Janus Henderson Group PLC Sells 3,508 Shares of Twilio Inc. $TWLO

Janus Henderson Group PLC decreased its position in Twilio Inc. (NYSE:TWLO) by 19.0% during the 1st quarter, Holdings Channel.com reports. The firm owned 14,977 shares of the technology company’s stock after selling 3,508 shares during the period. Janus Henderson Group PLC’s holdings in Twilio were worth $1,883,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also bought and sold shares of TWLO. Vanguard Group Inc. boosted its holdings in shares of Twilio by 0.9% in the fourth quarter. Vanguard Group Inc. now owns 15,449,586 shares of the technology company’s stock worth $2,197,549,000 after acquiring an additional 143,597 shares during the period. State Street Corp raised its stake in shares of Twilio by 47.8% during the 3rd quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock valued at $588,469,000 after purchasing an additional 1,900,551 shares during the period. Royal Bank of Canada raised its stake in shares of Twilio by 10.8% during the 1st quarter. Royal Bank of Canada now owns 3,261,235 shares of the technology company’s stock valued at $410,330,000 after purchasing an additional 316,858 shares during the period. Invesco Ltd. lifted its holdings in Twilio by 56.9% during the 4th quarter. Invesco Ltd. now owns 3,151,546 shares of the technology company’s stock worth $448,276,000 after purchasing an additional 1,142,309 shares in the last quarter. Finally, Alyeska Investment Group L.P. lifted its holdings in Twilio by 39.7% during the 3rd quarter. Alyeska Investment Group L.P. now owns 2,643,859 shares of the technology company’s stock worth $264,624,000 after purchasing an additional 750,951 shares in the last quarter. 84.27% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on the stock. Wolfe Research raised shares of Twilio to a “buy” rating in a research note on Friday. Robert W. Baird set a $200.00 price target on shares of Twilio in a research report on Friday, May 1st. Morgan Stanley reiterated an “overweight” rating and issued a $261.00 price objective on shares of Twilio in a research report on Friday. Bank of America raised Twilio from an “underperform” rating to a “buy” rating and lifted their price objective for the company from $110.00 to $190.00 in a research note on Wednesday, April 22nd. Finally, KGI Securities assumed coverage on Twilio in a report on Thursday, July 2nd. They issued an “outperform” rating and a $250.00 price target on the stock. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $248.32.

Insider Activity at Twilio

In other Twilio news, Director Erika Rottenberg sold 2,000 shares of the stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $199.01, for a total value of $398,020.00. Following the transaction, the director owned 30,995 shares of the company’s stock, valued at approximately $6,168,314.95. This represents a 6.06% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Aidan Viggiano sold 9,093 shares of the stock in a transaction that occurred on Tuesday, June 30th. The stock was sold at an average price of $201.25, for a total transaction of $1,829,966.25. Following the completion of the transaction, the chief financial officer owned 118,252 shares in the company, valued at $23,798,215. The trade was a 7.14% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 1,802,480 shares of company stock worth $341,620,487 in the last three months. 0.21% of the stock is currently owned by company insiders.

Twilio Price Performance

TWLO stock opened at $240.99 on Monday. The company has a debt-to-equity ratio of 0.11, a current ratio of 4.62 and a quick ratio of 4.66. Twilio Inc. has a 1 year low of $91.84 and a 1 year high of $254.50. The firm has a 50-day moving average of $203.77 and a 200 day moving average of $161.93. The company has a market cap of $36.57 billion, a P/E ratio of 33.56, a PEG ratio of 4.80 and a beta of 1.37.

Twilio (NYSE:TWLO) last issued its quarterly earnings results on Thursday, August 6th. The technology company reported $1.47 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.32 by $0.15. Twilio had a net margin of 20.61% and a return on equity of 5.09%. The company had revenue of $1.50 billion during the quarter, compared to analyst estimates of $1.43 billion. During the same period last year, the business earned $1.19 EPS. Twilio’s quarterly revenue was up 22.0% compared to the same quarter last year. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. On average, sell-side analysts forecast that Twilio Inc. will post 2.79 EPS for the current year.

Key Headlines Impacting Twilio

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Q2 results exceeded expectations: Twilio reported adjusted earnings of $1.47 per share, above the $1.32 consensus estimate, while revenue rose 22% year over year to $1.50 billion, beating the $1.43 billion forecast. Twilio’s Q2 Earnings Surpass Expectations, Revenues Rise Year Over Year
• Positive Sentiment: Upbeat guidance strengthened the investment case: Management forecast third-quarter EPS of $1.42 to $1.47, well above the $1.25 analyst estimate, and projected full-year revenue of approximately $6.0 billion versus the prior consensus of $5.8 billion. Reports also cited cost discipline, record profitability and strong cash generation. Twilio Delivers Strong Q2 Numbers
• Positive Sentiment: AI adoption is emerging as a growth catalyst: Investors and analysts highlighted increasing traction for Twilio’s voice-based AI tools and broader AI-powered customer-engagement services. Management described the business as entering a “powerful new chapter,” although the opportunity remains in its early stages. Twilio Makes Gains From AI Adoption
• Positive Sentiment: Analysts raised price targets: BTIG, Oppenheimer, Citizens JMP, Needham, Rosenblatt and Monness Crespi & Hardt increased their targets, generally to $270-$285, with several maintaining “buy” or “outperform” ratings. Unusually heavy call-option activity also reflected bullish short-term positioning.
• Neutral Sentiment: Valuation and expectations are elevated: The rally lifted Twilio near its 12-month high and increased its market capitalization above $36 billion. Piper Sandler raised its target to $247 but retained a “neutral” rating, suggesting that strong execution may already be partly reflected in the stock.

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.