Twilio Inc. $TWLO Shares Sold by Jupiter Asset Management Ltd.

Key Points

• Jupiter Asset Management Ltd. cut its Twilio position by 28.1% in the fourth quarter, selling 136,803 shares and ending with 349,304 shares valued at about $49.7 million.
• Twilio also saw notable insider selling, including CFO Aidan Viggiano and Director Erika Rottenberg, with insiders selling 1.76 million shares worth $327.9 million over the last 90 days.
• Despite the selling, analysts remain broadly positive: several firms raised or reiterated bullish ratings, and Twilio reported strong quarterly results with EPS of $1.50 and revenue of $1.41 billion, both above expectations.

Jupiter Asset Management Ltd. decreased its position in Twilio Inc. (NYSE:TWLO - Free Report) by 28.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 349,304 shares of the technology company's stock after selling 136,803 shares during the quarter. Jupiter Asset Management Ltd. owned 0.23% of Twilio worth $49,685,000 at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of the company. Brighton Jones LLC grew its stake in shares of Twilio by 6.6% during 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. Sivia Capital Partners LLC acquired a new stake in shares of Twilio during the second quarter valued at about $251,000. Daiwa Securities Group Inc. grew its stake in shares of Twilio by 70.6% during the second quarter. Daiwa Securities Group Inc. now owns 24,653 shares of the technology company's stock valued at $3,066,000 after acquiring an additional 10,200 shares in the last quarter. NewEdge Advisors LLC grew its stake in shares of Twilio by 46.9% during the second quarter. NewEdge Advisors LLC now owns 5,770 shares of the technology company's stock valued at $718,000 after acquiring an additional 1,841 shares in the last quarter. Finally, Sei Investments Co. grew its stake in shares of Twilio by 55.1% during the second quarter. Sei Investments Co. now owns 90,128 shares of the technology company's stock valued at $11,208,000 after acquiring an additional 32,027 shares in the last quarter. Institutional investors and hedge funds own 84.27% of the company's stock.

Insider Transactions at Twilio

In related news, CFO Aidan Viggiano sold 9,389 shares of the firm's stock in a transaction on Thursday, April 2nd. The stock was sold at an average price of $127.51, for a total transaction of $1,197,191.39. Following the transaction, the chief financial officer directly owned 130,341 shares in the company, valued at $16,619,780.91. This trade represents a 6.72% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Erika Rottenberg sold 1,800 shares of Twilio stock in a transaction that occurred on Tuesday, April 21st. The shares were sold at an average price of $149.02, for a total value of $268,236.00. Following the completion of the transaction, the director owned 34,495 shares of the company's stock, valued at approximately $5,140,444.90. The trade was a 4.96% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 1,760,427 shares of company stock valued at $327,889,937. Company insiders own 0.21% of the company's stock.

Analyst Ratings Changes

A number of analysts have recently weighed in on TWLO shares. Oppenheimer raised their price target on shares of Twilio from $200.00 to $235.00 and gave the stock an "outperform" rating in a research report on Monday, May 18th. Morgan Stanley reissued an "overweight" rating and set a $200.00 price target on shares of Twilio in a research report on Friday, May 1st. Jefferies Financial Group reissued a "buy" rating and set a $195.00 price target on shares of Twilio in a research report on Friday, May 1st. Stifel Nicolaus set a $175.00 price target on shares of Twilio in a research report on Friday, May 1st. Finally, Bank of America raised shares of Twilio from an "underperform" rating to a "buy" rating and raised their price target for the stock from $110.00 to $190.00 in a research report on Wednesday, April 22nd. Two analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Twilio presently has a consensus rating of "Moderate Buy" and a consensus price target of $195.40.

Twilio Stock Performance

Shares of TWLO opened at $184.82 on Friday. The business's fifty day moving average price is $153.92 and its 200 day moving average price is $136.09. Twilio Inc. has a 12-month low of $91.84 and a 12-month high of $203.71. The stock has a market capitalization of $28.05 billion, a PE ratio of 288.78, a price-to-earnings-growth ratio of 3.78 and a beta of 1.32. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.66 and a quick ratio of 4.66.

Twilio (NYSE:TWLO - Get Free Report) last announced its quarterly earnings data on Thursday, April 30th. The technology company reported $1.50 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.27 by $0.23. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The firm had revenue of $1.41 billion for the quarter, compared to analysts' expectations of $1.34 billion. During the same period last year, the business posted $1.14 earnings per share. The firm's revenue for the quarter was up 20.0% on a year-over-year basis. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. Equities research analysts forecast that Twilio Inc. will post 2.77 EPS for the current year.

Twilio Company Profile

Twilio Inc NYSE: TWLO is a cloud communications platform-as-a-service (CPaaS) company that enables developers and enterprises to embed communications into web and mobile applications. Its core offering is a suite of programmable APIs that handle messaging (SMS, MMS, and chat), voice calling, video, and user authentication. Twilio's platform is designed to help businesses build customer engagement and communication workflows without managing telecommunications infrastructure directly.

The company's product portfolio includes programmable voice and messaging APIs, Twilio Video for real‑time video applications, and Twilio Authy for multi‑factor authentication.

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