RJA Asset Management LLC Has $6.81 Million Holdings in Twilio Inc. $TWLO

RJA Asset Management LLC boosted its holdings in Twilio Inc. (NYSE:TWLO) by 239.0% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 68,082 shares of the technology company’s stock after acquiring an additional 48,000 shares during the quarter. Twilio accounts for approximately 2.6% of RJA Asset Management LLC’s portfolio, making the stock its 2nd largest position. RJA Asset Management LLC’s holdings in Twilio were worth $6,814,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Brighton Jones LLC raised its position in shares of Twilio by 6.6% during the 4th quarter. Brighton Jones LLC now owns 10,051 shares of the technology company’s stock valued at $1,086,000 after acquiring an additional 623 shares during the last quarter. Sivia Capital Partners LLC acquired a new stake in shares of Twilio during the second quarter worth $251,000. AlphaQuest LLC grew its stake in shares of Twilio by 45.2% during the second quarter. AlphaQuest LLC now owns 2,092 shares of the technology company’s stock worth $260,000 after purchasing an additional 651 shares during the period. Envestnet Asset Management Inc. increased its holdings in Twilio by 224.3% in the second quarter. Envestnet Asset Management Inc. now owns 266,336 shares of the technology company’s stock valued at $33,122,000 after purchasing an additional 184,216 shares during the last quarter. Finally, Bessemer Group Inc. lifted its stake in Twilio by 1,840.3% in the second quarter. Bessemer Group Inc. now owns 2,503 shares of the technology company’s stock valued at $311,000 after buying an additional 2,374 shares during the period. 84.27% of the stock is owned by institutional investors.

Twilio Stock Performance

Shares of TWLO stock opened at $120.76 on Monday. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.03 and a current ratio of 4.03. Twilio Inc. has a 52 week low of $77.51 and a 52 week high of $145.90. The company’s 50 day moving average price is $125.10 and its two-hundred day moving average price is $118.77. The company has a market capitalization of $18.53 billion, a P/E ratio of 635.62, a price-to-earnings-growth ratio of 4.96 and a beta of 1.32.

Twilio (NYSE:TWLO) last issued its quarterly earnings data on Thursday, February 12th. The technology company reported $1.33 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.24 by $0.09. Twilio had a net margin of 0.67% and a return on equity of 3.93%. The company had revenue of $1.37 billion during the quarter, compared to the consensus estimate of $1.32 billion. During the same quarter in the prior year, the firm earned $1.00 earnings per share. The firm’s revenue was up 14.3% compared to the same quarter last year. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. On average, analysts expect that Twilio Inc. will post 1.44 earnings per share for the current fiscal year.

Insider Buying and Selling at Twilio

In other news, Director Andrew Stafman sold 1,000,000 shares of the business’s stock in a transaction dated Tuesday, December 2nd. The stock was sold at an average price of $129.00, for a total value of $129,000,000.00. Following the sale, 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 sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CFO Aidan Viggiano sold 1,023 shares of the company’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $110.66, for a total value of $113,205.18. Following the transaction, the chief financial officer directly owned 111,213 shares of the company’s stock, valued at $12,306,830.58. This represents a 0.91% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 1,042,947 shares of company stock valued at $134,949,330 in the last 90 days. 0.21% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

A number of brokerages have issued reports on TWLO. Mizuho set a $150.00 target price on Twilio in a report on Monday, December 15th. Argus upgraded shares of Twilio to a “strong-buy” rating in a research report on Thursday, February 19th. Oppenheimer reissued an “outperform” rating and set a $170.00 price objective on shares of Twilio in a research note on Monday, January 5th. Weiss Ratings downgraded shares of Twilio from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Friday. Finally, Citizens Jmp increased their target price on shares of Twilio from $165.00 to $185.00 and gave the stock a “market outperform” rating in a report on Tuesday, December 30th. Two research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, five have issued a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat.com, Twilio presently has an average rating of “Moderate Buy” and an average price target of $145.22.

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.