Twilio Inc. $TWLO Stock Position Raised by Captrust Financial Advisors

Captrust Financial Advisors increased its position in Twilio Inc. (NYSE:TWLO) by 25.9% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 645,652 shares of the technology company’s stock after purchasing an additional 132,868 shares during the period. Captrust Financial Advisors’ holdings in Twilio were worth $64,623,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in TWLO. Versant Capital Management Inc raised its stake in Twilio by 4.5% during the 3rd quarter. Versant Capital Management Inc now owns 2,281 shares of the technology company’s stock valued at $228,000 after purchasing an additional 98 shares during the period. GHP Investment Advisors Inc. boosted its position in shares of Twilio by 7.8% in the third quarter. GHP Investment Advisors Inc. now owns 1,373 shares of the technology company’s stock worth $137,000 after buying an additional 99 shares during the period. Lansforsakringar Fondforvaltning AB publ grew its holdings in shares of Twilio by 0.3% during the third quarter. Lansforsakringar Fondforvaltning AB publ now owns 42,224 shares of the technology company’s stock valued at $4,226,000 after buying an additional 108 shares in the last quarter. Nomura Asset Management Co. Ltd. grew its holdings in shares of Twilio by 0.3% during the second quarter. Nomura Asset Management Co. Ltd. now owns 43,495 shares of the technology company’s stock valued at $5,409,000 after buying an additional 115 shares in the last quarter. Finally, Covestor Ltd raised its position in Twilio by 22.4% during the third quarter. Covestor Ltd now owns 710 shares of the technology company’s stock valued at $71,000 after buying an additional 130 shares during the period. 84.27% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several brokerages recently issued reports on TWLO. Argus raised Twilio to a “strong-buy” rating in a research note on Thursday, February 19th. Needham & Company LLC reaffirmed a “buy” rating on shares of Twilio in a research note on Friday, March 13th. Citizens Jmp upped their target price on Twilio from $165.00 to $185.00 and gave the company a “market outperform” rating in a report on Tuesday, December 30th. Oppenheimer reissued an “outperform” rating and issued a $170.00 price target on shares of Twilio in a research report on Monday, January 5th. Finally, Royal Bank Of Canada raised their price target on shares of Twilio from $75.00 to $100.00 and gave the stock an “underperform” rating in a report on Monday, January 5th. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, five have assigned a Hold rating and three have given a Sell rating to the stock. According to MarketBeat, Twilio presently has a consensus rating of “Moderate Buy” and an average price target of $145.22.

Insiders Place Their Bets

In other news, CFO Aidan Viggiano sold 8,109 shares of the firm’s stock in a transaction on Wednesday, December 31st. The shares were sold at an average price of $143.38, for a total transaction of $1,162,668.42. Following the transaction, the chief financial officer owned 119,449 shares in the company, valued at approximately $17,126,597.62. This trade represents a 6.36% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Khozema Shipchandler sold 13,336 shares of Twilio stock in a transaction on Tuesday, January 6th. The shares were sold at an average price of $134.28, for a total transaction of $1,790,758.08. Following the completion of the sale, the chief executive officer directly owned 193,781 shares of the company’s stock, valued at approximately $26,020,912.68. The trade was a 6.44% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 43,753 shares of company stock worth $6,050,080 in the last 90 days. 0.21% of the stock is owned by insiders.

Twilio Trading Down 0.2%

Shares of NYSE TWLO opened at $126.66 on Thursday. The business has a 50 day simple moving average of $121.14 and a 200 day simple moving average of $120.64. Twilio Inc. has a 52 week low of $77.51 and a 52 week high of $145.90. The stock has a market cap of $19.19 billion, a price-to-earnings ratio of 666.66, a PEG ratio of 5.20 and a beta of 1.30. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.03 and a current ratio of 4.03.

Twilio (NYSE:TWLO) last issued its quarterly earnings data on Thursday, February 12th. The technology company reported $1.33 earnings per share for the quarter, beating the consensus estimate of $1.24 by $0.09. The firm had revenue of $1.37 billion for the quarter, compared to analyst estimates of $1.32 billion. Twilio had a net margin of 0.67% and a return on equity of 3.93%. The company’s revenue for the quarter was up 14.3% on a year-over-year basis. During the same quarter last year, the firm earned $1.00 earnings per share. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. On average, research analysts predict that Twilio Inc. will post 1.44 earnings per share for the current fiscal year.

About Twilio

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.