Corient Private Wealth LLC Has $2.72 Million Stock Holdings in Twilio Inc. $TWLO

Corient Private Wealth LLC raised its stake in Twilio Inc. (NYSE:TWLO) by 30.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 19,094 shares of the technology company’s stock after purchasing an additional 4,424 shares during the quarter. Corient Private Wealth LLC’s holdings in Twilio were worth $2,716,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. MassMutual Private Wealth & Trust FSB raised its stake in shares of Twilio by 34.7% during the 4th quarter. MassMutual Private Wealth & Trust FSB now owns 303 shares of the technology company’s stock worth $43,000 after purchasing an additional 78 shares in the last quarter. GHP Investment Advisors Inc. grew its stake in shares of Twilio by 6.3% in the fourth quarter. GHP Investment Advisors Inc. now owns 1,459 shares of the technology company’s stock valued at $208,000 after buying an additional 86 shares in the last quarter. Centaurus Financial Inc. grew its stake in shares of Twilio by 0.7% in the third quarter. Centaurus Financial Inc. now owns 13,587 shares of the technology company’s stock valued at $1,360,000 after buying an additional 94 shares in the last quarter. NewEdge Advisors LLC increased its holdings in Twilio by 1.7% during the fourth quarter. NewEdge Advisors LLC now owns 5,911 shares of the technology company’s stock worth $841,000 after buying an additional 99 shares during the last quarter. Finally, Invst LLC raised its position in Twilio by 1.6% during the fourth quarter. Invst LLC now owns 6,887 shares of the technology company’s stock worth $980,000 after acquiring an additional 107 shares in the last quarter. Institutional investors and hedge funds own 84.27% of the company’s stock.

Insider Activity at Twilio

In other Twilio news, CFO Aidan Viggiano sold 1,828 shares of the stock in a transaction dated Tuesday, May 19th. The shares were sold at an average price of $200.00, for a total value of $365,600.00. Following the transaction, the chief financial officer directly owned 127,345 shares of the company’s stock, valued at $25,469,000. This represents a 1.42% decrease in their position. The transaction 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, Director Erika Rottenberg sold 2,000 shares of the firm’s stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $199.01, for a total transaction of $398,020.00. Following the sale, the director owned 30,995 shares of the company’s stock, valued at $6,168,314.95. This trade represents a 6.06% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 1,805,779 shares of company stock worth $338,603,196. 0.21% of the stock is currently owned by corporate insiders.

Twilio Trading Down 0.1%

Shares of Twilio stock opened at $191.32 on Monday. The business has a fifty day simple moving average of $186.17 and a two-hundred day simple moving average of $147.53. Twilio Inc. has a 1 year low of $91.84 and a 1 year high of $238.48. The company has a market capitalization of $29.04 billion, a price-to-earnings ratio of 298.94, a P/E/G ratio of 3.81 and a beta of 1.39. 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 released its quarterly earnings data on Thursday, April 30th. The technology company reported $1.50 EPS for the quarter, topping analysts’ consensus estimates of $1.27 by $0.23. Twilio had a net margin of 1.96% and a return on equity of 4.64%. The firm 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 business posted $1.14 earnings per share. The company’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 forecast that Twilio Inc. will post 2.79 EPS for the current year.

Analysts Set New Price Targets

TWLO has been the subject of a number of recent analyst reports. Wells Fargo & Company increased their price target on shares of Twilio from $147.00 to $200.00 and gave the company an “overweight” rating in a research note on Friday, May 1st. Mizuho boosted their price objective on shares of Twilio from $150.00 to $165.00 and gave the stock an “outperform” rating in a research note on Tuesday, April 21st. Monness Crespi & Hardt upped their target price on shares of Twilio from $200.00 to $246.00 and gave the company a “buy” rating in a report on Monday, May 11th. KeyCorp raised their target price on shares of Twilio from $156.00 to $200.00 and gave the company an “overweight” rating in a research note on Friday, May 1st. Finally, Jefferies Financial Group reiterated a “buy” rating and set a $195.00 price target on shares of Twilio in a report on Friday, May 1st. Three equities research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $205.38.

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.