Twilio Inc. $TWLO Shares Acquired by Yousif Capital Management LLC

Yousif Capital Management LLC increased its stake in shares of Twilio Inc. (NYSE:TWLO) by 2,540.2% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 48,474 shares of the technology company’s stock after buying an additional 46,638 shares during the quarter. Yousif Capital Management LLC’s holdings in Twilio were worth $4,852,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Brighton Jones LLC grew its stake in Twilio by 6.6% during the 4th quarter. Brighton Jones LLC now owns 10,051 shares of the technology company’s stock valued at $1,086,000 after purchasing an additional 623 shares during the last quarter. Smartleaf Asset Management LLC lifted its holdings in shares of Twilio by 12.1% during the first quarter. Smartleaf Asset Management LLC now owns 1,104 shares of the technology company’s stock worth $109,000 after purchasing an additional 119 shares during the period. Caisse DE Depot ET Placement DU Quebec boosted its position in Twilio by 33.9% in the first quarter. Caisse DE Depot ET Placement DU Quebec now owns 159,016 shares of the technology company’s stock valued at $15,569,000 after buying an additional 40,231 shares during the last quarter. B. Metzler seel. Sohn & Co. AG boosted its position in Twilio by 1.3% in the first quarter. B. Metzler seel. Sohn & Co. AG now owns 9,871 shares of the technology company’s stock valued at $966,000 after buying an additional 127 shares during the last quarter. Finally, OMERS ADMINISTRATION Corp increased its holdings in Twilio by 18.0% in the 1st quarter. OMERS ADMINISTRATION Corp now owns 23,961 shares of the technology company’s stock worth $2,346,000 after buying an additional 3,650 shares during the period. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Twilio Stock Performance

Shares of TWLO stock opened at $140.03 on Friday. The company has a current ratio of 4.68, a quick ratio of 4.68 and a debt-to-equity ratio of 0.13. Twilio Inc. has a 12-month low of $77.51 and a 12-month high of $151.95. The business’s 50 day moving average is $126.61 and its two-hundred day moving average is $117.78. The company has a market capitalization of $21.48 billion, a P/E ratio of 341.54, a P/E/G ratio of 3.76 and a beta of 1.32.

Twilio (NYSE:TWLO) last announced its earnings results on Thursday, October 30th. The technology company reported $1.25 earnings per share for the quarter, topping the consensus estimate of $1.07 by $0.18. Twilio had a return on equity of 3.36% and a net margin of 1.37%.The business had revenue of $1.30 billion during the quarter, compared to the consensus estimate of $1.25 billion. During the same period in the prior year, the company posted $1.02 EPS. 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 expect that Twilio Inc. will post 1.44 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several analysts have commented on TWLO shares. Royal Bank Of Canada restated an “underperform” rating and set a $75.00 price objective on shares of Twilio in a research note on Wednesday, September 17th. Oppenheimer set a $145.00 target price on shares of Twilio and gave the company an “outperform” rating in a research report on Friday, October 31st. Piper Sandler increased their price target on Twilio from $144.00 to $145.00 and gave the stock an “overweight” rating in a research report on Friday, October 31st. Rosenblatt Securities reiterated a “buy” rating and set a $140.00 price objective on shares of Twilio in a research note on Friday, October 31st. Finally, BTIG Research initiated coverage on Twilio in a research report on Tuesday, December 16th. They set a “buy” rating and a $165.00 price target for the company. Two analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, seven have given a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $140.33.

Insiders Place Their Bets

In other Twilio news, CEO Khozema Shipchandler sold 13,681 shares of the stock in a transaction on Tuesday, September 30th. The shares were sold at an average price of $100.59, for a total transaction of $1,376,171.79. Following the transaction, the chief executive officer directly owned 233,305 shares of the company’s stock, valued at $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 the business’s stock in a transaction dated Tuesday, September 30th. The stock was sold at an average price of $100.59, for a total transaction of $841,234.17. Following the sale, the chief financial officer directly owned 137,653 shares of the company’s stock, valued at $13,846,515.27. This represents a 5.73% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 1,044,515 shares of company stock worth $133,673,128. Company insiders own 0.21% of the company’s stock.

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.