Candriam S.C.A. Increases Stake in Twilio Inc. $TWLO

Candriam S.C.A. boosted its holdings in shares of Twilio Inc. (NYSE:TWLO) by 1.1% during the second quarter, Holdings Channel.com reports. The institutional investor owned 176,453 shares of the technology company’s stock after buying an additional 1,881 shares during the period. Candriam S.C.A.’s holdings in Twilio were worth $21,945,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of TWLO. Brighton Jones LLC increased its position in shares of Twilio by 6.6% during the fourth quarter. Brighton Jones LLC now owns 10,051 shares of the technology company’s stock worth $1,086,000 after acquiring an additional 623 shares during the period. Envestnet Asset Management Inc. grew its stake in Twilio by 74.7% during the 1st quarter. Envestnet Asset Management Inc. now owns 82,120 shares of the technology company’s stock worth $8,040,000 after purchasing an additional 35,127 shares in the last quarter. Signaturefd LLC increased its holdings in Twilio by 4.9% during the 1st quarter. Signaturefd LLC now owns 3,560 shares of the technology company’s stock worth $349,000 after purchasing an additional 167 shares during the period. Apollon Wealth Management LLC increased its holdings in Twilio by 35.2% during the 1st quarter. Apollon Wealth Management LLC now owns 3,629 shares of the technology company’s stock worth $355,000 after purchasing an additional 944 shares during the period. Finally, Victory Capital Management Inc. raised its position in Twilio by 30.3% in the 1st quarter. Victory Capital Management Inc. now owns 23,196 shares of the technology company’s stock valued at $2,271,000 after purchasing an additional 5,399 shares in the last quarter. Institutional investors and hedge funds own 84.27% of the company’s stock.

Analyst Upgrades and Downgrades

TWLO has been the topic of a number of recent research reports. Piper Sandler upped their target price on shares of Twilio from $144.00 to $145.00 and gave the stock an “overweight” rating in a research note on Friday, October 31st. Bank of America boosted their price target on shares of Twilio from $100.00 to $110.00 and gave the stock an “underperform” rating in a report on Friday, October 31st. Weiss Ratings reissued a “hold (c-)” rating on shares of Twilio in a research report on Wednesday, October 8th. KeyCorp lifted their price objective on shares of Twilio from $146.00 to $156.00 and gave the stock an “overweight” rating in a research report on Friday, October 31st. Finally, Oppenheimer set a $145.00 target price on shares of Twilio and gave the stock an “outperform” rating in a research note on Friday, October 31st. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, seven have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $139.26.

Insider Transactions at Twilio

In other news, CEO Khozema Shipchandler sold 12,922 shares of the business’s stock in a transaction dated Friday, October 3rd. The stock was sold at an average price of $104.09, for a total value of $1,345,050.98. Following the completion of the sale, the chief executive officer directly owned 220,383 shares of the company’s stock, valued at approximately $22,939,666.47. The trade was a 5.54% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Aidan Viggiano sold 8,035 shares of the company’s stock in a transaction dated Thursday, October 9th. The shares were sold at an average price of $115.00, for a total value of $924,025.00. Following the completion of the sale, the chief financial officer directly owned 129,618 shares of the company’s stock, valued at approximately $14,906,070. This trade represents a 5.84% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 43,001 shares of company stock worth $4,486,482 in the last quarter. Insiders own 0.21% of the company’s stock.

Twilio Stock Down 3.4%

Shares of NYSE:TWLO opened at $124.12 on Friday. The company has a current ratio of 4.68, a quick ratio of 4.68 and a debt-to-equity ratio of 0.13. The firm has a 50 day simple moving average of $111.78 and a 200-day simple moving average of $113.75. The company has a market capitalization of $19.04 billion, a PE ratio of 302.73, a P/E/G ratio of 3.44 and a beta of 1.33. Twilio Inc. has a twelve month low of $77.51 and a twelve month high of $151.95.

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

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.