ABN Amro Investment Solutions Has $895,000 Holdings in Twilio Inc. $TWLO

ABN Amro Investment Solutions cut its position in shares of Twilio Inc. (NYSE:TWLO) by 28.6% in the first quarter, Holdings Channel.com reports. The institutional investor owned 7,111 shares of the technology company’s stock after selling 2,854 shares during the period. ABN Amro Investment Solutions’ holdings in Twilio were worth $895,000 at the end of the most recent quarter.

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

Insiders Place Their Bets

In related news, Director Erika Rottenberg sold 2,000 shares of the business’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $199.01, for a total transaction of $398,020.00. Following the completion of 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Andrew Stafman sold 1,000,000 shares of the stock in a transaction that occurred on Wednesday, May 27th. The shares were sold at an average price of $184.14, for a total value 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. The trade was a 61.73% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 1,803,980 shares of company stock valued at $341,898,467. 0.21% of the stock is owned by company insiders.

Analyst Ratings Changes

A number of brokerages have issued reports on TWLO. Mizuho lifted their target price on shares of Twilio from $200.00 to $240.00 and gave the company an “outperform” rating in a research note on Friday, July 17th. Oppenheimer upped their price target on shares of Twilio from $200.00 to $235.00 and gave the stock an “outperform” rating in a research note on Monday, May 18th. Wells Fargo & Company boosted their target price on Twilio from $200.00 to $225.00 and gave the company an “overweight” rating in a research note on Monday, July 20th. KeyCorp upped 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, TD Cowen raised their price target on Twilio from $210.00 to $245.00 and gave the stock a “buy” rating in a research note on Friday, July 17th. Four research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, two have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Twilio currently has a consensus rating of “Buy” and a consensus price target of $219.23.

Twilio Price Performance

Shares of Twilio stock opened at $191.43 on Friday. The firm has a fifty day simple moving average of $201.89 and a 200-day simple moving average of $156.93. 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 Inc. has a 1-year low of $91.84 and a 1-year high of $238.48. The stock has a market capitalization of $29.05 billion, a price-to-earnings ratio of 299.12, a PEG ratio of 3.81 and a beta of 1.36.

Twilio (NYSE:TWLO) last posted its quarterly earnings data on Thursday, April 30th. The technology company reported $1.50 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.27 by $0.23. The business had revenue of $1.41 billion during the quarter, compared to the consensus estimate of $1.34 billion. Twilio had a net margin of 1.96% and a return on equity of 4.64%. Twilio’s quarterly revenue was up 20.0% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.14 EPS. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. On average, sell-side analysts expect that Twilio Inc. will post 2.79 earnings per share for the current 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.