24,311 Twilio Inc. $TWLO Shares Sold by Robeco Institutional Asset Management B.V.

Robeco Institutional Asset Management B.V. lessened its holdings in Twilio Inc. (NYSE:TWLO) by 4.8% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 481,696 shares of the technology company’s stock after selling 24,311 shares during the quarter. Robeco Institutional Asset Management B.V.’s holdings in Twilio were worth $140,877,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Diversify Advisory Services LLC purchased a new position in shares of Twilio in the 3rd quarter valued at approximately $1,134,000. Prime Capital Investment Advisors LLC grew its position in Twilio by 14.7% during the 3rd quarter. Prime Capital Investment Advisors LLC now owns 2,503 shares of the technology company’s stock worth $732,000 after purchasing an additional 321 shares during the last quarter. Net Worth Advisory Group purchased a new stake in Twilio during the 3rd quarter worth approximately $205,000. Fairvoy Private Wealth LLC grew its position in Twilio by 25.9% during the 3rd quarter. Fairvoy Private Wealth LLC now owns 7,511 shares of the technology company’s stock worth $2,197,000 after purchasing an additional 1,543 shares during the last quarter. Finally, Jackson Square Capital LLC acquired a new position in Twilio during the 3rd quarter valued at approximately $3,964,000. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Twilio News Roundup

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Zacks upgraded Twilio to Rank #1 (Strong Buy), citing improving earnings prospects. The upgrade may attract additional momentum-oriented buying and support the stock’s near-term performance. All You Need to Know About Twilio Rating Upgrade to Strong Buy
• Positive Sentiment: Twilio was also included in Zacks’ list of top momentum stocks for October 21, adding to the bullish technical and earnings narrative surrounding TWLO. Best Momentum Stock to Buy for October 21st
• Positive Sentiment: BTIG raised its price target for Twilio to $315, implying further upside from recent trading levels and signaling continued analyst confidence. BTIG Raised Twilio Target to USD 315
• Neutral Sentiment: Twilio was mentioned during CNBC’s “Halftime Report Final Trades,” providing additional market visibility, although the reported featured picks were Amazon and UnitedHealth rather than a specific new recommendation on Twilio. CNBC Final Trades Including Twilio
• Negative Sentiment: Commentary warns that TWLO’s roughly 76.9% six-month gain may have outpaced the company’s underlying fundamentals, increasing valuation and profit-taking risk. 3 Reasons TWLO is Risky
• Negative Sentiment: Analysts also question Twilio’s competitive moat because messaging and voice services can be difficult to differentiate, potentially pressuring pricing and long-term margins. Twilio’s Economic Moat

Wall Street Analyst Weigh In

A number of research analysts have issued reports on TWLO shares. Monness Crespi & Hardt raised their price target on shares of Twilio from $246.00 to $270.00 and gave the stock a “buy” rating in a report on Friday, August 7th. KeyCorp lifted their price objective on shares of Twilio from $200.00 to $250.00 and gave the stock an “overweight” rating in a research note on Friday, August 7th. HSBC lowered shares of Twilio from a “hold” rating to a “reduce” rating and set a $211.00 price objective on the stock. in a report on Thursday, September 24th. The Goldman Sachs Group reissued a “buy” rating and issued a $330.00 target price on shares of Twilio in a research report on Friday, August 7th. Finally, Wolfe Research raised Twilio to a “buy” rating in a research report on Friday, August 7th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, one has assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $269.96.

Insider Transactions at Twilio

In related news, Director Andrew Stafman sold 500,000 shares of the business’s stock in a transaction on 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 directly owned 120,000 shares in the company, valued at $29,649,600. The trade was a 80.65% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Khozema Shipchandler sold 14,442 shares of the company’s stock in a transaction on Monday, October 5th. The shares were sold at an average price of $291.03, for a total transaction of $4,203,055.26. Following the completion of the sale, the chief executive officer directly owned 178,863 shares in the company, valued at approximately $52,054,498.89. The trade was a 7.47% 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 have sold 538,818 shares of company stock worth $134,833,645 over the last 90 days. 0.21% of the stock is currently owned by company insiders.

Twilio Trading Up 3.0%

Twilio stock opened at $266.54 on Thursday. The stock has a 50-day moving average price of $254.29 and a 200 day moving average price of $211.52. The company has a market capitalization of $40.93 billion, a price-to-earnings ratio of 37.12, a price-to-earnings-growth ratio of 5.30 and a beta of 1.35. Twilio Inc. has a 52 week low of $105.00 and a 52 week high of $308.40. 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 (NYSE:TWLO) last posted its quarterly earnings results on Thursday, August 6th. The technology company reported $1.47 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.32 by $0.15. Twilio had a net margin of 20.61% and a return on equity of 5.09%. The company had revenue of $1.50 billion during the quarter, compared to analyst estimates of $1.43 billion. During the same period last year, the firm posted $1.19 EPS. Twilio’s revenue for the quarter was up 22.0% compared to the same quarter last year. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. Sell-side analysts anticipate that Twilio Inc. will post 3.12 EPS for the current year.

About Twilio

Twilio Inc (NYSE:TWLO) provides a cloud-based customer engagement platform that enables businesses to communicate with customers through software and application programming interfaces (APIs). Its services support messaging, voice, video, email, authentication, contact centers and other digital interactions across mobile and web applications.

The company’s products include programmable communications tools, Twilio SendGrid for email delivery, Twilio Verify for user authentication, Twilio Flex for cloud contact centers, and Twilio Segment for collecting and using customer data.