Zweig DiMenna Associates LLC Buys New Stake in Twilio Inc. $TWLO

Zweig DiMenna Associates LLC bought a new stake in Twilio Inc. (NYSE:TWLO) in the 2nd quarter, according to its most recent filing with the SEC. The fund bought 93,000 shares of the technology company’s stock, valued at approximately $11,565,000. Twilio accounts for 1.1% of Zweig DiMenna Associates LLC’s investment portfolio, making the stock its 27th largest holding. Zweig DiMenna Associates LLC owned about 0.06% of Twilio as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Brighton Jones LLC grew its position in shares of Twilio by 6.6% during the 4th quarter. Brighton Jones LLC now owns 10,051 shares of the technology company’s stock valued at $1,086,000 after acquiring an additional 623 shares during the period. Sequoia Financial Advisors LLC grew its position in shares of Twilio by 9.2% during the 1st quarter. Sequoia Financial Advisors LLC now owns 2,060 shares of the technology company’s stock valued at $202,000 after acquiring an additional 174 shares during the period. Principal Financial Group Inc. boosted its position in Twilio by 197.7% during the first quarter. Principal Financial Group Inc. now owns 424,593 shares of the technology company’s stock worth $41,572,000 after purchasing an additional 281,991 shares in the last quarter. OneDigital Investment Advisors LLC purchased a new position in Twilio during the first quarter worth approximately $294,000. Finally, IFM Investors Pty Ltd boosted its position in Twilio by 8.0% during the first quarter. IFM Investors Pty Ltd now owns 39,627 shares of the technology company’s stock worth $3,880,000 after purchasing an additional 2,936 shares in the last quarter. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on TWLO. UBS Group upped their target price on Twilio from $135.00 to $150.00 and gave the stock a “buy” rating in a research note on Friday. Wall Street Zen lowered shares of Twilio from a “strong-buy” rating to a “buy” rating in a report on Sunday, October 26th. Cowen reissued a “hold” rating on shares of Twilio in a report on Friday. The Goldman Sachs Group reissued a “buy” rating and issued a $150.00 price target on shares of Twilio in a report on Friday. Finally, Mizuho lifted their target price on shares of Twilio from $140.00 to $150.00 and gave the company an “outperform” rating in a research report on Friday. One investment 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 given a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $139.26.

Twilio Stock Up 19.6%

Shares of TWLO opened at $135.02 on Friday. Twilio Inc. has a one year low of $77.51 and a one year high of $151.95. The company has a debt-to-equity ratio of 0.12, a quick ratio of 4.90 and a current ratio of 4.90. The stock has a 50 day moving average price of $107.35 and a 200 day moving average price of $111.26. The stock has a market capitalization of $20.72 billion, a price-to-earnings ratio of 329.31, a PEG ratio of 4.18 and a beta of 1.25.

Twilio (NYSE:TWLO) last announced its earnings results on Thursday, October 30th. The technology company reported $1.25 earnings per share (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 3.35%. The company had revenue of $1.30 billion for the quarter, compared to analysts’ expectations of $1.25 billion. During the same quarter in the previous year, the company posted $1.02 EPS. The firm’s quarterly revenue was up 14.7% on a year-over-year basis. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. Equities research analysts forecast that Twilio Inc. will post 1.44 earnings per share for the current fiscal year.

Insider Activity

In other Twilio news, CEO Khozema Shipchandler sold 13,681 shares of the stock in a transaction dated 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 sale, the chief executive officer owned 233,305 shares in the company, valued at approximately $23,468,149.95. This represents a 5.54% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Aidan Viggiano sold 8,363 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 $841,234.17. Following the completion of the sale, the chief financial officer owned 137,653 shares of the company’s stock, valued at $13,846,515.27. This trade represents a 5.73% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 44,808 shares of company stock worth $4,677,916. Insiders own 0.21% of the company’s stock.

About Twilio

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.