Twilio Inc. $TWLO Stake Lowered by Bank of New York Mellon Corp

Bank of New York Mellon Corp trimmed its stake in Twilio Inc. (NYSE:TWLO) by 12.8% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 1,056,819 shares of the technology company’s stock after selling 155,617 shares during the quarter. Bank of New York Mellon Corp’s holdings in Twilio were worth $150,322,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently modified their holdings of TWLO. Raleigh Capital Management Inc. bought a new stake in shares of Twilio during the fourth quarter valued at approximately $26,000. Strategic Advocates LLC acquired a new position in shares of Twilio during the third quarter worth approximately $30,000. Wolff Wiese Magana LLC grew its holdings in Twilio by 2,488.9% in the 4th quarter. Wolff Wiese Magana LLC now owns 233 shares of the technology company’s stock worth $33,000 after buying an additional 224 shares in the last quarter. Park Place Capital Corp bought a new position in Twilio in the 4th quarter worth approximately $39,000. Finally, MassMutual Private Wealth & Trust FSB increased its position in Twilio by 34.7% in the 4th quarter. MassMutual Private Wealth & Trust FSB now owns 303 shares of the technology company’s stock valued at $43,000 after acquiring an additional 78 shares during the period. Institutional investors and hedge funds own 84.27% of the company’s stock.

Insider Transactions at Twilio

In other news, Director Erika Rottenberg sold 2,000 shares of Twilio stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $199.01, for a total transaction of $398,020.00. Following the completion of the sale, the director directly owned 30,995 shares in the company, valued at $6,168,314.95. The trade was a 6.06% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Aidan Viggiano sold 9,389 shares of the business’s stock in a transaction that occurred on Thursday, April 2nd. The shares were sold at an average price of $127.51, for a total value of $1,197,191.39. Following the completion of the sale, the chief financial officer directly owned 130,341 shares of the company’s stock, valued at approximately $16,619,780.91. The trade was a 6.72% 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. Over the last three months, insiders have sold 1,761,621 shares of company stock worth $328,187,207. 0.21% of the stock is owned by company insiders.

Twilio Price Performance

TWLO opened at $226.39 on Friday. The firm has a market capitalization of $34.36 billion, a P/E ratio of 353.74, a PEG ratio of 4.53 and a beta of 1.39. The stock has a fifty day moving average of $165.62 and a 200-day moving average of $140.02. The company has a quick ratio of 4.66, a current ratio of 4.66 and a debt-to-equity ratio of 0.13. Twilio Inc. has a 12-month low of $91.84 and a 12-month high of $238.48.

Twilio (NYSE:TWLO) last released its earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share for the quarter, beating the consensus estimate of $1.27 by $0.23. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The company had revenue of $1.41 billion for the quarter, compared to analysts’ expectations of $1.34 billion. During the same quarter in the previous year, the business posted $1.14 EPS. The business’s revenue for the quarter was up 20.0% on a year-over-year basis. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. Equities analysts forecast that Twilio Inc. will post 2.77 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on the stock. Monness Crespi & Hardt upped their price objective on shares of Twilio from $200.00 to $246.00 and gave the stock a “buy” rating in a report on Monday, May 11th. Weiss Ratings upgraded shares of Twilio from a “sell (d+)” rating to a “hold (c)” rating in a research report on Wednesday, May 6th. Bank of America raised shares of Twilio from an “underperform” rating to a “buy” rating and upped their price target for the stock from $110.00 to $190.00 in a research note on Wednesday, April 22nd. Morgan Stanley reiterated an “overweight” rating and issued a $200.00 price objective on shares of Twilio in a report on Friday, May 1st. Finally, Wells Fargo & Company raised their price objective on shares of Twilio from $147.00 to $200.00 and gave the company an “overweight” rating in a research note on Friday, May 1st. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Twilio currently has an average rating of “Moderate Buy” and a consensus target price of $195.40.

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.