Hel Ved Capital Management Ltd Purchases 5,000 Shares of Twilio Inc. $TWLO

Hel Ved Capital Management Ltd raised its position in shares of Twilio Inc. (NYSE:TWLO) by 59.9% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 13,350 shares of the technology company’s stock after buying an additional 5,000 shares during the quarter. Hel Ved Capital Management Ltd’s holdings in Twilio were worth $1,336,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in TWLO. CENTRAL TRUST Co bought a new position in shares of Twilio during the 2nd quarter valued at approximately $25,000. SJS Investment Consulting Inc. grew its holdings in shares of Twilio by 1,564.7% in the third quarter. SJS Investment Consulting Inc. now owns 283 shares of the technology company’s stock valued at $28,000 after purchasing an additional 266 shares in the last quarter. First Horizon Corp bought a new stake in Twilio in the third quarter worth $28,000. Estabrook Capital Management purchased a new stake in Twilio during the second quarter valued at $31,000. Finally, Financial Gravity Companies Inc. purchased a new stake in Twilio during the second quarter valued at $35,000. Institutional investors own 84.27% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have commented on TWLO shares. Rosenblatt Securities reissued a “buy” rating and issued a $180.00 price objective on shares of Twilio in a research note on Friday, February 13th. Argus upgraded shares of Twilio to a “strong-buy” rating in a research report on Thursday, February 19th. Mizuho set a $150.00 price target on shares of Twilio in a report on Monday, December 15th. Royal Bank Of Canada lifted their price target on Twilio from $75.00 to $100.00 and gave the stock an “underperform” rating in a research report on Monday, January 5th. Finally, TD Cowen raised Twilio from a “hold” rating to a “buy” rating and boosted their price objective for the stock from $125.00 to $160.00 in a research note on Monday, March 2nd. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, five have assigned a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat.com, Twilio currently has an average rating of “Moderate Buy” and an average target price of $145.22.

Twilio Trading Up 2.2%

TWLO stock opened at $128.18 on Friday. Twilio Inc. has a twelve month low of $77.51 and a twelve month high of $145.90. The stock has a market capitalization of $19.67 billion, a price-to-earnings ratio of 674.67, a price-to-earnings-growth ratio of 5.15 and a beta of 1.30. The company has a quick ratio of 4.03, a current ratio of 4.03 and a debt-to-equity ratio of 0.13. The firm’s fifty day simple moving average is $123.51 and its two-hundred day simple moving average is $119.29.

Twilio (NYSE:TWLO) last released its earnings results 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 firm had revenue of $1.37 billion during the quarter, compared to analyst estimates of $1.32 billion. During the same quarter last year, the business earned $1.00 EPS. The business’s revenue was up 14.3% on a year-over-year basis. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. As a group, analysts anticipate that Twilio Inc. will post 1.44 earnings per share for the current year.

Insider Activity

In other Twilio news, CEO Khozema Shipchandler sold 13,336 shares of the firm’s stock in a transaction dated 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 completion of the sale, the chief executive officer owned 193,781 shares of the company’s stock, valued at $26,020,912.68. This trade represents a 6.44% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Aidan Viggiano sold 806 shares of the business’s stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $125.00, for a total value of $100,750.00. Following the transaction, the chief financial officer owned 147,961 shares of the company’s stock, valued at $18,495,125. This trade represents a 0.54% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 43,753 shares of company stock valued at $6,050,080. 0.21% of the stock is owned by insiders.

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.