Universal Beteiligungs und Servicegesellschaft mbH Sells 6,679 Shares of Twilio Inc. $TWLO

Universal Beteiligungs und Servicegesellschaft mbH trimmed its position in shares of Twilio Inc. (NYSE:TWLO) by 7.9% during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 77,496 shares of the technology company’s stock after selling 6,679 shares during the quarter. Universal Beteiligungs und Servicegesellschaft mbH owned about 0.05% of Twilio worth $7,757,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of the company. Knights of Columbus Asset Advisors LLC purchased a new stake in Twilio during the 2nd quarter valued at $4,809,000. Hood River Capital Management LLC boosted its position in shares of Twilio by 36.2% during the second quarter. Hood River Capital Management LLC now owns 133,529 shares of the technology company’s stock valued at $16,606,000 after buying an additional 35,468 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. increased its holdings in Twilio by 694.7% in the 2nd quarter. Mirae Asset Global Investments Co. Ltd. now owns 58,579 shares of the technology company’s stock worth $7,285,000 after buying an additional 51,208 shares in the last quarter. Nordea Investment Management AB raised its position in Twilio by 2.6% in the 3rd quarter. Nordea Investment Management AB now owns 1,152,727 shares of the technology company’s stock worth $114,777,000 after buying an additional 29,089 shares during the last quarter. Finally, Securian Asset Management Inc. purchased a new position in Twilio in the 3rd quarter worth about $1,150,000. 84.27% of the stock is currently owned by institutional investors.

Twilio Trading Up 1.5%

Shares of Twilio stock opened at $128.36 on Monday. The company’s fifty day simple moving average is $131.29 and its 200-day simple moving average is $119.67. The stock has a market capitalization of $19.69 billion, a PE ratio of 313.08, a P/E/G ratio of 2.51 and a beta of 1.30. Twilio Inc. has a 1-year low of $77.51 and a 1-year high of $151.95. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.68 and a quick ratio of 4.68.

Twilio (NYSE:TWLO) last posted its quarterly earnings data on Thursday, October 30th. The technology company reported $1.25 EPS for the quarter, topping 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 firm had revenue of $1.30 billion during the quarter, compared to analyst estimates of $1.25 billion. During the same period in the prior year, the business posted $1.02 EPS. Twilio’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. As a group, equities analysts anticipate that Twilio Inc. will post 1.44 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on TWLO. Rosenblatt Securities lifted their price target on shares of Twilio from $140.00 to $180.00 and gave the stock a “buy” rating in a research note on Wednesday, January 7th. JPMorgan Chase & Co. lifted their target price on shares of Twilio from $140.00 to $145.00 and gave the stock an “overweight” rating in a research report on Friday, October 31st. Citizens Jmp boosted their target price on shares of Twilio from $165.00 to $185.00 and gave the company a “market outperform” rating in a research note on Tuesday, December 30th. BTIG Research assumed coverage on Twilio in a research note on Monday, January 5th. They issued a “buy” rating and a $165.00 price target on the stock. Finally, Needham & Company LLC lifted their price objective on Twilio from $125.00 to $145.00 and gave the stock a “buy” rating in a report on Friday, October 31st. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, eight have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, Twilio currently has an average rating of “Moderate Buy” and an average price target of $146.44.

Insiders Place Their Bets

In other Twilio news, CFO Aidan Viggiano sold 7,213 shares of the company’s stock in a transaction dated Monday, January 5th. The stock was sold at an average price of $135.97, for a total value of $980,751.61. Following the completion of the sale, the chief financial officer owned 112,236 shares in the company, valued at $15,260,728.92. This represents a 6.04% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Also, Director Andrew Stafman sold 1,000,000 shares of Twilio stock in a transaction dated Tuesday, December 2nd. The shares were sold at an average price of $129.00, for a total value of $129,000,000.00. Following the transaction, the director directly owned 2,295,000 shares in the company, valued at approximately $296,055,000. The trade was a 30.35% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 1,043,438 shares of company stock worth $135,022,770 over the last quarter. 4.50% of the stock is currently owned by corporate insiders.

Twilio Company Profile

Twilio Inc (NYSE: TWLO) is a cloud communications platform-as-a-service (CPaaS) company that enables developers and enterprises to embed communications into web and mobile applications. Its core offering is a suite of programmable APIs that handle messaging (SMS, MMS, and chat), voice calling, video, and user authentication. Twilio’s platform is designed to help businesses build customer engagement and communication workflows without managing telecommunications infrastructure directly.

The company’s product portfolio includes programmable voice and messaging APIs, Twilio Video for real‑time video applications, and Twilio Authy for multi‑factor authentication.