GM Advisory Group LLC Sells 14,018 Shares of Twilio Inc. $TWLO

GM Advisory Group LLC cut its holdings in shares of Twilio Inc. (NYSE:TWLO) by 76.3% during the 1st quarter, HoldingsChannel reports. The fund owned 4,365 shares of the technology company’s stock after selling 14,018 shares during the quarter. GM Advisory Group LLC’s holdings in Twilio were worth $549,000 at the end of the most recent reporting period.

Other hedge funds have also recently made changes to their positions in the company. Raleigh Capital Management Inc. purchased a new stake in shares of Twilio in the 4th quarter valued at $26,000. SHP Wealth Management bought a new position in shares of Twilio during the 4th quarter valued at $26,000. Zions Bancorporation National Association UT purchased a new position in Twilio in the 4th quarter worth $29,000. Aster Capital Management DIFC Ltd purchased a new position in Twilio in the 4th quarter worth $29,000. Finally, Strategic Advocates LLC bought a new stake in Twilio in the third quarter worth $30,000. 84.27% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other Twilio news, CEO Khozema Shipchandler sold 13,881 shares of the company’s stock in a transaction that occurred on Tuesday, June 30th. The stock was sold at an average price of $201.26, for a total transaction of $2,793,690.06. Following the completion of the transaction, the chief executive officer owned 221,661 shares of the company’s stock, valued at $44,611,492.86. This represents a 5.89% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Aidan Viggiano sold 9,093 shares of the stock in a transaction that occurred on Tuesday, June 30th. The stock was 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 owned 118,252 shares of the company’s stock, valued at approximately $23,798,215. This trade represents a 7.14% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 1,782,794 shares of company stock valued at $337,372,399 over the last three months. Company insiders own 0.21% of the company’s stock.

Twilio Trading Up 0.0%

Shares of TWLO opened at $209.31 on Monday. The stock has a market capitalization of $31.77 billion, a P/E ratio of 327.06, a PEG ratio of 4.16 and a beta of 1.36. The company has a quick ratio of 4.66, a current ratio of 4.66 and a debt-to-equity ratio of 0.13. The firm has a fifty day simple moving average of $192.49 and a two-hundred day simple moving average of $150.12. Twilio Inc. has a twelve month low of $91.84 and a twelve month high of $238.48.

Twilio (NYSE:TWLO) last released its quarterly earnings data on Thursday, April 30th. The technology company reported $1.50 earnings per share (EPS) for the quarter, beating 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 for the quarter, compared to analysts’ expectations of $1.34 billion. During the same quarter in the previous year, the company earned $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. On average, research analysts anticipate that Twilio Inc. will post 2.79 EPS for the current year.

Wall Street Analysts Forecast Growth

TWLO has been the subject of several analyst reports. Monness Crespi & Hardt upped their price target on shares of Twilio from $200.00 to $246.00 and gave the company a “buy” rating in a research report on Monday, May 11th. Oppenheimer lifted their price objective on Twilio from $200.00 to $235.00 and gave the stock an “outperform” rating in a report on Monday, May 18th. KGI Securities assumed coverage on Twilio in a research note on Thursday. They issued an “outperform” rating and a $250.00 target price for the company. TD Cowen restated a “buy” rating on shares of Twilio in a report on Monday, June 1st. Finally, Mizuho raised their price target on Twilio from $150.00 to $165.00 and gave the stock an “outperform” rating in a research report on Tuesday, April 21st. Three equities research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $207.41.

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.