Ameritas Investment Partners Inc. Buys Shares of 28,762 Twilio Inc. $TWLO

Ameritas Investment Partners Inc. bought a new stake in shares of Twilio Inc. (NYSE:TWLO) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 28,762 shares of the technology company’s stock, valued at approximately $2,879,000.

Other hedge funds also recently bought and sold shares of the company. Northwestern Mutual Investment Management Company LLC acquired a new position in shares of Twilio during the third quarter worth $3,423,000. Bank of New York Mellon Corp boosted its position in Twilio by 57.0% in the third quarter. Bank of New York Mellon Corp now owns 1,212,436 shares of the technology company’s stock valued at $121,353,000 after buying an additional 440,423 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. raised its holdings in shares of Twilio by 54.5% during the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 90,517 shares of the technology company’s stock worth $9,060,000 after purchasing an additional 31,938 shares during the last quarter. Federated Hermes Inc. lifted its position in Twilio by 19.7% during the third quarter. Federated Hermes Inc. now owns 70,294 shares of the technology company’s stock valued at $7,036,000 after purchasing an additional 11,577 shares during the period. Finally, Hood River Capital Management LLC boosted its stake in shares of Twilio by 36.2% in the second quarter. Hood River Capital Management LLC now owns 133,529 shares of the technology company’s stock worth $16,606,000 after buying an additional 35,468 shares during the last quarter. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Wall Street Analysts Forecast Growth

TWLO has been the subject of a number of analyst reports. Rosenblatt Securities reiterated a “buy” rating and issued a $180.00 price objective on shares of Twilio in a research report on Friday, February 13th. UBS Group upped their target price on Twilio from $135.00 to $150.00 and gave the stock a “buy” rating in a research note on Friday, October 31st. Wells Fargo & Company increased their target price on Twilio from $130.00 to $147.00 and gave the company an “overweight” rating in a research report on Friday, October 31st. Citizens Jmp increased their target price on Twilio from $165.00 to $185.00 and gave the company a “market outperform” rating in a report on Tuesday, December 30th. Finally, BTIG Research lowered their price target on Twilio from $165.00 to $155.00 and set a “buy” rating on the stock in a research note on Friday, February 13th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, seven have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $143.70.

Twilio Stock Down 4.5%

NYSE TWLO opened at $108.08 on Tuesday. The business’s fifty day simple moving average is $126.79 and its 200-day simple moving average is $118.17. Twilio Inc. has a 52 week low of $77.51 and a 52 week high of $145.90. The company has a quick ratio of 4.68, a current ratio of 4.03 and a debt-to-equity ratio of 0.13. The firm has a market cap of $16.58 billion, a PE ratio of 568.89, a P/E/G ratio of 4.69 and a beta of 1.32.

Twilio (NYSE:TWLO) last announced its quarterly earnings results on Thursday, February 12th. The technology company reported $1.33 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.24 by $0.09. Twilio had a net margin of 0.67% and a return on equity of 3.93%. The business had revenue of $1.37 billion during the quarter, compared to the consensus estimate of $1.32 billion. During the same quarter last year, the firm earned $1.00 EPS. The business’s revenue was up 14.3% compared to the same quarter last year. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. As a group, equities analysts anticipate that Twilio Inc. will post 1.44 earnings per share for the current year.

Insider Buying and Selling at Twilio

In other Twilio news, CFO Aidan Viggiano sold 1,023 shares of the stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $110.66, for a total transaction of $113,205.18. Following the sale, the chief financial officer directly owned 111,213 shares in the company, valued at $12,306,830.58. This represents a 0.91% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CEO Khozema Shipchandler sold 13,336 shares of Twilio stock in a transaction on Tuesday, January 6th. The shares were sold at an average price of $134.28, for a total value of $1,790,758.08. Following the completion of the transaction, the chief executive officer owned 193,781 shares of the company’s stock, valued at approximately $26,020,912.68. This trade represents a 6.44% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 1,042,947 shares of company stock valued at $134,949,330 over the last quarter. 4.50% of the stock is owned by company 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.