Knights of Columbus Asset Advisors LLC Purchases Shares of 38,668 Twilio Inc. $TWLO

Knights of Columbus Asset Advisors LLC purchased a new position in shares of Twilio Inc. (NYSE:TWLO) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 38,668 shares of the technology company’s stock, valued at approximately $4,809,000.

Other institutional investors have also recently bought and sold shares of the company. Ninety One UK Ltd acquired a new stake in Twilio during the second quarter worth approximately $212,059,000. KBC Group NV lifted its stake in shares of Twilio by 236.3% in the 1st quarter. KBC Group NV now owns 945,594 shares of the technology company’s stock valued at $92,583,000 after acquiring an additional 664,420 shares during the last quarter. Alyeska Investment Group L.P. raised its holdings in Twilio by 36.4% in the 1st quarter. Alyeska Investment Group L.P. now owns 2,071,826 shares of the technology company’s stock valued at $202,852,000 after buying an additional 553,043 shares during the last quarter. Robeco Institutional Asset Management B.V. raised its position in Twilio by 58.2% during the 2nd quarter. Robeco Institutional Asset Management B.V. now owns 1,418,754 shares of the technology company’s stock worth $176,436,000 after purchasing an additional 521,713 shares during the last quarter. Finally, Jericho Capital Asset Management L.P. lifted its stake in shares of Twilio by 17.7% in the first quarter. Jericho Capital Asset Management L.P. now owns 3,280,363 shares of the technology company’s stock worth $321,180,000 after acquiring an additional 493,000 shares during the period. Institutional investors and hedge funds own 84.27% of the company’s stock.

Analyst Ratings Changes

Several brokerages have recently commented on TWLO. Jefferies Financial Group set a $132.00 target price on Twilio and gave the company a “hold” rating in a research note on Sunday, June 15th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Twilio in a research report on Saturday, September 27th. Royal Bank Of Canada reissued an “underperform” rating and set a $75.00 price objective on shares of Twilio in a report on Wednesday, September 17th. Piper Sandler upped their price target on shares of Twilio from $140.00 to $144.00 and gave the company an “overweight” rating in a research note on Friday, August 8th. Finally, UBS Group decreased their price target on Twilio from $150.00 to $135.00 and set a “buy” rating on the stock in a research report on Friday, August 8th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $130.22.

Insider Buying and Selling at Twilio

In related news, CEO Khozema Shipchandler sold 13,681 shares of the business’s stock in a transaction dated Tuesday, September 30th. The shares were sold at an average price of $100.59, for a total transaction of $1,376,171.79. Following the sale, the chief executive officer owned 233,305 shares of the company’s stock, valued at $23,468,149.95. The trade was a 5.54% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CFO Aidan Viggiano sold 8,363 shares of the firm’s stock in a transaction that occurred on Tuesday, September 30th. The shares were sold at an average price of $100.59, for a total transaction of $841,234.17. Following the transaction, the chief financial officer directly owned 137,653 shares of the company’s stock, valued at $13,846,515.27. This represents a 5.73% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 23,851 shares of company stock valued at $2,408,840 in the last three months. Insiders own 4.50% of the company’s stock.

Twilio Stock Performance

NYSE:TWLO opened at $102.84 on Monday. Twilio Inc. has a twelve month low of $66.50 and a twelve month high of $151.95. The company has a quick ratio of 4.90, a current ratio of 4.90 and a debt-to-equity ratio of 0.12. The firm’s fifty day simple moving average is $107.84 and its 200 day simple moving average is $108.70. The stock has a market cap of $15.78 billion, a P/E ratio of 857.09, a price-to-earnings-growth ratio of 3.25 and a beta of 1.25.

Twilio (NYSE:TWLO) last posted its quarterly earnings data on Thursday, August 7th. The technology company reported $1.19 earnings per share for the quarter, beating the consensus estimate of $1.02 by $0.17. Twilio had a return on equity of 2.78% and a net margin of 0.43%.The business had revenue of $1.23 billion for the quarter, compared to analysts’ expectations of $1.19 billion. During the same period in the previous year, the firm posted $0.87 EPS. The business’s revenue was up 13.5% on a year-over-year basis. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. As a group, research analysts predict that Twilio Inc. will post 1.44 EPS for the current 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.