Twilio Inc. $TWLO Shares Acquired by UniSuper Management Pty Ltd

UniSuper Management Pty Ltd increased its stake in shares of Twilio Inc. (NYSE:TWLO) by 19.1% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 67,894 shares of the technology company’s stock after purchasing an additional 10,886 shares during the period. UniSuper Management Pty Ltd’s holdings in Twilio were worth $6,796,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Norges Bank purchased a new position in shares of Twilio during the second quarter valued at approximately $228,877,000. Ninety One UK Ltd acquired a new stake in shares of Twilio during the second quarter worth $212,059,000. Nordea Investment Management AB grew its position in shares of Twilio by 4,231.2% in the second quarter. Nordea Investment Management AB now owns 1,123,638 shares of the technology company’s stock valued at $139,736,000 after purchasing an additional 1,097,695 shares during the period. Voya Investment Management LLC grew its position in shares of Twilio by 752.5% in the third quarter. Voya Investment Management LLC now owns 755,015 shares of the technology company’s stock valued at $75,569,000 after purchasing an additional 666,448 shares during the period. Finally, Atreides Management LP increased its stake in Twilio by 533.1% in the second quarter. Atreides Management LP now owns 730,300 shares of the technology company’s stock valued at $90,820,000 after purchasing an additional 614,943 shares during the last quarter. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Twilio Stock Performance

Twilio stock opened at $128.36 on Friday. Twilio Inc. has a 52 week low of $77.51 and a 52 week high of $151.95. The company has a current ratio of 4.68, a quick ratio of 4.68 and a debt-to-equity ratio of 0.13. The stock has a market cap of $19.69 billion, a P/E ratio of 313.08, a price-to-earnings-growth ratio of 2.51 and a beta of 1.30. The stock has a 50 day moving average of $131.29 and a 200-day moving average of $119.69.

Twilio (NYSE:TWLO) last issued its earnings results on Thursday, October 30th. The technology company reported $1.25 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.07 by $0.18. The business had revenue of $1.30 billion for the quarter, compared to analyst estimates of $1.25 billion. Twilio had a net margin of 1.37% and a return on equity of 3.36%. The company’s revenue for the quarter was up 14.7% on a year-over-year basis. During the same quarter in the prior year, the business posted $1.02 EPS. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. On average, analysts expect that Twilio Inc. will post 1.44 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

TWLO has been the subject of several research reports. Stifel Nicolaus boosted their price objective on shares of Twilio from $110.00 to $120.00 and gave the company a “hold” rating in a research note on Friday, October 31st. JPMorgan Chase & Co. lifted their price objective on Twilio from $140.00 to $145.00 and gave the company an “overweight” rating in a research note on Friday, October 31st. Weiss Ratings reiterated a “hold (c-)” rating on shares of Twilio in a report on Wednesday, October 8th. Morgan Stanley raised their price target on shares of Twilio from $154.00 to $169.00 and gave the company an “overweight” rating in a report on Thursday, January 15th. Finally, Bank of America lifted their price target on shares of Twilio from $100.00 to $110.00 and gave the company an “underperform” rating in a research report on Friday, October 31st. One investment analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, eight have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $146.44.

Insider Buying and Selling

In related news, CEO Khozema Shipchandler sold 13,336 shares of the business’s stock in a transaction that occurred on Tuesday, January 6th. The stock was sold at an average price of $134.28, for a total transaction of $1,790,758.08. Following the completion of the transaction, the chief executive officer owned 193,781 shares in the company, valued at $26,020,912.68. The trade was a 6.44% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CFO Aidan Viggiano sold 7,213 shares of the company’s stock in a transaction on Monday, January 5th. The stock was sold at an average price of $135.97, for a total value of $980,751.61. Following the transaction, the chief financial officer owned 112,236 shares of the company’s stock, valued at approximately $15,260,728.92. The trade was a 6.04% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 1,043,438 shares of company stock valued at $135,022,770. 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.