Candriam S.C.A. Boosts Stake in Twilio Inc. $TWLO

Candriam S.C.A. raised its position in Twilio Inc. (NYSE:TWLO) by 1.5% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 174,572 shares of the technology company’s stock after buying an additional 2,655 shares during the period. Candriam S.C.A.’s holdings in Twilio were worth $17,092,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also recently modified their holdings of TWLO. Concurrent Investment Advisors LLC lifted its stake in Twilio by 211.8% in the 1st quarter. Concurrent Investment Advisors LLC now owns 5,878 shares of the technology company’s stock worth $575,000 after purchasing an additional 3,993 shares in the last quarter. Bank of Nova Scotia grew its holdings in Twilio by 502.1% in the 1st quarter. Bank of Nova Scotia now owns 32,341 shares of the technology company’s stock worth $3,167,000 after acquiring an additional 26,970 shares during the last quarter. ASR Vermogensbeheer N.V. bought a new stake in Twilio in the 1st quarter worth $716,000. Horizon Financial Services LLC boosted its stake in shares of Twilio by 9,692.0% during the 1st quarter. Horizon Financial Services LLC now owns 2,448 shares of the technology company’s stock valued at $240,000 after purchasing an additional 2,423 shares in the last quarter. Finally, OneDigital Investment Advisors LLC bought a new stake in shares of Twilio during the 1st quarter valued at about $294,000. 84.27% of the stock is owned by institutional investors.

Insider Activity at Twilio

In other Twilio news, CFO Aidan Viggiano sold 1,807 shares of the stock in a transaction that occurred on Friday, August 15th. The shares were sold at an average price of $105.94, for a total value of $191,433.58. Following the transaction, the chief financial officer directly owned 146,016 shares in the company, valued at $15,468,935.04. This represents a 1.22% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Erika Rottenberg sold 4,100 shares of the firm’s stock in a transaction that occurred on Monday, June 2nd. The stock was sold at an average price of $120.03, for a total transaction of $492,123.00. Following the transaction, the director owned 33,488 shares in the company, valued at approximately $4,019,564.64. This trade represents a 10.91% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 55,771 shares of company stock valued at $6,727,911 over the last 90 days. 0.21% of the stock is owned by corporate insiders.

Twilio Trading Down 1.4%

Shares of Twilio stock opened at $101.8810 on Thursday. The company has a debt-to-equity ratio of 0.12, a current ratio of 4.90 and a quick ratio of 4.90. The firm has a fifty day moving average price of $118.88 and a 200 day moving average price of $112.38. Twilio Inc. has a 1 year low of $56.85 and a 1 year high of $151.95. The stock has a market cap of $15.63 billion, a PE ratio of 849.08, a price-to-earnings-growth ratio of 3.25 and a beta of 1.23.

Twilio (NYSE:TWLO) last posted its quarterly earnings data on Thursday, August 7th. The technology company reported $1.19 earnings per share for the quarter, topping analysts’ consensus estimates of $1.02 by $0.17. Twilio had a net margin of 0.43% and a return on equity of 2.78%. The company had revenue of $1.23 billion during the quarter, compared to analysts’ expectations of $1.19 billion. During the same period in the prior year, the business posted $0.87 earnings per share. The firm’s revenue for the quarter was up 13.5% on a year-over-year basis. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. Equities research analysts predict that Twilio Inc. will post 1.44 earnings per share for the current year.

Analyst Upgrades and Downgrades

TWLO has been the topic of a number of recent analyst reports. UBS Group cut their price target on shares of Twilio from $150.00 to $135.00 and set a “buy” rating on the stock in a report on Friday, August 8th. Jefferies Financial Group set a $132.00 price objective on shares of Twilio and gave the stock a “hold” rating in a research note on Sunday, June 15th. HSBC raised shares of Twilio from a “reduce” rating to a “hold” rating and raised their target price for the company from $77.00 to $99.00 in a research note on Monday, May 5th. The Goldman Sachs Group lifted their price objective on shares of Twilio from $130.00 to $145.00 and gave the stock a “buy” rating in a research note on Friday, May 2nd. Finally, Scotiabank raised their target price on shares of Twilio from $130.00 to $135.00 and gave the stock a “sector outperform” rating in a report on Friday, May 2nd. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Twilio currently has a consensus rating of “Moderate Buy” and a consensus target price of $126.74.

Twilio Profile

Twilio Inc, together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally. It operates through two segments, Twilio Communications and Twilio Segment. The company provides various application programming interfaces and software solutions for communications between customers and end users, including messaging, voice, email, flex, marketing campaigns, and user identity and authentication.