Rehmann Capital Advisory Group Makes New Investment in Twilio Inc. $TWLO

Rehmann Capital Advisory Group bought a new stake in Twilio Inc. (NYSE:TWLO) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 2,921 shares of the technology company’s stock, valued at approximately $417,000.

Several other institutional investors have also modified their holdings of TWLO. Vanguard Group Inc. increased its stake in shares of Twilio by 0.9% in the fourth quarter. Vanguard Group Inc. now owns 15,449,586 shares of the technology company’s stock valued at $2,197,549,000 after purchasing an additional 143,597 shares during the period. State Street Corp boosted its position in shares of Twilio by 47.8% during the third quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock worth $588,469,000 after buying an additional 1,900,551 shares during the period. Invesco Ltd. boosted its position in shares of Twilio by 56.9% during the fourth quarter. Invesco Ltd. now owns 3,151,546 shares of the technology company’s stock worth $448,276,000 after buying an additional 1,142,309 shares during the period. Royal Bank of Canada grew its holdings in Twilio by 3.9% in the 4th quarter. Royal Bank of Canada now owns 2,944,377 shares of the technology company’s stock worth $418,808,000 after buying an additional 110,941 shares in the last quarter. Finally, Alyeska Investment Group L.P. grew 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 worth $264,624,000 after buying an additional 750,951 shares in the last quarter. Institutional investors own 84.27% of the company’s stock.

Insider Buying and Selling at Twilio

In other news, Director Andrew Stafman sold 1,000,000 shares of the stock in a transaction 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 approximately $114,166,800. This represents a 61.73% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Khozema Shipchandler sold 44,158 shares of the firm’s stock in a transaction on Thursday, June 4th. The stock was sold at an average price of $235.88, for a total value of $10,415,989.04. Following the sale, the chief executive officer directly owned 235,542 shares of the company’s stock, valued at approximately $55,559,646.96. This represents a 15.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 1,805,779 shares of company stock valued at $338,603,196 in the last ninety days. Company insiders own 0.21% of the company’s stock.

Analyst Upgrades and Downgrades

TWLO has been the topic of several recent analyst reports. TD Cowen reaffirmed a “buy” rating on shares of Twilio in a research note on Monday, June 1st. Citigroup reissued an “outperform” rating on shares of Twilio in a report on Friday, May 1st. Rosenblatt Securities restated a “buy” rating and set a $230.00 price objective on shares of Twilio in a research note on Thursday, June 18th. UBS Group upped their price objective on shares of Twilio from $180.00 to $200.00 and gave the stock a “buy” rating in a report on Friday, May 1st. Finally, Citizens Jmp increased their target price on shares of Twilio from $185.00 to $210.00 and gave the company a “market outperform” rating in a research report on Friday, May 1st. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Twilio has an average rating of “Moderate Buy” and a consensus price target of $198.24.

Twilio Price Performance

NYSE:TWLO opened at $183.43 on Tuesday. The company has a quick ratio of 4.66, a current ratio of 4.66 and a debt-to-equity ratio of 0.13. The business’s 50-day moving average price is $181.06 and its 200 day moving average price is $145.80. Twilio Inc. has a 52-week low of $91.84 and a 52-week high of $238.48. The firm has a market cap of $27.84 billion, a P/E ratio of 286.62, a PEG ratio of 3.73 and a beta of 1.39.

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

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.