1832 Asset Management L.P. Takes $1.89 Million Position in Twilio Inc. $TWLO

1832 Asset Management L.P. purchased a new position in shares of Twilio Inc. (NYSE:TWLO) in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 15,192 shares of the technology company’s stock, valued at approximately $1,889,000.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Jericho Capital Asset Management L.P. boosted its position 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 purchasing an additional 493,000 shares during the period. Alyeska Investment Group L.P. increased its position in shares of Twilio by 36.4% during 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 acquiring an additional 553,043 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased 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 acquiring an additional 318,015 shares during the period. Norges Bank purchased a new position in Twilio in the second quarter valued at $228,877,000. Finally, Ninety One UK Ltd purchased a new position in Twilio in the second quarter valued at $212,059,000. 84.27% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, CEO Khozema Shipchandler sold 13,681 shares of the firm’s stock in a transaction on Tuesday, September 30th. The shares were sold at an average price of $100.59, for a total value of $1,376,171.79. Following the completion of the sale, the chief executive officer owned 233,305 shares in the company, valued at approximately $23,468,149.95. 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 this hyperlink. Also, Director Andrew Stafman sold 1,000,000 shares of the stock in a transaction dated Tuesday, December 2nd. The stock was sold at an average price of $129.00, for a total transaction of $129,000,000.00. Following the transaction, the director directly owned 2,295,000 shares of the company’s stock, valued at $296,055,000. This represents a 30.35% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 1,044,515 shares of company stock worth $133,673,128. 0.21% of the stock is owned by insiders.

Twilio Trading Up 1.7%

NYSE TWLO opened at $127.32 on Friday. The firm’s fifty day moving average is $118.29 and its two-hundred day moving average is $115.88. Twilio Inc. has a one year low of $77.51 and a one year high of $151.95. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.68 and a current ratio of 4.68. The firm has a market cap of $19.53 billion, a PE ratio of 310.54, a P/E/G ratio of 3.41 and a beta of 1.32.

Twilio (NYSE:TWLO) last released its quarterly earnings results on Thursday, October 30th. The technology company reported $1.25 earnings per share (EPS) for the quarter, topping 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 for the quarter, compared to analyst estimates of $1.25 billion. During the same quarter last year, the company posted $1.02 earnings per share. The business’s revenue was up 14.7% on a year-over-year basis. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. Analysts expect that Twilio Inc. will post 1.44 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on the company. Wells Fargo & Company increased their price target on Twilio from $130.00 to $147.00 and gave the company an “overweight” rating in a research report on Friday, October 31st. UBS Group lifted their price objective on shares of Twilio from $135.00 to $150.00 and gave the stock a “buy” rating in a research report on Friday, October 31st. Weiss Ratings reissued a “hold (c-)” rating on shares of Twilio in a report on Wednesday, October 8th. Wall Street Zen cut Twilio from a “strong-buy” rating to a “buy” rating in a research note on Tuesday, November 11th. Finally, Monness Crespi & Hardt upped their price objective on Twilio from $165.00 to $175.00 and gave the stock a “buy” rating in a research report on Friday, October 31st. Two analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, seven have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price 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.