Pictet Asset Management Holding SA Sells 762,086 Shares of Twilio Inc. $TWLO

Pictet Asset Management Holding SA trimmed its position in shares of Twilio Inc. (NYSE:TWLO) by 33.9% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,485,543 shares of the technology company’s stock after selling 762,086 shares during the period. Pictet Asset Management Holding SA owned approximately 0.97% of Twilio worth $434,442,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Quantinno Capital Management LP increased its position in shares of Twilio by 137.9% during the first quarter. Quantinno Capital Management LP now owns 648,882 shares of the technology company’s stock worth $81,642,000 after acquiring an additional 376,142 shares during the period. Royal Bank of Canada boosted its holdings in Twilio by 10.8% in the first quarter. Royal Bank of Canada now owns 3,261,235 shares of the technology company’s stock valued at $410,330,000 after purchasing an additional 316,858 shares in the last quarter. National Pension Service grew its position in shares of Twilio by 1,177.6% in the 2nd quarter. National Pension Service now owns 261,307 shares of the technology company’s stock valued at $53,915,000 after buying an additional 240,854 shares during the last quarter. Allspring Global Investments Holdings LLC increased its position in shares of Twilio by 89.8% during the first quarter. Allspring Global Investments Holdings LLC now owns 483,611 shares of the technology company’s stock worth $63,092,000 after purchasing an additional 228,840 shares in the last quarter. Finally, Artemis Investment Management LLP lifted its holdings in shares of Twilio by 58.9% in the 3rd quarter. Artemis Investment Management LLP now owns 588,018 shares of the technology company’s stock valued at $171,972,000 after purchasing an additional 217,952 shares during the last quarter. Institutional investors and hedge funds own 84.27% of the company’s stock.

More Twilio News

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Analysts see potential support from rising profits, record cash flow and AI-related opportunities. Northland Securities also raised its FY2026 EPS estimate to $3.32 from $3.08, while the outlook coverage points to a stronger 2026 outlook. TWLO Declines 12% Since Q3 Results: Is This a Buy-the-Dip Opportunity?
• Neutral Sentiment: Northland’s forecast revisions were mixed: it increased some near-term estimates but trimmed several 2027 quarterly forecasts and lowered FY2027 EPS to $4.04 from $4.11. Northland Securities estimate revisions
• Negative Sentiment: The main downside catalyst is Twilio’s fourth-quarter guidance, which signaled slowing growth in its largest business. Reports say shares fell sharply after the outlook, raising concerns about near-term momentum. Twilio stock weighs Q4 growth slowdown against stronger 2026 outlook
• Negative Sentiment: Levi & Korsinsky is investigating potential securities-law violations on behalf of investors who lost money following the decline. An investigation notice could add reputational and legal uncertainty, but it is not a finding of liability. Twilio securities investigation notice

Wall Street Analysts Forecast Growth

A number of brokerages recently issued reports on TWLO. HSBC raised Twilio from a “reduce” rating to a “hold” rating and upped their target price for the company from $211.00 to $215.00 in a research report on Tuesday. KeyCorp lifted their price target on Twilio from $200.00 to $250.00 and gave the stock an “overweight” rating in a research report on Friday, August 7th. Zacks Research upgraded Twilio from a “hold” rating to a “strong-buy” rating in a research note on Friday, October 16th. JPMorgan Chase & Co. decreased their price objective on Twilio from $335.00 to $300.00 and set an “overweight” rating for the company in a report on Friday, October 30th. Finally, Mizuho set a $270.00 target price on shares of Twilio in a research report on Wednesday, August 12th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $269.48.

Twilio Stock Up 0.5%

Shares of Twilio stock opened at $201.97 on Friday. The company has a debt-to-equity ratio of 0.11, a quick ratio of 4.62 and a current ratio of 4.47. The company has a market cap of $31.02 billion, a P/E ratio of 25.40, a PEG ratio of 3.94 and a beta of 1.49. Twilio Inc. has a one year low of $105.00 and a one year high of $308.40. The firm has a fifty day moving average of $254.48 and a two-hundred day moving average of $190.28.

Twilio (NYSE:TWLO) last announced its quarterly earnings data on Thursday, October 29th. The technology company reported $1.65 earnings per share for the quarter, beating analysts’ consensus estimates of $1.47 by $0.18. Twilio had a return on equity of 5.58% and a net margin of 21.82%. The company had revenue of $1.56 billion for the quarter, compared to analyst estimates of $1.52 billion. During the same quarter in the previous year, the company earned $1.25 EPS. The firm’s revenue for the quarter was up 19.9% compared to the same quarter last year. On average, analysts forecast that Twilio Inc. will post 3.27 earnings per share for the current year.

Insider Buying and Selling

In other Twilio news, Director Andrew Stafman sold 500,000 shares of the company’s stock in a transaction on Wednesday, August 12th. The stock was sold at an average price of $247.08, for a total value of $123,540,000.00. Following the sale, the director owned 120,000 shares of the company’s stock, valued at approximately $29,649,600. This represents a 80.65% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Khozema Shipchandler sold 14,442 shares of the firm’s stock in a transaction dated Monday, October 5th. The shares were sold at an average price of $291.03, for a total transaction of $4,203,055.26. Following the transaction, the chief executive officer owned 178,863 shares of the company’s stock, valued at $52,054,498.89. This trade represents a 7.47% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 538,818 shares of company stock valued at $134,833,645. Corporate insiders own 0.21% of the company’s stock.

About Twilio

Twilio provides cloud-based communications software that enables businesses to communicate with customers through applications and digital channels. Its platform offers APIs and related tools for integrating messaging, voice, video and email capabilities into software and customer workflows.

Its offerings include programmable communications products, the Twilio Flex contact center platform, SendGrid email services, and Segment, a customer data platform. Twilio also provides tools for customer identity verification and engagement, helping organizations manage communications and customer data across their operations.

Founded in 2008, Twilio serves businesses and developers in markets around the world.