UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC Purchases 318,015 Shares of Twilio Inc. $TWLO

Key Points

• UBS Asset Management increased its holdings in Twilio Inc. by 19.8%, owning approximately 1.92 million shares worth about $188 million as of the latest SEC filing.
• Twilio reported $1.19 EPS in its recent quarterly earnings, exceeding analysts' expectations and marking a 13.5% revenue increase year-over-year.
• Analysts maintain a generally positive outlook on Twilio, with one strong buy, seventeen buy, and six hold ratings, alongside an average price target of $129.78.

UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in Twilio Inc. (NYSE:TWLO - Free Report) by 19.8% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,920,443 shares of the technology company's stock after purchasing an additional 318,015 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC owned approximately 1.26% of Twilio worth $188,031,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of TWLO. Two Sigma Investments LP boosted its stake in 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 in the last quarter. Whale Rock Capital Management LLC bought a new position in Twilio during the 4th quarter valued at about $111,312,000. Two Sigma Advisers LP lifted 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 valued at $101,130,000 after acquiring an additional 816,197 shares during the period. KBC Group NV lifted 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 valued at $92,583,000 after acquiring an additional 664,420 shares during the period. Finally, Polar Capital Holdings Plc bought a new position in Twilio during the 4th quarter valued at about $60,949,000. Institutional investors own 84.27% of the company's stock.

Twilio Stock Performance

Twilio stock traded down $0.25 during midday trading on Friday, hitting $102.31. The stock had a trading volume of 2,935,754 shares, compared to its average volume of 3,719,238. The company has a current ratio of 4.90, a quick ratio of 4.90 and a debt-to-equity ratio of 0.12. Twilio Inc. has a 52-week low of $59.21 and a 52-week high of $151.95. The firm's fifty day moving average is $114.29 and its two-hundred day moving average is $108.94. The company has a market capitalization of $15.70 billion, a PE ratio of 74.15, a P/E/G ratio of 3.23 and a beta of 1.27.

Twilio (NYSE:TWLO - Get Free Report) last announced its quarterly earnings data on Thursday, August 7th. The technology company reported $1.19 earnings per share (EPS) 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 business 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 EPS. The company's revenue was up 13.5% on a year-over-year basis. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. On average, research analysts forecast that Twilio Inc. will post 1.44 EPS for the current year.

Wall Street Analysts Forecast Growth

TWLO has been the topic of several research analyst reports. Jefferies Financial Group set a $132.00 target price on shares of Twilio and gave the company a "hold" rating in a research note on Sunday, June 15th. Wall Street Zen cut shares of Twilio from a "strong-buy" rating to a "buy" rating in a research note on Friday, May 30th. KeyCorp initiated 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. UBS Group lowered their target price on shares of Twilio from $150.00 to $135.00 and set a "buy" rating on the stock in a research note on Friday, August 8th. Finally, Piper Sandler upped their target price on shares of Twilio from $140.00 to $144.00 and gave the company an "overweight" rating in a research note on Friday, August 8th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average price target of $129.78.

Insider Buying and Selling

In other Twilio news, CEO Khozema Shipchandler sold 13,595 shares of the 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 of the company's stock, valued at $28,912,181.16. This trade represents a 5.22% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CFO Aidan Viggiano sold 1,807 shares of the stock in a transaction that occurred on Friday, August 15th. The shares were sold at an average price of $105.94, for a total transaction of $191,433.58. Following the sale, 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. Over the last ninety days, insiders have sold 51,671 shares of company stock valued at $6,235,788. Insiders own 4.50% of the company's stock.

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.