Boston Partners Sells 4,372 Shares of Twilio Inc. $TWLO

Boston Partners reduced its holdings in shares of Twilio Inc. (NYSE:TWLO) by 2.7% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 156,890 shares of the technology company’s stock after selling 4,372 shares during the period. Boston Partners’ holdings in Twilio were worth $19,511,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. CENTRAL TRUST Co bought a new position in shares of Twilio in the second quarter worth about $25,000. Vise Technologies Inc. bought a new position in Twilio in the 2nd quarter valued at approximately $416,000. Alpha Cubed Investments LLC boosted its position in Twilio by 14.5% in the second quarter. Alpha Cubed Investments LLC now owns 19,319 shares of the technology company’s stock valued at $2,403,000 after buying an additional 2,453 shares in the last quarter. Allworth Financial LP boosted its position in Twilio by 286.3% in the second quarter. Allworth Financial LP now owns 5,625 shares of the technology company’s stock valued at $700,000 after buying an additional 4,169 shares in the last quarter. Finally, Illinois Municipal Retirement Fund grew its stake in shares of Twilio by 155.9% during the second quarter. Illinois Municipal Retirement Fund now owns 119,209 shares of the technology company’s stock worth $14,825,000 after buying an additional 72,633 shares during the last quarter. Institutional investors own 84.27% of the company’s stock.

Twilio Price Performance

TWLO stock opened at $124.12 on Friday. The company has a quick ratio of 4.68, a current ratio of 4.68 and a debt-to-equity ratio of 0.13. The firm has a market cap of $19.04 billion, a price-to-earnings ratio of 302.73, a PEG ratio of 3.44 and a beta of 1.33. The company’s fifty day simple moving average is $111.78 and its 200 day simple moving average is $113.75. Twilio Inc. has a 12-month low of $77.51 and a 12-month high of $151.95.

Twilio (NYSE:TWLO) last posted its quarterly earnings data on Thursday, October 30th. The technology company reported $1.25 earnings per share for the quarter, topping the consensus estimate of $1.07 by $0.18. Twilio had a return on equity of 3.36% and a net margin of 1.37%.The firm had revenue of $1.30 billion during the quarter, compared to analyst estimates of $1.25 billion. During the same period last year, the company posted $1.02 EPS. The business’s quarterly revenue was up 14.7% on a year-over-year basis. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. On average, analysts expect that Twilio Inc. will post 1.44 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on TWLO. Stifel Nicolaus raised their price objective on Twilio from $110.00 to $120.00 and gave the company a “hold” rating in a report on Friday, October 31st. TD Cowen increased their target price on Twilio from $117.00 to $125.00 and gave the company a “hold” rating in a research report on Friday, October 31st. JPMorgan Chase & Co. lifted their price target on Twilio from $140.00 to $145.00 and gave the company an “overweight” rating in a research note on Friday, October 31st. Monness Crespi & Hardt upped their price objective on Twilio from $165.00 to $175.00 and gave the company a “buy” rating in a research note on Friday, October 31st. Finally, KeyCorp raised their price objective on shares of Twilio from $146.00 to $156.00 and gave the company an “overweight” rating in a report on Friday, October 31st. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, seven have given a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $139.26.

Insider Activity at Twilio

In other Twilio news, CEO Khozema Shipchandler sold 13,681 shares of the business’s stock in a transaction that occurred on Tuesday, September 30th. The stock was sold at an average price of $100.59, for a total value of $1,376,171.79. Following the transaction, the chief executive officer directly owned 233,305 shares of the company’s stock, valued at approximately $23,468,149.95. The trade was a 5.54% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Aidan Viggiano sold 8,363 shares of the stock in a transaction that occurred on Tuesday, September 30th. The stock was sold at an average price of $100.59, for a total value of $841,234.17. Following the transaction, the chief financial officer owned 137,653 shares in the company, valued at $13,846,515.27. The trade was a 5.73% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 43,001 shares of company stock worth $4,486,482. Insiders own 0.21% of the company’s stock.

Twilio Profile

Twilio Inc, together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally. It operates through two segments, Twilio Communications and Twilio Segment. The company provides various application programming interfaces and software solutions for communications between customers and end users, including messaging, voice, email, flex, marketing campaigns, and user identity and authentication.