12,293 Shares in Twilio Inc. $TWLO Purchased by Krane Funds Advisors LLC

Krane Funds Advisors LLC acquired a new stake in Twilio Inc. (NYSE:TWLO) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm acquired 12,293 shares of the technology company’s stock, valued at approximately $1,304,000.

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

Analysts Set New Price Targets

A number of research analysts have issued reports on the company. Oppenheimer reiterated an “outperform” rating and set a $170.00 price target on shares of Twilio in a research report on Monday, January 5th. Monness Crespi & Hardt lifted their price objective on shares of Twilio from $165.00 to $175.00 and gave the company a “buy” rating in a research note on Friday, October 31st. Jefferies Financial Group reaffirmed a “hold” rating and issued a $125.00 price objective on shares of Twilio in a report on Friday, February 13th. Wells Fargo & Company increased their target price on shares of Twilio from $130.00 to $147.00 and gave the company an “overweight” rating in a research report on Friday, October 31st. Finally, Needham & Company LLC boosted their price target on shares of Twilio from $125.00 to $145.00 and gave the stock a “buy” rating in a research report on Friday, October 31st. Two research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, seven have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $143.70.

Twilio Stock Down 4.5%

Shares of Twilio stock opened at $108.08 on Tuesday. Twilio Inc. has a 12-month low of $77.51 and a 12-month high of $145.90. The firm has a market capitalization of $16.58 billion, a PE ratio of 568.89, a price-to-earnings-growth ratio of 4.69 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 fifty day moving average is $126.79 and its 200-day moving average is $118.17.

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

Insider Transactions at Twilio

In other news, CFO Aidan Viggiano sold 8,109 shares of Twilio stock in a transaction that occurred 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 $17,126,597.62. This trade represents a 6.36% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Khozema Shipchandler sold 13,336 shares of the company’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 transaction of $1,790,758.08. Following the completion of the sale, the chief executive officer owned 193,781 shares of the company’s stock, valued at approximately $26,020,912.68. This trade represents a 6.44% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 1,042,947 shares of company stock valued at $134,949,330 over the last ninety days. Corporate insiders own 4.50% of the company’s stock.

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.