Jupiter Asset Management Ltd. Purchases 82,296 Shares of Twilio Inc. $TWLO

Jupiter Asset Management Ltd. increased its holdings in Twilio Inc. (NYSE:TWLO) by 20.4% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 486,107 shares of the technology company’s stock after buying an additional 82,296 shares during the period. Jupiter Asset Management Ltd.’s holdings in Twilio were worth $48,654,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently modified their holdings of the company. CENTRAL TRUST Co purchased a new position in Twilio in the second quarter worth $25,000. SJS Investment Consulting Inc. raised its stake in shares of Twilio by 1,564.7% during the 3rd quarter. SJS Investment Consulting Inc. now owns 283 shares of the technology company’s stock worth $28,000 after purchasing an additional 266 shares during the period. First Horizon Corp purchased a new position in shares of Twilio in the 3rd quarter worth about $28,000. Estabrook Capital Management purchased a new position in shares of Twilio in the 2nd quarter worth about $31,000. Finally, Financial Gravity Companies Inc. bought a new position in Twilio during the second quarter valued at about $35,000. 84.27% of the stock is owned by hedge funds and other institutional investors.

Twilio Trading Up 0.4%

NYSE TWLO opened at $111.02 on Friday. The firm has a market cap of $17.03 billion, a PE ratio of 584.35, a price-to-earnings-growth ratio of 4.58 and a beta of 1.32. Twilio Inc. has a 1-year low of $77.51 and a 1-year high of $145.90. The stock has a 50-day moving average of $127.70 and a 200-day moving average of $118.49. The company has a current ratio of 4.03, a quick ratio of 4.68 and a debt-to-equity ratio of 0.13.

Twilio (NYSE:TWLO) last announced its quarterly earnings results on Thursday, February 12th. The technology company reported $1.33 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.24 by $0.09. The business had revenue of $1.37 billion for the quarter, compared to analyst estimates of $1.32 billion. Twilio had a net margin of 0.67% and a return on equity of 3.93%. The company’s revenue was up 14.3% on a year-over-year basis. During the same quarter last year, the firm earned $1.00 EPS. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. As a group, sell-side analysts forecast that Twilio Inc. will post 1.44 EPS for the current year.

Insider Transactions at Twilio

In other Twilio news, CFO Aidan Viggiano sold 1,023 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $110.66, for a total value of $113,205.18. Following the completion of the sale, the chief financial officer directly owned 111,213 shares in the company, valued at $12,306,830.58. This trade represents a 0.91% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, Director Andrew Stafman sold 1,000,000 shares of Twilio stock in a transaction that occurred on Tuesday, December 2nd. The shares were sold at an average price of $129.00, for a total value of $129,000,000.00. Following the sale, the director directly owned 2,295,000 shares in the company, valued at approximately $296,055,000. The trade was a 30.35% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 1,042,947 shares of company stock valued at $134,949,330. Company insiders own 0.21% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have commented on TWLO shares. Jefferies Financial Group reaffirmed a “hold” rating and issued a $125.00 price objective on shares of Twilio in a research report on Friday, February 13th. TD Cowen restated a “hold” rating on shares of Twilio in a research note on Friday, October 31st. UBS Group upped their price objective on Twilio from $135.00 to $150.00 and gave the company a “buy” rating in a research note on Friday, October 31st. FBN Securities upgraded shares of Twilio to a “strong-buy” rating in a research report on Wednesday, November 12th. Finally, BTIG Research cut their price target on Twilio from $165.00 to $155.00 and set a “buy” rating for the company in a report on Friday, February 13th. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, seven have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $143.70.

Twilio Profile

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.