J. Safra Sarasin Holding AG Buys 104,679 Shares of Twilio Inc. $TWLO

J. Safra Sarasin Holding AG increased its stake in shares of Twilio Inc. (NYSE:TWLO) by 79.2% in the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 236,883 shares of the technology company’s stock after buying an additional 104,679 shares during the period. J. Safra Sarasin Holding AG’s holdings in Twilio were worth $29,786,000 as of its most recent SEC filing.

Other hedge funds have also added to or reduced their stakes in the company. Fifth Third Bancorp raised its position in Twilio by 285.1% in the first quarter. Fifth Third Bancorp now owns 54,011 shares of the technology company’s stock worth $6,796,000 after acquiring an additional 39,987 shares during the period. Sequoia Financial Advisors LLC grew its position in shares of Twilio by 28.1% during the 1st quarter. Sequoia Financial Advisors LLC now owns 9,600 shares of the technology company’s stock valued at $1,208,000 after acquiring an additional 2,105 shares during the period. Kestra Advisory Services LLC increased its stake in shares of Twilio by 1.7% during the 1st quarter. Kestra Advisory Services LLC now owns 18,269 shares of the technology company’s stock worth $2,299,000 after purchasing an additional 314 shares during the last quarter. Oregon Public Employees Retirement Fund increased its stake in shares of Twilio by 2.8% during the 1st quarter. Oregon Public Employees Retirement Fund now owns 31,137 shares of the technology company’s stock worth $3,918,000 after purchasing an additional 837 shares during the last quarter. Finally, Resonant Capital Advisors LLC purchased a new stake in shares of Twilio during the 1st quarter worth approximately $319,000. Institutional investors own 84.27% of the company’s stock.

Key Twilio News

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Wall Street remains broadly constructive on Twilio, with multiple analysts reiterating buy ratings and several raising price targets, including UBS, BTIG, Rosenblatt, and Bank of America. Article Title
• Positive Sentiment: Twilio’s latest earnings beat expectations, with revenue and EPS both topping estimates and revenue rising 20% year over year, supporting the longer-term growth story. Article Title
• Neutral Sentiment: One valuation-focused article said Twilio appears near fair value on discounted cash flow estimates, though its market multiples still look expensive after a big multi-year run. Article Title
• Negative Sentiment: CEO Khozema Shipchandler sold 14,458 shares, which can weigh on sentiment because insider selling often raises questions about near-term upside. Article Title
• Negative Sentiment: An article also flagged Twilio as potentially 9% overvalued following the CEO’s sale, adding to concerns that much of the recent rally may already be priced in. Article Title

Analysts Set New Price Targets

Several equities analysts recently commented on the company. Wells Fargo & Company upped their price objective on Twilio from $147.00 to $200.00 and gave the company an “overweight” rating in a research note on Friday, May 1st. BTIG Research reissued a “buy” rating and issued a $215.00 target price on shares of Twilio in a research report on Tuesday, May 12th. Robert W. Baird set a $200.00 target price on Twilio in a research note on Friday, May 1st. Citizens Jmp upped their price target on Twilio from $185.00 to $210.00 and gave the company a “market outperform” rating in a research report on Friday, May 1st. Finally, Stifel Nicolaus upgraded Twilio from a “hold” rating to a “buy” rating and increased their price target for the stock from $175.00 to $260.00 in a research note on Thursday. Three research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, two have assigned a Hold rating and one has issued 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 target price of $211.27.

Insider Buying and Selling

In related news, CFO Aidan Viggiano sold 8,528 shares of the stock in a transaction dated Thursday, July 2nd. The stock was sold at an average price of $205.43, for a total transaction of $1,751,907.04. Following the sale, the chief financial officer owned 109,724 shares of the company’s stock, valued at approximately $22,540,601.32. This represents a 7.21% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Andrew Stafman sold 1,000,000 shares of the 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 sale, the director directly owned 620,000 shares in the company, valued at $114,166,800. This trade represents a 61.73% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 1,805,780 shares of company stock valued at $342,166,703. 0.21% of the stock is owned by company insiders.

Twilio Stock Up 0.1%

Twilio stock opened at $214.86 on Monday. Twilio Inc. has a 1-year low of $91.84 and a 1-year high of $238.48. The firm has a market capitalization of $32.61 billion, a price-to-earnings ratio of 335.72, a P/E/G ratio of 4.27 and a beta of 1.36. The company has a current ratio of 4.66, a quick ratio of 4.66 and a debt-to-equity ratio of 0.13. The firm has a 50 day simple moving average of $199.67 and a 200 day simple moving average of $152.73.

Twilio (NYSE:TWLO) last posted its earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share (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 return on equity of 4.64% and a net margin of 1.96%.The business’s quarterly revenue was up 20.0% on a year-over-year basis. During the same quarter in the prior year, the business posted $1.14 earnings per share. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. On average, analysts predict that Twilio Inc. will post 2.79 earnings per share for the current 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.