Legal & General Group Plc Has $134.21 Million Holdings in Twilio Inc. $TWLO

Legal & General Group Plc cut its holdings in shares of Twilio Inc. (NYSE:TWLO) by 6.6% in the fourth quarter, Holdings Channel reports. The institutional investor owned 943,571 shares of the technology company’s stock after selling 66,815 shares during the quarter. Legal & General Group Plc’s holdings in Twilio were worth $134,214,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently modified their holdings of the business. Vanguard Group Inc. lifted its holdings in shares of Twilio by 0.9% during the fourth quarter. Vanguard Group Inc. now owns 15,449,586 shares of the technology company’s stock worth $2,197,549,000 after buying an additional 143,597 shares during the last quarter. State Street Corp lifted its holdings in shares of Twilio by 47.8% during the third quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock worth $588,469,000 after buying an additional 1,900,551 shares during the last quarter. Alyeska Investment Group L.P. lifted its holdings in shares of Twilio by 39.7% during the third quarter. Alyeska Investment Group L.P. now owns 2,643,859 shares of the technology company’s stock worth $264,624,000 after buying an additional 750,951 shares during the last quarter. Invesco Ltd. lifted its holdings in shares of Twilio by 225.0% during the third quarter. Invesco Ltd. now owns 2,009,237 shares of the technology company’s stock worth $201,105,000 after buying an additional 1,391,013 shares during the last quarter. Finally, Northern Trust Corp lifted its holdings in shares of Twilio by 40.4% during the third quarter. Northern Trust Corp now owns 1,673,339 shares of the technology company’s stock worth $167,485,000 after buying an additional 481,257 shares during the last quarter. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, Director Erika Rottenberg sold 1,800 shares of Twilio stock in a transaction that occurred on Tuesday, April 21st. The shares were sold at an average price of $149.02, for a total value of $268,236.00. Following the completion of the transaction, the director owned 34,495 shares in the company, valued at approximately $5,140,444.90. The trade was a 4.96% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Khozema Shipchandler sold 32,158 shares of Twilio stock in a transaction that occurred on Tuesday, May 26th. The shares were sold at an average price of $185.70, for a total transaction of $5,971,740.60. Following the completion of the transaction, the chief executive officer owned 235,542 shares of the company’s stock, valued at $43,740,149.40. This trade represents a 12.01% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 1,760,427 shares of company stock valued at $327,889,937. 0.21% of the stock is owned by insiders.

Analysts Set New Price Targets

A number of research analysts have recently commented on the company. Mizuho upped their price target on Twilio from $150.00 to $165.00 and gave the stock an “outperform” rating in a report on Tuesday, April 21st. KeyCorp raised their target price on Twilio from $156.00 to $200.00 and gave the stock an “overweight” rating in a research report on Friday, May 1st. Oppenheimer raised their target price on Twilio from $200.00 to $235.00 and gave the stock an “outperform” rating in a research report on Monday, May 18th. UBS Group raised their target price on Twilio from $180.00 to $200.00 and gave the stock a “buy” rating in a research report on Friday, May 1st. Finally, Citigroup reaffirmed an “outperform” rating on shares of Twilio in a research report on Friday, May 1st. Two research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $195.40.

Twilio Stock Performance

Twilio stock opened at $184.82 on Friday. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.66 and a quick ratio of 4.66. The stock has a fifty day moving average price of $153.92 and a two-hundred day moving average price of $136.09. Twilio Inc. has a 52-week low of $91.84 and a 52-week high of $203.71. The firm has a market capitalization of $28.05 billion, a P/E ratio of 288.78, a P/E/G ratio of 3.78 and a beta of 1.32.

Twilio (NYSE:TWLO) last released its quarterly earnings data on Thursday, April 30th. The technology company reported $1.50 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.27 by $0.23. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The firm had revenue of $1.41 billion during the quarter, compared to analyst estimates of $1.34 billion. During the same period in the prior year, the company posted $1.14 earnings per share. The business’s revenue for the quarter was up 20.0% compared to the same quarter last year. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. As a group, analysts anticipate that Twilio Inc. will post 2.77 EPS for the current fiscal 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.