Wellington Management Group LLP Buys 174,587 Shares of Twilio Inc. $TWLO

Key Points

• Wellington Management increased its Twilio stake by 177.4% in the second quarter, buying 174,587 additional shares and bringing its holdings to 272,974 shares worth approximately $56.3 million.
• Institutional investors own 84.27% of Twilio, while insiders have sold 547,354 shares worth about $133.3 million over the past 90 days, including a $123.5 million sale by director Andrew Stafman.
• Analyst sentiment remains favorable, with Twilio holding a consensus “Buy” rating and an average price target of $249.68. The company also exceeded quarterly estimates, reporting $1.47 EPS and $1.50 billion in revenue, up 22% year over year.

Wellington Management Group LLP grew its stake in shares of Twilio Inc. (NYSE:TWLO - Free Report) by 177.4% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 272,974 shares of the technology company's stock after buying an additional 174,587 shares during the period. Wellington Management Group LLP owned 0.18% of Twilio worth $56,323,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of TWLO. CX Institutional increased its holdings in Twilio by 9.5% during the 2nd quarter. CX Institutional now owns 701 shares of the technology company's stock worth $145,000 after acquiring an additional 61 shares during the period. Affinity Capital Advisors LLC increased its holdings in shares of Twilio by 2.6% in the second quarter. Affinity Capital Advisors LLC now owns 2,869 shares of the technology company's stock worth $600,000 after purchasing an additional 74 shares during the period. Everhart Financial Group Inc. raised its position in shares of Twilio by 4.3% in the second quarter. Everhart Financial Group Inc. now owns 1,896 shares of the technology company's stock worth $391,000 after buying an additional 79 shares in the last quarter. SJS Investment Consulting Inc. raised its position in shares of Twilio by 27.7% in the first quarter. SJS Investment Consulting Inc. now owns 429 shares of the technology company's stock worth $54,000 after buying an additional 93 shares in the last quarter. Finally, NewEdge Advisors LLC boosted its stake in Twilio by 1.7% during the fourth quarter. NewEdge Advisors LLC now owns 5,911 shares of the technology company's stock valued at $841,000 after buying an additional 99 shares during the period. 84.27% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Twilio

In other Twilio news, CFO Aidan Viggiano sold 1,394 shares of the stock in a transaction on Monday, August 17th. The shares were sold at an average price of $234.48, for a total transaction of $326,865.12. Following the completion of the sale, the chief financial officer owned 108,330 shares of the company's stock, valued at $25,401,218.40. This represents a 1.27% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Andrew Stafman sold 500,000 shares of the business's stock in a transaction dated 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 completion of the transaction, the director owned 120,000 shares in the company, valued at $29,649,600. The trade was a 80.65% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 547,354 shares of company stock worth $133,284,825. 0.21% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

TWLO has been the topic of a number of research analyst reports. Zacks Research upgraded Twilio from a "hold" rating to a "strong-buy" rating in a research note on Monday, July 13th. Wolfe Research upgraded Twilio to a "buy" rating in a research report on Friday, August 7th. Jefferies Financial Group reissued a "buy" rating and set a $240.00 price objective on shares of Twilio in a report on Friday, August 7th. Citizens Jmp restated a "market outperform" rating and issued a $275.00 price objective on shares of Twilio in a research report on Thursday, August 27th. Finally, Weiss Ratings raised shares of Twilio from a "hold (c)" rating to a "buy (b-)" rating in a research note on Monday, August 17th. Three research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Twilio has a consensus rating of "Buy" and an average target price of $249.68.

Twilio Stock Performance

Twilio stock opened at $240.53 on Friday. The firm has a fifty day simple moving average of $215.10 and a two-hundred day simple moving average of $177.27. The company has a quick ratio of 4.62, a current ratio of 4.62 and a debt-to-equity ratio of 0.11. Twilio Inc. has a twelve month low of $98.44 and a twelve month high of $258.35. The company has a market capitalization of $36.94 billion, a PE ratio of 33.50, a P/E/G ratio of 4.70 and a beta of 1.40.

Twilio (NYSE:TWLO - Get Free Report) last announced its quarterly earnings data on Thursday, August 6th. The technology company reported $1.47 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.32 by $0.15. The firm had revenue of $1.50 billion for the quarter, compared to analysts' expectations of $1.43 billion. Twilio had a return on equity of 5.09% and a net margin of 20.61%.The company's revenue for the quarter was up 22.0% compared to the same quarter last year. During the same period last year, the firm earned $1.19 earnings per share. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. Research analysts expect that Twilio Inc. will post 3.08 EPS for the current year.

Twilio 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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