Twilio Inc. $TWLO Shares Sold by J. Safra Sarasin Holding AG

J. Safra Sarasin Holding AG trimmed its position in shares of Twilio Inc. (NYSE:TWLO) by 42.1% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 15,293 shares of the technology company’s stock after selling 11,111 shares during the period. J. Safra Sarasin Holding AG’s holdings in Twilio were worth $1,902,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in TWLO. Robeco Institutional Asset Management B.V. increased its stake in Twilio by 58.2% during the second quarter. Robeco Institutional Asset Management B.V. now owns 1,418,754 shares of the technology company’s stock worth $176,436,000 after acquiring an additional 521,713 shares during the last quarter. Ninety One SA PTY Ltd acquired a new stake in Twilio during the 2nd quarter worth approximately $3,136,000. Ninety One UK Ltd acquired a new stake in Twilio during the 2nd quarter worth approximately $212,059,000. LBP AM SA increased its position in Twilio by 19.2% during the 2nd quarter. LBP AM SA now owns 48,877 shares of the technology company’s stock worth $6,078,000 after purchasing an additional 7,872 shares in the last quarter. Finally, Institute for Wealth Management LLC. increased its position in Twilio by 6.8% during the 2nd quarter. Institute for Wealth Management LLC. now owns 2,702 shares of the technology company’s stock worth $336,000 after purchasing an additional 173 shares in the last quarter. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities research analysts have recently issued reports on TWLO shares. Jefferies Financial Group set a $132.00 price objective on shares of Twilio and gave the stock a “hold” rating in a research report on Sunday, June 15th. Royal Bank Of Canada reiterated an “underperform” rating and issued a $75.00 price target on shares of Twilio in a report on Wednesday, September 17th. Wells Fargo & Company started coverage on Twilio in a report on Tuesday. They issued an “overweight” rating and a $130.00 price target for the company. UBS Group lowered their target price on Twilio from $150.00 to $135.00 and set a “buy” rating for the company in a research note on Friday, August 8th. Finally, Piper Sandler increased their target price on Twilio from $140.00 to $144.00 and gave the company an “overweight” rating in a research note on Friday, August 8th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $130.22.

Insider Buying and Selling

In other Twilio news, CFO Aidan Viggiano sold 8,363 shares of the firm’s stock in a transaction on Tuesday, September 30th. The shares were sold at an average price of $100.59, for a total transaction of $841,234.17. Following the completion of the transaction, the chief financial officer directly owned 137,653 shares of the company’s stock, valued at $13,846,515.27. This trade represents a 5.73% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Khozema Shipchandler sold 13,681 shares of the firm’s stock in a transaction on Tuesday, September 30th. The stock was sold at an average price of $100.59, for a total transaction of $1,376,171.79. Following the transaction, the chief executive officer directly owned 233,305 shares of the company’s stock, valued at approximately $23,468,149.95. This represents a 5.54% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 23,851 shares of company stock valued at $2,408,840 in the last three months. Corporate insiders own 0.21% of the company’s stock.

Twilio Stock Down 2.4%

Shares of Twilio stock opened at $102.84 on Friday. Twilio Inc. has a 1-year low of $66.50 and a 1-year high of $151.95. The business has a 50-day moving average of $107.84 and a 200-day moving average of $108.61. The company has a debt-to-equity ratio of 0.12, a current ratio of 4.90 and a quick ratio of 4.90. The company has a market capitalization of $15.78 billion, a PE ratio of 857.09, a P/E/G ratio of 3.33 and a beta of 1.25.

Twilio (NYSE:TWLO) last issued its quarterly earnings data on Thursday, August 7th. The technology company reported $1.19 earnings per share for the quarter, beating analysts’ consensus estimates of $1.02 by $0.17. Twilio had a return on equity of 2.78% and a net margin of 0.43%.The firm had revenue of $1.23 billion during the quarter, compared to analyst estimates of $1.19 billion. During the same quarter last year, the firm earned $0.87 EPS. Twilio’s quarterly revenue was up 13.5% on a year-over-year basis. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. As a group, equities analysts forecast that Twilio Inc. will post 1.44 EPS for the current fiscal year.

About Twilio

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.