Amundi Increases Stake in Twilio Inc. $TWLO

Amundi grew its stake in shares of Twilio Inc. (NYSE:TWLO) by 30.0% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,156,722 shares of the technology company’s stock after buying an additional 267,202 shares during the period. Amundi owned 0.76% of Twilio worth $134,770,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently modified their holdings of the company. First Trust Advisors LP increased its holdings in Twilio by 12.1% in the 2nd quarter. First Trust Advisors LP now owns 982,645 shares of the technology company’s stock valued at $122,202,000 after acquiring an additional 106,044 shares during the last quarter. Invesco Ltd. grew its position in shares of Twilio by 18.5% during the second quarter. Invesco Ltd. now owns 618,224 shares of the technology company’s stock valued at $76,882,000 after purchasing an additional 96,514 shares in the last quarter. Trek Financial LLC grew its position in shares of Twilio by 9.2% during the second quarter. Trek Financial LLC now owns 3,049 shares of the technology company’s stock valued at $379,000 after purchasing an additional 256 shares in the last quarter. 1832 Asset Management L.P. bought a new stake in shares of Twilio in the second quarter worth about $1,889,000. Finally, CW Advisors LLC lifted its position in shares of Twilio by 14.0% in the second quarter. CW Advisors LLC now owns 2,882 shares of the technology company’s stock worth $359,000 after buying an additional 354 shares in the last quarter. Institutional investors own 84.27% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have weighed in on the company. Needham & Company LLC raised their price target on Twilio from $125.00 to $145.00 and gave the company a “buy” rating in a report on Friday, October 31st. JPMorgan Chase & Co. raised their target price on shares of Twilio from $140.00 to $145.00 and gave the company an “overweight” rating 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 stock an “overweight” rating in a research report on Friday, October 31st. TD Cowen increased their price objective on shares of Twilio from $117.00 to $125.00 and gave the company a “hold” rating in a research report on Friday, October 31st. Finally, Cowen reissued a “hold” rating on shares of Twilio in a research note 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 issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $139.26.

Twilio Stock Performance

Twilio stock opened at $127.32 on Monday. 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 firm has a market capitalization of $19.53 billion, a P/E ratio of 310.54, a price-to-earnings-growth ratio of 3.41 and a beta of 1.32. Twilio Inc. has a 1-year low of $77.51 and a 1-year high of $151.95. The company’s 50-day moving average is $118.29 and its 200 day moving average is $115.89.

Twilio (NYSE:TWLO) last announced its earnings results on Thursday, October 30th. The technology company reported $1.25 earnings per share (EPS) for the quarter, beating 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 business had revenue of $1.30 billion during the quarter, compared to analyst estimates of $1.25 billion. During the same quarter in the previous year, the business earned $1.02 earnings per share. The company’s revenue for the quarter was up 14.7% compared to the same quarter last year. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. Research analysts forecast that Twilio Inc. will post 1.44 EPS for the current year.

Insider Buying and Selling at Twilio

In other Twilio news, CFO Aidan Viggiano sold 8,363 shares of the stock in a transaction 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 owned 137,653 shares in the company, valued at $13,846,515.27. This trade represents a 5.73% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Khozema Shipchandler sold 13,681 shares of Twilio stock in a transaction on Tuesday, September 30th. The stock was sold at an average price of $100.59, for a total value of $1,376,171.79. Following the sale, the chief executive officer owned 233,305 shares of the company’s stock, valued at approximately $23,468,149.95. This trade represents a 5.54% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 1,044,515 shares of company stock valued at $133,673,128 in the last quarter. 4.50% of the stock is owned by insiders.

About Twilio

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.