Twilio Inc. $TWLO Shares Purchased by Vanguard Group Inc.

Vanguard Group Inc. raised its position in Twilio Inc. (NYSE:TWLO) by 0.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 15,449,586 shares of the technology company’s stock after acquiring an additional 143,597 shares during the quarter. Vanguard Group Inc. owned approximately 0.10% of Twilio worth $2,197,549,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the company. MassMutual Private Wealth & Trust FSB grew its holdings in shares of Twilio by 34.7% during the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 303 shares of the technology company’s stock worth $43,000 after buying an additional 78 shares during the last quarter. GHP Investment Advisors Inc. raised its stake in Twilio by 6.3% during the 4th quarter. GHP Investment Advisors Inc. now owns 1,459 shares of the technology company’s stock valued at $208,000 after acquiring an additional 86 shares during the last quarter. Centaurus Financial Inc. raised its stake in Twilio by 0.7% during the 3rd quarter. Centaurus Financial Inc. now owns 13,587 shares of the technology company’s stock valued at $1,360,000 after acquiring an additional 94 shares during the last quarter. Versant Capital Management Inc lifted its position in Twilio by 4.5% during the 3rd quarter. Versant Capital Management Inc now owns 2,281 shares of the technology company’s stock worth $228,000 after acquiring an additional 98 shares during the period. Finally, Lansforsakringar Fondforvaltning AB publ lifted its position in Twilio by 0.3% during the 3rd quarter. Lansforsakringar Fondforvaltning AB publ now owns 42,224 shares of the technology company’s stock worth $4,226,000 after acquiring an additional 108 shares during the period. Institutional investors and hedge funds own 84.27% of the company’s stock.

Insider Buying and Selling at Twilio

In other news, CEO Khozema Shipchandler sold 15,715 shares of the stock in a transaction dated Monday, April 6th. The shares were sold at an average price of $133.39, for a total value of $2,096,223.85. Following the completion of the transaction, the chief executive officer owned 235,542 shares in the company, valued at $31,418,947.38. This trade represents a 6.25% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Erika Rottenberg sold 1,800 shares of the stock in a transaction dated Tuesday, April 21st. The shares were sold at an average price of $149.02, for a total transaction of $268,236.00. Following the completion of the transaction, the director owned 34,495 shares of the company’s stock, valued at $5,140,444.90. This represents a 4.96% decrease in their position. 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 quarter, insiders sold 49,588 shares of company stock valued at $6,336,644. 4.50% of the stock is owned by company insiders.

Twilio Stock Performance

Shares of TWLO stock opened at $140.65 on Thursday. The company has a market cap of $21.31 billion, a price-to-earnings ratio of 740.32, a price-to-earnings-growth ratio of 5.63 and a beta of 1.28. The stock has a 50 day simple moving average of $127.91 and a 200-day simple moving average of $126.19. Twilio Inc. has a 12-month low of $91.84 and a 12-month high of $154.64. The company has a current ratio of 4.03, a quick ratio of 4.03 and a debt-to-equity ratio of 0.13.

Twilio (NYSE:TWLO) last posted its quarterly earnings results on Thursday, February 12th. The technology company reported $1.33 EPS for the quarter, beating the consensus estimate of $1.24 by $0.09. Twilio had a return on equity of 3.93% and a net margin of 0.67%.The business had revenue of $1.37 billion during the quarter, compared to analysts’ expectations of $1.32 billion. During the same period last year, the firm earned $1.00 EPS. The company’s quarterly revenue was up 14.3% compared to the same quarter last year. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. On average, equities analysts forecast that Twilio Inc. will post 2.47 EPS for the current year.

Analyst Ratings Changes

A number of research firms have recently issued reports on TWLO. Morgan Stanley set a $153.00 target price on Twilio in a report on Friday, February 13th. Bank of America raised Twilio from an “underperform” rating to a “buy” rating and increased their price target for the stock from $110.00 to $190.00 in a report on Wednesday, April 22nd. Jefferies Financial Group raised shares of Twilio from a “hold” rating to a “buy” rating and boosted their price objective for the company from $125.00 to $160.00 in a research note on Monday, April 6th. Oppenheimer restated an “outperform” rating and set a $170.00 price objective on shares of Twilio in a research report on Monday, January 5th. Finally, Rosenblatt Securities restated a “buy” rating and issued a $180.00 target price on shares of Twilio in a research note on Friday, February 13th. Two research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, four have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, Twilio currently has an average rating of “Moderate Buy” and a consensus price target of $154.09.

Twilio Profile

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.