Venture Visionary Partners LLC Acquires Shares of 19,071 Twilio Inc. $TWLO

Venture Visionary Partners LLC acquired a new stake in Twilio Inc. (NYSE:TWLO) during the 4th quarter, HoldingsChannel.com reports. The institutional investor acquired 19,071 shares of the technology company’s stock, valued at approximately $2,713,000.

Several other institutional investors also recently bought and sold shares of the business. Panagora Asset Management Inc. grew its holdings in Twilio by 186.7% in the fourth quarter. Panagora Asset Management Inc. now owns 205,786 shares of the technology company’s stock valued at $29,271,000 after purchasing an additional 134,006 shares during the period. MML Investors Services LLC grew its holdings in Twilio by 278.6% in the fourth quarter. MML Investors Services LLC now owns 38,390 shares of the technology company’s stock valued at $5,461,000 after purchasing an additional 28,250 shares during the period. Mariner LLC grew its holdings in Twilio by 41.7% in the fourth quarter. Mariner LLC now owns 66,797 shares of the technology company’s stock valued at $9,498,000 after purchasing an additional 19,653 shares during the period. Focus Partners Wealth grew its holdings in Twilio by 4.9% in the fourth quarter. Focus Partners Wealth now owns 93,665 shares of the technology company’s stock valued at $13,281,000 after purchasing an additional 4,404 shares during the period. Finally, Entropy Technologies LP acquired a new stake in shares of Twilio in the fourth quarter worth approximately $654,000. 84.27% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of analysts have recently issued reports on the company. Jefferies Financial Group reaffirmed a “buy” rating and issued a $195.00 price target on shares of Twilio in a research note on Friday, May 1st. Oppenheimer lifted their price target on Twilio from $200.00 to $235.00 and gave the stock an “outperform” rating in a research note on Monday, May 18th. Wells Fargo & Company lifted their price target on Twilio from $147.00 to $200.00 and gave the stock an “overweight” rating in a research note on Friday, May 1st. Tigress Financial lifted their price target on Twilio from $170.00 to $255.00 and gave the stock a “buy” rating in a research note on Thursday. Finally, Argus raised Twilio to a “strong-buy” rating in a research note on Thursday, February 19th. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, three have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, Twilio has a consensus rating of “Moderate Buy” and a consensus price target of $198.24.

Twilio Stock Performance

Shares of NYSE:TWLO opened at $203.08 on Tuesday. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.66 and a quick ratio of 4.66. The business’s 50 day moving average price is $175.33 and its 200-day moving average price is $143.73. The firm has a market capitalization of $30.82 billion, a PE ratio of 317.31, a P/E/G ratio of 4.09 and a beta of 1.39. Twilio Inc. has a 1 year low of $91.84 and a 1 year high of $238.48.

Twilio (NYSE:TWLO) last announced its quarterly earnings data on Thursday, April 30th. The technology company reported $1.50 EPS for the quarter, topping analysts’ consensus estimates of $1.27 by $0.23. The firm had revenue of $1.41 billion for the quarter, compared to the consensus estimate of $1.34 billion. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The firm’s revenue was up 20.0% compared to the same quarter last year. During the same quarter last year, the business posted $1.14 earnings per share. 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 2.77 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Twilio news, Director Erika Rottenberg sold 2,000 shares of the business’s stock in a transaction 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 transaction, the director owned 30,995 shares of the company’s stock, valued at approximately $6,168,314.95. The trade was a 6.06% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Aidan Viggiano sold 9,389 shares of the business’s stock in a transaction on Thursday, April 2nd. The stock was sold at an average price of $127.51, for a total value of $1,197,191.39. Following the transaction, the chief financial officer directly owned 130,341 shares in the company, valued at $16,619,780.91. This trade represents a 6.72% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 1,805,779 shares of company stock worth $338,603,196. 0.21% of the stock is currently owned by corporate insiders.

Twilio Company 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.