Twilio Inc. $TWLO Shares Bought by Nisa Investment Advisors LLC

Nisa Investment Advisors LLC grew its holdings in shares of Twilio Inc. (NYSE:TWLO) by 7.0% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 44,939 shares of the technology company’s stock after purchasing an additional 2,935 shares during the period. Nisa Investment Advisors LLC’s holdings in Twilio were worth $5,589,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently modified their holdings of the business. Brighton Jones LLC raised its stake in Twilio by 6.6% during the fourth quarter. Brighton Jones LLC now owns 10,051 shares of the technology company’s stock worth $1,086,000 after acquiring an additional 623 shares during the period. Sequoia Financial Advisors LLC raised its position in shares of Twilio by 9.2% during the 1st quarter. Sequoia Financial Advisors LLC now owns 2,060 shares of the technology company’s stock worth $202,000 after purchasing an additional 174 shares during the period. New Millennium Group LLC acquired a new stake in shares of Twilio during the 1st quarter worth approximately $1,293,000. Summit Trail Advisors LLC raised its position in shares of Twilio by 3.3% during the 1st quarter. Summit Trail Advisors LLC now owns 6,276 shares of the technology company’s stock worth $614,000 after purchasing an additional 198 shares during the period. Finally, Aaron Wealth Advisors LLC raised its position in shares of Twilio by 6.4% during the 1st quarter. Aaron Wealth Advisors LLC now owns 3,867 shares of the technology company’s stock worth $379,000 after purchasing an additional 231 shares during the period. 84.27% of the stock is owned by institutional investors and hedge funds.

Twilio Stock Down 0.8%

Twilio stock opened at $113.53 on Wednesday. The stock has a market cap of $17.42 billion, a price-to-earnings ratio of 946.16, a PEG ratio of 3.55 and a beta of 1.25. The company has a current ratio of 4.90, a quick ratio of 4.90 and a debt-to-equity ratio of 0.12. The company’s 50-day moving average price is $106.32 and its two-hundred day moving average price is $110.57. Twilio Inc. has a 52 week low of $70.03 and a 52 week high of $151.95.

Twilio (NYSE:TWLO) last posted its quarterly earnings data on Thursday, August 7th. The technology company reported $1.19 EPS for the quarter, beating analysts’ consensus estimates of $1.02 by $0.17. Twilio had a net margin of 0.43% and a return on equity of 2.78%. The business had revenue of $1.23 billion for the quarter, compared to analyst estimates of $1.19 billion. During the same quarter last year, the business earned $0.87 earnings per share. The business’s revenue for the quarter was up 13.5% on a year-over-year basis. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. On average, analysts expect that Twilio Inc. will post 1.44 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

TWLO has been the topic of several analyst reports. Rosenblatt Securities reaffirmed a “buy” rating and issued a $140.00 target price on shares of Twilio in a research report on Friday, September 26th. Wall Street Zen cut shares of Twilio from a “strong-buy” rating to a “buy” rating in a report on Sunday. Wells Fargo & Company started coverage on shares of Twilio in a report on Tuesday, September 30th. They issued an “overweight” rating and a $130.00 price objective on the stock. Weiss Ratings restated a “hold (c-)” rating on shares of Twilio in a research note on Wednesday, October 8th. Finally, Royal Bank Of Canada restated an “underperform” rating and issued a $75.00 price target on shares of Twilio in a research note on Wednesday, September 17th. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $132.00.

Insider Transactions at Twilio

In other news, CEO Khozema Shipchandler sold 13,681 shares of Twilio stock in a transaction that occurred on Tuesday, September 30th. The shares were sold at an average price of $100.59, for a total value of $1,376,171.79. Following the transaction, the chief executive officer owned 233,305 shares of the company’s stock, valued at $23,468,149.95. The trade was a 5.54% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, CFO Aidan Viggiano sold 8,363 shares of Twilio stock in a transaction that occurred on Tuesday, September 30th. The stock was sold at an average price of $100.59, for a total transaction of $841,234.17. Following the completion of the transaction, the chief financial officer directly owned 137,653 shares in the company, valued at $13,846,515.27. This represents a 5.73% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 44,808 shares of company stock worth $4,677,916. 4.50% of the stock is owned by corporate insiders.

Twilio Profile

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.