Assenagon Asset Management S.A. Purchases 25,141 Shares of Twilio Inc. $TWLO

Assenagon Asset Management S.A. boosted its position in Twilio Inc. (NYSE:TWLO) by 76.5% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 58,024 shares of the technology company’s stock after purchasing an additional 25,141 shares during the period. Assenagon Asset Management S.A.’s holdings in Twilio were worth $8,253,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. SJS Investment Consulting Inc. increased its holdings in Twilio by 1,564.7% during the third quarter. SJS Investment Consulting Inc. now owns 283 shares of the technology company’s stock valued at $28,000 after buying an additional 266 shares during the last quarter. First Horizon Corp bought a new stake in shares of Twilio during the 3rd quarter valued at $28,000. Strategic Advocates LLC purchased a new stake in shares of Twilio in the 3rd quarter worth $30,000. Estabrook Capital Management bought a new position in Twilio in the 2nd quarter worth $31,000. Finally, Park Place Capital Corp purchased a new position in Twilio during the fourth quarter valued at $39,000. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have commented on TWLO. Citigroup restated a “market perform” rating on shares of Twilio in a research report on Tuesday, December 30th. Mizuho set a $150.00 target price on shares of Twilio in a report on Monday, December 15th. Citizens Jmp lifted their price target on shares of Twilio from $165.00 to $185.00 and gave the company a “market outperform” rating in a report on Tuesday, December 30th. TD Cowen upgraded shares of Twilio from a “hold” rating to a “buy” rating and upped their price target for the stock from $125.00 to $160.00 in a research report on Monday, March 2nd. Finally, BTIG Research reduced their price objective on shares of Twilio from $165.00 to $155.00 and set a “buy” rating for the company in a research note on Friday, February 13th. Two research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, five have assigned a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $145.22.

Twilio Stock Performance

Shares of NYSE TWLO opened at $119.90 on Friday. The company has a market cap of $18.17 billion, a P/E ratio of 631.08, a P/E/G ratio of 4.92 and a beta of 1.30. Twilio Inc. has a 52-week low of $77.51 and a 52-week high of $145.90. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.03 and a current ratio of 4.03. The firm’s fifty day moving average is $120.75 and its two-hundred day moving average is $121.52.

Twilio (NYSE:TWLO) last issued its quarterly earnings data on Thursday, February 12th. The technology company reported $1.33 earnings per share for the quarter, beating analysts’ consensus estimates 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 during the quarter, compared to analyst estimates of $1.32 billion. During the same quarter last year, the business posted $1.00 earnings per share. The business’s quarterly 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, analysts anticipate that Twilio Inc. will post 1.44 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, CFO Aidan Viggiano sold 806 shares of the firm’s stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $125.00, for a total value of $100,750.00. Following the completion of the sale, the chief financial officer owned 147,961 shares in the company, valued at approximately $18,495,125. This trade represents a 0.54% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Khozema Shipchandler sold 13,336 shares of the business’s 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 transaction, the chief executive officer owned 193,781 shares of the company’s stock, valued at approximately $26,020,912.68. The trade was a 6.44% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 43,753 shares of company stock valued at $6,050,080. 0.21% of the stock is 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.