Hel Ved Capital Management Ltd Increases Stake in Twilio Inc. $TWLO

Hel Ved Capital Management Ltd lifted its stake in Twilio Inc. (NYSE:TWLO) by 59.9% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 13,350 shares of the technology company’s stock after purchasing an additional 5,000 shares during the period. Hel Ved Capital Management Ltd’s holdings in Twilio were worth $1,336,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of TWLO. CENTRAL TRUST Co bought a new stake in Twilio during the second quarter valued at about $25,000. SJS Investment Consulting Inc. increased its position in Twilio by 1,564.7% in the third quarter. SJS Investment Consulting Inc. now owns 283 shares of the technology company’s stock worth $28,000 after buying an additional 266 shares in the last quarter. First Horizon Corp bought a new position in shares of Twilio in the third quarter worth about $28,000. Estabrook Capital Management purchased a new position in shares of Twilio during the 2nd quarter valued at about $31,000. Finally, Financial Gravity Companies Inc. purchased a new position in shares of Twilio during the 2nd quarter valued at about $35,000. 84.27% of the stock is owned by institutional investors.

Twilio Trading Up 2.2%

TWLO stock opened at $128.18 on Friday. Twilio Inc. has a 1-year low of $77.51 and a 1-year high of $145.90. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.03 and a quick ratio of 4.03. The company has a market capitalization of $19.67 billion, a price-to-earnings ratio of 674.67, a PEG ratio of 5.15 and a beta of 1.30. The business has a 50 day simple moving average of $123.51 and a two-hundred day simple moving average of $119.29.

Twilio (NYSE:TWLO) last released its quarterly earnings data on Thursday, February 12th. The technology company reported $1.33 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $1.37 billion for the quarter, compared to analysts’ expectations of $1.32 billion. During the same quarter last year, the business posted $1.00 earnings per share. The company’s revenue for the quarter was up 14.3% compared to the same quarter last year. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. Research analysts anticipate that Twilio Inc. will post 1.44 EPS for the current fiscal year.

Analyst Ratings Changes

Several research firms recently issued reports on TWLO. Morgan Stanley set a $153.00 target price on shares of Twilio in a report on Friday, February 13th. FBN Securities raised shares of Twilio to a “strong-buy” rating in a report on Wednesday, November 12th. Argus upgraded shares of Twilio to a “strong-buy” rating in a research report on Thursday, February 19th. Jefferies Financial Group reissued a “hold” rating and issued a $125.00 price objective on shares of Twilio in a research note on Friday, February 13th. Finally, Wall Street Zen downgraded shares of Twilio from a “strong-buy” rating to a “buy” rating in a research report on Tuesday, November 11th. Two research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, five have issued a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Twilio presently has a consensus rating of “Moderate Buy” and an average price target of $145.22.

Insider Buying and Selling at Twilio

In other Twilio news, CFO Aidan Viggiano sold 8,109 shares of the stock in a transaction dated Wednesday, December 31st. The shares were sold at an average price of $143.38, for a total transaction of $1,162,668.42. Following the completion of the transaction, the chief financial officer owned 119,449 shares of the company’s stock, valued at $17,126,597.62. This represents a 6.36% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Khozema Shipchandler sold 13,336 shares of the stock in a transaction dated Tuesday, January 6th. The shares were sold at an average price of $134.28, for a total transaction of $1,790,758.08. Following the transaction, the chief executive officer directly owned 193,781 shares of the company’s stock, valued at $26,020,912.68. This trade represents a 6.44% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 43,753 shares of company stock valued at $6,050,080 over the last ninety days. 0.21% of the stock is currently owned by corporate insiders.

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.