Wellington Management Group LLP Raises Position in Twilio Inc. $TWLO

Wellington Management Group LLP lifted its position in Twilio Inc. (NYSE:TWLO) by 177.4% in the 2nd quarter, Holdings Channel reports. The fund owned 272,974 shares of the technology company’s stock after acquiring an additional 174,587 shares during the quarter. Wellington Management Group LLP’s holdings in Twilio were worth $56,323,000 as of its most recent SEC filing.

Several other hedge funds also recently made changes to their positions in TWLO. Norges Bank purchased a new stake in Twilio in the fourth quarter worth $273,862,000. State Street Corp boosted its holdings in shares of Twilio by 47.8% during 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 in the last quarter. SRS Investment Management LLC purchased a new stake in shares of Twilio in the 4th quarter worth about $257,494,000. Invesco Ltd. increased its stake in shares of Twilio by 225.0% in 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 in the last quarter. Finally, Alyeska Investment Group L.P. increased its stake in shares of Twilio by 39.7% in 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 in the last quarter. 84.27% of the stock is currently owned by institutional investors.

Twilio Price Performance

NYSE TWLO opened at $240.53 on Friday. The company has a debt-to-equity ratio of 0.11, a quick ratio of 4.62 and a current ratio of 4.62. The stock has a 50-day moving average of $215.10 and a 200 day moving average of $177.27. Twilio Inc. has a one year low of $98.44 and a one year high of $258.35. The company has a market capitalization of $36.94 billion, a price-to-earnings ratio of 33.50, a PEG ratio of 4.70 and a beta of 1.40.

Twilio (NYSE:TWLO) last issued its quarterly earnings data on Thursday, August 6th. The technology company reported $1.47 earnings per share for the quarter, beating analysts’ consensus estimates of $1.32 by $0.15. Twilio had a net margin of 20.61% and a return on equity of 5.09%. The company had revenue of $1.50 billion for the quarter, compared to the consensus estimate of $1.43 billion. During the same quarter in the prior year, the firm earned $1.19 earnings per share. The firm’s revenue for the quarter was up 22.0% compared to the same quarter last year. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. On average, sell-side analysts forecast that Twilio Inc. will post 3.08 EPS for the current year.

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on TWLO shares. Weiss Ratings raised shares of Twilio from a “hold (c)” rating to a “buy (b-)” rating in a research note on Monday, August 17th. KeyCorp raised their target price on shares of Twilio from $200.00 to $250.00 and gave the company an “overweight” rating in a research note on Friday, August 7th. Tigress Financial lifted their target price on shares of Twilio from $170.00 to $255.00 and gave the company a “buy” rating in a report on Thursday, June 11th. Wolfe Research raised Twilio to a “buy” rating in a research report on Friday, August 7th. Finally, TD Cowen upped their price target on Twilio from $245.00 to $260.00 and gave the stock a “buy” rating in a research note on Friday, August 7th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, one has given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Twilio has an average rating of “Buy” and a consensus price target of $249.68.

Insider Activity

In other Twilio news, CEO Khozema Shipchandler sold 14,458 shares of the stock in a transaction dated Monday, July 6th. The stock was sold at an average price of $210.43, for a total value of $3,042,396.94. Following the transaction, the chief executive officer owned 207,203 shares of the company’s stock, valued at approximately $43,601,727.29. This represents a 6.52% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Aidan Viggiano sold 9,093 shares of the firm’s stock in a transaction dated Tuesday, June 30th. The stock was sold at an average price of $201.25, for a total value of $1,829,966.25. Following the completion of the transaction, the chief financial officer directly owned 118,252 shares in the company, valued at $23,798,215. The trade was a 7.14% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 547,354 shares of company stock valued at $133,284,825 in the last ninety days. 0.21% of the stock is currently owned by company insiders.

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.