Andra AP fonden Sells 52,700 Shares of Twilio Inc. $TWLO

Andra AP fonden reduced its position in shares of Twilio Inc. (NYSE:TWLO) by 74.9% in the first quarter, HoldingsChannel reports. The firm owned 17,700 shares of the technology company’s stock after selling 52,700 shares during the quarter. Andra AP fonden’s holdings in Twilio were worth $2,227,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the business. Raleigh Capital Management Inc. bought a new position in shares of Twilio in the 4th quarter worth approximately $26,000. SHP Wealth Management bought a new stake in Twilio during the fourth quarter valued at approximately $26,000. Zions Bancorporation National Association UT bought a new stake in Twilio during the fourth quarter valued at approximately $29,000. Aster Capital Management DIFC Ltd purchased a new stake in Twilio during the fourth quarter valued at approximately $29,000. Finally, Osbon Capital Management LLC purchased a new stake in Twilio during the fourth quarter valued at approximately $30,000. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Insider Activity at Twilio

In related news, Director Andrew Stafman sold 1,000,000 shares of the company’s stock in a transaction on Wednesday, May 27th. The shares were sold at an average price of $184.14, for a total transaction of $184,140,000.00. Following the completion of the transaction, the director owned 620,000 shares in the company, valued at approximately $114,166,800. This represents a 61.73% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Aidan Viggiano sold 9,093 shares of the firm’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 transaction, the chief financial officer directly owned 118,252 shares of the company’s stock, valued at $23,798,215. The trade was a 7.14% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 1,803,980 shares of company stock worth $341,898,467 over the last ninety days. 0.21% of the stock is owned by corporate insiders.

Twilio Stock Up 1.0%

Shares of TWLO opened at $185.13 on Friday. The business’s 50 day moving average is $202.02 and its 200 day moving average is $156.69. The company has a market capitalization of $28.10 billion, a PE ratio of 289.27, a price-to-earnings-growth ratio of 3.65 and a beta of 1.36. Twilio Inc. has a 12-month low of $91.84 and a 12-month high of $238.48. The company has a current ratio of 4.66, a quick ratio of 4.66 and a debt-to-equity ratio of 0.13.

Twilio (NYSE:TWLO) last posted its quarterly earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share for the quarter, topping the consensus estimate of $1.27 by $0.23. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The business had revenue of $1.41 billion during the quarter, compared to the consensus estimate of $1.34 billion. During the same period in the prior year, the company posted $1.14 EPS. The firm’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. Research analysts expect that Twilio Inc. will post 2.79 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on TWLO. Rosenblatt Securities reiterated a “buy” rating and set a $230.00 price target on shares of Twilio in a research note on Thursday, June 18th. KeyCorp upped their price objective on Twilio from $156.00 to $200.00 and gave the stock an “overweight” rating in a research note on Friday, May 1st. Weiss Ratings raised Twilio from a “sell (d+)” rating to a “hold (c)” rating in a report on Wednesday, May 6th. BTIG Research reiterated a “buy” rating and set a $215.00 target price on shares of Twilio in a research report on Tuesday, May 12th. Finally, KGI Securities assumed coverage on Twilio in a report on Thursday, July 2nd. They set an “outperform” rating and a $250.00 price target for the company. Four research analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Buy” and an average price target of $219.23.

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.