Twilio Inc. $TWLO Shares Sold by Sterling Capital Management LLC

Sterling Capital Management LLC lessened its position in Twilio Inc. (NYSE:TWLO) by 42.0% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 4,130 shares of the technology company’s stock after selling 2,994 shares during the quarter. Sterling Capital Management LLC’s holdings in Twilio were worth $520,000 at the end of the most recent reporting period.

Other hedge funds have also recently bought and sold shares of the company. Raleigh Capital Management Inc. acquired a new position in Twilio in the 4th quarter valued at about $26,000. SHP Wealth Management acquired a new stake in shares of Twilio during the fourth quarter worth about $26,000. Zions Bancorporation National Association UT acquired a new stake in shares of Twilio during the fourth quarter worth about $29,000. Aster Capital Management DIFC Ltd purchased a new position in shares of Twilio in the fourth quarter valued at approximately $29,000. Finally, Strategic Advocates LLC purchased a new position in shares of Twilio in the third quarter valued at approximately $30,000. Institutional investors and hedge funds own 84.27% of the company’s stock.

Insider Activity

In related news, CFO Aidan Viggiano sold 9,093 shares of the business’s stock in a transaction on Tuesday, June 30th. The shares were sold at an average price of $201.25, for a total transaction of $1,829,966.25. Following the completion of the transaction, the chief financial officer owned 118,252 shares in the company, valued at approximately $23,798,215. The trade was a 7.14% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Erika Rottenberg sold 2,000 shares of the business’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $199.01, for a total transaction of $398,020.00. Following the transaction, the director owned 30,995 shares of the company’s stock, valued at approximately $6,168,314.95. The trade was a 6.06% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 1,798,509 shares of company stock valued at $339,468,623 over the last quarter. Company insiders own 0.21% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on TWLO. Stifel Nicolaus set a $175.00 target price on shares of Twilio in a research note on Friday, May 1st. KeyCorp raised their price target on shares of Twilio from $156.00 to $200.00 and gave the company an “overweight” rating in a research report on Friday, May 1st. Tigress Financial boosted their price target on shares of Twilio from $170.00 to $255.00 and gave the stock a “buy” rating in a research note on Thursday, June 11th. Rosenblatt Securities reaffirmed a “buy” rating and set a $230.00 price objective on shares of Twilio in a research report on Thursday, June 18th. Finally, KGI Securities assumed coverage on Twilio in a research note on Thursday. They issued an “outperform” rating and a $250.00 price objective on the stock. Three equities research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $207.41.

Twilio Stock Performance

Shares of Twilio stock opened at $209.31 on Friday. The business has a 50-day simple moving average of $191.30 and a 200-day simple moving average of $149.59. 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 Inc. has a one year low of $91.84 and a one year high of $238.48. The company has a market cap of $31.77 billion, a PE ratio of 327.06, a P/E/G ratio of 4.16 and a beta of 1.36.

Twilio (NYSE:TWLO) last issued 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 net margin of 1.96% and a return on equity of 4.64%. The firm had revenue of $1.41 billion for the quarter, compared to analysts’ expectations of $1.34 billion. During the same quarter last year, the company earned $1.14 earnings per share. The firm’s revenue was up 20.0% compared to the same quarter last year. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. On average, equities research analysts forecast that Twilio Inc. will post 2.79 EPS 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.