Krane Funds Advisors LLC Purchases New Stake in Twilio Inc. $TWLO

Krane Funds Advisors LLC acquired a new position in Twilio Inc. (NYSE:TWLO) in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 12,293 shares of the technology company’s stock, valued at approximately $1,304,000.

A number of other institutional investors have also recently bought and sold shares of the business. AXQ Capital LP purchased a new position in Twilio during the 3rd quarter valued at about $266,000. Ameritas Investment Partners Inc. acquired a new stake in shares of Twilio during the third quarter worth approximately $2,879,000. Telemark Asset Management LLC grew its position in Twilio by 100.0% during the third quarter. Telemark Asset Management LLC now owns 200,000 shares of the technology company’s stock valued at $20,018,000 after purchasing an additional 100,000 shares in the last quarter. Lansforsakringar Fondforvaltning AB publ grew its position in Twilio by 0.3% during the third quarter. Lansforsakringar Fondforvaltning AB publ now owns 42,224 shares of the technology company’s stock valued at $4,226,000 after purchasing an additional 108 shares in the last quarter. Finally, Jupiter Asset Management Ltd. increased its stake in Twilio by 20.4% in the 3rd quarter. Jupiter Asset Management Ltd. now owns 486,107 shares of the technology company’s stock valued at $48,654,000 after buying an additional 82,296 shares during the period. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Twilio

In related news, CFO Aidan Viggiano sold 1,023 shares of the business’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $110.66, for a total transaction of $113,205.18. Following the completion of the transaction, the chief financial officer owned 111,213 shares of the company’s stock, valued at approximately $12,306,830.58. The trade was a 0.91% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Khozema Shipchandler sold 13,336 shares of the stock in a transaction that occurred on Tuesday, January 6th. The shares were sold at an average price of $134.28, for a total value of $1,790,758.08. Following the sale, the chief executive officer owned 193,781 shares of the company’s stock, valued at approximately $26,020,912.68. The trade was a 6.44% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 1,042,947 shares of company stock worth $134,949,330 over the last ninety days. Company insiders own 4.50% of the company’s stock.

Twilio Trading Down 4.5%

NYSE:TWLO opened at $108.08 on Tuesday. The company’s 50 day moving average is $126.79 and its 200-day moving average is $118.17. The company has a quick ratio of 4.68, a current ratio of 4.03 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 $145.90. The firm has a market cap of $16.58 billion, a price-to-earnings ratio of 568.89, a P/E/G ratio of 4.69 and a beta of 1.32.

Twilio (NYSE:TWLO) last posted its quarterly earnings data on Thursday, February 12th. The technology company reported $1.33 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.24 by $0.09. Twilio had a net margin of 0.67% and a return on equity of 3.93%. The business had revenue of $1.37 billion during the quarter, compared to the consensus estimate of $1.32 billion. During the same period in the prior year, the firm earned $1.00 EPS. Twilio’s quarterly revenue was up 14.3% compared to the same quarter last year. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. Equities analysts anticipate that Twilio Inc. will post 1.44 EPS for the current year.

Analyst Ratings Changes

TWLO has been the subject of a number of research analyst reports. The Goldman Sachs Group reiterated a “buy” rating and issued a $150.00 target price on shares of Twilio in a research report on Friday, October 31st. Rosenblatt Securities reaffirmed a “buy” rating and issued a $180.00 price target on shares of Twilio in a research note on Friday, February 13th. Morgan Stanley set a $153.00 price objective on Twilio in a research report on Friday, February 13th. Jefferies Financial Group restated a “hold” rating and issued a $125.00 target price on shares of Twilio in a research note on Friday, February 13th. Finally, KeyCorp upped their target price on Twilio from $146.00 to $156.00 and gave the stock an “overweight” rating in a research report on Friday, October 31st. Two analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, seven have assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $143.70.

Twilio Company 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.