Tobam Grows Stake in Twilio Inc. $TWLO

Tobam lifted its holdings in shares of Twilio Inc. (NYSE:TWLO) by 58.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 10,517 shares of the technology company’s stock after acquiring an additional 3,898 shares during the quarter. Tobam’s holdings in Twilio were worth $1,496,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in TWLO. New York State Teachers Retirement System raised its stake in Twilio by 10.8% in the fourth quarter. New York State Teachers Retirement System now owns 116,494 shares of the technology company’s stock worth $16,570,000 after buying an additional 11,370 shares in the last quarter. Nordea Investment Management AB boosted its position in Twilio by 2.1% during the 4th quarter. Nordea Investment Management AB now owns 1,176,896 shares of the technology company’s stock valued at $168,849,000 after acquiring an additional 24,169 shares in the last quarter. Vanguard Group Inc. boosted its position in Twilio by 2.6% during the 3rd quarter. Vanguard Group Inc. now owns 15,305,989 shares of the technology company’s stock valued at $1,531,976,000 after acquiring an additional 392,023 shares in the last quarter. Fifth Third Bancorp grew its holdings in shares of Twilio by 339.6% during the 4th quarter. Fifth Third Bancorp now owns 14,024 shares of the technology company’s stock worth $1,995,000 after acquiring an additional 10,834 shares during the period. Finally, Principal Financial Group Inc. grew its holdings in shares of Twilio by 19.7% during the 4th quarter. Principal Financial Group Inc. now owns 596,438 shares of the technology company’s stock worth $84,837,000 after acquiring an additional 98,092 shares during the period. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on TWLO shares. TD Cowen restated a “buy” rating on shares of Twilio in a research note on Monday, June 1st. UBS Group upped their price target on Twilio from $180.00 to $200.00 and gave the stock a “buy” rating in a research note on Friday, May 1st. Citigroup reiterated an “outperform” rating on shares of Twilio in a report on Friday, May 1st. BTIG Research reissued a “buy” rating and set a $215.00 price objective on shares of Twilio in a research report on Tuesday, May 12th. Finally, Monness Crespi & Hardt boosted their target price on shares of Twilio from $200.00 to $246.00 and gave the company a “buy” rating in a report on Monday, May 11th. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, Twilio currently has an average rating of “Moderate Buy” and an average price target of $198.24.

Insider Buying and Selling

In other news, Director Andrew Stafman sold 1,000,000 shares of Twilio stock in a transaction dated Wednesday, May 27th. The stock was sold at an average price of $184.14, for a total value of $184,140,000.00. Following the completion of the transaction, the director owned 620,000 shares of the company’s stock, valued at $114,166,800. The trade was a 61.73% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Erika Rottenberg sold 2,000 shares of the company’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $199.01, for a total transaction of $398,020.00. Following the completion of the transaction, the director owned 30,995 shares in the company, valued at approximately $6,168,314.95. The trade was a 6.06% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 1,805,779 shares of company stock valued at $338,603,196. 0.21% of the stock is owned by insiders.

Twilio Price Performance

TWLO stock opened at $186.05 on Friday. The firm has a 50 day moving average price of $179.88 and a 200-day moving average price of $145.30. Twilio Inc. has a 52-week low of $91.84 and a 52-week high of $238.48. The firm has a market capitalization of $28.24 billion, a price-to-earnings ratio of 290.70, a PEG ratio of 3.73 and a beta of 1.39. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.66 and a current ratio of 4.66.

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

About Twilio

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.