Amundi Grows Stake in Twilio Inc. $TWLO

Amundi raised its position in shares of Twilio Inc. (NYSE:TWLO) by 30.0% in the second quarter, HoldingsChannel reports. The firm owned 1,156,722 shares of the technology company’s stock after acquiring an additional 267,202 shares during the period. Amundi’s holdings in Twilio were worth $134,770,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. GFG Capital LLC bought a new stake in shares of Twilio in the second quarter valued at about $25,000. CENTRAL TRUST Co purchased a new position in Twilio during the 2nd quarter valued at about $25,000. Hilltop National Bank purchased a new position in Twilio during the 2nd quarter valued at about $26,000. Estabrook Capital Management bought a new stake in shares of Twilio in the 2nd quarter valued at about $31,000. Finally, Financial Gravity Companies Inc. purchased a new stake in shares of Twilio in the 2nd quarter worth approximately $35,000. Institutional investors own 84.27% of the company’s stock.

Insider Transactions at Twilio

In other Twilio news, CEO Khozema Shipchandler sold 12,922 shares of Twilio stock in a transaction dated Friday, October 3rd. The stock was sold at an average price of $104.09, for a total transaction of $1,345,050.98. Following the completion of the sale, the chief executive officer owned 220,383 shares of the company’s stock, valued at approximately $22,939,666.47. The trade was a 5.54% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Andrew Stafman sold 1,000,000 shares of the business’s stock in a transaction dated Tuesday, December 2nd. The shares were sold at an average price of $129.00, for a total value of $129,000,000.00. Following the sale, the director owned 2,295,000 shares in the company, valued at approximately $296,055,000. The trade was a 30.35% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 1,044,515 shares of company stock worth $133,673,128. Company insiders own 4.50% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on TWLO. UBS Group lifted their price objective on shares of Twilio from $135.00 to $150.00 and gave the company a “buy” rating in a report on Friday, October 31st. Cowen reiterated a “hold” rating on shares of Twilio in a report on Friday, October 31st. Wall Street Zen cut Twilio from a “strong-buy” rating to a “buy” rating in a research note on Tuesday, November 11th. Wells Fargo & Company raised their price objective on Twilio from $130.00 to $147.00 and gave the company an “overweight” rating in a research report on Friday, October 31st. Finally, Stifel Nicolaus lifted their target price on Twilio from $110.00 to $120.00 and gave the company a “hold” rating in a research note on Friday, October 31st. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, seven have issued a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, Twilio has an average rating of “Moderate Buy” and an average price target of $139.26.

Twilio Stock Performance

TWLO opened at $127.32 on Monday. Twilio Inc. has a 52-week low of $77.51 and a 52-week high of $151.95. The company has a quick ratio of 4.68, a current ratio of 4.68 and a debt-to-equity ratio of 0.13. The company has a market cap of $19.53 billion, a P/E ratio of 310.54, a price-to-earnings-growth ratio of 3.41 and a beta of 1.32. The firm’s 50-day moving average price is $118.29 and its 200-day moving average price is $115.89.

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

Twilio Profile

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.