13,554 Shares in Twilio Inc. $TWLO Acquired by Jackson Square Capital LLC

Jackson Square Capital LLC bought a new stake in Twilio Inc. (NYSE:TWLO) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 13,554 shares of the technology company’s stock, valued at approximately $3,964,000.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Western Pacific Wealth Management LP bought a new position in Twilio during the 3rd quarter worth approximately $39,000. Continuum Advisory LLC acquired a new position in shares of Twilio in the 2nd quarter worth approximately $33,000. SHP Wealth Management bought a new stake in shares of Twilio in the 4th quarter valued at $26,000. Osbon Capital Management LLC bought a new stake in shares of Twilio in the 4th quarter valued at $30,000. Finally, Hilltop National Bank bought a new stake in shares of Twilio in the 2nd quarter valued at $50,000. Institutional investors and hedge funds own 84.27% of the company’s stock.

Insider Transactions at Twilio

In other news, CFO Aidan Viggiano sold 9,084 shares of the business’s stock in a transaction dated Wednesday, September 30th. The shares were sold at an average price of $294.65, for a total transaction of $2,676,600.60. Following the completion of the sale, the chief financial officer directly owned 99,246 shares of the company’s stock, valued at $29,242,833.90. The trade was a 8.39% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Andrew Stafman sold 500,000 shares of the company’s stock in a transaction dated Wednesday, August 12th. The stock was sold at an average price of $247.08, for a total transaction of $123,540,000.00. Following the completion of the sale, the director owned 120,000 shares in the company, valued at $29,649,600. This represents a 80.65% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 538,818 shares of company stock valued at $134,833,645 over the last three months. Corporate insiders own 0.21% of the company’s stock.

Twilio Stock Up 5.9%

Shares of NYSE TWLO traded up $14.36 during trading on Monday, hitting $258.73. 1,572,102 shares of the company traded hands, compared to its average volume of 2,643,335. The business’s fifty day moving average is $253.71 and its 200 day moving average is $208.73. Twilio Inc. has a fifty-two week low of $105.00 and a fifty-two week high of $308.40. The firm has a market capitalization of $39.73 billion, a price-to-earnings ratio of 36.10, a P/E/G ratio of 5.01 and a beta of 1.35. The company has a debt-to-equity ratio of 0.11, a quick ratio of 4.62 and a current ratio of 4.62.

Twilio (NYSE:TWLO) last released its quarterly earnings data on Thursday, August 6th. The technology company reported $1.47 earnings per share for the quarter, topping the consensus estimate of $1.32 by $0.15. Twilio had a net margin of 20.61% and a return on equity of 5.09%. The firm had revenue of $1.50 billion for the quarter, compared to the consensus estimate of $1.43 billion. During the same quarter in the prior year, the company posted $1.19 earnings per share. The business’s revenue was up 22.0% on a year-over-year basis. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. Equities research analysts predict that Twilio Inc. will post 3.12 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of analysts have commented on TWLO shares. Jefferies Financial Group reaffirmed a “buy” rating and set a $240.00 price target on shares of Twilio in a research report on Friday, August 7th. Weiss Ratings raised Twilio from a “buy (b-)” rating to a “buy (b)” rating in a research report on Tuesday, September 29th. UBS Group upped their target price on Twilio from $200.00 to $285.00 and gave the company a “buy” rating in a research report on Friday, August 7th. TD Cowen upped their target price on Twilio from $260.00 to $300.00 and gave the company a “buy” rating in a research report on Tuesday, September 22nd. Finally, Citigroup reaffirmed a “market outperform” rating on shares of Twilio in a research note on Thursday, August 27th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, two have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $267.78.

About Twilio

Twilio Inc (NYSE:TWLO) provides a cloud-based customer engagement platform that enables businesses to communicate with customers through software and application programming interfaces (APIs). Its services support messaging, voice, video, email, authentication, contact centers and other digital interactions across mobile and web applications.

The company’s products include programmable communications tools, Twilio SendGrid for email delivery, Twilio Verify for user authentication, Twilio Flex for cloud contact centers, and Twilio Segment for collecting and using customer data.