Boston Partners Has $19.51 Million Stock Position in Twilio Inc. $TWLO

Boston Partners lessened its stake in Twilio Inc. (NYSE:TWLO) by 2.7% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 156,890 shares of the technology company’s stock after selling 4,372 shares during the quarter. Boston Partners owned 0.10% of Twilio worth $19,511,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. CENTRAL TRUST Co acquired a new stake in Twilio in the second quarter valued at approximately $25,000. GFG Capital LLC acquired a new position in shares of Twilio during the 2nd quarter valued at about $25,000. Hilltop National Bank bought a new position in shares of Twilio in the 2nd quarter valued at approximately $26,000. Financial Gravity Companies Inc. acquired a new position in Twilio in the 2nd quarter valued at $35,000. Finally, N.E.W. Advisory Services LLC bought a new position in Twilio in the 1st quarter worth $42,000. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Insider Transactions at Twilio

In related news, CEO Khozema Shipchandler sold 13,681 shares of the business’s stock in a transaction 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 transaction, the chief executive officer directly owned 233,305 shares in the company, valued at approximately $23,468,149.95. The trade was a 5.54% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Aidan Viggiano sold 8,363 shares of the firm’s stock in a transaction that occurred on Tuesday, September 30th. The shares were sold at an average price of $100.59, for a total value of $841,234.17. Following the completion of the sale, the chief financial officer directly owned 137,653 shares of the company’s stock, valued at approximately $13,846,515.27. The trade was a 5.73% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 44,515 shares of company stock valued at $4,673,128. 0.21% of the stock is owned by corporate insiders.

Twilio Stock Performance

TWLO stock opened at $129.56 on Friday. The company has a 50 day moving average price of $115.85 and a 200 day moving average price of $115.46. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.68 and a quick ratio of 4.68. The stock has a market capitalization of $19.88 billion, a PE ratio of 316.00, a price-to-earnings-growth ratio of 3.40 and a beta of 1.33. Twilio Inc. has a fifty-two week low of $77.51 and a fifty-two week high of $151.95.

Twilio (NYSE:TWLO) last announced its quarterly earnings data 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 net margin of 1.37% and a return on equity of 3.36%. The firm had revenue of $1.30 billion for the quarter, compared to analysts’ expectations of $1.25 billion. During the same period last year, the firm earned $1.02 earnings per share. The business’s revenue for the quarter was up 14.7% on a year-over-year basis. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. Analysts forecast that Twilio Inc. will post 1.44 EPS for the current year.

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on TWLO shares. Piper Sandler upped their price target on shares of Twilio from $144.00 to $145.00 and gave the company an “overweight” rating in a report on Friday, October 31st. Needham & Company LLC boosted their price objective on Twilio from $125.00 to $145.00 and gave the stock a “buy” rating in a research report on Friday, October 31st. FBN Securities upgraded Twilio to a “strong-buy” rating in a research note on Wednesday, November 12th. Stifel Nicolaus lifted their price target on Twilio from $110.00 to $120.00 and gave the stock a “hold” rating in a research report on Friday, October 31st. Finally, Rosenblatt Securities reiterated a “buy” rating and set a $140.00 price target on shares of Twilio in a report on Friday, October 31st. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, seven have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, Twilio currently has an average rating of “Moderate Buy” and a consensus price target of $139.26.

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.