Twilio Inc. $TWLO Stock Bought by Asset Management One Co. Ltd.

Key Points

• Asset Management One increased its Twilio stake by 28.8% in the third quarter to 83,306 shares valued at approximately $24.4 million. Institutional investors collectively own 84.27% of the company.
• Analysts maintain a generally positive view of Twilio, with a consensus rating of “Moderate Buy” and an average price target of $271.04, despite some disagreement including an HSBC “Reduce” rating.
• Twilio exceeded third-quarter earnings and revenue expectations, reporting $1.65 in adjusted EPS and $1.56 billion in revenue, but expects organic revenue growth to slow to 11%–12% in the fourth quarter. Insiders also sold approximately $134.8 million of stock over the past three months.

Asset Management One Co. Ltd. grew its stake in Twilio Inc. (NYSE:TWLO - Free Report) by 28.8% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 83,306 shares of the technology company's stock after acquiring an additional 18,621 shares during the quarter. Asset Management One Co. Ltd. owned about 0.05% of Twilio worth $24,364,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Western Pacific Wealth Management LP acquired a new stake in Twilio during the third quarter worth approximately $39,000. Continuum Advisory LLC purchased a new position in shares of Twilio during the 2nd quarter worth $33,000. Reyes Financial Architecture Inc. purchased a new position in shares of Twilio during the 3rd quarter worth $58,000. Hilltop National Bank purchased a new position in shares of Twilio during the 2nd quarter worth $50,000. Finally, Ascentis Independent Advisors acquired a new stake in shares of Twilio during the first quarter worth $33,000. 84.27% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

TWLO has been the subject of a number of recent analyst reports. KGI Securities assumed coverage on Twilio in a research report on Thursday, July 2nd. They issued an "outperform" rating and a $250.00 price objective for the company. Jefferies Financial Group reissued a "buy" rating and issued a $240.00 price target on shares of Twilio in a research note on Friday, August 7th. Wolfe Research upgraded Twilio to a "buy" rating in a report on Friday, August 7th. BTIG Research upped their price objective on shares of Twilio from $285.00 to $315.00 and gave the company a "buy" rating in a research note on Friday, October 16th. Finally, HSBC lowered shares of Twilio from a "hold" rating to a "reduce" rating and set a $211.00 price objective on the stock. in a report on Thursday, September 24th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, one has issued a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, Twilio has an average rating of "Moderate Buy" and a consensus target price of $271.04.

Insider Transactions at Twilio

In related news, Director Andrew Stafman sold 500,000 shares of Twilio stock in a transaction on Wednesday, August 12th. The shares were sold at an average price of $247.08, for a total transaction of $123,540,000.00. Following the sale, the director owned 120,000 shares of the company's stock, valued at $29,649,600. The trade was a 80.65% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CFO Aidan Viggiano sold 9,084 shares of the company's stock in a transaction dated Wednesday, September 30th. The shares were sold at an average price of $294.65, for a total transaction of $2,676,600.60. Following the completion of the transaction, the chief financial officer directly owned 99,246 shares of the company's stock, valued at approximately $29,242,833.90. The trade was a 8.39% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last three months, insiders have sold 538,818 shares of company stock valued at $134,833,645. Corporate insiders own 0.21% of the company's stock.

Twilio Stock Performance

Shares of NYSE:TWLO opened at $242.71 on Friday. The business has a 50-day moving average of $256.85 and a two-hundred day moving average of $187.78. The firm has a market capitalization of $37.27 billion, a PE ratio of 33.80, a P/E/G ratio of 5.20 and a beta of 1.35. The company has a debt-to-equity ratio of 0.11, a current ratio of 4.62 and a quick ratio of 4.62. Twilio Inc. has a 12 month low of $105.00 and a 12 month high of $308.40.

Twilio (NYSE:TWLO - Get Free Report) last released its quarterly earnings data on Thursday, October 29th. The technology company reported $1.65 earnings per share for the quarter, beating the consensus estimate of $1.47 by $0.18. Twilio had a return on equity of 5.09% and a net margin of 20.61%. The business had revenue of $1.56 billion for the quarter, compared to analyst estimates of $1.52 billion. During the same period in the previous year, the company posted $1.25 EPS. The company's revenue was up 19.9% compared to the same quarter last year. As a group, research analysts forecast that Twilio Inc. will post 3.12 earnings per share for the current year.

Trending Headlines about Twilio

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Twilio reported third-quarter earnings of $1.65 per share, above the $1.46–$1.47 consensus estimate and up from $1.25 a year earlier. Revenue reached $1.56 billion, also exceeding analysts’ $1.52 billion forecast. Twilio Q3 Earnings and Revenues Beat Estimates
• Positive Sentiment: Organic revenue growth was 16% in the third quarter, while the company demonstrated improving earnings power, with a reported net margin of 20.61%. Twilio Earnings Report
• Positive Sentiment: Recent analyst commentary was supportive, including a new Buy rating and a Wells Fargo analyst view that Twilio’s stock could rise. New Buy Rating for Twilio
• Neutral Sentiment: Broader economic data released Thursday showed headline PCE inflation rising 3.6% year over year, while initial jobless claims were little changed. These developments provide market context but were not specific to Twilio. GDP, PCE, Jobless Claims and Q3 Earnings
• Negative Sentiment: Twilio expects organic revenue growth to slow to 11%–12% in the fourth quarter, a notable step down from Q3’s 16% pace. The outlook also calls for lower profit, raising concerns about decelerating growth despite the earnings beat. Twilio Sees Slower Q4 Growth and Lower Profit

Twilio Company Profile

Twilio Inc NYSE: TWLO provides a cloud-based customer engagement platform that enables businesses to communicate with customers through software and application programming interfaces (APIs). Its services support messaging, voice, video, email, authentication, contact centers and other digital interactions across mobile and web applications.

The company's products include programmable communications tools, Twilio SendGrid for email delivery, Twilio Verify for user authentication, Twilio Flex for cloud contact centers, and Twilio Segment for collecting and using customer data.

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