34,083 Shares in Twilio Inc. $TWLO Bought by Aware Super Pty Ltd as trustee of Aware Super

Aware Super Pty Ltd as trustee of Aware Super bought a new stake in shares of Twilio Inc. (NYSE:TWLO) during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 34,083 shares of the technology company’s stock, valued at approximately $4,288,000.

Several other hedge funds have also bought and sold shares of the stock. Raleigh Capital Management Inc. purchased a new stake in Twilio in the fourth quarter worth about $26,000. SHP Wealth Management purchased a new position in shares of Twilio during the 4th quarter valued at about $26,000. Zions Bancorporation National Association UT purchased a new position in shares of Twilio during the 4th quarter valued at about $29,000. Aster Capital Management DIFC Ltd bought a new position in shares of Twilio during the 4th quarter valued at approximately $29,000. Finally, Osbon Capital Management LLC bought a new position in shares of Twilio during the 4th quarter valued at approximately $30,000. Institutional investors own 84.27% of the company’s stock.

Twilio Stock Performance

Twilio stock opened at $207.54 on Friday. The company’s 50-day moving average price is $202.24 and its 200-day moving average price is $155.16. The company has a quick ratio of 4.66, a current ratio of 4.66 and a debt-to-equity ratio of 0.13. The company has a market cap of $31.50 billion, a PE ratio of 324.29, a price-to-earnings-growth ratio of 4.11 and a beta of 1.36. Twilio Inc. has a twelve month low of $91.84 and a twelve month high of $238.48.

Twilio (NYSE:TWLO) last announced its quarterly earnings results on Thursday, April 30th. The technology company reported $1.50 EPS 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 net margin of 1.96% and a return on equity of 4.64%. The firm’s revenue for the quarter was up 20.0% compared to the same quarter last year. During the same quarter last year, the firm earned $1.14 EPS. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. On average, equities research analysts forecast that Twilio Inc. will post 2.79 EPS for the current fiscal year.

Insider Buying and Selling

In other news, CEO Khozema Shipchandler sold 14,458 shares of the firm’s stock in a transaction that occurred on Monday, July 6th. The stock was sold at an average price of $210.43, for a total value of $3,042,396.94. Following the completion of the sale, the chief executive officer directly owned 207,203 shares of the company’s stock, valued at $43,601,727.29. This trade represents a 6.52% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Aidan Viggiano sold 8,528 shares of Twilio stock in a transaction that occurred on Thursday, July 2nd. The stock was sold at an average price of $205.43, for a total value of $1,751,907.04. Following the completion of the transaction, the chief financial officer owned 109,724 shares of the company’s stock, valued at approximately $22,540,601.32. This trade represents a 7.21% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 1,805,780 shares of company stock valued at $342,166,703. 0.21% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

A number of research firms have commented on TWLO. Morgan Stanley restated an “overweight” rating and set a $200.00 target price on shares of Twilio in a research note on Friday, May 1st. Piper Sandler upped their price target on shares of Twilio from $130.00 to $192.00 and gave the stock a “neutral” rating in a research report on Friday, May 1st. Citigroup reissued an “outperform” rating on shares of Twilio in a research note on Friday, May 1st. The Goldman Sachs Group assumed coverage on shares of Twilio in a research report on Wednesday, June 24th. They set a “buy” rating and a $300.00 price objective on the stock. Finally, Robert W. Baird set a $200.00 target price on shares of Twilio in a research note on Friday, May 1st. Four research analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Buy” and a consensus price target of $216.27.

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.