Mirae Asset Global Investments Co. Ltd. Buys 5,067 Shares of Twilio Inc. $TWLO

Mirae Asset Global Investments Co. Ltd. bought a new position in shares of Twilio Inc. (NYSE:TWLO) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 5,067 shares of the technology company’s stock, valued at approximately $1,482,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. CX Institutional grew its holdings in shares of Twilio by 9.5% during the 2nd quarter. CX Institutional now owns 701 shares of the technology company’s stock worth $145,000 after purchasing an additional 61 shares during the period. Wedbush Securities Inc. increased its position in shares of Twilio by 4.6% during the 3rd quarter. Wedbush Securities Inc. now owns 1,516 shares of the technology company’s stock worth $443,000 after purchasing an additional 66 shares during the last quarter. WPG Advisers LLC raised its holdings in Twilio by 48.0% in the 3rd quarter. WPG Advisers LLC now owns 222 shares of the technology company’s stock valued at $65,000 after buying an additional 72 shares during the period. Affinity Capital Advisors LLC raised its holdings in Twilio by 2.6% in the 2nd quarter. Affinity Capital Advisors LLC now owns 2,869 shares of the technology company’s stock valued at $600,000 after buying an additional 74 shares during the period. Finally, Wedmont Private Capital raised its holdings in 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 buying an additional 75 shares during the period. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Insiders Place Their Bets

In other Twilio news, CFO Aidan Viggiano sold 9,084 shares of the business’s stock in a transaction on Wednesday, September 30th. The shares were 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 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 transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. 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 company’s stock in a transaction on Monday, October 5th. The stock was sold at an average price of $291.03, for a total value of $4,203,055.26. Following the sale, the chief executive officer directly owned 178,863 shares in the company, valued at $52,054,498.89. This represents a 7.47% decrease in their position. The SEC filing for this sale provides additional information. 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 worth $134,833,645 in the last ninety days. 0.21% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

TWLO has been the subject of several research analyst reports. Wells Fargo & Company increased their target price on shares of Twilio from $275.00 to $300.00 and gave the stock an “overweight” rating in a research note on Tuesday, October 27th. Needham & Company LLC dropped their price target on shares of Twilio from $280.00 to $240.00 and set a “buy” rating for the company in a research report on Friday, October 30th. Stifel Nicolaus set a $325.00 price target on shares of Twilio in a research note on Wednesday, October 14th. Weiss Ratings upgraded shares of Twilio from a “buy (b-)” rating to a “buy (b)” rating in a report on Tuesday, September 29th. Finally, Mizuho set a $270.00 target price on Twilio in a research report on Wednesday, August 12th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Twilio has an average rating of “Moderate Buy” and an average target price of $269.48.

Twilio Stock Up 0.5%

Shares of NYSE:TWLO opened at $201.97 on Friday. The company has a debt-to-equity ratio of 0.11, a current ratio of 4.47 and a quick ratio of 4.62. The firm has a market capitalization of $31.02 billion, a PE ratio of 25.40, a price-to-earnings-growth ratio of 3.94 and a beta of 1.49. The firm’s 50-day moving average is $254.48 and its two-hundred day moving average is $190.28. Twilio Inc. has a 1 year low of $105.00 and a 1 year high of $308.40.

Twilio (NYSE:TWLO) last posted its quarterly earnings data on Thursday, October 29th. The technology company reported $1.65 EPS for the quarter, beating the consensus estimate of $1.47 by $0.18. The business had revenue of $1.56 billion during the quarter, compared to analyst estimates of $1.52 billion. Twilio had a net margin of 21.82% and a return on equity of 5.58%. The business’s revenue for the quarter was up 19.9% compared to the same quarter last year. During the same quarter last year, the firm posted $1.25 earnings per share. Analysts predict that Twilio Inc. will post 3.27 EPS for the current year.

Key Headlines Impacting Twilio

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Analysts see potential support from rising profits, record cash flow and AI-related opportunities. Northland Securities also raised its FY2026 EPS estimate to $3.32 from $3.08, while the outlook coverage points to a stronger 2026 outlook. TWLO Declines 12% Since Q3 Results: Is This a Buy-the-Dip Opportunity?
• Neutral Sentiment: Northland’s forecast revisions were mixed: it increased some near-term estimates but trimmed several 2027 quarterly forecasts and lowered FY2027 EPS to $4.04 from $4.11. Northland Securities estimate revisions
• Negative Sentiment: The main downside catalyst is Twilio’s fourth-quarter guidance, which signaled slowing growth in its largest business. Reports say shares fell sharply after the outlook, raising concerns about near-term momentum. Twilio stock weighs Q4 growth slowdown against stronger 2026 outlook
• Negative Sentiment: Levi & Korsinsky is investigating potential securities-law violations on behalf of investors who lost money following the decline. An investigation notice could add reputational and legal uncertainty, but it is not a finding of liability. Twilio securities investigation notice

About Twilio

Twilio provides cloud-based communications software that enables businesses to communicate with customers through applications and digital channels. Its platform offers APIs and related tools for integrating messaging, voice, video and email capabilities into software and customer workflows.

Its offerings include programmable communications products, the Twilio Flex contact center platform, SendGrid email services, and Segment, a customer data platform. Twilio also provides tools for customer identity verification and engagement, helping organizations manage communications and customer data across their operations.

Founded in 2008, Twilio serves businesses and developers in markets around the world.