Captrust Financial Advisors Grows Holdings in Twilio Inc. $TWLO

Captrust Financial Advisors lifted its stake in shares of Twilio Inc. (NYSE:TWLO) by 25.9% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 645,652 shares of the technology company’s stock after purchasing an additional 132,868 shares during the period. Captrust Financial Advisors owned about 0.42% of Twilio worth $64,623,000 as of its most recent filing with the SEC.

Other large investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. boosted its stake in Twilio by 2.6% in the third quarter. Vanguard Group Inc. now owns 15,305,989 shares of the technology company’s stock valued at $1,531,976,000 after acquiring an additional 392,023 shares during the period. State Street Corp increased its holdings in shares of Twilio by 47.8% in the 3rd quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock worth $588,469,000 after acquiring an additional 1,900,551 shares during the period. Alyeska Investment Group L.P. lifted its position in Twilio by 39.7% in the 3rd quarter. Alyeska Investment Group L.P. now owns 2,643,859 shares of the technology company’s stock valued at $264,624,000 after purchasing an additional 750,951 shares during the last quarter. Invesco Ltd. lifted its position in Twilio by 225.0% in the 3rd quarter. Invesco Ltd. now owns 2,009,237 shares of the technology company’s stock valued at $201,105,000 after purchasing an additional 1,391,013 shares during the last quarter. Finally, Norges Bank acquired a new position in Twilio during the 2nd quarter valued at about $228,877,000. 84.27% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

TWLO has been the subject of several recent analyst reports. Needham & Company LLC restated a “buy” rating on shares of Twilio in a research report on Friday, March 13th. Mizuho set a $150.00 price objective on Twilio in a report on Monday, December 15th. Piper Sandler reaffirmed a “neutral” rating and set a $130.00 target price (down from $148.00) on shares of Twilio in a research note on Friday, February 13th. BTIG Research reduced their price target on Twilio from $165.00 to $155.00 and set a “buy” rating for the company in a research report on Friday, February 13th. Finally, Citizens Jmp raised their price target on Twilio from $165.00 to $185.00 and gave the company a “market outperform” rating in a report on Tuesday, December 30th. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, five have assigned a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat, Twilio presently has a consensus rating of “Moderate Buy” and an average target price of $145.22.

Twilio Stock Performance

Shares of TWLO opened at $126.66 on Thursday. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.03 and a quick ratio of 4.03. The firm’s 50 day moving average is $121.14 and its 200-day moving average is $120.64. Twilio Inc. has a 12-month low of $77.51 and a 12-month high of $145.90. The stock has a market capitalization of $19.19 billion, a P/E ratio of 666.66, a P/E/G ratio of 5.20 and a beta of 1.30.

Twilio (NYSE:TWLO) last issued its earnings results on Thursday, February 12th. The technology company reported $1.33 earnings per share for the quarter, topping analysts’ consensus estimates of $1.24 by $0.09. The firm 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 firm’s revenue for the quarter was up 14.3% compared to the same quarter last year. During the same period last year, the firm posted $1.00 earnings per share. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. Equities research analysts anticipate that Twilio Inc. will post 1.44 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, CFO Aidan Viggiano sold 8,109 shares of the business’s stock in a transaction on Wednesday, December 31st. The stock was sold at an average price of $143.38, for a total transaction of $1,162,668.42. Following the sale, the chief financial officer directly owned 119,449 shares of the company’s stock, valued at $17,126,597.62. The trade was a 6.36% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Khozema Shipchandler sold 13,336 shares of the company’s stock in a transaction on 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 sale, the chief executive officer directly owned 193,781 shares of the company’s stock, valued at approximately $26,020,912.68. This represents a 6.44% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 43,753 shares of company stock worth $6,050,080 over the last 90 days. Insiders own 0.21% of the company’s stock.

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.