Connor Clark & Lunn Investment Management Ltd. Has $37.35 Million Stock Holdings in Twilio Inc. $TWLO

Connor Clark & Lunn Investment Management Ltd. increased its stake in Twilio Inc. (NYSE:TWLO) by 450.1% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 373,144 shares of the technology company’s stock after acquiring an additional 305,306 shares during the quarter. Connor Clark & Lunn Investment Management Ltd. owned about 0.24% of Twilio worth $37,348,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in TWLO. Vanguard Group Inc. raised its holdings in Twilio by 2.6% during the 3rd quarter. Vanguard Group Inc. now owns 15,305,989 shares of the technology company’s stock worth $1,531,976,000 after purchasing an additional 392,023 shares during the last quarter. Norges Bank acquired a new stake in shares of Twilio during the second quarter worth $228,877,000. Dimensional Fund Advisors LP raised its stake in Twilio by 5.3% during the third quarter. Dimensional Fund Advisors LP now owns 1,553,041 shares of the technology company’s stock worth $155,494,000 after buying an additional 78,353 shares during the last quarter. Bank of New York Mellon Corp raised its stake in Twilio by 57.0% during the third quarter. Bank of New York Mellon Corp now owns 1,212,436 shares of the technology company’s stock worth $121,353,000 after buying an additional 440,423 shares during the last quarter. Finally, Amundi lifted its holdings in Twilio by 30.0% in the second quarter. Amundi now owns 1,156,722 shares of the technology company’s stock valued at $134,770,000 after buying an additional 267,202 shares during the period. 84.27% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

TWLO has been the topic of a number of research analyst reports. Citigroup reaffirmed a “market perform” rating on shares of Twilio in a research report on Tuesday, December 30th. BTIG Research dropped their price objective on Twilio from $165.00 to $155.00 and set a “buy” rating on the stock in a research note on Friday, February 13th. Citizens Jmp upped their target price on Twilio from $165.00 to $185.00 and gave the company a “market outperform” rating in a research report on Tuesday, December 30th. Morgan Stanley set a $153.00 target price on Twilio in a research note on Friday, February 13th. Finally, Argus upgraded Twilio to a “strong-buy” rating in a report on Thursday, February 19th. 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 data from MarketBeat.com, Twilio has a consensus rating of “Moderate Buy” and a consensus price target of $145.22.

Twilio Trading Down 0.8%

TWLO opened at $125.66 on Friday. Twilio Inc. has a 1-year low of $77.51 and a 1-year high of $145.90. The company has a current ratio of 4.03, a quick ratio of 4.03 and a debt-to-equity ratio of 0.13. The company has a market cap of $19.04 billion, a P/E ratio of 661.42, a price-to-earnings-growth ratio of 5.20 and a beta of 1.30. The company has a fifty day moving average price of $122.19 and a two-hundred day moving average price of $119.93.

Twilio (NYSE:TWLO) last released its quarterly earnings data on Thursday, February 12th. The technology company reported $1.33 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.24 by $0.09. The company had revenue of $1.37 billion for the quarter, compared to analysts’ expectations of $1.32 billion. Twilio had a net margin of 0.67% and a return on equity of 3.93%. The business’s revenue was up 14.3% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.00 EPS. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. Analysts predict that Twilio Inc. will post 1.44 EPS for the current fiscal year.

Insider Buying and Selling

In other news, CFO Aidan Viggiano sold 8,109 shares of the business’s stock in a transaction that occurred on Wednesday, December 31st. The stock was sold at an average price of $143.38, for a total transaction of $1,162,668.42. Following the completion of the sale, the chief financial officer owned 119,449 shares in the company, valued at $17,126,597.62. The trade was a 6.36% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CEO Khozema Shipchandler sold 13,336 shares of the company’s stock in a transaction that occurred on Tuesday, January 6th. The stock was sold at an average price of $134.28, for a total value of $1,790,758.08. Following the transaction, the chief executive officer directly owned 193,781 shares in the company, valued at $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. Over the last ninety days, insiders have sold 43,753 shares of company stock worth $6,050,080. 0.21% of the stock is owned by company insiders.

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.