Envestnet Asset Management Inc. Sells 84,987 Shares of Twilio Inc. $TWLO

Envestnet Asset Management Inc. cut its position in Twilio Inc. (NYSE:TWLO) by 31.9% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 181,349 shares of the technology company’s stock after selling 84,987 shares during the quarter. Envestnet Asset Management Inc. owned approximately 0.12% of Twilio worth $18,151,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of TWLO. Norges Bank bought a new position in shares of Twilio during the 2nd quarter worth approximately $228,877,000. Nordea Investment Management AB grew its holdings in Twilio by 4,231.2% in the second quarter. Nordea Investment Management AB now owns 1,123,638 shares of the technology company’s stock worth $139,736,000 after purchasing an additional 1,097,695 shares during the last quarter. Voya Investment Management LLC lifted its holdings in shares of Twilio by 752.5% during the 3rd quarter. Voya Investment Management LLC now owns 755,015 shares of the technology company’s stock valued at $75,569,000 after purchasing an additional 666,448 shares during the last quarter. Atreides Management LP boosted its position in shares of Twilio by 533.1% in the 2nd quarter. Atreides Management LP now owns 730,300 shares of the technology company’s stock worth $90,820,000 after purchasing an additional 614,943 shares in the last quarter. Finally, Neuberger Berman Group LLC grew its stake in Twilio by 17,371.0% during the 2nd quarter. Neuberger Berman Group LLC now owns 547,192 shares of the technology company’s stock worth $68,049,000 after buying an additional 544,060 shares during the last quarter. 84.27% of the stock is currently owned by institutional investors.

Insider Transactions at Twilio

In related news, Director Andrew Stafman sold 1,000,000 shares of the firm’s stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $129.00, for a total transaction of $129,000,000.00. Following the sale, the director owned 2,295,000 shares in the company, valued at approximately $296,055,000. This trade represents a 30.35% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Khozema Shipchandler sold 13,336 shares of Twilio stock in a transaction dated Tuesday, January 6th. The shares were sold at an average price of $134.28, for a total value of $1,790,758.08. Following the completion of the transaction, the chief executive officer owned 193,781 shares of the company’s stock, valued at approximately $26,020,912.68. This represents a 6.44% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 1,043,438 shares of company stock valued at $135,022,770 in the last 90 days. 0.21% of the stock is currently owned by company insiders.

Trending Headlines about Twilio

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Q4 beat — Twilio beat consensus on both EPS ($1.33 vs. $1.24) and revenue ($1.37B vs. $1.32B), with revenue up ~14% year-over-year and improved margins. This result supports the narrative of accelerating growth and improving profitability. Twilio Announces Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Stronger-than-expected 2026 outlook — management guided to mid-teens reported revenue growth (roughly 11.5–12.5% reported growth cited in some summaries), raised EPS/Q1 and set material free cash flow targets, which lifted forward earnings expectations. That guidance is the primary bullish driver today. Twilio: Buy These Strong Results
• Positive Sentiment: Analyst support and price-target activity — several firms reiterated buys and set above-current price targets (Rosenblatt $180 PT; BTIG trimmed but kept a buy). Upgrades/reiterates help underpin upside after the beat. Forecasting The Future: 9 Analyst Projections For Twilio
• Neutral Sentiment: Mixed analyst takeaways — while some highlight durable profitability and FCF, others noted the outlook and fee/usage dynamics require close monitoring; expect divergent analyst notes and volatility as the story is digested. Twilio’s outlook draws mixed reactions from analysts
• Negative Sentiment: Sector/sentiment headwinds — some investors are rotating away from software and scrutinizing software valuations; a bearish note argues Twilio still faces downside risk amid broader software weakness. That skepticism is limiting the post-earnings rally. With Software Slumping, Twilio Has Further To Fall
• Negative Sentiment: Volatility despite beat — several headlines note shares have been volatile after the print as investors parse execution risks, fee pressure, and whether AI/voice growth will sustainably accelerate revenue and margins. Short-term swings are likely. What’s going on with Twilio stock Friday?

Twilio Trading Up 2.3%

NYSE TWLO opened at $112.95 on Friday. Twilio Inc. has a 1 year low of $77.51 and a 1 year high of $145.90. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.68 and a quick ratio of 4.68. The company has a market capitalization of $17.33 billion, a PE ratio of 594.48, a P/E/G ratio of 2.21 and a beta of 1.32. The company has a fifty day moving average of $129.42 and a 200 day moving average of $118.89.

Twilio (NYSE:TWLO) last released its quarterly earnings data on Thursday, February 12th. The technology company reported $1.33 earnings per share for the quarter, beating analysts’ consensus estimates of $1.24 by $0.09. Twilio had a return on equity of 3.91% and a net margin of 0.67%.The business had revenue of $1.37 billion during the quarter, compared to analyst estimates of $1.32 billion. During the same quarter last year, the business posted $1.00 EPS. The company’s revenue was up 14.3% on a year-over-year basis. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. Research analysts forecast that Twilio Inc. will post 1.44 earnings per share for the current year.

Analyst Ratings Changes

A number of research firms have commented on TWLO. KeyCorp increased their price target on Twilio from $146.00 to $156.00 and gave the company an “overweight” rating in a research note on Friday, October 31st. Rosenblatt Securities reaffirmed a “buy” rating and issued a $180.00 price objective on shares of Twilio in a research report on Friday. Jefferies Financial Group reissued a “hold” rating and set a $125.00 target price on shares of Twilio in a research report on Friday. Citigroup restated a “market perform” rating on shares of Twilio in a research note on Tuesday, December 30th. Finally, Bank of America raised their price target on shares of Twilio from $100.00 to $110.00 and gave the stock an “underperform” rating in a report on Friday, October 31st. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, seven have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $144.58.

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.