Vinva Investment Management Ltd Sells 95,008 Shares of Twilio Inc. $TWLO

Vinva Investment Management Ltd lessened its stake in Twilio Inc. (NYSE:TWLO) by 49.8% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 95,660 shares of the technology company’s stock after selling 95,008 shares during the quarter. Vinva Investment Management Ltd’s holdings in Twilio were worth $9,976,000 at the end of the most recent reporting period.

Several other large investors also recently made changes to their positions in the stock. Norges Bank acquired a new stake in shares of Twilio during the second quarter worth $228,877,000. Voya Investment Management LLC lifted its position in Twilio by 752.5% in the 3rd quarter. Voya Investment Management LLC now owns 755,015 shares of the technology company’s stock valued at $75,569,000 after acquiring an additional 666,448 shares in the last quarter. Atreides Management LP boosted its stake in Twilio by 533.1% in the 2nd quarter. Atreides Management LP now owns 730,300 shares of the technology company’s stock worth $90,820,000 after purchasing an additional 614,943 shares during the period. Victory Capital Management Inc. increased its holdings in Twilio by 1,296.3% during the 3rd quarter. Victory Capital Management Inc. now owns 592,085 shares of the technology company’s stock worth $59,262,000 after purchasing an additional 549,680 shares in the last quarter. Finally, Neuberger Berman Group LLC increased its holdings in Twilio by 17,371.0% during the 2nd quarter. Neuberger Berman Group LLC now owns 547,192 shares of the technology company’s stock worth $68,049,000 after purchasing an additional 544,060 shares in the last quarter. Institutional investors own 84.27% of the company’s stock.

Insider Activity at Twilio

In related news, CFO Aidan Viggiano sold 8,109 shares of the firm’s stock in a transaction on Wednesday, December 31st. The shares were sold at an average price of $143.38, for a total value of $1,162,668.42. Following the completion of the transaction, the chief financial officer directly owned 119,449 shares of the company’s stock, valued at approximately $17,126,597.62. This trade represents a 6.36% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Khozema Shipchandler sold 13,336 shares of the business’s stock in a transaction on 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 transaction, the chief executive officer owned 193,781 shares in the company, valued at approximately $26,020,912.68. The trade was a 6.44% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 43,753 shares of company stock worth $6,050,080 in the last ninety days. Insiders own 4.50% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have recently commented on the company. Citigroup restated a “market perform” rating on shares of Twilio in a report on Tuesday, December 30th. Rosenblatt Securities reiterated a “buy” rating and set a $180.00 price objective on shares of Twilio in a report on Friday, February 13th. Oppenheimer reissued an “outperform” rating and issued a $170.00 target price on shares of Twilio in a research report on Monday, January 5th. Mizuho set a $150.00 target price on Twilio in a research note on Monday, December 15th. Finally, Citizens Jmp upped their price target on Twilio from $165.00 to $185.00 and gave the stock a “market outperform” rating in a research report on Tuesday, December 30th. Two analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, five have given a Hold rating and three have given a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $145.22.

Twilio Price Performance

Shares of NYSE TWLO opened at $128.18 on Monday. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.03 and a quick ratio of 4.03. The business has a 50-day moving average of $123.51 and a 200-day moving average of $119.53. The stock has a market capitalization of $19.42 billion, a price-to-earnings ratio of 674.67, a PEG ratio of 5.25 and a beta of 1.30. Twilio Inc. has a fifty-two week low of $77.51 and a fifty-two week high of $145.90.

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 return on equity of 3.93% and a net margin of 0.67%.The business had revenue of $1.37 billion for the quarter, compared to analyst estimates of $1.32 billion. During the same quarter in the prior year, the company posted $1.00 earnings per share. Twilio’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, sell-side analysts predict that Twilio Inc. will post 1.44 earnings per share for the current fiscal year.

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.