Janus Henderson Group PLC Sells 3,508 Shares of Twilio Inc. $TWLO

Janus Henderson Group PLC reduced its holdings in shares of Twilio Inc. (NYSE:TWLO) by 19.0% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 14,977 shares of the technology company’s stock after selling 3,508 shares during the quarter. Janus Henderson Group PLC’s holdings in Twilio were worth $1,883,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. SHP Wealth Management bought a new position in Twilio during the fourth quarter worth about $26,000. Zions Bancorporation National Association UT bought a new stake in Twilio in the 4th quarter valued at about $29,000. Aster Capital Management DIFC Ltd acquired a new position in shares of Twilio during the 4th quarter worth approximately $29,000. Osbon Capital Management LLC acquired a new position in shares of Twilio during the 4th quarter worth approximately $30,000. Finally, Ascentis Independent Advisors bought a new position in shares of Twilio during the first quarter worth approximately $33,000. 84.27% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Twilio

In other Twilio news, Director Erika Rottenberg sold 2,000 shares of Twilio stock in a transaction on Monday, June 1st. The shares were sold at an average price of $199.01, for a total value of $398,020.00. Following the completion of the sale, the director directly owned 30,995 shares of the company’s stock, valued at approximately $6,168,314.95. The trade was a 6.06% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Aidan Viggiano sold 8,528 shares of the business’s stock in a transaction dated Thursday, July 2nd. The shares were sold at an average price of $205.43, for a total value of $1,751,907.04. Following the completion of the sale, the chief financial officer directly owned 109,724 shares of the company’s stock, valued at $22,540,601.32. The trade was a 7.21% decrease in their ownership of the stock. 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 90 days, insiders have sold 1,802,480 shares of company stock worth $341,620,487. 0.21% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on the company. Robert W. Baird set a $200.00 price objective on Twilio in a report on Friday, May 1st. Citigroup restated an “outperform” rating on shares of Twilio in a research report on Monday, July 20th. Rosenblatt Securities boosted their price target on Twilio from $230.00 to $275.00 and gave the company a “buy” rating in a research note on Friday. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Twilio in a research report on Monday, August 3rd. Finally, Tigress Financial increased their price objective on shares of Twilio from $170.00 to $255.00 and gave the stock a “buy” rating in a research note on Thursday, June 11th. Three analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, Twilio currently has a consensus rating of “Moderate Buy” and an average price target of $248.32.

Key Headlines Impacting Twilio

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Q2 results exceeded expectations: Twilio reported adjusted earnings of $1.47 per share, above the $1.32 consensus estimate, while revenue rose 22% year over year to $1.50 billion, beating the $1.43 billion forecast. Twilio’s Q2 Earnings Surpass Expectations, Revenues Rise Year Over Year
• Positive Sentiment: Upbeat guidance strengthened the investment case: Management forecast third-quarter EPS of $1.42 to $1.47, well above the $1.25 analyst estimate, and projected full-year revenue of approximately $6.0 billion versus the prior consensus of $5.8 billion. Reports also cited cost discipline, record profitability and strong cash generation. Twilio Delivers Strong Q2 Numbers
• Positive Sentiment: AI adoption is emerging as a growth catalyst: Investors and analysts highlighted increasing traction for Twilio’s voice-based AI tools and broader AI-powered customer-engagement services. Management described the business as entering a “powerful new chapter,” although the opportunity remains in its early stages. Twilio Makes Gains From AI Adoption
• Positive Sentiment: Analysts raised price targets: BTIG, Oppenheimer, Citizens JMP, Needham, Rosenblatt and Monness Crespi & Hardt increased their targets, generally to $270-$285, with several maintaining “buy” or “outperform” ratings. Unusually heavy call-option activity also reflected bullish short-term positioning.
• Neutral Sentiment: Valuation and expectations are elevated: The rally lifted Twilio near its 12-month high and increased its market capitalization above $36 billion. Piper Sandler raised its target to $247 but retained a “neutral” rating, suggesting that strong execution may already be partly reflected in the stock.

Twilio Price Performance

Shares of NYSE:TWLO opened at $240.99 on Monday. The firm has a market cap of $36.57 billion, a PE ratio of 33.56, a price-to-earnings-growth ratio of 4.80 and a beta of 1.37. The firm’s fifty day moving average is $203.77 and its 200-day moving average is $161.93. The company has a debt-to-equity ratio of 0.11, a quick ratio of 4.66 and a current ratio of 4.62. Twilio Inc. has a 52 week low of $91.84 and a 52 week high of $254.50.

Twilio (NYSE:TWLO) last posted its quarterly earnings data on Thursday, August 6th. The technology company reported $1.47 EPS for the quarter, topping analysts’ consensus estimates of $1.32 by $0.15. The company had revenue of $1.50 billion for the quarter, compared to analyst estimates of $1.43 billion. Twilio had a return on equity of 5.09% and a net margin of 20.61%.The firm’s quarterly revenue was up 22.0% on a year-over-year basis. During the same period in the previous year, the firm earned $1.19 earnings per share. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. Sell-side analysts predict that Twilio Inc. will post 2.79 earnings per share for the current 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.