Arta Finance Wealth Management LLC Takes $1.20 Million Position in Twilio Inc. $TWLO

Arta Finance Wealth Management LLC acquired a new position in Twilio Inc. (NYSE:TWLO) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 8,455 shares of the technology company’s stock, valued at approximately $1,203,000.

Other institutional investors and hedge funds have also bought and sold shares of the company. Wolff Wiese Magana LLC grew its position in Twilio by 2,488.9% during the fourth quarter. Wolff Wiese Magana LLC now owns 233 shares of the technology company’s stock worth $33,000 after buying an additional 224 shares in the last quarter. Park Place Capital Corp acquired a new position in Twilio in the 4th quarter valued at approximately $39,000. First Horizon Corp acquired a new position in Twilio in the 3rd quarter valued at approximately $28,000. SJS Investment Consulting Inc. lifted its position in shares of Twilio by 1,564.7% in the 3rd quarter. SJS Investment Consulting Inc. now owns 283 shares of the technology company’s stock worth $28,000 after acquiring an additional 266 shares during the period. Finally, Strategic Advocates LLC bought a new stake in shares of Twilio in the 3rd quarter worth approximately $30,000. Institutional investors own 84.27% of the company’s stock.

Twilio Stock Performance

Twilio stock opened at $130.88 on Friday. The firm has a market capitalization of $19.83 billion, a P/E ratio of 688.87, a P/E/G ratio of 5.37 and a beta of 1.28. The stock has a fifty day moving average price of $121.25 and a two-hundred day moving average price of $122.38. Twilio Inc. has a 52-week low of $77.51 and a 52-week high of $145.90. 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 EPS for the quarter, beating the consensus estimate of $1.24 by $0.09. Twilio had a net margin of 0.67% and a return on equity of 3.93%. The company had revenue of $1.37 billion for the quarter, compared to the consensus estimate of $1.32 billion. During the same quarter in the previous year, the company earned $1.00 EPS. The firm’s revenue for the quarter was up 14.3% compared to the same quarter last year. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. As a group, analysts anticipate that Twilio Inc. will post 1.44 EPS for the current fiscal year.

Insider Activity at Twilio

In other news, CFO Aidan Viggiano sold 8,231 shares of the firm’s stock in a transaction that occurred on Tuesday, March 31st. The shares were sold at an average price of $122.79, for a total transaction of $1,010,684.49. Following the completion of the sale, the chief financial officer owned 139,730 shares of the company’s stock, valued at approximately $17,157,446.70. This trade represents a 5.56% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO Khozema Shipchandler sold 12,624 shares of Twilio stock in a transaction that occurred on Tuesday, March 31st. The shares were sold at an average price of $122.81, for a total transaction of $1,550,353.44. Following the completion of the transaction, the chief executive officer owned 251,257 shares of the company’s stock, valued at $30,856,872.17. This trade represents a 4.78% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 43,233 shares of company stock valued at $5,546,503. Company insiders own 0.21% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have recently issued reports on TWLO shares. Morgan Stanley set a $153.00 price objective on Twilio in a research report on Friday, February 13th. BTIG Research reduced their target price on Twilio from $165.00 to $155.00 and set a “buy” rating for the company in a research report on Friday, February 13th. Weiss Ratings downgraded shares of Twilio from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Friday, February 27th. Royal Bank Of Canada boosted their price target on shares of Twilio from $75.00 to $100.00 and gave the company an “underperform” rating in a report on Monday, January 5th. Finally, Argus upgraded shares of Twilio to a “strong-buy” rating in a research note on Thursday, February 19th. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, five have assigned a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat.com, Twilio presently has an average rating of “Moderate Buy” and a consensus target price of $145.22.

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.