Farmers Trust Co. Has $5.76 Million Position in Twilio Inc. $TWLO

Farmers Trust Co. cut its position in Twilio Inc. (NYSE:TWLO) by 9.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 40,485 shares of the technology company’s stock after selling 4,377 shares during the quarter. Farmers Trust Co.’s holdings in Twilio were worth $5,759,000 as of its most recent SEC filing.

Other hedge funds have also recently made changes to their positions in the company. Vanguard Group Inc. grew its holdings in shares of Twilio by 2.6% during the third quarter. Vanguard Group Inc. now owns 15,305,989 shares of the technology company’s stock worth $1,531,976,000 after purchasing an additional 392,023 shares during the last quarter. State Street Corp raised its holdings in Twilio by 47.8% in the 3rd quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock valued at $588,469,000 after buying an additional 1,900,551 shares during the last quarter. Alyeska Investment Group L.P. raised its holdings in Twilio by 39.7% in the 3rd quarter. Alyeska Investment Group L.P. now owns 2,643,859 shares of the technology company’s stock valued at $264,624,000 after buying an additional 750,951 shares during the last quarter. Invesco Ltd. boosted its position in Twilio by 225.0% during the 3rd quarter. Invesco Ltd. now owns 2,009,237 shares of the technology company’s stock worth $201,105,000 after buying an additional 1,391,013 shares during the period. Finally, Norges Bank acquired a new stake in Twilio during the 2nd quarter worth approximately $228,877,000. 84.27% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Twilio

In other Twilio news, CFO Aidan Viggiano sold 8,109 shares of the company’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 sale, the chief financial officer owned 119,449 shares of the company’s stock, valued at approximately $17,126,597.62. This represents a 6.36% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CEO Khozema Shipchandler sold 13,336 shares of the company’s 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 sale, the chief executive officer directly owned 193,781 shares in the company, valued at $26,020,912.68. This trade represents a 6.44% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 43,753 shares of company stock worth $6,050,080. 0.21% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

TWLO has been the subject of several recent research reports. TD Cowen upgraded shares of Twilio from a “hold” rating to a “buy” rating and upped their price target for the company from $125.00 to $160.00 in a research report on Monday, March 2nd. Morgan Stanley set a $153.00 price objective on shares of Twilio in a research note on Friday, February 13th. Mizuho set a $150.00 price objective on Twilio in a report on Monday, December 15th. Royal Bank Of Canada raised their target price on Twilio from $75.00 to $100.00 and gave the stock an “underperform” rating in a research report on Monday, January 5th. Finally, Jefferies Financial Group reaffirmed a “hold” rating and set a $125.00 target price on shares of Twilio in a report on Friday, February 13th. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, five have assigned a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat.com, Twilio presently has a consensus rating of “Moderate Buy” and an average target price of $145.22.

Twilio Stock Performance

NYSE:TWLO opened at $127.41 on Friday. 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 Inc. has a fifty-two week low of $77.51 and a fifty-two week high of $145.90. The company has a 50 day simple moving average of $120.94 and a two-hundred day simple moving average of $120.69. The company has a market capitalization of $19.30 billion, a PE ratio of 670.63, a P/E/G ratio of 5.19 and a beta of 1.30.

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

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.