Mitsubishi UFJ Asset Management Co. Ltd. Has $21.08 Million Position in Twilio Inc. $TWLO

Mitsubishi UFJ Asset Management Co. Ltd. lifted its holdings in shares of Twilio Inc. (NYSE:TWLO) by 12.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 152,336 shares of the technology company’s stock after purchasing an additional 16,338 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Twilio were worth $21,077,000 at the end of the most recent quarter.

Other hedge funds also recently modified their holdings of the company. Northwestern Mutual Investment Management Company LLC acquired a new stake in shares of Twilio during the third quarter worth about $3,423,000. Bank of New York Mellon Corp grew its holdings in shares of Twilio by 57.0% during the third quarter. Bank of New York Mellon Corp now owns 1,212,436 shares of the technology company’s stock worth $121,353,000 after buying an additional 440,423 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. grew its holdings in shares of Twilio by 54.5% during the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 90,517 shares of the technology company’s stock worth $9,060,000 after buying an additional 31,938 shares in the last quarter. Federated Hermes Inc. grew its holdings in shares of Twilio by 19.7% during the third quarter. Federated Hermes Inc. now owns 70,294 shares of the technology company’s stock worth $7,036,000 after buying an additional 11,577 shares in the last quarter. Finally, Thrivent Financial for Lutherans grew its holdings in shares of Twilio by 253.6% during the third quarter. Thrivent Financial for Lutherans now owns 40,086 shares of the technology company’s stock worth $4,028,000 after buying an additional 28,748 shares in the last quarter. Institutional investors and hedge funds own 84.27% of the company’s stock.

Twilio Stock Up 2.4%

TWLO stock opened at $201.74 on Friday. The company has a quick ratio of 4.03, a current ratio of 4.66 and a debt-to-equity ratio of 0.13. The business has a 50 day moving average price of $133.63 and a two-hundred day moving average price of $128.44. The company has a market cap of $30.56 billion, a price-to-earnings ratio of 315.22, a P/E/G ratio of 4.19 and a beta of 1.32. Twilio Inc. has a twelve month low of $91.84 and a twelve month high of $203.71.

Twilio (NYSE:TWLO) last posted its quarterly earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share for the quarter, beating analysts’ consensus estimates of $1.27 by $0.23. The firm had revenue of $1.41 billion during the quarter, compared to the consensus estimate of $1.34 billion. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The business’s revenue was up 20.0% compared to the same quarter last year. During the same period last year, the company earned $1.14 earnings per share. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. Analysts anticipate that Twilio Inc. will post 2.77 EPS for the current fiscal year.

Key Headlines Impacting Twilio

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Twilio’s latest earnings are being described as high quality, reinforcing confidence that the company’s recent strength is supported by fundamentals rather than one-time factors.
• Positive Sentiment: Rosenblatt Securities reiterated a Buy rating and raised its price target on Twilio to $230, signaling further upside expectations.
• Positive Sentiment: Northland Securities lifted its full-year and FY2027 EPS estimates for Twilio, reflecting improving profit outlook and stronger confidence in earnings growth.
• Positive Sentiment: Recent coverage says Twilio’s fastest growth since 2022 is being helped by “unprecedented” AI demand, which is boosting the stock’s growth story.
• Positive Sentiment: Several articles frame Twilio as a strong momentum and enterprise software stock, which can attract traders and investors chasing relative strength.
• Neutral Sentiment: Twilio received additional positive analyst notes from firms like Jefferies, Citigroup, Needham, and Monness Crespi & Hardt, but these mostly reinforce an already constructive view rather than introducing new catalysts.
• Neutral Sentiment: Twilio continues to draw attention as a trending stock, increasing visibility and trading interest without necessarily changing the underlying business outlook.
• Negative Sentiment: Director Erika Rottenberg sold 1,500 shares in a pre-arranged 10b5-1 plan, which is not necessarily a red flag but can still create mild short-term selling pressure.
• Negative Sentiment: RBC warned that long-term AI benefits for Twilio may be more limited than the market expects, a reminder that some analysts remain cautious about how durable the AI upside will be.
• Negative Sentiment: Northland also trimmed one near-term quarter EPS estimate slightly, which may temper enthusiasm around the next earnings period.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on the company. UBS Group increased their price objective on Twilio from $180.00 to $200.00 and gave the stock a “buy” rating in a report on Friday, May 1st. TD Cowen increased their price objective on Twilio from $160.00 to $210.00 and gave the stock a “buy” rating in a report on Friday, May 1st. Monness Crespi & Hardt increased their price objective on Twilio from $175.00 to $200.00 and gave the stock a “buy” rating in a report on Friday, May 1st. KeyCorp increased their price objective on Twilio from $156.00 to $200.00 and gave the stock an “overweight” rating in a report on Friday, May 1st. Finally, Citigroup reiterated an “outperform” rating on shares of Twilio in a report on Friday, May 1st. Two research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $188.85.

Insider Buying and Selling at Twilio

In other Twilio news, Director Erika Rottenberg sold 1,800 shares of the firm’s stock in a transaction that occurred on Tuesday, April 21st. The stock was sold at an average price of $149.02, for a total value of $268,236.00. Following the completion of the transaction, the director directly owned 34,495 shares in the company, valued at $5,140,444.90. This trade represents a 4.96% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Aidan Viggiano sold 9,389 shares of the firm’s stock in a transaction that occurred on Thursday, April 2nd. The shares were sold at an average price of $127.51, for a total value of $1,197,191.39. Following the completion of the transaction, the chief financial officer owned 130,341 shares of the company’s stock, valued at approximately $16,619,780.91. This represents a 6.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 51,088 shares of company stock worth $6,614,624 over the last ninety days. 0.21% of the stock is currently owned by corporate insiders.

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.