CWA Asset Management Group LLC Sells 46,589 Shares of Twilio Inc. $TWLO

CWA Asset Management Group LLC decreased its position in shares of Twilio Inc. (NYSE:TWLO) by 79.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 12,183 shares of the technology company’s stock after selling 46,589 shares during the quarter. CWA Asset Management Group LLC’s holdings in Twilio were worth $1,733,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently modified their holdings of the company. Vanguard Group Inc. lifted its holdings in shares of Twilio by 2.6% in the 3rd 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 in the last quarter. State Street Corp increased its stake in Twilio by 47.8% during the 3rd quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock valued at $588,469,000 after purchasing an additional 1,900,551 shares in the last quarter. Alyeska Investment Group L.P. increased its stake in Twilio by 39.7% during 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 purchasing an additional 750,951 shares in the last quarter. Invesco Ltd. raised its holdings in Twilio by 225.0% during the third 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 last quarter. Finally, Norges Bank bought a new position in shares of Twilio in the second quarter valued at $228,877,000. 84.27% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Twilio

In other news, CFO Aidan Viggiano sold 806 shares of Twilio stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $125.00, for a total transaction of $100,750.00. Following the sale, the chief financial officer directly owned 147,961 shares in the company, valued at $18,495,125. The trade was a 0.54% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Khozema Shipchandler sold 13,336 shares of the firm’s stock in a transaction dated Tuesday, January 6th. The stock was sold at an average price of $134.28, for a total transaction of $1,790,758.08. Following the sale, the chief executive officer owned 193,781 shares of the company’s stock, valued at $26,020,912.68. This trade represents a 6.44% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 43,753 shares of company stock valued at $6,050,080. Insiders own 4.50% of the company’s stock.

Twilio Price Performance

Twilio stock opened at $124.04 on Monday. Twilio Inc. has a 52 week low of $77.51 and a 52 week high of $145.90. The company’s 50 day moving average price is $120.79 and its two-hundred day moving average price is $121.04. The company has a quick ratio of 4.03, a current ratio of 4.03 and a debt-to-equity ratio of 0.13. The stock has a market cap of $18.79 billion, a P/E ratio of 652.87, a P/E/G ratio of 5.09 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 EPS for the quarter, topping analysts’ consensus estimates of $1.24 by $0.09. Twilio had a return on equity of 3.93% and a net margin of 0.67%.The business had revenue of $1.37 billion for the quarter, compared to analyst estimates of $1.32 billion. During the same period last year, the company posted $1.00 earnings per share. Twilio’s quarterly revenue was up 14.3% compared to the same quarter last year. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. On average, equities analysts predict that Twilio Inc. will post 1.44 earnings per share for the current year.

Analyst Ratings Changes

A number of research analysts have recently issued reports on TWLO shares. Morgan Stanley set a $153.00 price objective on shares of Twilio in a report on Friday, February 13th. Weiss Ratings lowered shares of Twilio from a “hold (c-)” rating to a “sell (d+)” rating in a report on Friday, February 27th. Jefferies Financial Group reaffirmed a “hold” rating and issued a $125.00 price target on shares of Twilio in a research report on Friday, February 13th. Rosenblatt Securities reiterated a “buy” rating and set a $180.00 price target on shares of Twilio in a research note on Friday, February 13th. Finally, BTIG Research decreased their price objective on Twilio from $165.00 to $155.00 and set a “buy” rating for the company in a report on Friday, February 13th. Two research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, five have assigned a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat, Twilio presently has a consensus rating of “Moderate Buy” and an average price target of $145.22.

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.