Twilio Inc. $TWLO Shares Bought by Allspring Global Investments Holdings LLC

Allspring Global Investments Holdings LLC lifted its holdings in shares of Twilio Inc. (NYSE:TWLO) by 89.8% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 483,611 shares of the technology company’s stock after buying an additional 228,840 shares during the period. Allspring Global Investments Holdings LLC’s holdings in Twilio were worth $63,092,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of the business. Raleigh Capital Management Inc. purchased a new stake in shares of Twilio in the fourth quarter valued at approximately $26,000. SHP Wealth Management purchased a new position in Twilio in the fourth quarter worth $26,000. Zions Bancorporation National Association UT purchased a new position in Twilio in the fourth quarter worth $29,000. Aster Capital Management DIFC Ltd acquired a new stake in Twilio in the fourth quarter valued at $29,000. Finally, Osbon Capital Management LLC acquired a new stake in Twilio in the fourth quarter valued at $30,000. 84.27% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other Twilio news, CFO Aidan Viggiano sold 9,093 shares of the company’s stock in a transaction dated Tuesday, June 30th. The shares were sold at an average price of $201.25, for a total value of $1,829,966.25. Following the transaction, the chief financial officer directly owned 118,252 shares in the company, valued at approximately $23,798,215. This represents a 7.14% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Andrew Stafman sold 1,000,000 shares of Twilio stock in a transaction dated 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 sale, the director owned 620,000 shares of the company’s stock, valued at approximately $114,166,800. This trade represents a 61.73% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 1,805,780 shares of company stock worth $342,166,703. Company insiders own 0.21% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently weighed in on TWLO shares. 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. Citigroup reissued an “outperform” rating on shares of Twilio in a report on Friday, May 1st. BTIG Research restated a “buy” rating and set a $215.00 target price on shares of Twilio in a research report on Tuesday, May 12th. Oppenheimer increased their target price on shares of Twilio from $200.00 to $235.00 and gave the company an “outperform” rating in a report on Monday, May 18th. Finally, Weiss Ratings upgraded shares of Twilio from a “sell (d+)” rating to a “hold (c)” rating in a research report on Wednesday, May 6th. Four investment analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus price target of $216.27.

Twilio Price Performance

Shares of NYSE:TWLO opened at $207.54 on Friday. The business’s fifty day moving average price is $202.24 and its two-hundred day moving average price is $155.16. The stock has a market cap of $31.50 billion, a PE ratio of 324.29, a price-to-earnings-growth ratio of 4.11 and a beta of 1.36. 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.

Twilio (NYSE:TWLO) last released its quarterly earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share for the quarter, topping analysts’ consensus estimates 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 during the quarter, compared to analysts’ expectations of $1.34 billion. During the same period in the previous year, the firm posted $1.14 earnings per share. The business’s revenue for the quarter 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, analysts forecast that Twilio Inc. will post 2.79 EPS for the current fiscal year.

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.