Twilio Inc. $TWLO Shares Purchased by Pictet Asset Management Holding SA

by · The Markets Daily

Pictet Asset Management Holding SA increased its position in shares of Twilio Inc. (NYSE:TWLO – Free Report) by 17.6% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 2,331,471 shares of the technology company’s stock after purchasing an additional 349,131 shares during the quarter. Pictet Asset Management Holding SA’s holdings in Twilio were worth $293,237,000 as of its most recent filing with the SEC.

Other hedge funds have also recently added to or reduced their stakes in the company. MassMutual Private Wealth & Trust FSB lifted its holdings in Twilio by 34.7% in the 4th quarter. MassMutual Private Wealth & Trust FSB now owns 303 shares of the technology company’s stock valued at $43,000 after purchasing an additional 78 shares in the last quarter. GHP Investment Advisors Inc. grew its holdings in shares of Twilio by 6.3% during the fourth quarter. GHP Investment Advisors Inc. now owns 1,459 shares of the technology company’s stock worth $208,000 after buying an additional 86 shares in the last quarter. Centaurus Financial Inc. raised its position in shares of Twilio by 0.7% in the third quarter. Centaurus Financial Inc. now owns 13,587 shares of the technology company’s stock valued at $1,360,000 after buying an additional 94 shares during the last quarter. NewEdge Advisors LLC raised its position in shares of Twilio by 1.7% in the fourth quarter. NewEdge Advisors LLC now owns 5,911 shares of the technology company’s stock valued at $841,000 after buying an additional 99 shares during the last quarter. Finally, Invst LLC lifted its stake in shares of Twilio by 1.6% in the fourth quarter. Invst LLC now owns 6,887 shares of the technology company’s stock worth $980,000 after buying an additional 107 shares in the last quarter. 84.27% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of research firms recently weighed in on TWLO. Needham & Company LLC boosted their price target on shares of Twilio from $200.00 to $250.00 and gave the stock a “buy” rating in a research report on Monday, May 11th. KeyCorp increased their price objective on shares of Twilio from $156.00 to $200.00 and gave the company an “overweight” rating in a report on Friday, May 1st. Citigroup reiterated an “outperform” rating on shares of Twilio in a report on Friday, May 1st. Weiss Ratings upgraded Twilio from a “sell (d+)” rating to a “hold (c)” rating in a report on Wednesday, May 6th. Finally, Tigress Financial boosted their target price on Twilio from $170.00 to $255.00 and gave the stock a “buy” rating in a report on Thursday, June 11th. Three research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $205.38.

Get Our Latest Analysis on Twilio

Twilio Trading Up 0.2%

TWLO opened at $191.32 on Friday. The stock has a market capitalization 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 one year low of $91.84 and a one year high of $238.48. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.66 and a current ratio of 4.66. The business’s 50 day moving average price is $186.17 and its 200 day moving average price is $147.41.

Twilio (NYSE:TWLO – Get Free Report) last released its quarterly earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share for the quarter, topping analysts’ consensus estimates of $1.27 by $0.23. The business had revenue of $1.41 billion during the quarter, compared to analysts’ expectations of $1.34 billion. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The company’s revenue was up 20.0% compared to the same quarter last year. During the same period in the prior year, the business posted $1.14 EPS. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. As a group, equities research analysts expect that Twilio Inc. will post 2.79 EPS for the current year.

Insider Activity at Twilio

In other news, CFO Aidan Viggiano sold 9,389 shares of the business’s stock in a transaction that occurred on Thursday, April 2nd. The shares were sold at an average price of $127.51, for a total value of $1,197,191.39. Following the sale, the chief financial officer directly owned 130,341 shares of the company’s stock, valued at approximately $16,619,780.91. The trade was a 6.72% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Erika Rottenberg sold 2,000 shares of the company’s stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $199.01, for a total transaction of $398,020.00. Following the completion of the transaction, the director owned 30,995 shares in the company, valued at approximately $6,168,314.95. This represents a 6.06% 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. Over the last ninety days, insiders sold 1,805,779 shares of company stock worth $338,603,196. 0.21% of the stock is owned by corporate insiders.

Twilio Profile

(Free Report)

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.

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