Jupiter Asset Management Ltd. Buys 82,296 Shares of Twilio Inc. $TWLO

Jupiter Asset Management Ltd. grew its stake in Twilio Inc. (NYSE:TWLO) by 20.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 486,107 shares of the technology company’s stock after buying an additional 82,296 shares during the period. Jupiter Asset Management Ltd. owned 0.32% of Twilio worth $48,654,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds also recently made changes to their positions in the company. CENTRAL TRUST Co bought a new stake in Twilio in the second quarter valued at approximately $25,000. SJS Investment Consulting Inc. lifted its position in shares of Twilio by 1,564.7% in the 3rd quarter. SJS Investment Consulting Inc. now owns 283 shares of the technology company’s stock worth $28,000 after purchasing an additional 266 shares during the period. First Horizon Corp bought a new stake in shares of Twilio in the 3rd quarter valued at $28,000. Estabrook Capital Management bought a new stake in shares of Twilio in the 2nd quarter valued at $31,000. Finally, Financial Gravity Companies Inc. acquired a new stake in shares of Twilio during the second quarter worth $35,000. 84.27% of the stock is currently owned by institutional investors.

Insider Activity

In other Twilio news, CEO Khozema Shipchandler sold 13,336 shares of the firm’s stock in a transaction on Tuesday, January 6th. The stock was sold at an average price of $134.28, for a total transaction of $1,790,758.08. Following the transaction, the chief executive officer directly owned 193,781 shares in the company, valued at approximately $26,020,912.68. This trade represents a 6.44% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Andrew Stafman sold 1,000,000 shares of the company’s stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $129.00, for a total transaction of $129,000,000.00. Following the completion of 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 SEC filing for this sale provides additional information. Insiders have sold 1,042,947 shares of company stock worth $134,949,330 over the last 90 days. 0.21% of the stock is currently owned by corporate insiders.

Twilio Stock Up 0.4%

Twilio stock opened at $111.02 on Friday. The firm has a market capitalization of $17.03 billion, a price-to-earnings ratio of 584.35, a price-to-earnings-growth ratio of 4.58 and a beta of 1.32. The firm’s fifty day moving average price is $127.70 and its two-hundred day moving average price is $118.49. Twilio Inc. has a 1-year low of $77.51 and a 1-year high of $145.90. The company has a current ratio of 4.03, a quick ratio of 4.68 and a debt-to-equity ratio of 0.13.

Twilio (NYSE:TWLO) last posted its earnings results on Thursday, February 12th. The technology company reported $1.33 earnings per share for the quarter, topping analysts’ consensus estimates of $1.24 by $0.09. Twilio had a net margin of 0.67% and a return on equity of 3.93%. The company had revenue of $1.37 billion for the quarter, compared to analyst estimates of $1.32 billion. During the same quarter in the prior year, the business posted $1.00 EPS. The firm’s 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 research analysts predict that Twilio Inc. will post 1.44 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several research firms recently issued reports on TWLO. Rosenblatt Securities restated a “buy” rating and issued a $180.00 target price on shares of Twilio in a report on Friday, February 13th. KeyCorp boosted their price objective on Twilio from $146.00 to $156.00 and gave the company an “overweight” rating in a research note on Friday, October 31st. Citizens Jmp raised their target price on Twilio from $165.00 to $185.00 and gave the stock a “market outperform” rating in a research note on Tuesday, December 30th. Oppenheimer reiterated an “outperform” rating and issued a $170.00 target price on shares of Twilio in a report on Monday, January 5th. Finally, Morgan Stanley set a $153.00 price target on Twilio in a report on Friday, February 13th. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, seven have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $143.70.

Twilio Company 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.