Aberdeen Group plc Sells 36,925 Shares of Twilio Inc. $TWLO

Aberdeen Group plc decreased its holdings in Twilio Inc. (NYSE:TWLO) by 24.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 113,971 shares of the technology company’s stock after selling 36,925 shares during the quarter. Aberdeen Group plc owned approximately 0.07% of Twilio worth $11,886,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in the business. CENTRAL TRUST Co acquired a new position in Twilio during the second quarter worth $25,000. SJS Investment Consulting Inc. boosted its stake in Twilio by 1,564.7% in the third quarter. SJS Investment Consulting Inc. now owns 283 shares of the technology company’s stock valued at $28,000 after acquiring an additional 266 shares during the last quarter. First Horizon Corp bought a new position in Twilio during the third quarter valued at $28,000. Estabrook Capital Management bought a new position in shares of Twilio during the 2nd quarter worth $31,000. Finally, Financial Gravity Companies Inc. bought a new stake in shares of Twilio in the second quarter valued at approximately $35,000. Institutional investors and hedge funds own 84.27% of the company’s stock.

Twilio Price Performance

Shares of Twilio stock opened at $111.02 on Friday. The stock has a 50 day moving average of $127.70 and a 200 day moving average of $118.49. Twilio Inc. has a 12 month low of $77.51 and a 12 month high of $145.90. The firm has a market cap of $17.03 billion, a PE 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 posted its quarterly earnings data 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 business had revenue of $1.37 billion during the quarter, compared to analyst estimates of $1.32 billion. During the same period last year, the company earned $1.00 EPS. The company’s revenue for the quarter was up 14.3% on a year-over-year basis. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. On average, research analysts expect that Twilio Inc. will post 1.44 EPS for the current fiscal year.

Insider Transactions at Twilio

In related news, Director Andrew Stafman sold 1,000,000 shares of Twilio stock in a transaction dated Tuesday, December 2nd. The stock was sold at an average price of $129.00, for a total value of $129,000,000.00. Following the completion of the sale, the director directly owned 2,295,000 shares in the company, valued at $296,055,000. The trade was a 30.35% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, CEO Khozema Shipchandler sold 13,336 shares of the business’s stock in a transaction dated 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 completion of the sale, the chief executive officer owned 193,781 shares of the company’s stock, valued at approximately $26,020,912.68. This represents a 6.44% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 1,042,947 shares of company stock valued at $134,949,330. 0.21% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several equities analysts have recently commented on the company. Needham & Company LLC increased their price objective on Twilio from $125.00 to $145.00 and gave the company a “buy” rating in a research report on Friday, October 31st. Jefferies Financial Group reaffirmed a “hold” rating and set a $125.00 target price on shares of Twilio in a research note on Friday, February 13th. Royal Bank Of Canada increased their price objective on shares of Twilio from $75.00 to $100.00 and gave the company an “underperform” rating in a research report on Monday, January 5th. Oppenheimer reaffirmed an “outperform” rating and set a $170.00 price target on shares of Twilio in a report on Monday, January 5th. Finally, Bank of America boosted their target price on shares of Twilio from $100.00 to $110.00 and gave the company an “underperform” rating in a research note on Friday, October 31st. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, seven have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target 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.