Twilio Inc. $TWLO Holdings Trimmed by Hsbc Holdings PLC

Hsbc Holdings PLC reduced its position in shares of Twilio Inc. (NYSE:TWLO) by 29.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 127,222 shares of the technology company’s stock after selling 52,895 shares during the period. Hsbc Holdings PLC owned approximately 0.08% of Twilio worth $18,152,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently bought and sold shares of TWLO. Raleigh Capital Management Inc. acquired a new position in shares of Twilio in the 4th quarter worth approximately $26,000. SHP Wealth Management acquired a new stake in Twilio during the fourth quarter valued at approximately $26,000. Zions Bancorporation National Association UT acquired a new stake in Twilio during the fourth quarter valued at approximately $29,000. Aster Capital Management DIFC Ltd bought a new stake in Twilio during the fourth quarter worth approximately $29,000. Finally, Strategic Advocates LLC bought a new stake in Twilio during the third quarter worth approximately $30,000. 84.27% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on the company. Citizens Jmp upped their price target on Twilio from $185.00 to $210.00 and gave the company a “market outperform” rating in a report on Friday, May 1st. Stifel Nicolaus set a $175.00 target price on Twilio in a report on Friday, May 1st. Rosenblatt Securities reaffirmed a “buy” rating and set a $230.00 target price on shares of Twilio in a research report on Thursday, June 18th. KeyCorp boosted their target price on Twilio from $156.00 to $200.00 and gave the stock an “overweight” rating in a research report on Friday, May 1st. Finally, Piper Sandler upped their target price on Twilio from $130.00 to $192.00 and gave the company a “neutral” rating in a report on Friday, May 1st. Three investment 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 company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $205.38.

Insiders Place Their Bets

In related news, Director Andrew Stafman sold 1,000,000 shares of the company’s 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 transaction, the director directly owned 620,000 shares of the company’s stock, valued at approximately $114,166,800. The trade was a 61.73% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Aidan Viggiano sold 1,828 shares of the stock in a transaction dated Tuesday, May 19th. The stock was sold at an average price of $200.00, for a total value of $365,600.00. Following the completion of the sale, the chief financial officer directly owned 127,345 shares of the company’s stock, valued at approximately $25,469,000. This represents a 1.42% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 1,805,779 shares of company stock worth $338,603,196. 0.21% of the stock is currently owned by corporate insiders.

Twilio Stock Up 1.8%

TWLO stock opened at $191.74 on Friday. Twilio Inc. has a 52-week low of $91.84 and a 52-week high of $238.48. The company’s 50 day simple moving average is $185.02 and its 200-day simple moving average is $147.10. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.66 and a quick ratio of 4.66. The firm has a market capitalization of $29.10 billion, a P/E ratio of 299.60, a P/E/G ratio of 3.72 and a beta of 1.39.

Twilio (NYSE:TWLO) last posted its quarterly earnings data on Thursday, April 30th. The technology company reported $1.50 EPS for the quarter, topping analysts’ consensus estimates of $1.27 by $0.23. Twilio had a net margin of 1.96% and a return on equity of 4.64%. The firm had revenue of $1.41 billion during the quarter, compared to analyst estimates of $1.34 billion. During the same quarter last year, the business posted $1.14 EPS. The company’s revenue was up 20.0% on a year-over-year basis. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. As a group, equities research analysts anticipate that Twilio Inc. will post 2.81 EPS 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.