Twilio Inc. $TWLO Shares Bought by Oak Thistle LLC

Oak Thistle LLC grew its stake in shares of Twilio Inc. (NYSE:TWLO) by 162.1% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 24,631 shares of the technology company’s stock after buying an additional 15,235 shares during the quarter. Oak Thistle LLC’s holdings in Twilio were worth $2,465,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in the company. Jericho Capital Asset Management L.P. boosted its holdings in 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 valued at $321,180,000 after acquiring an additional 493,000 shares during the last quarter. Alyeska Investment Group L.P. increased its stake in Twilio by 36.4% during the first quarter. Alyeska Investment Group L.P. now owns 2,071,826 shares of the technology company’s stock worth $202,852,000 after acquiring an additional 553,043 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in shares of Twilio by 19.8% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,920,443 shares of the technology company’s stock worth $188,031,000 after purchasing an additional 318,015 shares during the period. Norges Bank acquired a new position in shares of Twilio in the 2nd quarter valued at about $228,877,000. Finally, Ninety One UK Ltd acquired a new position in shares of Twilio in the 2nd quarter valued at about $212,059,000. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Twilio

In other Twilio news, Director Andrew Stafman sold 1,000,000 shares of the firm’s stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $129.00, for a total transaction of $129,000,000.00. Following the completion of the sale, the director owned 2,295,000 shares in the company, valued at $296,055,000. This trade represents a 30.35% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Khozema Shipchandler sold 13,681 shares of the company’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 value of $1,376,171.79. Following the completion of the transaction, the chief executive officer directly owned 233,305 shares in the company, valued at approximately $23,468,149.95. The trade was a 5.54% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 1,044,515 shares of company stock valued at $133,673,128. Insiders own 4.50% of the company’s stock.

Twilio Price Performance

Shares of TWLO stock opened at $137.48 on Wednesday. The firm has a fifty day simple moving average of $122.31 and a 200-day simple moving average of $116.74. The company has a market capitalization of $21.09 billion, a PE ratio of 335.32, a price-to-earnings-growth ratio of 3.59 and a beta of 1.32. Twilio Inc. has a twelve month low of $77.51 and a twelve month high of $151.95. The company has a current ratio of 4.68, a quick ratio of 4.68 and a debt-to-equity ratio of 0.13.

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

Analysts Set New Price Targets

TWLO has been the subject of a number of research analyst reports. Needham & Company LLC increased their target price on shares of Twilio from $125.00 to $145.00 and gave the stock a “buy” rating in a research report on Friday, October 31st. Monness Crespi & Hardt boosted their price objective on shares of Twilio from $165.00 to $175.00 and gave the stock a “buy” rating in a research note on Friday, October 31st. Cowen reissued a “hold” rating on shares of Twilio in a research note on Friday, October 31st. TD Cowen lifted their target price on shares of Twilio from $117.00 to $125.00 and gave the company a “hold” rating in a report on Friday, October 31st. Finally, Royal Bank Of Canada reiterated an “underperform” rating and issued a $75.00 price target on shares of Twilio in a report on Wednesday, September 17th. Two analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, seven have assigned a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, Twilio has a consensus rating of “Moderate Buy” and a consensus target price of $140.33.

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.