Resona Asset Management Co. Ltd. Has $6.01 Million Position in Twilio Inc. $TWLO

Resona Asset Management Co. Ltd. increased its position in shares of Twilio Inc. (NYSE:TWLO) by 6.9% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 48,429 shares of the technology company’s stock after purchasing an additional 3,119 shares during the period. Resona Asset Management Co. Ltd.’s holdings in Twilio were worth $6,013,000 at the end of the most recent reporting period.

A number of other hedge funds have also added to or reduced their stakes in TWLO. Ninety One UK Ltd acquired a new position in Twilio during the second quarter valued at approximately $212,059,000. Nordea Investment Management AB boosted its holdings in shares of Twilio by 4,231.2% in the 2nd quarter. Nordea Investment Management AB now owns 1,123,638 shares of the technology company’s stock valued at $139,736,000 after purchasing an additional 1,097,695 shares in the last quarter. Alyeska Investment Group L.P. increased its stake in shares of Twilio by 36.4% in the 1st quarter. Alyeska Investment Group L.P. now owns 2,071,826 shares of the technology company’s stock valued at $202,852,000 after purchasing an additional 553,043 shares during the last quarter. Robeco Institutional Asset Management B.V. raised its holdings in shares of Twilio by 58.2% during the 2nd quarter. Robeco Institutional Asset Management B.V. now owns 1,418,754 shares of the technology company’s stock worth $176,436,000 after buying an additional 521,713 shares in the last quarter. Finally, Jericho Capital Asset Management L.P. raised its holdings 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 buying an additional 493,000 shares in the last quarter. 84.27% of the stock is owned by institutional investors.

Insider Buying and Selling

In related news, CFO Aidan Viggiano sold 8,363 shares of the company’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 value of $841,234.17. Following the sale, the chief financial officer directly owned 137,653 shares in the company, valued at $13,846,515.27. This represents a 5.73% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CEO Khozema Shipchandler sold 13,681 shares of the stock in a transaction that occurred on Tuesday, September 30th. The shares were sold at an average price of $100.59, for a total transaction of $1,376,171.79. Following the sale, the chief executive officer directly owned 233,305 shares of the company’s stock, valued at $23,468,149.95. This represents a 5.54% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 44,808 shares of company stock worth $4,677,916. 4.50% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on TWLO. Monness Crespi & Hardt raised their price objective on Twilio from $165.00 to $175.00 and gave the company a “buy” rating in a research note on Friday, October 31st. Needham & Company LLC increased their target price on shares of Twilio from $125.00 to $145.00 and gave the stock a “buy” rating in a report on Friday, October 31st. Stifel Nicolaus raised their price target on shares of Twilio from $110.00 to $120.00 and gave the company a “hold” rating in a research note on Friday, October 31st. Morgan Stanley reaffirmed an “overweight” rating and set a $154.00 price target on shares of Twilio in a report on Friday, October 31st. Finally, Cowen reiterated a “hold” rating on shares of Twilio in a research report on Friday, October 31st. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, seven have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, Twilio presently has a consensus rating of “Moderate Buy” and a consensus target price of $139.26.

Twilio Stock Performance

NYSE TWLO opened at $127.54 on Monday. The company has a market capitalization of $19.57 billion, a price-to-earnings ratio of 311.08, a PEG ratio of 3.42 and a beta of 1.33. The company has a quick ratio of 4.68, a current ratio of 4.68 and a debt-to-equity ratio of 0.13. Twilio Inc. has a twelve month low of $77.51 and a twelve month high of $151.95. The stock has a fifty day simple moving average of $109.93 and a 200 day simple moving average of $113.06.

Twilio (NYSE:TWLO) last announced its earnings results on Thursday, October 30th. The technology company reported $1.25 EPS for the quarter, topping the consensus estimate of $1.07 by $0.18. Twilio had a return on equity of 3.36% and a net margin of 1.37%.The firm had revenue of $1.30 billion for the quarter, compared to the consensus estimate of $1.25 billion. During the same period in the previous year, the business earned $1.02 EPS. The business’s quarterly revenue was up 14.7% compared to the same quarter last year. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. Sell-side analysts expect 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.