Twilio Inc. $TWLO Shares Purchased by Yousif Capital Management LLC

Yousif Capital Management LLC raised its position in Twilio Inc. (NYSE:TWLO) by 2,540.2% during the third quarter, according to its most recent filing with the SEC. The institutional investor owned 48,474 shares of the technology company’s stock after purchasing an additional 46,638 shares during the period. Yousif Capital Management LLC’s holdings in Twilio were worth $4,852,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. GHP Investment Advisors Inc. grew its stake in Twilio by 7.3% during the 2nd quarter. GHP Investment Advisors Inc. now owns 1,274 shares of the technology company’s stock valued at $158,000 after acquiring an additional 87 shares in the last quarter. Optimum Investment Advisors grew its position in shares of Twilio by 13.6% in the second quarter. Optimum Investment Advisors now owns 835 shares of the technology company’s stock valued at $104,000 after purchasing an additional 100 shares in the last quarter. Integral Investment Advisors Inc. increased its holdings in shares of Twilio by 4.0% in the second quarter. Integral Investment Advisors Inc. now owns 2,863 shares of the technology company’s stock valued at $356,000 after purchasing an additional 111 shares during the last quarter. Aaron Wealth Advisors LLC lifted its position in Twilio by 2.9% during the second quarter. Aaron Wealth Advisors LLC now owns 3,980 shares of the technology company’s stock worth $495,000 after buying an additional 113 shares in the last quarter. Finally, Nomura Asset Management Co. Ltd. grew its holdings in Twilio by 0.3% in the 2nd quarter. Nomura Asset Management Co. Ltd. now owns 43,495 shares of the technology company’s stock valued at $5,409,000 after buying an additional 115 shares in the last quarter. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Insider Activity

In other news, CFO Aidan Viggiano sold 1,514 shares of the firm’s stock in a transaction that occurred on Monday, November 17th. The shares were sold at an average price of $123.28, for a total transaction of $186,645.92. Following the transaction, the chief financial officer directly owned 128,104 shares in the company, valued at approximately $15,792,661.12. This trade represents a 1.17% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Andrew Stafman sold 1,000,000 shares of Twilio stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $129.00, for a total transaction of $129,000,000.00. Following the completion of the transaction, the director directly owned 2,295,000 shares in the company, valued at $296,055,000. The trade was a 30.35% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 1,044,515 shares of company stock valued at $133,673,128. Insiders own 0.21% of the company’s stock.

Twilio Price Performance

TWLO stock opened at $140.03 on Friday. The business’s 50-day moving average is $126.61 and its two-hundred day moving average is $117.78. The firm has a market capitalization of $21.48 billion, a P/E ratio of 341.54, a P/E/G ratio of 3.76 and a beta of 1.32. Twilio Inc. has a 1 year low of $77.51 and a 1 year high of $151.95. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.68 and a quick ratio of 4.68.

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

Wall Street Analyst Weigh In

Several research analysts have weighed in on the stock. UBS Group lifted their price target on shares of Twilio from $135.00 to $150.00 and gave the company a “buy” rating in a research report on Friday, October 31st. BTIG Research began coverage on Twilio in a research report on Tuesday, December 16th. They issued a “buy” rating and a $165.00 target price on the stock. Wells Fargo & Company lifted their price objective on Twilio from $130.00 to $147.00 and gave the company an “overweight” rating in a research note on Friday, October 31st. FBN Securities raised Twilio to a “strong-buy” rating in a research note on Wednesday, November 12th. Finally, Piper Sandler lifted their target price on Twilio from $144.00 to $145.00 and gave the company an “overweight” rating in a research report on Friday, October 31st. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, seven have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $140.33.

Twilio Company 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.