RJA Asset Management LLC Buys 48,000 Shares of Twilio Inc. $TWLO

RJA Asset Management LLC boosted its stake in shares of Twilio Inc. (NYSE:TWLO) by 239.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 68,082 shares of the technology company’s stock after purchasing an additional 48,000 shares during the quarter. Twilio accounts for approximately 2.6% of RJA Asset Management LLC’s holdings, making the stock its 2nd biggest position. RJA Asset Management LLC’s holdings in Twilio were worth $6,814,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently bought and sold shares of TWLO. Brighton Jones LLC lifted its stake in shares of 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 buying an additional 623 shares during the period. Sivia Capital Partners LLC bought a new stake in shares of Twilio in the 2nd quarter worth approximately $251,000. AlphaQuest LLC lifted its position in shares of Twilio by 45.2% in the 2nd quarter. AlphaQuest LLC now owns 2,092 shares of the technology company’s stock worth $260,000 after acquiring an additional 651 shares during the period. Envestnet Asset Management Inc. grew its holdings in shares of Twilio by 224.3% during the 2nd quarter. Envestnet Asset Management Inc. now owns 266,336 shares of the technology company’s stock worth $33,122,000 after purchasing an additional 184,216 shares in the last quarter. Finally, Bessemer Group Inc. increased its position in shares of Twilio by 1,840.3% during the second quarter. Bessemer Group Inc. now owns 2,503 shares of the technology company’s stock valued at $311,000 after purchasing an additional 2,374 shares during the period. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several research analysts recently commented on TWLO shares. Rosenblatt Securities reaffirmed a “buy” rating and issued a $180.00 target price on shares of Twilio in a research report on Friday, February 13th. Royal Bank Of Canada raised their price objective on shares of Twilio from $75.00 to $100.00 and gave the stock an “underperform” rating in a report on Monday, January 5th. Weiss Ratings lowered shares of Twilio from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Friday. Jefferies Financial Group reissued a “hold” rating and issued a $125.00 price target on shares of Twilio in a research report on Friday, February 13th. Finally, Argus upgraded shares of Twilio to a “strong-buy” rating in a research note on Thursday, February 19th. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, five have assigned a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $145.22.

Twilio Stock Performance

NYSE:TWLO opened at $120.76 on Monday. The stock has a market capitalization of $18.53 billion, a P/E ratio of 635.62, a price-to-earnings-growth ratio of 4.96 and a beta of 1.32. The company has a current ratio of 4.03, a quick ratio of 4.03 and a debt-to-equity ratio of 0.13. Twilio Inc. has a 1 year low of $77.51 and a 1 year high of $145.90. The firm has a 50 day moving average of $125.10 and a 200-day moving average of $118.77.

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

Insider Activity at Twilio

In related news, CFO Aidan Viggiano sold 8,109 shares of the company’s stock in a transaction dated Wednesday, December 31st. The shares were sold at an average price of $143.38, for a total transaction of $1,162,668.42. Following the transaction, the chief financial officer owned 119,449 shares in the company, valued at $17,126,597.62. This represents a 6.36% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Khozema Shipchandler sold 13,336 shares of the stock in a transaction dated 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 sale, the chief executive officer directly owned 193,781 shares in the company, valued at approximately $26,020,912.68. This represents a 6.44% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 1,042,947 shares of company stock valued at $134,949,330 over the last ninety days. 0.21% of the stock is owned by insiders.

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.