BNP PARIBAS ASSET MANAGEMENT Holding S.A. Acquires 23,326 Shares of Twilio Inc. $TWLO

BNP PARIBAS ASSET MANAGEMENT Holding S.A. increased its holdings in Twilio Inc. (NYSE:TWLO) by 43.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 76,857 shares of the technology company’s stock after acquiring an additional 23,326 shares during the period. BNP PARIBAS ASSET MANAGEMENT Holding S.A. owned about 0.05% of Twilio worth $7,659,000 at the end of the most recent quarter.

A number of other hedge funds have also added to or reduced their stakes in the stock. Brighton Jones LLC lifted its holdings in shares of Twilio by 6.6% in the fourth quarter. Brighton Jones LLC now owns 10,051 shares of the technology company’s stock valued at $1,086,000 after purchasing an additional 623 shares in the last quarter. Sivia Capital Partners LLC purchased a new stake in Twilio in the 2nd quarter valued at $251,000. Yousif Capital Management LLC bought a new position in Twilio during the 2nd quarter valued at $228,000. Sequoia Financial Advisors LLC boosted its holdings in Twilio by 21.6% during the 2nd quarter. Sequoia Financial Advisors LLC now owns 2,504 shares of the technology company’s stock worth $311,000 after acquiring an additional 444 shares during the last quarter. Finally, Chicago Partners Investment Group LLC boosted its holdings in Twilio by 16.5% during the 2nd quarter. Chicago Partners Investment Group LLC now owns 2,889 shares of the technology company’s stock worth $383,000 after acquiring an additional 410 shares during the last quarter. Institutional investors and hedge funds own 84.27% of the company’s stock.

Twilio Price Performance

Twilio stock opened at $111.02 on Friday. The business’s 50 day simple moving average is $127.70 and its 200 day simple moving average is $118.49. Twilio Inc. has a 12 month low of $77.51 and a 12 month high of $145.90. The company has a market cap of $17.03 billion, a price-to-earnings ratio of 584.35, a PEG ratio of 4.58 and a beta of 1.32. The company has a current ratio of 4.03, a quick ratio of 4.68 and a debt-to-equity ratio of 0.13.

Twilio (NYSE:TWLO) last issued its earnings results on Thursday, February 12th. The technology company reported $1.33 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.24 by $0.09. Twilio had a return on equity of 3.93% and a net margin of 0.67%.The firm had revenue of $1.37 billion for the quarter, compared to analyst estimates of $1.32 billion. During the same period in the previous year, the company posted $1.00 earnings per share. The business’s revenue was up 14.3% on a year-over-year basis. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. Sell-side analysts forecast that Twilio Inc. will post 1.44 EPS for the current year.

Insider Buying and Selling at Twilio

In other news, CFO Aidan Viggiano sold 1,023 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $110.66, for a total value of $113,205.18. Following the sale, the chief financial officer owned 111,213 shares of the company’s stock, valued at $12,306,830.58. The trade was a 0.91% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CEO Khozema Shipchandler sold 13,336 shares of the company’s stock in a transaction that occurred on Tuesday, January 6th. The shares were sold at an average price of $134.28, for a total transaction of $1,790,758.08. Following the sale, the chief executive officer owned 193,781 shares in the company, valued at $26,020,912.68. The trade was a 6.44% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 1,042,947 shares of company stock valued at $134,949,330 over the last three months. 0.21% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

TWLO has been the topic of a number of recent analyst reports. Morgan Stanley set a $153.00 price target on shares of Twilio in a research report on Friday, February 13th. The Goldman Sachs Group reiterated a “buy” rating and issued a $150.00 price objective on shares of Twilio in a research note on Friday, October 31st. Piper Sandler restated a “neutral” rating and issued a $130.00 target price (down previously from $148.00) on shares of Twilio in a research note on Friday, February 13th. Royal Bank Of Canada upped their target price on Twilio from $75.00 to $100.00 and gave the company an “underperform” rating in a report on Monday, January 5th. Finally, Needham & Company LLC lifted their price target 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, sixteen have given a Buy rating, seven have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, Twilio has a consensus rating of “Moderate Buy” and an average target price of $143.70.

Twilio 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.