Twilio Inc. $TWLO is Toronado Partners LLC’s 3rd Largest Position

Toronado Partners LLC decreased its holdings in Twilio Inc. (NYSE:TWLO) by 2.7% in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 143,609 shares of the technology company’s stock after selling 4,045 shares during the quarter. Twilio accounts for about 12.7% of Toronado Partners LLC’s holdings, making the stock its 3rd largest holding. Toronado Partners LLC owned 0.09% of Twilio worth $17,859,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of TWLO. Williamson Legacy Group LLC purchased a new stake in shares of Twilio in the second quarter valued at approximately $210,000. Schroder Investment Management Group lifted its position in shares of Twilio by 56.7% during the 2nd quarter. Schroder Investment Management Group now owns 536,997 shares of the technology company’s stock valued at $66,781,000 after buying an additional 194,200 shares in the last quarter. Neuberger Berman Group LLC grew its stake in Twilio by 17,371.0% in the 2nd quarter. Neuberger Berman Group LLC now owns 547,192 shares of the technology company’s stock valued at $68,049,000 after acquiring an additional 544,060 shares during the period. Norges Bank purchased a new stake in Twilio in the 2nd quarter worth $228,877,000. Finally, Northwestern Mutual Wealth Management Co. increased its holdings in Twilio by 18.1% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 22,830 shares of the technology company’s stock worth $2,839,000 after acquiring an additional 3,498 shares in the last quarter. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Twilio Stock Up 2.0%

TWLO stock opened at $129.56 on Friday. The company has a market cap of $19.88 billion, a price-to-earnings ratio of 316.00, a PEG ratio of 3.47 and a beta of 1.33. The company has a current ratio of 4.68, a quick ratio of 4.68 and a debt-to-equity ratio of 0.13. Twilio Inc. has a 12 month low of $77.51 and a 12 month high of $151.95. The firm has a 50-day moving average of $115.85 and a two-hundred day moving average of $115.47.

Twilio (NYSE:TWLO) last issued its earnings results on Thursday, October 30th. The technology company reported $1.25 earnings per share for the quarter, topping the consensus estimate of $1.07 by $0.18. The business had revenue of $1.30 billion for the quarter, compared to analysts’ expectations of $1.25 billion. Twilio had a return on equity of 3.36% and a net margin of 1.37%.The business’s revenue for the quarter was up 14.7% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.02 EPS. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. As a group, analysts forecast that Twilio Inc. will post 1.44 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Twilio news, CFO Aidan Viggiano sold 8,363 shares of the company’s stock in a transaction on Tuesday, September 30th. The stock was sold at an average price of $100.59, for a total value of $841,234.17. Following the completion of the sale, the chief financial officer directly owned 137,653 shares in the company, valued at $13,846,515.27. This represents a 5.73% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Khozema Shipchandler sold 13,681 shares of the firm’s stock in a transaction on Tuesday, September 30th. The stock was sold at an average price of $100.59, for a total value of $1,376,171.79. Following the completion of the sale, the chief executive officer directly owned 233,305 shares of the company’s stock, valued at $23,468,149.95. This trade represents a 5.54% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 44,515 shares of company stock worth $4,673,128 in the last three months. 0.21% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several equities analysts have issued reports on the stock. Wells Fargo & Company increased their price objective on shares of Twilio from $130.00 to $147.00 and gave the company an “overweight” rating in a report on Friday, October 31st. Morgan Stanley restated an “overweight” rating and set a $154.00 price target on shares of Twilio in a research report on Friday, October 31st. Bank of America raised their price target 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. Needham & Company LLC lifted their price objective on Twilio from $125.00 to $145.00 and gave the stock a “buy” rating in a report on Friday, October 31st. Finally, Mizuho increased their target price on Twilio from $140.00 to $150.00 and gave the company an “outperform” rating in a report on Friday, October 31st. Two research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, seven have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $139.26.

Twilio Company 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.