Quantinno Capital Management LP Acquires 376,142 Shares of Twilio Inc. $TWLO

Quantinno Capital Management LP increased its holdings in Twilio Inc. (NYSE:TWLO) by 137.9% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 648,882 shares of the technology company’s stock after buying an additional 376,142 shares during the period. Quantinno Capital Management LP’s holdings in Twilio were worth $81,642,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also recently bought and sold shares of the company. Raleigh Capital Management Inc. bought a new stake in Twilio during the fourth quarter worth $26,000. SHP Wealth Management bought a new stake in Twilio during the 4th quarter worth approximately $26,000. Zions Bancorporation National Association UT bought a new position in Twilio during the 4th quarter worth $29,000. Aster Capital Management DIFC Ltd bought a new position in shares of Twilio during the fourth quarter worth about $29,000. Finally, Osbon Capital Management LLC acquired a new position in shares of Twilio in the 4th quarter worth approximately $30,000. 84.27% of the stock is owned by institutional investors.

Twilio Price Performance

TWLO stock opened at $194.32 on Wednesday. Twilio Inc. has a 12-month low of $91.84 and a 12-month high of $238.48. The company has a current ratio of 4.66, a quick ratio of 4.66 and a debt-to-equity ratio of 0.13. The firm’s 50-day moving average price is $201.79 and its two-hundred day moving average price is $157.83. The stock has a market capitalization of $29.49 billion, a price-to-earnings ratio of 303.62, a PEG ratio of 3.87 and a beta of 1.36.

Twilio (NYSE:TWLO) last posted its earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.27 by $0.23. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The firm had revenue of $1.41 billion for the quarter, compared to analysts’ expectations of $1.34 billion. During the same period in the previous year, the firm earned $1.14 earnings per share. The business’s revenue was up 20.0% compared to the same quarter last year. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. As a group, equities analysts predict that Twilio Inc. will post 2.79 earnings per share for the current year.

Analyst Ratings Changes

TWLO has been the topic of several recent analyst reports. Tigress Financial boosted their price target on Twilio from $170.00 to $255.00 and gave the company a “buy” rating in a research note on Thursday, June 11th. Robert W. Baird set a $200.00 price target on shares of Twilio in a research note on Friday, May 1st. Stifel Nicolaus raised shares of Twilio from a “hold” rating to a “buy” rating and boosted their price target for the company from $175.00 to $260.00 in a research report on Thursday, July 9th. Citizens Jmp raised their price objective on shares of Twilio from $210.00 to $250.00 and gave the company a “market outperform” rating in a research report on Monday, July 20th. Finally, BTIG Research lifted their target price on shares of Twilio from $215.00 to $245.00 and gave the company a “buy” rating in a research report on Tuesday. Four investment analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Buy” and an average target price of $220.59.

Insider Transactions at Twilio

In other Twilio news, CEO Khozema Shipchandler sold 14,458 shares of the firm’s stock in a transaction that occurred on Monday, July 6th. The shares were sold at an average price of $210.43, for a total transaction of $3,042,396.94. Following the completion of the transaction, the chief executive officer owned 207,203 shares of the company’s stock, valued at approximately $43,601,727.29. This trade represents a 6.52% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Erika Rottenberg sold 2,000 shares of the firm’s stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $199.01, for a total value of $398,020.00. Following the transaction, the director directly owned 30,995 shares of the company’s stock, valued at approximately $6,168,314.95. This trade represents a 6.06% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 1,803,980 shares of company stock valued at $341,898,467 in the last three months. Company insiders own 0.21% of the company’s stock.

Twilio Company 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.