Mutual of America Capital Management LLC Invests $7.09 Million in Twilio Inc. $TWLO

Mutual of America Capital Management LLC acquired a new position in shares of Twilio Inc. (NYSE:TWLO) during the third quarter, Holdings Channel.com reports. The institutional investor acquired 70,860 shares of the technology company’s stock, valued at approximately $7,092,000.

Several other hedge funds have also recently bought and sold shares of TWLO. Norges Bank acquired a new stake in shares of Twilio during the 2nd quarter worth approximately $228,877,000. Ninety One UK Ltd bought a new stake in Twilio during the second quarter worth $212,059,000. Robeco Institutional Asset Management B.V. boosted its holdings in shares of Twilio by 58.2% in the 2nd quarter. Robeco Institutional Asset Management B.V. now owns 1,418,754 shares of the technology company’s stock valued at $176,436,000 after purchasing an additional 521,713 shares in the last quarter. Amundi increased its stake in shares of Twilio by 30.0% in the 2nd quarter. Amundi now owns 1,156,722 shares of the technology company’s stock valued at $134,770,000 after purchasing an additional 267,202 shares during the last quarter. Finally, Nordea Investment Management AB raised its holdings in shares of Twilio by 2.6% during the 3rd quarter. Nordea Investment Management AB now owns 1,152,727 shares of the technology company’s stock worth $114,777,000 after buying an additional 29,089 shares in the last quarter. 84.27% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several analysts recently weighed in on the company. UBS Group raised their price objective on Twilio from $135.00 to $150.00 and gave the company a “buy” rating in a research note on Friday, October 31st. Wall Street Zen downgraded shares of Twilio from a “strong-buy” rating to a “buy” rating in a research note on Tuesday, November 11th. BTIG Research began coverage on shares of Twilio in a report on Monday, January 5th. They set a “buy” rating and a $165.00 price target 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 research note on Friday, October 31st. Finally, The Goldman Sachs Group restated a “buy” rating and issued a $150.00 target price on shares of Twilio in a research report on Friday, October 31st. One investment analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, eight have issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Twilio currently has a consensus rating of “Moderate Buy” and a consensus price target of $146.44.

Insider Activity at Twilio

In other news, CEO Khozema Shipchandler sold 13,336 shares of the business’s stock in a transaction that occurred on Tuesday, January 6th. The shares were sold at an average price of $134.28, for a total value of $1,790,758.08. Following the transaction, the chief executive officer owned 193,781 shares in the company, valued at approximately $26,020,912.68. The trade was a 6.44% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Andrew Stafman sold 1,000,000 shares of the stock in a transaction dated Tuesday, December 2nd. The stock was sold at an average price of $129.00, for a total value of $129,000,000.00. Following the sale, the director owned 2,295,000 shares of the company’s stock, valued at approximately $296,055,000. The trade was a 30.35% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,043,438 shares of company stock worth $135,022,770 over the last ninety days. Insiders own 4.50% of the company’s stock.

Twilio Stock Performance

Shares of Twilio stock opened at $133.86 on Wednesday. The stock has a market cap of $20.54 billion, a price-to-earnings ratio of 326.50, a P/E/G ratio of 2.62 and a beta of 1.30. Twilio Inc. has a twelve month low of $77.51 and a twelve month high of $151.95. The company’s fifty day moving average is $131.83 and its 200 day moving average is $119.94. The company has a quick ratio of 4.68, a current ratio of 4.68 and a debt-to-equity ratio of 0.13.

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

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.