Dimensional Fund Advisors LP Reduces Stock Position in Twilio Inc. $TWLO

Dimensional Fund Advisors LP cut its holdings in Twilio Inc. (NYSE:TWLO) by 2.8% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 1,494,052 shares of the technology company’s stock after selling 42,620 shares during the period. Dimensional Fund Advisors LP’s holdings in Twilio were worth $187,937,000 as of its most recent SEC filing.

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

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on the company. Mizuho boosted their price objective on Twilio from $200.00 to $240.00 and gave the company an “outperform” rating in a research note on Friday, July 17th. Oppenheimer raised their target price on Twilio from $200.00 to $235.00 and gave the stock an “outperform” rating in a research note on Monday, May 18th. Robert W. Baird set a $200.00 target price on Twilio in a report on Friday, May 1st. Citizens Jmp upped their price target on Twilio from $210.00 to $250.00 and gave the company a “market outperform” rating in a research report on Monday, July 20th. Finally, Stifel Nicolaus upgraded Twilio from a “hold” rating to a “buy” rating and upped their price target for the company from $175.00 to $260.00 in a research report on Thursday, July 9th. 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 assigned a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus price target of $219.23.

Twilio Stock Up 3.4%

TWLO opened at $191.43 on Friday. The firm has a market capitalization of $29.05 billion, a P/E ratio of 299.12, a price-to-earnings-growth ratio of 3.81 and a beta of 1.36. Twilio Inc. has a one year low of $91.84 and a one year high of $238.48. The company has a fifty day moving average price of $201.89 and a 200-day moving average price of $156.93. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.66 and a quick ratio of 4.66.

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

Insiders Place Their Bets

In other Twilio news, CEO Khozema Shipchandler sold 44,158 shares of the company’s stock in a transaction dated Thursday, June 4th. The stock was sold at an average price of $235.88, for a total value of $10,415,989.04. Following the transaction, the chief executive officer directly owned 235,542 shares in the company, valued at $55,559,646.96. This represents a 15.79% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Aidan Viggiano sold 9,093 shares of the firm’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 completion of the sale, the chief financial officer directly owned 118,252 shares in the company, valued at approximately $23,798,215. The trade was a 7.14% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 1,803,980 shares of company stock valued at $341,898,467 over the last 90 days. 0.21% of the stock is owned by insiders.

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.