Temasek Holdings Private Ltd Buys Shares of 309,573 Twilio Inc. $TWLO

Temasek Holdings Private Ltd bought a new stake in shares of Twilio Inc. (NYSE:TWLO) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 309,573 shares of the technology company’s stock, valued at approximately $44,034,000.

A number of other institutional investors also recently modified their holdings of the stock. MassMutual Private Wealth & Trust FSB boosted its stake in shares of Twilio by 34.7% during the 4th quarter. MassMutual Private Wealth & Trust FSB now owns 303 shares of the technology company’s stock valued at $43,000 after buying an additional 78 shares during the period. GHP Investment Advisors Inc. boosted its stake in shares of Twilio by 6.3% during the 4th quarter. GHP Investment Advisors Inc. now owns 1,459 shares of the technology company’s stock valued at $208,000 after buying an additional 86 shares during the period. Centaurus Financial Inc. boosted its stake in shares of Twilio by 0.7% during the 3rd quarter. Centaurus Financial Inc. now owns 13,587 shares of the technology company’s stock valued at $1,360,000 after buying an additional 94 shares during the period. Invst LLC boosted its stake in shares of Twilio by 1.6% during the 4th quarter. Invst LLC now owns 6,887 shares of the technology company’s stock valued at $980,000 after buying an additional 107 shares during the period. Finally, Lansforsakringar Fondforvaltning AB publ boosted its stake in shares of Twilio by 0.3% during the 3rd quarter. Lansforsakringar Fondforvaltning AB publ now owns 42,224 shares of the technology company’s stock valued at $4,226,000 after buying an additional 108 shares during the period. Institutional investors and hedge funds own 84.27% of the company’s stock.

Insider Activity

In other news, Director Andrew Stafman sold 1,000,000 shares of the business’s stock in a transaction dated Wednesday, May 27th. The shares were sold at an average price of $184.14, for a total transaction of $184,140,000.00. Following the transaction, the director owned 620,000 shares in the company, valued at approximately $114,166,800. The trade was a 61.73% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CEO Khozema Shipchandler sold 44,158 shares of the business’s stock in a transaction dated Thursday, June 4th. The stock was sold at an average price of $235.88, for a total transaction of $10,415,989.04. Following the transaction, the chief executive officer owned 235,542 shares in the company, valued at approximately $55,559,646.96. The trade was a 15.79% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 1,805,779 shares of company stock worth $338,603,196. Insiders own 0.21% of the company’s stock.

Twilio Stock Performance

Shares of TWLO opened at $203.08 on Tuesday. The company has a market capitalization of $30.82 billion, a PE ratio of 317.31, a price-to-earnings-growth ratio of 4.09 and a beta of 1.39. Twilio Inc. has a one year low of $91.84 and a one year high of $238.48. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.66 and a quick ratio of 4.66. The company’s fifty day moving average price is $175.33 and its 200 day moving average price is $143.73.

Twilio (NYSE:TWLO) last announced its earnings results on Thursday, April 30th. The technology company reported $1.50 EPS for the quarter, topping the consensus estimate of $1.27 by $0.23. The firm had revenue of $1.41 billion for the quarter, compared to the consensus estimate of $1.34 billion. Twilio had a net margin of 1.96% and a return on equity of 4.64%. The business’s quarterly revenue was up 20.0% on a year-over-year basis. During the same quarter last year, the firm posted $1.14 EPS. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. As a group, analysts expect that Twilio Inc. will post 2.77 earnings per share for the current year.

Analyst Ratings Changes

A number of research analysts have recently weighed in on TWLO shares. UBS Group raised their price target on shares of Twilio from $180.00 to $200.00 and gave the company a “buy” rating in a report on Friday, May 1st. Wells Fargo & Company raised their price target on shares of Twilio from $147.00 to $200.00 and gave the company an “overweight” rating in a report on Friday, May 1st. Mizuho raised their price target on shares of Twilio from $150.00 to $165.00 and gave the company an “outperform” rating in a report on Tuesday, April 21st. Weiss Ratings upgraded shares of Twilio from a “sell (d+)” rating to a “hold (c)” rating in a report on Wednesday, May 6th. Finally, Jefferies Financial Group restated a “buy” rating and set a $195.00 price target on shares of Twilio in a report on Friday, May 1st. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Twilio presently has an average rating of “Moderate Buy” and an average target price of $198.24.

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.