Allstate Corp Buys 5,936 Shares of Twilio Inc. $TWLO

Allstate Corp increased its stake in Twilio Inc. (NYSE:TWLO) by 99.2% during the fourth quarter, Holdings Channel reports. The firm owned 11,918 shares of the technology company’s stock after acquiring an additional 5,936 shares during the period. Allstate Corp’s holdings in Twilio were worth $1,695,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of the business. Optimize Financial Inc boosted its stake in shares of Twilio by 1.4% during the fourth quarter. Optimize Financial Inc now owns 13,835 shares of the technology company’s stock valued at $1,968,000 after purchasing an additional 196 shares in the last quarter. Hantz Financial Services Inc. boosted its stake in shares of Twilio by 266.8% during the fourth quarter. Hantz Financial Services Inc. now owns 5,396 shares of the technology company’s stock valued at $768,000 after purchasing an additional 3,925 shares in the last quarter. North Star Asset Management Inc. acquired a new stake in shares of Twilio during the fourth quarter valued at about $213,000. Coldstream Capital Management Inc. boosted its stake in shares of Twilio by 10.8% during the fourth quarter. Coldstream Capital Management Inc. now owns 4,790 shares of the technology company’s stock valued at $681,000 after purchasing an additional 467 shares in the last quarter. Finally, Jefferies Financial Group Inc. acquired a new stake in shares of Twilio during the fourth quarter valued at about $895,000. 84.27% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of research firms recently commented on TWLO. Robert W. Baird set a $200.00 price objective on Twilio in a research note on Friday, May 1st. Stifel Nicolaus set a $175.00 price objective on Twilio in a research note on Friday, May 1st. Argus raised Twilio to a “strong-buy” rating in a research note on Thursday, February 19th. UBS Group lifted their price objective on Twilio from $180.00 to $200.00 and gave the stock a “buy” rating in a research note on Friday, May 1st. Finally, Rosenblatt Securities lifted their price objective on Twilio from $210.00 to $230.00 and gave the stock a “buy” rating in a research note on Thursday, May 7th. Two analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $195.40.

Twilio Trading Up 1.8%

Shares of TWLO stock opened at $184.82 on Friday. The company has a market cap of $28.05 billion, a P/E ratio of 288.78, a PEG ratio of 3.78 and a beta of 1.32. Twilio Inc. has a fifty-two week low of $91.84 and a fifty-two week high of $203.71. The stock has a 50 day simple moving average of $153.92 and a two-hundred day simple moving average of $136.09. 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 released its quarterly earnings data on Thursday, April 30th. The technology company reported $1.50 EPS for the quarter, beating the consensus estimate of $1.27 by $0.23. The firm had revenue of $1.41 billion during the quarter, compared to the consensus estimate of $1.34 billion. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The company’s quarterly revenue was up 20.0% on a year-over-year basis. During the same quarter in the previous year, the company posted $1.14 earnings per share. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. Research analysts forecast that Twilio Inc. will post 2.77 earnings per share for the current year.

Insider Transactions at Twilio

In other news, Director Andrew Stafman sold 1,000,000 shares of the business’s stock in a transaction that occurred 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 sale, the director owned 620,000 shares in the company, valued at $114,166,800. The trade was a 61.73% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director Erika Rottenberg sold 1,500 shares of the business’s stock in a transaction that occurred on Monday, May 4th. The shares were sold at an average price of $185.32, for a total value of $277,980.00. Following the sale, the director owned 32,995 shares of the company’s stock, valued at approximately $6,114,633.40. This represents a 4.35% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 1,760,427 shares of company stock worth $327,889,937. 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.