Twilio Inc. $TWLO Shares Sold by Charles Schwab Investment Management Inc.

Charles Schwab Investment Management Inc. reduced its position in shares of Twilio Inc. (NYSE:TWLO) by 2.3% during the second quarter, HoldingsChannel reports. The firm owned 1,242,639 shares of the technology company’s stock after selling 28,634 shares during the quarter. Charles Schwab Investment Management Inc.’s holdings in Twilio were worth $154,535,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. GFG Capital LLC acquired a new stake in Twilio during the 2nd quarter valued at $25,000. CENTRAL TRUST Co purchased a new position in Twilio in the 2nd quarter valued at about $25,000. Hilltop National Bank acquired a new stake in shares of Twilio during the second quarter valued at about $26,000. TCTC Holdings LLC increased its position in shares of Twilio by 118.1% during the first quarter. TCTC Holdings LLC now owns 338 shares of the technology company’s stock worth $33,000 after acquiring an additional 183 shares during the last quarter. Finally, Financial Gravity Companies Inc. purchased a new stake in shares of Twilio during the second quarter worth about $35,000. 84.27% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of research analysts recently commented on TWLO shares. TD Cowen increased their price target on Twilio from $117.00 to $125.00 and gave the company a “hold” rating in a report on Friday, October 31st. Monness Crespi & Hardt raised their price target on shares of Twilio from $165.00 to $175.00 and gave the stock a “buy” rating in a research report on Friday, October 31st. Stifel Nicolaus lifted their price target on shares of Twilio from $110.00 to $120.00 and gave the stock a “hold” rating in a research note on Friday, October 31st. FBN Securities raised shares of Twilio to a “strong-buy” rating in a report on Wednesday, November 12th. Finally, Piper Sandler increased their price objective on shares of Twilio from $144.00 to $145.00 and gave the company an “overweight” rating in a research note on Friday, October 31st. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, seven have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $139.26.

Twilio Stock Performance

TWLO stock opened at $127.10 on Thursday. The stock’s 50 day simple moving average is $115.01 and its 200 day simple moving average is $115.25. Twilio Inc. has a 12-month low of $77.51 and a 12-month high of $151.95. The firm has a market cap of $19.50 billion, a P/E ratio of 310.01, a P/E/G ratio of 3.44 and a beta of 1.33. The company has a current ratio of 4.68, a quick ratio of 4.68 and a debt-to-equity ratio of 0.13.

Twilio (NYSE:TWLO) last released its quarterly earnings data on Thursday, October 30th. The technology company reported $1.25 EPS for the quarter, topping analysts’ consensus estimates of $1.07 by $0.18. The firm had revenue of $1.30 billion during the quarter, compared to the consensus estimate of $1.25 billion. Twilio had a net margin of 1.37% and a return on equity of 3.36%. The firm’s revenue was up 14.7% on a year-over-year basis. During the same quarter in the previous year, the company posted $1.02 earnings per share. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. As a group, equities research analysts predict that Twilio Inc. will post 1.44 EPS for the current year.

Insider Transactions at Twilio

In related news, CEO Khozema Shipchandler sold 12,922 shares of the stock in a transaction dated Friday, October 3rd. The shares were sold at an average price of $104.09, for a total transaction of $1,345,050.98. Following the sale, the chief executive officer owned 220,383 shares in the company, valued at $22,939,666.47. This represents a 5.54% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Aidan Viggiano sold 1,514 shares of Twilio stock in a transaction that occurred on Monday, November 17th. The shares were sold at an average price of $123.28, for a total value of $186,645.92. Following the completion of the transaction, the chief financial officer owned 128,104 shares of the company’s stock, valued at approximately $15,792,661.12. The trade was a 1.17% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 44,515 shares of company stock valued at $4,673,128. Insiders own 0.21% of the company’s stock.

About Twilio

Twilio Inc, together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally. It operates through two segments, Twilio Communications and Twilio Segment. The company provides various application programming interfaces and software solutions for communications between customers and end users, including messaging, voice, email, flex, marketing campaigns, and user identity and authentication.