Harvest Fund Management Co. Ltd Purchases 3,090 Shares of Twilio Inc. $TWLO

Harvest Fund Management Co. Ltd lifted its position in shares of Twilio Inc. (NYSE:TWLO) by 16.8% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 21,513 shares of the technology company’s stock after purchasing an additional 3,090 shares during the period. Harvest Fund Management Co. Ltd’s holdings in Twilio were worth $3,060,000 at the end of the most recent quarter.

A number of other large investors also recently made changes to their positions in TWLO. Norges Bank bought a new position in shares of Twilio during the fourth quarter valued at about $273,862,000. State Street Corp lifted its position 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 valued at $588,469,000 after purchasing an additional 1,900,551 shares in the last quarter. Invesco Ltd. lifted its position 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 valued at $201,105,000 after purchasing an additional 1,391,013 shares in the last quarter. Alyeska Investment Group L.P. lifted its position 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 valued at $264,624,000 after purchasing an additional 750,951 shares in the last quarter. Finally, Atreides Management LP lifted its position in shares of Twilio by 533.1% during the second quarter. Atreides Management LP now owns 730,300 shares of the technology company’s stock valued at $90,820,000 after purchasing an additional 614,943 shares in the last quarter. 84.27% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of research analysts recently weighed in on the stock. Jefferies Financial Group reissued a “buy” rating and set a $195.00 price target on shares of Twilio in a research report on Friday, May 1st. Morgan Stanley restated an “overweight” rating and set a $200.00 price objective on shares of Twilio in a report on Friday, May 1st. Oppenheimer raised their price objective on shares of Twilio from $200.00 to $235.00 and gave the stock an “outperform” rating in a report on Monday, May 18th. Monness Crespi & Hardt raised their price objective on shares of Twilio from $200.00 to $246.00 and gave the stock a “buy” rating in a report on Monday, May 11th. Finally, Weiss Ratings upgraded shares of Twilio from a “sell (d+)” rating to a “hold (c)” rating in a report on Wednesday, May 6th. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $195.40.

Twilio Stock Performance

NYSE TWLO opened at $226.39 on Friday. Twilio Inc. has a 52-week low of $91.84 and a 52-week high of $238.48. The company has a 50-day simple moving average of $165.62 and a 200 day simple moving average of $140.02. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.66 and a current ratio of 4.66. The company has a market capitalization of $34.36 billion, a PE ratio of 353.74, a price-to-earnings-growth ratio of 4.75 and a beta of 1.39.

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

Insider Buying and Selling at Twilio

In other news, CEO Khozema Shipchandler sold 32,158 shares of Twilio stock in a transaction dated Tuesday, May 26th. The shares were sold at an average price of $185.70, for a total value of $5,971,740.60. Following the completion of the transaction, the chief executive officer owned 235,542 shares in the company, valued at $43,740,149.40. This trade represents a 12.01% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Erika Rottenberg sold 2,000 shares of Twilio stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $199.01, for a total transaction of $398,020.00. Following the completion of the transaction, the director owned 30,995 shares of the company’s stock, valued at $6,168,314.95. The trade was a 6.06% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 1,761,621 shares of company stock worth $328,187,207 over the last three months. Company insiders own 0.21% of the company’s stock.

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.