IFM Investors Pty Ltd Sells 2,894 Shares of Twilio Inc. $TWLO

IFM Investors Pty Ltd lessened its stake in shares of Twilio Inc. (NYSE:TWLO) by 8.4% during the 1st quarter, HoldingsChannel reports. The firm owned 31,439 shares of the technology company’s stock after selling 2,894 shares during the quarter. IFM Investors Pty Ltd’s holdings in Twilio were worth $3,956,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently modified their holdings of TWLO. Norges Bank bought a new stake in shares of Twilio during the 4th quarter worth $273,862,000. State Street Corp grew its stake in Twilio by 47.8% in the 3rd quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock valued at $588,469,000 after buying an additional 1,900,551 shares during the last quarter. SRS Investment Management LLC bought a new position in Twilio in the 4th quarter worth $257,494,000. Invesco Ltd. lifted its position in Twilio by 225.0% during the 3rd quarter. Invesco Ltd. now owns 2,009,237 shares of the technology company’s stock worth $201,105,000 after acquiring an additional 1,391,013 shares during the last quarter. Finally, Alyeska Investment Group L.P. lifted its position in Twilio by 39.7% during the 3rd quarter. Alyeska Investment Group L.P. now owns 2,643,859 shares of the technology company’s stock worth $264,624,000 after acquiring an additional 750,951 shares during the last quarter. Institutional investors own 84.27% of the company’s stock.

Twilio Stock Up 0.0%

NYSE TWLO opened at $209.31 on Friday. The stock’s 50 day simple moving average is $192.49 and its 200 day simple moving average is $150.00. Twilio Inc. has a one year low of $91.84 and a one year high of $238.48. The firm has a market cap of $31.77 billion, a PE ratio of 327.06, a price-to-earnings-growth ratio of 4.16 and a beta of 1.36. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.66 and a quick ratio of 4.66.

Twilio (NYSE:TWLO) last posted its quarterly earnings data on Thursday, April 30th. The technology company reported $1.50 EPS for the quarter, topping analysts’ consensus estimates of $1.27 by $0.23. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The company had revenue of $1.41 billion for the quarter, compared to analyst estimates of $1.34 billion. During the same quarter in the previous year, the firm earned $1.14 earnings per share. The business’s revenue was up 20.0% on a year-over-year basis. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. As a group, sell-side analysts forecast that Twilio Inc. will post 2.79 earnings per share for the current fiscal year.

Insider Activity at Twilio

In other Twilio news, CEO Khozema Shipchandler sold 13,881 shares of the business’s stock in a transaction dated Tuesday, June 30th. The shares were sold at an average price of $201.26, for a total value of $2,793,690.06. Following the completion of the transaction, the chief executive officer directly owned 221,661 shares of the company’s stock, valued at approximately $44,611,492.86. The trade was a 5.89% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Aidan Viggiano sold 9,093 shares of the stock in a transaction that occurred on Tuesday, June 30th. The shares were sold at an average price of $201.25, for a total transaction of $1,829,966.25. Following the sale, the chief financial officer directly owned 118,252 shares in the company, valued at $23,798,215. This trade represents a 7.14% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last 90 days, insiders have sold 1,798,509 shares of company stock worth $339,468,623. 0.21% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

TWLO has been the topic of a number of recent analyst reports. Wells Fargo & Company lifted their price objective on Twilio from $147.00 to $200.00 and gave the stock an “overweight” rating in a research note on Friday, May 1st. Morgan Stanley reiterated an “overweight” rating and set a $200.00 price target on shares of Twilio in a report on Friday, May 1st. TD Cowen restated a “buy” rating on shares of Twilio in a research note on Monday, June 1st. Piper Sandler raised their price objective on Twilio from $130.00 to $192.00 and gave the stock a “neutral” rating in a research report on Friday, May 1st. Finally, Jefferies Financial Group restated a “buy” rating and set a $195.00 price objective on shares of Twilio in a research report on Friday, May 1st. Three equities research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $207.41.

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.