Sumitomo Mitsui Trust Group Inc. Buys 3,374 Shares of Twilio Inc. $TWLO

Sumitomo Mitsui Trust Group Inc. raised its position in shares of Twilio Inc. (NYSE:TWLO) by 1.1% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 309,394 shares of the technology company’s stock after acquiring an additional 3,374 shares during the quarter. Sumitomo Mitsui Trust Group Inc. owned approximately 0.20% of Twilio worth $90,485,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Congress Asset Management Co. grew its stake in Twilio by 16.2% in the third quarter. Congress Asset Management Co. now owns 160,425 shares of the technology company’s stock worth $46,918,000 after purchasing an additional 22,311 shares during the period. Plato Investment Management Ltd bought a new position in Twilio in the second quarter worth $1,637,000. Assenagon Asset Management S.A. raised its holdings in Twilio by 67.8% in the second quarter. Assenagon Asset Management S.A. now owns 120,582 shares of the technology company’s stock worth $24,880,000 after purchasing an additional 48,742 shares in the last quarter. Nykredit A S purchased a new position in Twilio during the second quarter valued at $10,514,000. Finally, Aware Super Pty Ltd as trustee of Aware Super purchased a new position in Twilio during the first quarter valued at $4,288,000. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Twilio Price Performance

TWLO opened at $207.14 on Tuesday. The company’s 50-day simple moving average is $256.20 and its two-hundred day simple moving average is $188.54. The stock has a market capitalization of $31.81 billion, a P/E ratio of 26.06, a P/E/G ratio of 5.20 and a beta of 1.35. The company has a debt-to-equity ratio of 0.11, a quick ratio of 4.62 and a current ratio of 4.62. Twilio Inc. has a 52-week low of $105.00 and a 52-week high of $308.40.

Twilio (NYSE:TWLO) last released its quarterly earnings results on Thursday, October 29th. The technology company reported $1.65 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.47 by $0.18. Twilio had a return on equity of 5.09% and a net margin of 20.61%. The firm had revenue of $1.56 billion for the quarter, compared to the consensus estimate of $1.52 billion. During the same period last year, the business posted $1.25 EPS. The company’s revenue for the quarter was up 19.9% on a year-over-year basis. As a group, analysts predict that Twilio Inc. will post 3.12 EPS for the current year.

Wall Street Analyst Weigh In

TWLO has been the topic of a number of research reports. UBS Group dropped their target price on shares of Twilio from $285.00 to $255.00 and set a “buy” rating on the stock in a report on Friday. Piper Sandler increased their price target on shares of Twilio from $192.00 to $247.00 and gave the stock a “neutral” rating in a research note on Friday, August 7th. The Goldman Sachs Group reissued a “buy” rating and set a $330.00 price target on shares of Twilio in a research report on Friday, August 7th. TD Cowen reissued a “buy” rating on shares of Twilio in a research note on Friday. Finally, HSBC raised shares of Twilio from a “reduce” rating to a “hold” rating in a research note on Tuesday. Three research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $266.48.

Key Headlines Impacting Twilio

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: AI demand and higher outlook support the stock: Twilio highlighted accelerating Voice AI adoption, solid enterprise demand and operating improvements during its third-quarter earnings call. Management raised its 2026 outlook, although it cautioned that margins remain under pressure. TWLO Q3 Earnings Call Highlights AI Demand and Higher Outlook
• Positive Sentiment: Quarterly results exceeded expectations: Twilio reported $1.65 in earnings per share versus the $1.47 consensus estimate and generated $1.56 billion in revenue, ahead of the $1.52 billion forecast. Revenue increased nearly 20% year over year, reinforcing the growth case for the communications and AI software provider. TWLO Q3 Earnings Call Highlights AI Demand and Higher Outlook
• Positive Sentiment: Some analysts remain bullish: Twilio was included among technology stocks viewed favorably by analysts, suggesting continued confidence in its growth opportunities. Analysts Are Bullish on These Technology Stocks

Insider Buying and Selling at Twilio

In other Twilio news, Director Andrew Stafman sold 500,000 shares of the stock in a transaction dated Wednesday, August 12th. The stock was sold at an average price of $247.08, for a total value of $123,540,000.00. Following the transaction, the director owned 120,000 shares of the company’s stock, valued at approximately $29,649,600. This represents a 80.65% 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. Also, CFO Aidan Viggiano sold 9,084 shares of the firm’s stock in a transaction dated 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 transaction, the chief financial officer directly owned 99,246 shares in the company, valued at $29,242,833.90. The trade was a 8.39% 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. Over the last 90 days, insiders have sold 538,818 shares of company stock valued at $134,833,645. 0.21% of the stock is owned by company insiders.

About Twilio

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.