Elevation Point Wealth Partners LLC acquired a new stake in Twilio Inc. (NYSE:TWLO – Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 3,162 shares of the technology company’s stock, valued at approximately $398,000.
Several other hedge funds have also modified their holdings of TWLO. MassMutual Private Wealth & Trust FSB raised its position in shares of Twilio by 34.7% during the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 303 shares of the technology company’s stock worth $43,000 after acquiring an additional 78 shares during the last quarter. GHP Investment Advisors Inc. increased its position in Twilio by 6.3% in the fourth quarter. GHP Investment Advisors Inc. now owns 1,459 shares of the technology company’s stock worth $208,000 after purchasing an additional 86 shares during the period. SJS Investment Consulting Inc. raised its holdings in Twilio by 27.7% during the 1st quarter. SJS Investment Consulting Inc. now owns 429 shares of the technology company’s stock worth $54,000 after purchasing an additional 93 shares during the last quarter. Centaurus Financial Inc. raised its holdings in Twilio by 0.7% during the 3rd quarter. Centaurus Financial Inc. now owns 13,587 shares of the technology company’s stock worth $1,360,000 after purchasing an additional 94 shares during the last quarter. Finally, NewEdge Advisors LLC lifted its position in Twilio by 1.7% during the 4th quarter. NewEdge Advisors LLC now owns 5,911 shares of the technology company’s stock valued at $841,000 after purchasing an additional 99 shares during the period. 84.27% of the stock is owned by institutional investors.
Analysts Set New Price Targets
Several research analysts have recently issued reports on the stock. Stifel Nicolaus set a $175.00 target price on shares of Twilio in a research note on Friday, May 1st. Bank of America raised shares of Twilio from an “underperform” rating to a “buy” rating and boosted their price target for the stock from $110.00 to $190.00 in a research note on Wednesday, April 22nd. BTIG Research reaffirmed a “buy” rating and issued a $215.00 price objective on shares of Twilio in a research note on Tuesday, May 12th. Morgan Stanley reaffirmed an “overweight” rating and issued a $200.00 price objective on shares of Twilio in a research note on Friday, May 1st. Finally, Mizuho upped their target price on shares of Twilio from $150.00 to $165.00 and gave the company an “outperform” rating in a research report on Tuesday, April 21st. Three research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Twilio has an average rating of “Moderate Buy” and an average price target of $207.41.
Twilio Stock Up 1.9%
Shares of NYSE TWLO opened at $216.03 on Thursday. Twilio Inc. has a 52-week low of $91.84 and a 52-week high of $238.48. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.66 and a current ratio of 4.66. The stock has a market cap of $32.79 billion, a P/E ratio of 337.55, a P/E/G ratio of 4.22 and a beta of 1.36. The firm has a 50 day moving average price of $196.67 and a 200 day moving average price of $151.68.
Twilio (NYSE:TWLO – Get Free Report) last announced its quarterly earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share 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 analysts’ expectations of $1.34 billion. Twilio had a net margin of 1.96% and a return on equity of 4.64%. The business’s quarterly revenue was up 20.0% compared to the same quarter last year. During the same period last year, the firm posted $1.14 earnings per share. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. Analysts expect that Twilio Inc. will post 2.79 EPS for the current year.
Insiders Place Their Bets
In other news, CEO Khozema Shipchandler sold 44,158 shares of the company’s stock in a transaction that occurred on Thursday, June 4th. The shares were sold at an average price of $235.88, for a total value of $10,415,989.04. Following the completion of the transaction, the chief executive officer owned 235,542 shares in the company, valued at $55,559,646.96. This represents a 15.79% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. 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 on Wednesday, May 27th. The stock was sold at an average price of $184.14, for a total transaction of $184,140,000.00. Following the sale, the director directly owned 620,000 shares of the company’s stock, valued at $114,166,800. This represents a 61.73% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 1,805,780 shares of company stock worth $342,166,703. Company insiders own 0.21% of the company’s stock.
Twilio Company 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.
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