Acadian Asset Management LLC Boosts Stake in Twilio Inc. $TWLO

Acadian Asset Management LLC raised its stake in shares of Twilio Inc. (NYSE:TWLO) by 59.2% in the second quarter, according to its most recent 13F filing with the SEC. The fund owned 553,102 shares of the technology company’s stock after buying an additional 205,712 shares during the period. Acadian Asset Management LLC owned about 0.36% of Twilio worth $68,767,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of the business. Jericho Capital Asset Management L.P. boosted its stake in shares of Twilio by 17.7% in the first 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. lifted its holdings 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 worth $202,852,000 after acquiring an additional 553,043 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its position in shares of Twilio by 19.8% during the 1st 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 period. Ninety One UK Ltd purchased a new stake in shares of Twilio in the 2nd quarter valued at $212,059,000. Finally, Robeco Institutional Asset Management B.V. grew its position in Twilio by 58.2% in the 2nd 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 acquiring an additional 521,713 shares in the last quarter. Institutional investors and hedge funds own 84.27% of the company’s stock.

Analyst Ratings Changes

TWLO has been the topic of several analyst reports. Rosenblatt Securities reaffirmed a “buy” rating and issued a $140.00 target price on shares of Twilio in a report on Friday, October 31st. KeyCorp boosted their price target on shares of Twilio from $146.00 to $156.00 and gave the company an “overweight” rating in a research report on Friday, October 31st. Morgan Stanley reaffirmed an “overweight” rating and issued a $154.00 target price on shares of Twilio in a report on Friday, October 31st. UBS Group increased their price target on shares of Twilio from $135.00 to $150.00 and gave the stock a “buy” rating in a research note on Friday, October 31st. Finally, Mizuho increased their price objective on Twilio from $140.00 to $150.00 and gave the stock an “outperform” rating in a research report on Friday, October 31st. One 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 issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Twilio presently has a consensus rating of “Moderate Buy” and a consensus price target of $139.26.

Insider Activity

In related news, CEO Khozema Shipchandler sold 12,922 shares of the firm’s stock in a transaction that occurred on Friday, October 3rd. The stock was sold at an average price of $104.09, for a total value of $1,345,050.98. Following the transaction, the chief executive officer directly owned 220,383 shares of the company’s stock, valued at approximately $22,939,666.47. This trade represents a 5.54% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Aidan Viggiano sold 8,035 shares of Twilio stock in a transaction dated Thursday, October 9th. The stock was sold at an average price of $115.00, for a total value of $924,025.00. Following the completion of the transaction, the chief financial officer owned 129,618 shares in the company, valued at $14,906,070. The trade was a 5.84% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 44,808 shares of company stock valued at $4,677,916. 4.50% of the stock is owned by corporate insiders.

Twilio Trading Up 0.0%

Shares of NYSE TWLO opened at $127.54 on Monday. The stock has a market capitalization of $19.57 billion, a P/E ratio of 311.08, a PEG ratio of 3.42 and a beta of 1.33. Twilio Inc. has a 52-week low of $77.51 and a 52-week high of $151.95. The stock’s 50 day moving average price is $109.93 and its two-hundred day moving average price is $113.06. 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 (NYSE:TWLO) last issued its quarterly earnings results on Thursday, October 30th. The technology company reported $1.25 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 during the quarter, compared to analyst estimates of $1.25 billion. During the same period last year, the company posted $1.02 EPS. The firm’s quarterly revenue was up 14.7% on a year-over-year basis. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. On average, analysts anticipate that Twilio Inc. will post 1.44 earnings per share for the current fiscal 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.