US Bancorp DE Increases Stock Position in Twilio Inc. $TWLO

US Bancorp DE increased its position in Twilio Inc. (NYSE:TWLO) by 22.0% in the 2nd quarter, Holdings Channel.com reports. The firm owned 7,686 shares of the technology company’s stock after buying an additional 1,388 shares during the quarter. US Bancorp DE’s holdings in Twilio were worth $956,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in the company. Woodward Diversified Capital LLC boosted its stake in shares of Twilio by 1.5% in the first quarter. Woodward Diversified Capital LLC now owns 7,163 shares of the technology company’s stock valued at $701,000 after purchasing an additional 103 shares during the period. Aaron Wealth Advisors LLC boosted its stake in shares of Twilio by 2.9% in the second quarter. Aaron Wealth Advisors LLC now owns 3,980 shares of the technology company’s stock valued at $495,000 after purchasing an additional 113 shares during the period. Nations Financial Group Inc. IA ADV boosted its stake in shares of Twilio by 1.4% in the first quarter. Nations Financial Group Inc. IA ADV now owns 8,430 shares of the technology company’s stock valued at $825,000 after purchasing an additional 114 shares during the period. Smartleaf Asset Management LLC boosted its stake in shares of Twilio by 12.1% in the first quarter. Smartleaf Asset Management LLC now owns 1,104 shares of the technology company’s stock valued at $109,000 after purchasing an additional 119 shares during the period. Finally, Strengthening Families & Communities LLC boosted its stake in shares of Twilio by 5.8% in the first quarter. Strengthening Families & Communities LLC now owns 2,278 shares of the technology company’s stock valued at $223,000 after purchasing an additional 125 shares during the period. 84.27% of the stock is currently owned by hedge funds and other institutional investors.

Twilio Trading Up 0.4%

Twilio stock opened at $106.67 on Friday. The firm’s 50-day moving average is $104.78 and its 200-day moving average is $109.10. The company has a debt-to-equity ratio of 0.12, a quick ratio of 4.90 and a current ratio of 4.90. Twilio Inc. has a 1 year low of $69.40 and a 1 year high of $151.95. The company has a market cap of $16.37 billion, a P/E ratio of 888.98, a PEG ratio of 3.29 and a beta of 1.25.

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, topping analysts’ consensus estimates of $1.02 by $0.17. Twilio had a net margin of 0.43% and a return on equity of 2.78%. The business had revenue of $1.23 billion for the quarter, compared to analysts’ expectations of $1.19 billion. During the same quarter last year, the company earned $0.87 EPS. The company’s revenue for the quarter was up 13.5% compared to the same quarter last year. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. On average, equities analysts expect that Twilio Inc. will post 1.44 earnings per share for the current year.

Insider Transactions at Twilio

In related news, CEO Khozema Shipchandler sold 12,922 shares of the stock in a transaction dated Friday, October 3rd. The shares were sold at an average price of $104.09, for a total value of $1,345,050.98. Following the sale, the chief executive officer owned 220,383 shares of the company’s stock, valued at $22,939,666.47. This trade represents a 5.54% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Aidan Viggiano sold 8,035 shares of the stock in a transaction dated Thursday, October 9th. The stock was sold at an average price of $115.00, for a total transaction of $924,025.00. Following the completion of the sale, the chief financial officer directly owned 129,618 shares in the company, valued at approximately $14,906,070. This trade represents a 5.84% decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders sold 44,808 shares of company stock worth $4,677,916. Corporate insiders own 0.21% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have recently weighed in on the stock. UBS Group decreased their target price on shares of Twilio from $150.00 to $135.00 and set a “buy” rating for the company in a research note on Friday, August 8th. Rosenblatt Securities reiterated a “buy” rating and set a $140.00 price objective on shares of Twilio in a research note on Friday, September 26th. Weiss Ratings reiterated a “hold (c-)” rating on shares of Twilio in a research note on Wednesday, October 8th. Piper Sandler increased their price objective on shares of Twilio from $140.00 to $144.00 and gave the company an “overweight” rating in a research note on Friday, August 8th. Finally, Wells Fargo & Company started coverage on shares of Twilio in a research note on Tuesday, September 30th. They set an “overweight” rating and a $130.00 price objective on the stock. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $130.22.

Twilio 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.