Assenagon Asset Management S.A. Grows Stake in Twilio Inc. $TWLO

Assenagon Asset Management S.A. raised its holdings in Twilio Inc. (NYSE:TWLO) by 23.8% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 71,840 shares of the technology company’s stock after buying an additional 13,816 shares during the quarter. Assenagon Asset Management S.A.’s holdings in Twilio were worth $9,039,000 at the end of the most recent quarter.

Several other hedge funds have also recently made changes to their positions in the business. Brighton Jones LLC increased its position in shares of Twilio by 6.6% during the fourth quarter. Brighton Jones LLC now owns 10,051 shares of the technology company’s stock valued at $1,086,000 after buying an additional 623 shares during the period. Sivia Capital Partners LLC purchased a new stake in shares of Twilio in the 2nd quarter worth about $251,000. Daiwa Securities Group Inc. increased its stake in shares of Twilio by 70.6% in the 2nd quarter. Daiwa Securities Group Inc. now owns 24,653 shares of the technology company’s stock worth $3,066,000 after acquiring an additional 10,200 shares in the last quarter. NewEdge Advisors LLC increased its stake in shares of Twilio by 46.9% in the 2nd quarter. NewEdge Advisors LLC now owns 5,770 shares of the technology company’s stock worth $718,000 after acquiring an additional 1,841 shares in the last quarter. Finally, Sei Investments Co. grew its holdings in Twilio by 55.1% in the second quarter. Sei Investments Co. now owns 90,128 shares of the technology company’s stock worth $11,208,000 after purchasing an additional 32,027 shares during the period. 84.27% of the stock is owned by hedge funds and other institutional investors.

Twilio Price Performance

Shares of NYSE TWLO opened at $191.32 on Monday. Twilio Inc. has a twelve month low of $91.84 and a twelve month high of $238.48. The firm has a market cap of $29.04 billion, a P/E ratio of 298.94, a PEG ratio of 3.81 and a beta of 1.39. The company has a 50 day moving average of $186.17 and a 200 day moving average of $147.53. The company has a quick ratio of 4.66, a current ratio of 4.66 and a debt-to-equity ratio of 0.13.

Twilio (NYSE:TWLO) last issued its earnings results on Thursday, April 30th. The technology company reported $1.50 EPS for the quarter, beating the consensus estimate of $1.27 by $0.23. The business had revenue of $1.41 billion for the quarter, compared to the consensus estimate of $1.34 billion. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The company’s revenue was up 20.0% compared to the same quarter last year. During the same period last year, the business posted $1.14 EPS. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. As a group, research analysts expect that Twilio Inc. will post 2.79 EPS for the current fiscal year.

Insider Activity at Twilio

In other news, CFO Aidan Viggiano sold 1,828 shares of Twilio stock in a transaction that occurred on Tuesday, May 19th. The shares were sold at an average price of $200.00, for a total value of $365,600.00. Following the completion of the sale, the chief financial officer directly owned 127,345 shares in the company, valued at $25,469,000. The trade was a 1.42% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Andrew Stafman sold 1,000,000 shares of the business’s stock in a transaction that occurred on Wednesday, May 27th. The shares were sold at an average price of $184.14, for a total transaction of $184,140,000.00. Following the transaction, the director directly owned 620,000 shares of the company’s stock, valued at $114,166,800. The trade was a 61.73% 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 sold 1,805,779 shares of company stock worth $338,603,196. 0.21% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

A number of brokerages have weighed in on TWLO. KeyCorp raised their target price on shares of Twilio from $156.00 to $200.00 and gave the company an “overweight” rating in a research note on Friday, May 1st. Monness Crespi & Hardt boosted their price target on Twilio from $200.00 to $246.00 and gave the stock a “buy” rating in a research report on Monday, May 11th. Wells Fargo & Company upped their price target on Twilio from $147.00 to $200.00 and gave the stock an “overweight” rating in a research note on Friday, May 1st. Oppenheimer raised their price objective on Twilio from $200.00 to $235.00 and gave the company an “outperform” rating in a research report on Monday, May 18th. Finally, Morgan Stanley reiterated an “overweight” rating and set a $200.00 price objective on shares of Twilio in a research note on Friday, May 1st. Three investment analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $205.38.

Twilio 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.