Sumitomo Mitsui Trust Group Inc. Boosts Stock Position in Twilio Inc. $TWLO

Sumitomo Mitsui Trust Group Inc. increased its position in shares of Twilio Inc. (NYSE:TWLO) by 4.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 345,985 shares of the technology company’s stock after acquiring an additional 14,842 shares during the period. Sumitomo Mitsui Trust Group Inc. owned about 0.23% of Twilio worth $34,630,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. GHP Investment Advisors Inc. lifted its position in shares of Twilio by 7.3% during the second quarter. GHP Investment Advisors Inc. now owns 1,274 shares of the technology company’s stock worth $158,000 after purchasing an additional 87 shares in the last quarter. Optimum Investment Advisors increased its stake in Twilio by 13.6% during the 2nd quarter. Optimum Investment Advisors now owns 835 shares of the technology company’s stock worth $104,000 after buying an additional 100 shares during the period. Integral Investment Advisors Inc. lifted its holdings in Twilio by 4.0% during the 2nd quarter. Integral Investment Advisors Inc. now owns 2,863 shares of the technology company’s stock worth $356,000 after buying an additional 111 shares in the last quarter. Nomura Asset Management Co. Ltd. boosted its position in Twilio by 0.3% in the 2nd quarter. Nomura Asset Management Co. Ltd. now owns 43,495 shares of the technology company’s stock valued at $5,409,000 after buying an additional 115 shares during the period. Finally, LSV Asset Management boosted its position in Twilio by 0.7% in the 2nd quarter. LSV Asset Management now owns 21,940 shares of the technology company’s stock valued at $2,728,000 after buying an additional 160 shares during the period. 84.27% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on TWLO. Weiss Ratings reiterated a “hold (c-)” rating on shares of Twilio in a research note on Wednesday, October 8th. Oppenheimer restated an “outperform” rating and set a $170.00 price target on shares of Twilio in a report on Monday, January 5th. JPMorgan Chase & Co. lifted their price objective on Twilio from $140.00 to $145.00 and gave the company an “overweight” rating in a research note on Friday, October 31st. Needham & Company LLC boosted their price objective on Twilio from $125.00 to $145.00 and gave the stock a “buy” rating in a research report on Friday, October 31st. Finally, FBN Securities raised shares of Twilio to a “strong-buy” rating in a report on Wednesday, November 12th. Two analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, nine have given a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $146.44.

Twilio Trading Down 0.6%

TWLO opened at $119.10 on Friday. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.68 and a current ratio of 4.68. Twilio Inc. has a one year low of $77.51 and a one year high of $151.95. The company has a market cap of $18.27 billion, a P/E ratio of 290.49, a PEG ratio of 2.34 and a beta of 1.30. The business’s 50-day simple moving average is $131.80 and its 200-day simple moving average is $119.59.

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

Insider Activity

In related news, Director Andrew Stafman sold 1,000,000 shares of the business’s stock in a transaction on Tuesday, December 2nd. The shares were 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 of the company’s stock, valued at $296,055,000. The trade was a 30.35% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Aidan Viggiano sold 8,109 shares of the firm’s stock in a transaction dated Wednesday, December 31st. The stock was sold at an average price of $143.38, for a total value of $1,162,668.42. Following the transaction, the chief financial officer directly owned 119,449 shares in the company, valued at approximately $17,126,597.62. The trade was a 6.36% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 1,043,438 shares of company stock worth $135,022,770. Corporate insiders own 0.21% of the company’s stock.

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.