Twilio Inc. $TWLO Shares Acquired by Captrust Financial Advisors

Captrust Financial Advisors increased its stake in shares of Twilio Inc. (NYSE:TWLO) by 4.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 674,977 shares of the technology company’s stock after buying an additional 29,325 shares during the quarter. Captrust Financial Advisors’ holdings in Twilio were worth $96,009,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. Raleigh Capital Management Inc. purchased a new stake in Twilio during the 4th quarter valued at approximately $26,000. Zions Bancorporation National Association UT purchased a new position in shares of Twilio in the 4th quarter valued at approximately $29,000. Aster Capital Management DIFC Ltd purchased a new position in shares of Twilio in the 4th quarter valued at approximately $29,000. Strategic Advocates LLC acquired a new position in shares of Twilio in the third quarter valued at approximately $30,000. Finally, Wolff Wiese Magana LLC increased its holdings in shares of Twilio by 2,488.9% in the fourth quarter. Wolff Wiese Magana LLC now owns 233 shares of the technology company’s stock valued at $33,000 after purchasing an additional 224 shares during the period. Institutional investors and hedge funds own 84.27% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts have recently commented on the company. Piper Sandler upped their price target on Twilio from $130.00 to $192.00 and gave the stock a “neutral” rating in a research note on Friday, May 1st. TD Cowen reiterated a “buy” rating on shares of Twilio in a research report on Monday, June 1st. Stifel Nicolaus set a $175.00 price objective on shares of Twilio in a research report on Friday, May 1st. UBS Group lifted their price objective on shares of Twilio from $180.00 to $200.00 and gave the company a “buy” rating in a research report on Friday, May 1st. Finally, Rosenblatt Securities lifted their price objective on shares of Twilio from $210.00 to $230.00 and gave the company a “buy” rating in a research report on Thursday, May 7th. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Twilio presently has an average rating of “Moderate Buy” and a consensus target price of $198.24.

Twilio Price Performance

Shares of NYSE TWLO opened at $192.65 on Wednesday. The firm has a market capitalization of $29.24 billion, a P/E ratio of 301.02, a PEG ratio of 4.05 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’s fifty day moving average is $176.57 and its two-hundred day moving average is $144.19. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.66 and a current ratio of 4.66.

Twilio (NYSE:TWLO) last issued its earnings results on Thursday, April 30th. The technology company reported $1.50 EPS for the quarter, topping the consensus estimate of $1.27 by $0.23. The company had revenue of $1.41 billion for the quarter, compared to analyst estimates of $1.34 billion. Twilio had a net margin of 1.96% and a return on equity of 4.64%. The business’s revenue was up 20.0% on a year-over-year basis. During the same period in the previous year, the firm earned $1.14 EPS. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. Analysts forecast that Twilio Inc. will post 2.77 EPS for the current fiscal year.

Insider Activity at Twilio

In other news, Director Andrew Stafman sold 1,000,000 shares of Twilio stock in a transaction on Wednesday, May 27th. The stock was sold at an average price of $184.14, for a total transaction of $184,140,000.00. Following the completion of the transaction, the director owned 620,000 shares of the company’s stock, valued at $114,166,800. The trade was a 61.73% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, CEO Khozema Shipchandler sold 44,158 shares of Twilio stock in a transaction on Thursday, June 4th. The stock was sold at an average price of $235.88, for a total value of $10,415,989.04. Following the transaction, the chief executive officer directly owned 235,542 shares of the company’s stock, valued at $55,559,646.96. This trade represents a 15.79% 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. Insiders have sold a total of 1,805,779 shares of company stock valued at $338,603,196 over the last 90 days. Company insiders own 0.21% of the company’s stock.

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.