GLOBALT Investments LLC GA Takes Position in Twilio Inc. $TWLO

GLOBALT Investments LLC GA purchased a new position in Twilio Inc. (NYSE:TWLO) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 4,944 shares of the technology company’s stock, valued at approximately $615,000.

Several other institutional investors and hedge funds also recently bought and sold shares of TWLO. Jericho Capital Asset Management L.P. lifted its stake in shares of Twilio by 17.7% during the 1st quarter. Jericho Capital Asset Management L.P. now owns 3,280,363 shares of the technology company’s stock worth $321,180,000 after acquiring an additional 493,000 shares during the last quarter. Alyeska Investment Group L.P. increased its stake in Twilio by 36.4% in the first quarter. Alyeska Investment Group L.P. now owns 2,071,826 shares of the technology company’s stock worth $202,852,000 after purchasing an additional 553,043 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its position in shares of Twilio by 19.8% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,920,443 shares of the technology company’s stock worth $188,031,000 after purchasing an additional 318,015 shares during the last quarter. Ninety One UK Ltd purchased a new stake in shares of Twilio during the second quarter valued at $212,059,000. Finally, Robeco Institutional Asset Management B.V. boosted its stake in shares of Twilio by 58.2% during the second quarter. Robeco Institutional Asset Management B.V. now owns 1,418,754 shares of the technology company’s stock valued at $176,436,000 after purchasing an additional 521,713 shares during the period. 84.27% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Twilio

In related news, CFO Aidan Viggiano sold 8,363 shares of the business’s stock in a transaction that occurred on Tuesday, September 30th. The stock was sold at an average price of $100.59, for a total transaction of $841,234.17. Following the completion of the sale, the chief financial officer directly owned 137,653 shares in the company, valued at approximately $13,846,515.27. The trade was a 5.73% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Khozema Shipchandler sold 13,681 shares of the firm’s stock in a transaction that occurred on Tuesday, September 30th. The stock was sold at an average price of $100.59, for a total transaction of $1,376,171.79. Following the completion of the transaction, the chief executive officer directly owned 233,305 shares in the company, valued at $23,468,149.95. This trade represents a 5.54% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 44,808 shares of company stock valued at $4,677,916 in the last ninety days. 0.21% of the stock is currently owned by insiders.

Analyst Ratings Changes

A number of equities analysts have recently commented on the stock. Piper Sandler increased their price target on Twilio from $140.00 to $144.00 and gave the stock an “overweight” rating in a research report on Friday, August 8th. Weiss Ratings reiterated a “hold (c-)” rating on shares of Twilio in a research note on Friday. Royal Bank Of Canada reissued an “underperform” rating and issued a $75.00 price objective on shares of Twilio in a research note on Wednesday, September 17th. UBS Group dropped their target price on Twilio from $150.00 to $135.00 and set a “buy” rating on the stock in a research report on Friday, August 8th. Finally, Wells Fargo & Company began coverage on Twilio in a report on Tuesday, September 30th. They issued an “overweight” rating and a $130.00 price target on the stock. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Twilio presently has an average rating of “Moderate Buy” and an average price target of $132.00.

Twilio Trading Up 1.7%

Twilio stock opened at $112.73 on Friday. The stock has a 50-day moving average price of $105.93 and a 200 day moving average price of $109.89. The company has a market capitalization of $17.30 billion, a price-to-earnings ratio of 939.45, a price-to-earnings-growth ratio of 3.43 and a beta of 1.25. Twilio Inc. has a 52 week low of $70.03 and a 52 week high of $151.95. The company has a quick ratio of 4.90, a current ratio of 4.90 and a debt-to-equity ratio of 0.12.

Twilio (NYSE:TWLO) last released its quarterly earnings data on Thursday, August 7th. The technology company reported $1.19 earnings per share for the quarter, beating analysts’ consensus estimates of $1.02 by $0.17. Twilio had a return on equity of 2.78% and a net margin of 0.43%.The business had revenue of $1.23 billion during the quarter, compared to analyst estimates of $1.19 billion. During the same quarter last year, the business posted $0.87 EPS. The company’s revenue was up 13.5% on a year-over-year basis. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. Sell-side analysts anticipate that Twilio Inc. will post 1.44 EPS for the current year.

Twilio Company Profile

Twilio Inc, together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally. It operates through two segments, Twilio Communications and Twilio Segment. The company provides various application programming interfaces and software solutions for communications between customers and end users, including messaging, voice, email, flex, marketing campaigns, and user identity and authentication.