Ameritas Investment Partners Inc. Acquires Shares of 28,762 Twilio Inc. $TWLO

Ameritas Investment Partners Inc. purchased a new position in shares of Twilio Inc. (NYSE:TWLO) during the third quarter, Holdings Channel reports. The firm purchased 28,762 shares of the technology company’s stock, valued at approximately $2,879,000.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. GHP Investment Advisors Inc. grew its position in Twilio by 7.3% in the 2nd quarter. GHP Investment Advisors Inc. now owns 1,274 shares of the technology company’s stock valued at $158,000 after buying an additional 87 shares during the last quarter. Versant Capital Management Inc increased its holdings in shares of Twilio by 4.5% in the 3rd quarter. Versant Capital Management Inc now owns 2,281 shares of the technology company’s stock valued at $228,000 after purchasing an additional 98 shares in the last quarter. Lansforsakringar Fondforvaltning AB publ increased its holdings in shares of Twilio by 0.3% in the 3rd quarter. Lansforsakringar Fondforvaltning AB publ now owns 42,224 shares of the technology company’s stock valued at $4,226,000 after purchasing an additional 108 shares in the last quarter. Integral Investment Advisors Inc. lifted its stake in shares of Twilio by 4.0% in the second quarter. Integral Investment Advisors Inc. now owns 2,863 shares of the technology company’s stock valued at $356,000 after purchasing an additional 111 shares during the period. Finally, Nomura Asset Management Co. Ltd. boosted its holdings in Twilio by 0.3% during the second quarter. Nomura Asset Management Co. Ltd. now owns 43,495 shares of the technology company’s stock worth $5,409,000 after buying an additional 115 shares in the last quarter. 84.27% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, Director Andrew Stafman sold 1,000,000 shares of the stock in a transaction dated Tuesday, December 2nd. The shares were sold at an average price of $129.00, for a total transaction of $129,000,000.00. Following the transaction, the director directly owned 2,295,000 shares in the company, valued at $296,055,000. This represents a 30.35% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CFO Aidan Viggiano sold 1,023 shares of the business’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $110.66, for a total transaction of $113,205.18. Following the sale, the chief financial officer directly owned 111,213 shares of the company’s stock, valued at $12,306,830.58. This represents a 0.91% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 1,042,947 shares of company stock worth $134,949,330. 4.50% of the stock is owned by insiders.

Wall Street Analyst Weigh In

A number of research analysts have issued reports on TWLO shares. KeyCorp increased their target price on shares of Twilio from $146.00 to $156.00 and gave the company an “overweight” rating in a report on Friday, October 31st. Stifel Nicolaus upped their target price on Twilio from $110.00 to $120.00 and gave the company a “hold” rating in a report on Friday, October 31st. Piper Sandler reaffirmed a “neutral” rating and set a $130.00 price target (down previously from $148.00) on shares of Twilio in a research note on Friday, February 13th. Mizuho set a $150.00 price objective on shares of Twilio in a research report on Monday, December 15th. Finally, Citigroup reissued a “market perform” rating on shares of Twilio in a research note on Tuesday, December 30th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, seven have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, Twilio presently has an average rating of “Moderate Buy” and a consensus target price of $143.70.

Twilio Stock Performance

NYSE TWLO opened at $108.08 on Tuesday. The company has a quick ratio of 4.68, a current ratio of 4.03 and a debt-to-equity ratio of 0.13. Twilio Inc. has a fifty-two week low of $77.51 and a fifty-two week high of $145.90. The business has a fifty day moving average of $126.79 and a 200-day moving average of $118.17. The stock has a market cap of $16.58 billion, a price-to-earnings ratio of 568.89, a price-to-earnings-growth ratio of 4.69 and a beta of 1.32.

Twilio (NYSE:TWLO) last posted its quarterly earnings data on Thursday, February 12th. The technology company reported $1.33 EPS for the quarter, beating analysts’ consensus estimates of $1.24 by $0.09. The business had revenue of $1.37 billion for the quarter, compared to analyst estimates of $1.32 billion. Twilio had a return on equity of 3.93% and a net margin of 0.67%.The business’s revenue for the quarter was up 14.3% compared to the same quarter last year. During the same quarter last year, the company earned $1.00 earnings per share. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. As a group, analysts predict that Twilio Inc. will post 1.44 earnings per share for the current fiscal year.

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.