OP Asset Management Ltd Purchases New Holdings in Twilio Inc. $TWLO

OP Asset Management Ltd acquired a new stake in shares of Twilio Inc. (NYSE:TWLO) in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 26,976 shares of the technology company’s stock, valued at approximately $3,394,000.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Raleigh Capital Management Inc. acquired a new position in shares of Twilio in the 4th quarter valued at approximately $26,000. SHP Wealth Management acquired a new stake in shares of Twilio during the fourth quarter worth approximately $26,000. Zions Bancorporation National Association UT bought a new stake in shares of Twilio in the fourth quarter worth $29,000. Aster Capital Management DIFC Ltd bought a new stake in shares of Twilio in the fourth quarter worth $29,000. Finally, Osbon Capital Management LLC acquired a new stake in Twilio in the fourth quarter valued at $30,000. 84.27% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

TWLO has been the topic of a number of research analyst reports. Jefferies Financial Group reiterated a “buy” rating and set a $195.00 price objective on shares of Twilio in a research note on Friday, May 1st. TD Cowen restated a “buy” rating on shares of Twilio in a research note on Monday, June 1st. Morgan Stanley reaffirmed an “overweight” rating and set a $200.00 target price on shares of Twilio in a report on Friday, May 1st. Bank of America upgraded Twilio from an “underperform” rating to a “buy” rating and lifted their target price for the stock from $110.00 to $190.00 in a research report on Wednesday, April 22nd. Finally, KeyCorp boosted their price target on Twilio from $156.00 to $200.00 and gave the company an “overweight” rating in a report on Friday, May 1st. Three research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $205.38.

Insider Buying and Selling

In related news, Director Andrew Stafman sold 1,000,000 shares of the company’s stock in a transaction on Wednesday, May 27th. The stock was sold at an average price of $184.14, for a total transaction of $184,140,000.00. Following the completion of the transaction, the director directly owned 620,000 shares in the company, valued at $114,166,800. This represents a 61.73% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Erika Rottenberg sold 2,000 shares of the stock in a transaction on Monday, June 1st. The stock was sold at an average price of $199.01, for a total value of $398,020.00. Following the completion of the sale, the director directly owned 30,995 shares in the company, valued at $6,168,314.95. This represents a 6.06% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 1,805,779 shares of company stock worth $338,603,196. 0.21% of the stock is owned by company insiders.

Twilio Price Performance

Shares of NYSE:TWLO opened at $191.32 on Friday. The company has a market cap of $29.04 billion, a PE ratio of 298.94, a P/E/G ratio of 3.81 and a beta of 1.39. Twilio Inc. has a fifty-two week low of $91.84 and a fifty-two week high of $238.48. The firm has a 50-day simple moving average of $186.17 and a 200 day simple moving average of $147.41. The company has a quick ratio of 4.66, a current ratio of 4.66 and a debt-to-equity ratio of 0.13.

Twilio (NYSE:TWLO) last issued its earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.27 by $0.23. The firm had revenue of $1.41 billion for the quarter, compared to analysts’ expectations of $1.34 billion. Twilio had a net margin of 1.96% and a return on equity of 4.64%. Twilio’s revenue was up 20.0% on a year-over-year basis. During the same quarter last year, the company posted $1.14 earnings per share. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. On average, sell-side analysts anticipate that Twilio Inc. will post 2.79 EPS for the current year.

About Twilio

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.