American Trust Makes New $662,000 Investment in Twilio Inc. $TWLO

American Trust acquired a new stake in Twilio Inc. (NYSE:TWLO) in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 5,321 shares of the technology company’s stock, valued at approximately $662,000.

A number of other institutional investors have also modified their holdings of the business. Jericho Capital Asset Management L.P. raised its position in Twilio by 17.7% in the 1st 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 purchasing an additional 493,000 shares during the last quarter. Alyeska Investment Group L.P. grew its position in Twilio by 36.4% during the 1st quarter. Alyeska Investment Group L.P. now owns 2,071,826 shares of the technology company’s stock worth $202,852,000 after purchasing an additional 553,043 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its position in Twilio by 19.8% during 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 last quarter. Norges Bank acquired a new position in Twilio in the second quarter valued at $228,877,000. Finally, Ninety One UK Ltd purchased a new stake in shares of Twilio in the second quarter valued at about $212,059,000. 84.27% of the stock is owned by institutional investors and hedge funds.

Twilio Price Performance

TWLO stock opened at $133.98 on Tuesday. The firm has a 50 day moving average of $121.72 and a 200-day moving average of $116.60. The company has a market cap of $20.56 billion, a price-to-earnings ratio of 326.77, a PEG ratio of 3.56 and a beta of 1.32. 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 Inc. has a 12-month low of $77.51 and a 12-month high of $151.95.

Twilio (NYSE:TWLO) last released its quarterly earnings data on Thursday, October 30th. The technology company reported $1.25 earnings per share for the quarter, beating the consensus estimate of $1.07 by $0.18. The firm had revenue of $1.30 billion during the quarter, compared to the consensus estimate of $1.25 billion. Twilio had a return on equity of 3.36% and a net margin of 1.37%.Twilio’s quarterly revenue was up 14.7% on a year-over-year basis. During the same period last year, the business posted $1.02 EPS. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. As a group, equities analysts expect that Twilio Inc. will post 1.44 EPS for the current fiscal year.

Insider Activity

In other news, Director Andrew Stafman sold 1,000,000 shares of Twilio stock in a transaction 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 transaction, the director owned 2,295,000 shares of the company’s stock, valued at $296,055,000. The trade was a 30.35% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, CFO Aidan Viggiano sold 8,363 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 transaction of $841,234.17. Following the completion of the sale, the chief financial officer directly owned 137,653 shares in the company, valued at approximately $13,846,515.27. The trade was a 5.73% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 1,044,515 shares of company stock worth $133,673,128 over the last 90 days. 4.50% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

TWLO has been the topic of a number of research reports. Piper Sandler raised their price target on Twilio from $144.00 to $145.00 and gave the stock an “overweight” rating in a report on Friday, October 31st. Morgan Stanley reaffirmed an “overweight” rating and set a $154.00 price objective on shares of Twilio in a research report on Friday, October 31st. Oppenheimer set a $145.00 target price on Twilio and gave the company an “outperform” rating in a research note on Friday, October 31st. KeyCorp boosted their target price on Twilio from $146.00 to $156.00 and gave the company an “overweight” rating in a report on Friday, October 31st. Finally, Royal Bank Of Canada reaffirmed an “underperform” rating and set a $75.00 price target on shares of Twilio in a report on Wednesday, September 17th. Two research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, seven have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $139.26.

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.