Dimensional Fund Advisors LP Boosts Stake in Twilio Inc. $TWLO

Dimensional Fund Advisors LP boosted its stake in shares of Twilio Inc. (NYSE:TWLO) by 5.3% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 1,553,041 shares of the technology company’s stock after purchasing an additional 78,353 shares during the period. Dimensional Fund Advisors LP’s holdings in Twilio were worth $155,494,000 at the end of the most recent quarter.

Several other hedge funds have also bought and sold shares of TWLO. Vanguard Group Inc. increased its position in Twilio by 2.6% in the third quarter. Vanguard Group Inc. now owns 15,305,989 shares of the technology company’s stock worth $1,531,976,000 after buying an additional 392,023 shares in the last quarter. Norges Bank purchased a new position in shares of Twilio during the 2nd quarter valued at about $228,877,000. Bank of New York Mellon Corp lifted its position in shares of Twilio by 57.0% during the 3rd quarter. Bank of New York Mellon Corp now owns 1,212,436 shares of the technology company’s stock valued at $121,353,000 after buying an additional 440,423 shares in the last quarter. Amundi grew its stake in shares of Twilio by 30.0% during the 2nd quarter. Amundi now owns 1,156,722 shares of the technology company’s stock valued at $134,770,000 after acquiring an additional 267,202 shares during the period. Finally, Nordea Investment Management AB grew its stake in shares of Twilio by 2.6% during the 3rd quarter. Nordea Investment Management AB now owns 1,152,727 shares of the technology company’s stock valued at $114,777,000 after acquiring an additional 29,089 shares during the period. Institutional investors own 84.27% of the company’s stock.

Insider Transactions at Twilio

In related news, CEO Khozema Shipchandler sold 13,336 shares of the stock in a transaction that occurred on Tuesday, January 6th. The stock was sold at an average price of $134.28, for a total transaction of $1,790,758.08. Following the completion of the transaction, the chief executive officer directly owned 193,781 shares of the company’s stock, valued at approximately $26,020,912.68. This represents a 6.44% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Aidan Viggiano sold 806 shares of the firm’s stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $125.00, for a total value of $100,750.00. Following the transaction, the chief financial officer owned 147,961 shares of the company’s stock, valued at $18,495,125. This represents a 0.54% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 43,753 shares of company stock worth $6,050,080 over the last quarter. 4.50% of the stock is owned by company insiders.

Twilio Price Performance

Shares of NYSE:TWLO opened at $126.80 on Tuesday. The firm has a market cap of $19.21 billion, a price-to-earnings ratio of 667.41, a P/E/G ratio of 5.25 and a beta of 1.30. The firm has a fifty day moving average price of $123.22 and a 200 day moving average price of $119.71. Twilio Inc. has a fifty-two week low of $77.51 and a fifty-two week high of $145.90. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.03 and a current ratio of 4.03.

Twilio (NYSE:TWLO) last announced its quarterly earnings results on Thursday, February 12th. The technology company reported $1.33 EPS for the quarter, topping the consensus estimate of $1.24 by $0.09. Twilio had a net margin of 0.67% and a return on equity of 3.93%. The business had revenue of $1.37 billion for the quarter, compared to analysts’ expectations of $1.32 billion. During the same quarter in the previous year, the company earned $1.00 EPS. The business’s quarterly revenue was up 14.3% compared to the same quarter last year. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. As a group, sell-side analysts expect that Twilio Inc. will post 1.44 earnings per share for the current fiscal year.

Analysts Set New Price Targets

TWLO has been the topic of a number of recent analyst reports. Weiss Ratings cut shares of Twilio from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Friday, February 27th. Citigroup reiterated a “market perform” rating on shares of Twilio in a research report on Tuesday, December 30th. Piper Sandler reissued a “neutral” rating and issued a $130.00 price objective (down from $148.00) on shares of Twilio in a research note on Friday, February 13th. Wall Street Zen cut shares of Twilio from a “strong-buy” rating to a “buy” rating in a research note on Tuesday, November 11th. Finally, Mizuho set a $150.00 target price on shares of Twilio in a report on Monday, December 15th. Two analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, five have issued a Hold rating and three have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $145.22.

Twilio Company Profile

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.