9,852 Twilio Inc. $TWLO Shares Acquired by TD Waterhouse Canada Inc.

TD Waterhouse Canada Inc. raised its stake in Twilio Inc. (NYSE:TWLO) by 217.6% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,380 shares of the technology company’s stock after buying an additional 9,852 shares during the period. TD Waterhouse Canada Inc.’s holdings in Twilio were worth $4,335,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. CX Institutional grew its stake in shares of Twilio by 9.5% during the second quarter. CX Institutional now owns 701 shares of the technology company’s stock worth $145,000 after buying an additional 61 shares during the last quarter. Affinity Capital Advisors LLC increased its holdings in shares of Twilio by 2.6% during the second quarter. Affinity Capital Advisors LLC now owns 2,869 shares of the technology company’s stock worth $600,000 after buying an additional 74 shares in the last quarter. Wedmont Private Capital lifted its stake in shares of Twilio by 2.1% in the 2nd quarter. Wedmont Private Capital now owns 3,691 shares of the technology company’s stock valued at $792,000 after acquiring an additional 75 shares during the last quarter. Everhart Financial Group Inc. lifted its stake in shares of Twilio by 4.3% in the 2nd quarter. Everhart Financial Group Inc. now owns 1,896 shares of the technology company’s stock valued at $391,000 after acquiring an additional 79 shares during the last quarter. Finally, SJS Investment Consulting Inc. lifted its stake in shares of Twilio by 27.7% in the 1st quarter. SJS Investment Consulting Inc. now owns 429 shares of the technology company’s stock valued at $54,000 after acquiring an additional 93 shares during the last quarter. Institutional investors and hedge funds own 84.27% of the company’s stock.

Insider Buying and Selling

In related news, CFO Aidan Viggiano sold 9,084 shares of the stock in a transaction on Wednesday, September 30th. The stock was sold at an average price of $294.65, for a total value of $2,676,600.60. Following the completion of the sale, the chief financial officer directly owned 99,246 shares in the company, valued at $29,242,833.90. This represents a 8.39% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Khozema Shipchandler sold 14,442 shares of the stock in a transaction on Monday, October 5th. The shares were sold at an average price of $291.03, for a total value of $4,203,055.26. Following the completion of the sale, the chief executive officer owned 178,863 shares of the company’s stock, valued at $52,054,498.89. The trade was a 7.47% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 538,818 shares of company stock valued at $134,833,645 over the last 90 days. 0.21% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

TWLO has been the topic of a number of research reports. TD Cowen boosted their price objective on Twilio from $260.00 to $300.00 and gave the stock a “buy” rating in a research report on Tuesday, September 22nd. UBS Group upped their target price on Twilio from $200.00 to $285.00 and gave the stock a “buy” rating in a report on Friday, August 7th. BTIG Research increased their target price on Twilio from $285.00 to $315.00 and gave the company a “buy” rating in a research report on Friday. Piper Sandler increased their target price on Twilio from $192.00 to $247.00 and gave the company a “neutral” rating in a research report on Friday, August 7th. Finally, Wells Fargo & Company lifted their price target on Twilio from $225.00 to $275.00 and gave the company an “overweight” rating in a research note on Friday, August 7th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, two have given a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $267.78.

Twilio Trading Up 5.3%

TWLO opened at $257.38 on Tuesday. The company has a debt-to-equity ratio of 0.11, a current ratio of 4.62 and a quick ratio of 4.62. Twilio Inc. has a fifty-two week low of $105.00 and a fifty-two week high of $308.40. The company’s 50 day moving average price is $253.83 and its two-hundred day moving average price is $209.66. The firm has a market capitalization of $39.53 billion, a price-to-earnings ratio of 94.72, a PEG ratio of 5.01 and a beta of 1.35.

Twilio (NYSE:TWLO) last released its quarterly earnings results on Thursday, August 6th. The technology company reported $1.47 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.32 by $0.15. The firm had revenue of $1.50 billion during the quarter, compared to the consensus estimate of $1.43 billion. Twilio had a net margin of 20.61% and a return on equity of 5.09%. The company’s revenue for the quarter was up 22.0% on a year-over-year basis. During the same quarter last year, the firm earned $1.19 earnings per share. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. As a group, research analysts predict that Twilio Inc. will post 3.12 earnings per share for the current year.

Twilio Profile

Twilio Inc (NYSE:TWLO) provides a cloud-based customer engagement platform that enables businesses to communicate with customers through software and application programming interfaces (APIs). Its services support messaging, voice, video, email, authentication, contact centers and other digital interactions across mobile and web applications.

The company’s products include programmable communications tools, Twilio SendGrid for email delivery, Twilio Verify for user authentication, Twilio Flex for cloud contact centers, and Twilio Segment for collecting and using customer data.