Vanguard Group Inc. Buys 392,023 Shares of Twilio Inc. $TWLO

Vanguard Group Inc. lifted its stake in shares of Twilio Inc. (NYSE:TWLO) by 2.6% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 15,305,989 shares of the technology company’s stock after purchasing an additional 392,023 shares during the quarter. Vanguard Group Inc. owned about 9.98% of Twilio worth $1,531,976,000 at the end of the most recent reporting period.

Several other large investors also recently made changes to their positions in the company. Norges Bank bought a new position in Twilio in the second quarter worth approximately $228,877,000. Bank of New York Mellon Corp raised its position in shares of Twilio by 57.0% during the third quarter. Bank of New York Mellon Corp now owns 1,212,436 shares of the technology company’s stock worth $121,353,000 after purchasing an additional 440,423 shares during the period. Amundi lifted its holdings in shares of Twilio by 30.0% in the 2nd quarter. Amundi now owns 1,156,722 shares of the technology company’s stock worth $134,770,000 after purchasing an additional 267,202 shares in the last quarter. Nordea Investment Management AB lifted its holdings in shares of Twilio by 2.6% in the 3rd quarter. Nordea Investment Management AB now owns 1,152,727 shares of the technology company’s stock worth $114,777,000 after purchasing an additional 29,089 shares in the last quarter. Finally, KBC Group NV grew its position in Twilio by 12.2% in the 2nd quarter. KBC Group NV now owns 1,061,231 shares of the technology company’s stock valued at $131,974,000 after purchasing an additional 115,637 shares during the period. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In related news, Director Andrew Stafman sold 1,000,000 shares of Twilio stock in a transaction that occurred 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 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 position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CFO Aidan Viggiano sold 8,109 shares of the stock in a transaction on Wednesday, December 31st. The shares were 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 of the company’s stock, valued at approximately $17,126,597.62. This trade represents a 6.36% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 1,042,947 shares of company stock valued at $134,949,330 in the last three months. Company insiders own 0.21% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have weighed in on TWLO. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $150.00 price objective on shares of Twilio in a research note on Friday, October 31st. TD Cowen restated a “hold” rating on shares of Twilio in a report on Friday, October 31st. KeyCorp lifted their price target on Twilio from $146.00 to $156.00 and gave the company an “overweight” rating in a research note on Friday, October 31st. Mizuho set a $150.00 price objective on Twilio in a report on Monday, December 15th. Finally, Royal Bank Of Canada raised their target price on Twilio from $75.00 to $100.00 and gave the company an “underperform” rating in a report on Monday, January 5th. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, seven have issued a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, Twilio currently has a consensus rating of “Moderate Buy” and a consensus price target of $143.70.

Twilio Price Performance

Shares of NYSE TWLO opened at $113.15 on Friday. The company has a market capitalization of $17.36 billion, a PE ratio of 595.53, a PEG ratio of 4.60 and a beta of 1.32. The company has a quick ratio of 4.68, a current ratio of 4.03 and a debt-to-equity ratio of 0.13. The stock’s 50 day moving average price is $127.31 and its 200-day moving average price is $118.41. Twilio Inc. has a twelve month low of $77.51 and a twelve month high of $145.90.

Twilio (NYSE:TWLO) last issued its quarterly earnings results on Thursday, February 12th. The technology company reported $1.33 EPS for the quarter, topping analysts’ consensus estimates of $1.24 by $0.09. Twilio had a return on equity of 3.93% and a net margin of 0.67%.The business had revenue of $1.37 billion for the quarter, compared to analyst estimates of $1.32 billion. During the same period last year, the company posted $1.00 earnings per share. Twilio’s quarterly revenue was up 14.3% compared to the same quarter last year. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. On average, equities analysts anticipate that Twilio Inc. will post 1.44 EPS for the current year.

About Twilio

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.