93,000 Shares in Twilio Inc. $TWLO Purchased by Zweig DiMenna Associates LLC

Zweig DiMenna Associates LLC purchased a new stake in Twilio Inc. (NYSE:TWLO) in the 2nd quarter, HoldingsChannel.com reports. The institutional investor purchased 93,000 shares of the technology company’s stock, valued at approximately $11,565,000. Twilio makes up 1.1% of Zweig DiMenna Associates LLC’s investment portfolio, making the stock its 27th largest holding.

Several other hedge funds have also made changes to their positions in the company. Brighton Jones LLC lifted its holdings in Twilio by 6.6% in the fourth 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. Sequoia Financial Advisors LLC lifted its holdings in Twilio by 9.2% in the first quarter. Sequoia Financial Advisors LLC now owns 2,060 shares of the technology company’s stock valued at $202,000 after acquiring an additional 174 shares during the last quarter. Principal Financial Group Inc. raised its position in Twilio by 197.7% in the first quarter. Principal Financial Group Inc. now owns 424,593 shares of the technology company’s stock valued at $41,572,000 after purchasing an additional 281,991 shares during the period. OneDigital Investment Advisors LLC purchased a new stake in Twilio in the first quarter valued at $294,000. Finally, IFM Investors Pty Ltd raised its position in Twilio by 8.0% in the first quarter. IFM Investors Pty Ltd now owns 39,627 shares of the technology company’s stock valued at $3,880,000 after purchasing an additional 2,936 shares during the period. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Twilio Stock Up 19.6%

Shares of TWLO opened at $135.02 on Friday. The stock has a market capitalization of $20.72 billion, a PE ratio of 329.31, a P/E/G ratio of 4.18 and a beta of 1.25. Twilio Inc. has a 1 year low of $77.51 and a 1 year high of $151.95. The company has a debt-to-equity ratio of 0.12, a quick ratio of 4.90 and a current ratio of 4.90. The company’s 50-day simple moving average is $107.35 and its 200-day simple moving average is $111.26.

Twilio (NYSE:TWLO) last issued its quarterly earnings results on Thursday, October 30th. The technology company reported $1.25 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.07 by $0.18. Twilio had a net margin of 1.37% and a return on equity of 3.35%. The business had revenue of $1.30 billion for the quarter, compared to analysts’ expectations of $1.25 billion. During the same quarter in the prior year, the company earned $1.02 earnings per share. The business’s quarterly revenue was up 14.7% on a year-over-year basis. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. Analysts forecast that Twilio Inc. will post 1.44 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of analysts recently issued reports on TWLO shares. Rosenblatt Securities reissued a “buy” rating and set a $140.00 price objective on shares of Twilio in a research report on Friday. Cowen reaffirmed a “hold” rating on shares of Twilio in a research note on Friday. UBS Group increased their target price on shares of Twilio from $135.00 to $150.00 and gave the stock a “buy” rating in a research note on Friday. Mizuho upped their price objective on shares of Twilio from $140.00 to $150.00 and gave the stock an “outperform” rating in a report on Friday. Finally, Needham & Company LLC upped their price objective on shares of Twilio from $125.00 to $145.00 and gave the stock a “buy” rating in a report on Friday. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, seven have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $139.26.

Insider Buying and Selling at Twilio

In related news, CEO Khozema Shipchandler sold 13,681 shares of Twilio stock in a transaction on Tuesday, September 30th. The stock was sold at an average price of $100.59, for a total value of $1,376,171.79. Following the completion of the transaction, the chief executive officer directly owned 233,305 shares in the company, valued at approximately $23,468,149.95. This trade represents a 5.54% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CFO Aidan Viggiano sold 8,363 shares of Twilio stock in a transaction on Tuesday, September 30th. The shares were sold at an average price of $100.59, for a total value of $841,234.17. Following the completion of the transaction, the chief financial officer owned 137,653 shares of the company’s stock, valued at approximately $13,846,515.27. This trade represents a 5.73% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 44,808 shares of company stock valued at $4,677,916. Insiders own 0.21% of the company’s stock.

Twilio Company Profile

Twilio Inc, together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally. It operates through two segments, Twilio Communications and Twilio Segment. The company provides various application programming interfaces and software solutions for communications between customers and end users, including messaging, voice, email, flex, marketing campaigns, and user identity and authentication.