UniSuper Management Pty Ltd Raises Holdings in Twilio Inc. $TWLO

Key Points

• UniSuper Management Pty Ltd significantly increased its stake in Twilio by 1,181.6%, owning 37,167 shares valued at approximately $3.64 million following the purchase of 34,267 additional shares.
• Multiple institutional investors, including Wellington Management Group LLP with a 4,280.5% increase in shares, have shown strong interest in Twilio, which is now 84.27% owned by institutional investors.
• Analysts generally hold a Moderate Buy rating on Twilio, with an average target price of $129.78, indicating confidence in the company's future performance despite recent insider sales.

UniSuper Management Pty Ltd raised its stake in shares of Twilio Inc. (NYSE:TWLO - Free Report) by 1,181.6% in the first quarter, according to its most recent 13F filing with the SEC. The fund owned 37,167 shares of the technology company's stock after buying an additional 34,267 shares during the period. UniSuper Management Pty Ltd's holdings in Twilio were worth $3,639,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. Concurrent Investment Advisors LLC raised its stake in shares of Twilio by 211.8% during the 1st quarter. Concurrent Investment Advisors LLC now owns 5,878 shares of the technology company's stock valued at $575,000 after buying an additional 3,993 shares during the last quarter. Wellington Management Group LLP increased its stake in shares of Twilio by 4,280.5% in the 1st quarter. Wellington Management Group LLP now owns 260,069 shares of the technology company's stock valued at $25,463,000 after purchasing an additional 254,132 shares in the last quarter. Bank of Nova Scotia increased its stake in shares of Twilio by 502.1% in the 1st quarter. Bank of Nova Scotia now owns 32,341 shares of the technology company's stock valued at $3,167,000 after purchasing an additional 26,970 shares in the last quarter. ASR Vermogensbeheer N.V. purchased a new position in shares of Twilio in the 1st quarter valued at about $716,000. Finally, Horizon Financial Services LLC increased its stake in shares of Twilio by 9,692.0% in the 1st quarter. Horizon Financial Services LLC now owns 2,448 shares of the technology company's stock valued at $240,000 after purchasing an additional 2,423 shares in the last quarter. Hedge funds and other institutional investors own 84.27% of the company's stock.

Twilio Stock Down 0.2%

Shares of NYSE:TWLO traded down $0.25 on Friday, hitting $102.31. 2,935,754 shares of the company's stock were exchanged, compared to its average volume of 3,186,448. The firm's 50-day moving average is $114.66 and its 200 day moving average is $109.10. The company has a market capitalization of $15.70 billion, a PE ratio of 852.65, a P/E/G ratio of 3.26 and a beta of 1.27. Twilio Inc. has a 1-year low of $59.21 and a 1-year 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.

Twilio (NYSE:TWLO - Get Free Report) last issued its quarterly earnings data on Thursday, August 7th. The technology company reported $1.19 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.02 by $0.17. The company had revenue of $1.23 billion for the quarter, compared to analyst estimates of $1.19 billion. Twilio had a return on equity of 2.78% and a net margin of 0.43%.The business's quarterly revenue was up 13.5% compared to the same quarter last year. During the same quarter last year, the company posted $0.87 earnings per share. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. Sell-side analysts predict that Twilio Inc. will post 1.44 EPS for the current year.

Insider Transactions at Twilio

In other news, CEO Khozema Shipchandler sold 13,595 shares of Twilio stock in a transaction that occurred on Thursday, July 3rd. The shares were sold at an average price of $117.06, for a total transaction of $1,591,430.70. Following the completion of the sale, the chief executive officer directly owned 246,986 shares in the company, valued at approximately $28,912,181.16. This trade represents a 5.22% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Aidan Viggiano sold 1,807 shares of the firm's stock in a transaction that occurred on Friday, August 15th. The stock was sold at an average price of $105.94, for a total transaction of $191,433.58. Following the transaction, the chief financial officer directly owned 146,016 shares of the company's stock, valued at approximately $15,468,935.04. This trade represents a 1.22% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders sold 51,671 shares of company stock valued at $6,235,788. 0.21% of the stock is owned by insiders.

Analyst Ratings Changes

TWLO has been the subject of several recent analyst reports. Piper Sandler lifted their price target on Twilio from $140.00 to $144.00 and gave the company an "overweight" rating in a research note on Friday, August 8th. UBS Group lowered their price objective on Twilio from $150.00 to $135.00 and set a "buy" rating on the stock in a report on Friday, August 8th. KeyCorp initiated coverage on Twilio in a report on Friday, June 6th. They issued an "overweight" rating and a $146.00 price objective on the stock. Jefferies Financial Group set a $132.00 price objective on Twilio and gave the stock a "hold" rating in a report on Sunday, June 15th. Finally, Rosenblatt Securities initiated coverage on Twilio in a report on Friday, September 5th. They issued a "buy" rating and a $140.00 price objective on the stock. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $129.78.

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.