OMERS ADMINISTRATION Corp increased its stake in Twilio Inc. by 18.0%, now holding 23,961 shares valued at approximately $2.35 million as per the latest SEC filing.
• Insider transactions revealed that CEO Khozema Shipchandler and CFO Aidan Viggiano sold shares, resulting in a decrease of 7.13% and 5.31% in their respective ownerships.
• Analysts have updated their price targets for Twilio, with Goldman Sachs raising it to $145.00 and Scotiabank increasing it to $135.00, indicating a positive outlook for the stock.

OMERS ADMINISTRATION Corp lifted its holdings in Twilio Inc. (NYSE:TWLO - Free Report) by 18.0% during the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 23,961 shares of the technology company's stock after purchasing an additional 3,650 shares during the period. OMERS ADMINISTRATION Corp's holdings in Twilio were worth $2,346,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in TWLO. Two Sigma Investments LP lifted its stake in shares of Twilio by 1,292.9% in the 4th quarter. Two Sigma Investments LP now owns 1,129,725 shares of the technology company's stock worth $122,101,000 after purchasing an additional 1,048,619 shares during the period. Whale Rock Capital Management LLC bought a new stake in Twilio during the 4th quarter worth approximately $111,312,000. Two Sigma Advisers LP raised its stake in Twilio by 683.0% during the 4th quarter. Two Sigma Advisers LP now owns 935,697 shares of the technology company's stock worth $101,130,000 after acquiring an additional 816,197 shares during the period. KBC Group NV raised its stake in Twilio by 236.3% during the 1st quarter. KBC Group NV now owns 945,594 shares of the technology company's stock worth $92,583,000 after acquiring an additional 664,420 shares during the period. Finally, Altimeter Capital Management LP bought a new stake in Twilio during the 4th quarter worth approximately $63,001,000. Institutional investors own 84.27% of the company's stock.

Twilio Price Performance

Shares of TWLO stock traded up $0.89 on Wednesday, reaching $105.08. The company's stock had a trading volume of 1,144,832 shares, compared to its average volume of 3,212,449. The stock's fifty day simple moving average is $116.65 and its 200-day simple moving average is $109.71. Twilio Inc. has a 1 year low of $56.85 and a 1 year high of $151.95. The company has a current ratio of 4.90, a quick ratio of 4.90 and a debt-to-equity ratio of 0.12. The company has a market capitalization of $16.12 billion, a price-to-earnings ratio of 875.63, a price-to-earnings-growth ratio of 3.31 and a beta of 1.27.

Twilio (NYSE:TWLO - Get Free Report) last posted its earnings results on Thursday, August 7th. The technology company reported $1.19 earnings per share for the quarter, beating 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 firm had revenue of $1.23 billion during the quarter, compared to analyst estimates of $1.19 billion. During the same period last year, the firm 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. Analysts forecast that Twilio Inc. will post 1.44 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of research firms have commented on TWLO. Needham & Company LLC restated a "buy" rating and set a $125.00 target price on shares of Twilio in a research note on Friday, May 16th. KeyCorp began coverage on shares of Twilio in a research note on Friday, June 6th. They set an "overweight" rating and a $146.00 target price on the stock. Tigress Financial restated a "buy" rating and set a $170.00 target price on shares of Twilio in a research note on Thursday, May 8th. Wall Street Zen cut shares of Twilio from a "strong-buy" rating to a "buy" rating in a research note on Friday, May 30th. Finally, Piper Sandler lifted their price objective 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 equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $129.32.

Insiders Place Their Bets

In other Twilio news, CFO Aidan Viggiano sold 8,297 shares of Twilio stock in a transaction on Thursday, July 3rd. The shares were sold at an average price of $117.05, for a total transaction of $971,163.85. Following the completion of the transaction, the chief financial officer directly owned 147,823 shares of the company's stock, valued at $17,302,682.15. The trade was a 5.31% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Khozema Shipchandler sold 20,008 shares of Twilio stock in a transaction on Monday, June 30th. The stock was sold at an average price of $124.53, for a total transaction of $2,491,596.24. Following the transaction, the chief executive officer directly owned 260,581 shares of the company's stock, valued at $32,450,151.93. The trade was a 7.13% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders sold 51,671 shares of company stock valued at $6,235,788. 0.21% of the stock is currently owned by insiders.

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.