Twilio Inc. $TWLO Shares Sold by Bank of New York Mellon Corp

Bank of New York Mellon Corp reduced its stake in Twilio Inc. (NYSE:TWLO) by 3.8% in the 1st quarter, HoldingsChannel.com reports. The firm owned 1,016,897 shares of the technology company’s stock after selling 39,922 shares during the period. Bank of New York Mellon Corp’s holdings in Twilio were worth $127,946,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently bought and sold shares of the company. Raleigh Capital Management Inc. purchased a new stake in Twilio during the 4th quarter worth approximately $26,000. SHP Wealth Management purchased a new position in shares of Twilio in the fourth quarter worth $26,000. Zions Bancorporation National Association UT purchased a new position in shares of Twilio in the fourth quarter worth $29,000. Aster Capital Management DIFC Ltd acquired a new stake in shares of Twilio during the fourth quarter worth $29,000. Finally, Osbon Capital Management LLC acquired a new stake in shares of Twilio during the fourth quarter worth $30,000. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Twilio Price Performance

NYSE:TWLO opened at $207.54 on Monday. Twilio Inc. has a one year low of $91.84 and a one year high of $238.48. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.66 and a current ratio of 4.66. The firm has a market cap of $31.50 billion, a price-to-earnings ratio of 324.29, a PEG ratio of 4.11 and a beta of 1.36. The firm’s fifty day moving average is $202.24 and its two-hundred day moving average is $155.26.

Twilio (NYSE:TWLO) last released its quarterly earnings data 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 business had revenue of $1.41 billion during the quarter, compared to analyst estimates of $1.34 billion. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The company’s revenue was up 20.0% on a year-over-year basis. During the same quarter last year, the business posted $1.14 EPS. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. Research analysts expect that Twilio Inc. will post 2.79 EPS for the current year.

Insider Buying and Selling

In other Twilio news, CEO Khozema Shipchandler sold 14,458 shares of the company’s stock in a transaction that occurred on Monday, July 6th. The stock was sold at an average price of $210.43, for a total value of $3,042,396.94. Following the sale, the chief executive officer owned 207,203 shares in the company, valued at approximately $43,601,727.29. This represents a 6.52% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Andrew Stafman sold 1,000,000 shares of the company’s stock in a transaction that occurred on Wednesday, May 27th. The stock was sold at an average price of $184.14, for a total value 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 disclosure for this sale is available in the SEC filing. Insiders sold 1,805,780 shares of company stock valued at $342,166,703 in the last three months. 0.21% of the stock is currently owned by insiders.

Analysts Set New Price Targets

Several research firms recently issued reports on TWLO. Zacks Research raised Twilio from a “hold” rating to a “strong-buy” rating in a research report on Monday, July 13th. Citizens Jmp lifted their price target on Twilio from $185.00 to $210.00 and gave the stock a “market outperform” rating in a research report on Friday, May 1st. KeyCorp increased their price objective on Twilio from $156.00 to $200.00 and gave the company an “overweight” rating in a report on Friday, May 1st. KGI Securities started coverage on Twilio in a research note on Thursday, July 2nd. They issued an “outperform” rating and a $250.00 price objective for the company. Finally, The Goldman Sachs Group assumed coverage on Twilio in a research note on Wednesday, June 24th. They issued a “buy” rating and a $300.00 price objective for the company. Four investment analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Twilio has an average rating of “Buy” and a consensus target price of $216.27.

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.