Assenagon Asset Management S.A. Acquires 25,141 Shares of Twilio Inc. $TWLO

Assenagon Asset Management S.A. raised its holdings in shares of Twilio Inc. (NYSE:TWLO) by 76.5% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 58,024 shares of the technology company’s stock after purchasing an additional 25,141 shares during the period. Assenagon Asset Management S.A.’s holdings in Twilio were worth $8,253,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of the business. MassMutual Private Wealth & Trust FSB increased its holdings in Twilio by 34.7% during the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 303 shares of the technology company’s stock valued at $43,000 after buying an additional 78 shares during the period. Centaurus Financial Inc. lifted its holdings in Twilio by 0.7% during the third quarter. Centaurus Financial Inc. now owns 13,587 shares of the technology company’s stock worth $1,360,000 after buying an additional 94 shares during the period. Versant Capital Management Inc lifted its holdings in Twilio by 4.5% during the third quarter. Versant Capital Management Inc now owns 2,281 shares of the technology company’s stock worth $228,000 after buying an additional 98 shares during the period. GHP Investment Advisors Inc. boosted its position in Twilio by 7.8% during the 3rd quarter. GHP Investment Advisors Inc. now owns 1,373 shares of the technology company’s stock valued at $137,000 after acquiring an additional 99 shares in the last quarter. Finally, Lansforsakringar Fondforvaltning AB publ boosted its position in Twilio by 0.3% during the 3rd quarter. Lansforsakringar Fondforvaltning AB publ now owns 42,224 shares of the technology company’s stock valued at $4,226,000 after acquiring an additional 108 shares in the last quarter. Institutional investors own 84.27% of the company’s stock.

Insider Activity

In other news, CEO Khozema Shipchandler sold 13,336 shares of the company’s stock in a transaction dated Tuesday, January 6th. The shares were sold at an average price of $134.28, for a total transaction of $1,790,758.08. Following the transaction, the chief executive officer owned 193,781 shares in the company, valued at $26,020,912.68. This represents a 6.44% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CFO Aidan Viggiano sold 8,109 shares of the stock in a transaction that occurred on Wednesday, December 31st. The shares were sold at an average price of $143.38, for a total transaction of $1,162,668.42. Following the completion of the transaction, the chief financial officer directly owned 119,449 shares of the company’s stock, valued at $17,126,597.62. The trade was a 6.36% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 43,753 shares of company stock worth $6,050,080. Corporate insiders own 0.21% of the company’s stock.

Twilio Stock Performance

Shares of TWLO opened at $119.90 on Friday. The company has a current ratio of 4.03, a quick ratio of 4.03 and a debt-to-equity ratio of 0.13. The firm has a market cap of $18.17 billion, a PE ratio of 631.08, a P/E/G ratio of 4.92 and a beta of 1.30. Twilio Inc. has a 12 month low of $77.51 and a 12 month high of $145.90. The stock has a fifty day moving average price of $120.75 and a 200-day moving average price of $121.52.

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

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on the company. Morgan Stanley set a $153.00 price target on Twilio in a research report on Friday, February 13th. Jefferies Financial Group reaffirmed a “hold” rating and set a $125.00 price objective on shares of Twilio in a research report on Friday, February 13th. Weiss Ratings lowered Twilio from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Friday, February 27th. Royal Bank Of Canada boosted their target price on shares of Twilio from $75.00 to $100.00 and gave the stock an “underperform” rating in a report on Monday, January 5th. Finally, TD Cowen raised shares of Twilio from a “hold” rating to a “buy” rating and increased their price target for the company from $125.00 to $160.00 in a research report on Monday, March 2nd. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, five have given a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $145.22.

About Twilio

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.