Saudi Central Bank Acquires 4,480 Shares of Twilio Inc. $TWLO

Saudi Central Bank increased its holdings in Twilio Inc. (NYSE:TWLO) by 80.1% during the second quarter, Holdings Channel reports. The firm owned 10,076 shares of the technology company’s stock after acquiring an additional 4,480 shares during the quarter. Saudi Central Bank’s holdings in Twilio were worth $2,079,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. CX Institutional boosted its position in Twilio by 9.5% during the second quarter. CX Institutional now owns 701 shares of the technology company’s stock worth $145,000 after purchasing an additional 61 shares in the last quarter. Affinity Capital Advisors LLC increased its position in shares of Twilio by 2.6% in the second quarter. Affinity Capital Advisors LLC now owns 2,869 shares of the technology company’s stock valued at $600,000 after buying an additional 74 shares in the last quarter. Everhart Financial Group Inc. raised its stake in shares of Twilio by 4.3% during the 2nd quarter. Everhart Financial Group Inc. now owns 1,896 shares of the technology company’s stock worth $391,000 after buying an additional 79 shares during the last quarter. SJS Investment Consulting Inc. raised its stake in shares of Twilio by 27.7% during the 1st quarter. SJS Investment Consulting Inc. now owns 429 shares of the technology company’s stock worth $54,000 after buying an additional 93 shares during the last quarter. Finally, NewEdge Advisors LLC boosted its position in shares of Twilio by 1.7% in the 4th quarter. NewEdge Advisors LLC now owns 5,911 shares of the technology company’s stock worth $841,000 after buying an additional 99 shares in the last quarter. 84.27% of the stock is currently owned by institutional investors.

Twilio Stock Performance

NYSE:TWLO opened at $232.27 on Tuesday. The company has a debt-to-equity ratio of 0.11, a current ratio of 4.62 and a quick ratio of 4.62. The firm has a market cap of $35.67 billion, a PE ratio of 32.35, a P/E/G ratio of 4.83 and a beta of 1.40. The firm has a 50 day simple moving average of $216.59 and a 200-day simple moving average of $178.98. Twilio Inc. has a 1-year low of $98.44 and a 1-year high of $258.35.

Twilio (NYSE:TWLO) last announced its earnings results on Thursday, August 6th. The technology company reported $1.47 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.32 by $0.15. The firm had revenue of $1.50 billion for the quarter, compared to analyst estimates of $1.43 billion. Twilio had a net margin of 20.61% and a return on equity of 5.09%. Twilio’s revenue was up 22.0% compared to the same quarter last year. During the same quarter last year, the business earned $1.19 earnings per share. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. On average, equities analysts expect that Twilio Inc. will post 3.08 EPS for the current year.

Insider Transactions at Twilio

In other news, CFO Aidan Viggiano sold 1,394 shares of the firm’s stock in a transaction on Monday, August 17th. The stock was sold at an average price of $234.48, for a total transaction of $326,865.12. Following the sale, the chief financial officer owned 108,330 shares in the company, valued at $25,401,218.40. This trade represents a 1.27% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Khozema Shipchandler sold 14,458 shares of the company’s stock in a transaction on Monday, July 6th. The shares were sold at an average price of $210.43, for a total value of $3,042,396.94. Following the completion of the transaction, the chief executive officer owned 207,203 shares of the company’s stock, valued at $43,601,727.29. The trade was a 6.52% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 547,354 shares of company stock worth $133,284,825 over the last quarter. 0.21% of the stock is currently owned by insiders.

Analyst Ratings Changes

Several equities analysts have weighed in on the stock. Citigroup restated a “market outperform” rating on shares of Twilio in a report on Thursday, August 27th. Piper Sandler raised their price objective on shares of Twilio from $192.00 to $247.00 and gave the stock a “neutral” rating in a research note on Friday, August 7th. Wells Fargo & Company lifted their price objective on Twilio from $225.00 to $275.00 and gave the stock an “overweight” rating in a research report on Friday, August 7th. Jefferies Financial Group reaffirmed a “buy” rating and issued a $240.00 target price on shares of Twilio in a research note on Friday, August 7th. Finally, Tigress Financial boosted their price target on Twilio from $170.00 to $255.00 and gave the stock a “buy” rating in a report on Thursday, June 11th. Three research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Buy” and an average target price of $249.68.

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.