Campbell Capital Management Inc. Acquires Shares of 36,125 Twilio Inc. $TWLO

Campbell Capital Management Inc. bought a new position in shares of Twilio Inc. (NYSE:TWLO) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 36,125 shares of the technology company’s stock, valued at approximately $3,616,000. Twilio accounts for 1.4% of Campbell Capital Management Inc.’s portfolio, making the stock its 19th largest position.

Several other institutional investors have also recently made changes to their positions in the company. Versant Capital Management Inc grew its stake in Twilio by 4.5% in the third quarter. Versant Capital Management Inc now owns 2,281 shares of the technology company’s stock worth $228,000 after purchasing an additional 98 shares during the period. GHP Investment Advisors Inc. lifted its position in Twilio by 7.8% during the third quarter. GHP Investment Advisors Inc. now owns 1,373 shares of the technology company’s stock valued at $137,000 after buying an additional 99 shares during the period. Lansforsakringar Fondforvaltning AB publ boosted its holdings in shares of Twilio by 0.3% during the 3rd quarter. Lansforsakringar Fondforvaltning AB publ now owns 42,224 shares of the technology company’s stock valued at $4,226,000 after buying an additional 108 shares in the last quarter. Nomura Asset Management Co. Ltd. grew its position in shares of Twilio by 0.3% in the 2nd quarter. Nomura Asset Management Co. Ltd. now owns 43,495 shares of the technology company’s stock worth $5,409,000 after buying an additional 115 shares during the period. Finally, Covestor Ltd grew its position in shares of Twilio by 22.4% in the 3rd quarter. Covestor Ltd now owns 710 shares of the technology company’s stock worth $71,000 after buying an additional 130 shares during the period. Institutional investors own 84.27% of the company’s stock.

Twilio Stock Performance

Shares of Twilio stock opened at $127.02 on Wednesday. Twilio Inc. has a 1 year low of $77.51 and a 1 year high of $145.90. The firm’s 50-day moving average is $121.46 and its 200 day moving average is $120.60. The stock has a market cap of $19.25 billion, a price-to-earnings ratio of 668.58, a PEG ratio of 5.18 and a beta of 1.30. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.03 and a quick ratio of 4.03.

Twilio (NYSE:TWLO) last issued its earnings results on Thursday, February 12th. The technology company reported $1.33 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.24 by $0.09. The business had revenue of $1.37 billion during the quarter, compared to analysts’ expectations of $1.32 billion. Twilio had a net margin of 0.67% and a return on equity of 3.93%. The business’s revenue for the quarter was up 14.3% compared to the same quarter last year. During the same period in the previous year, the company earned $1.00 earnings per share. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. Sell-side analysts anticipate that Twilio Inc. will post 1.44 EPS for the current fiscal year.

Wall Street Analyst Weigh In

TWLO has been the subject of a number of recent research reports. Piper Sandler reissued a “neutral” rating and set a $130.00 price target (down from $148.00) on shares of Twilio in a research report on Friday, February 13th. Argus upgraded shares of Twilio to a “strong-buy” rating in a report on Thursday, February 19th. Jefferies Financial Group reaffirmed a “hold” rating and set a $125.00 target price on shares of Twilio in a research note on Friday, February 13th. TD Cowen raised Twilio from a “hold” rating to a “buy” rating and boosted their price target for the stock from $125.00 to $160.00 in a research report on Monday, March 2nd. Finally, BTIG Research cut their price target on Twilio from $165.00 to $155.00 and set a “buy” rating on the stock in a research note on Friday, February 13th. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, five have given a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat, Twilio currently has a consensus rating of “Moderate Buy” and an average target price of $145.22.

Insider Activity at Twilio

In other Twilio news, CEO Khozema Shipchandler sold 13,336 shares of Twilio stock in a transaction on Tuesday, January 6th. The stock was sold at an average price of $134.28, for a total value of $1,790,758.08. Following the completion of the sale, the chief executive officer owned 193,781 shares of the company’s stock, valued at approximately $26,020,912.68. This trade represents a 6.44% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Aidan Viggiano sold 8,109 shares of the company’s stock in a transaction on Wednesday, December 31st. The shares were sold at an average price of $143.38, for a total value of $1,162,668.42. Following the transaction, the chief financial officer directly owned 119,449 shares in the company, valued at approximately $17,126,597.62. The trade was a 6.36% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 43,753 shares of company stock worth $6,050,080 over the last ninety days. 4.50% of the stock is currently owned by insiders.

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.