Twilio Inc. $TWLO Shares Sold by Campbell Capital Management Inc.

Campbell Capital Management Inc. lowered its stake in Twilio Inc. (NYSE:TWLO) by 14.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 30,933 shares of the technology company’s stock after selling 5,192 shares during the period. Twilio comprises 1.5% of Campbell Capital Management Inc.’s investment portfolio, making the stock its 20th biggest position. Campbell Capital Management Inc.’s holdings in Twilio were worth $4,400,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds also recently bought and sold shares of the stock. MassMutual Private Wealth & Trust FSB raised its position in Twilio by 34.7% in the 4th quarter. MassMutual Private Wealth & Trust FSB now owns 303 shares of the technology company’s stock valued at $43,000 after purchasing an additional 78 shares in the last quarter. GHP Investment Advisors Inc. raised its position in Twilio by 6.3% in the 4th quarter. GHP Investment Advisors Inc. now owns 1,459 shares of the technology company’s stock valued at $208,000 after purchasing an additional 86 shares in the last quarter. Centaurus Financial Inc. raised its position in Twilio by 0.7% in the 3rd quarter. Centaurus Financial Inc. now owns 13,587 shares of the technology company’s stock valued at $1,360,000 after purchasing an additional 94 shares in the last quarter. Versant Capital Management Inc raised its position in Twilio by 4.5% in the 3rd quarter. Versant Capital Management Inc now owns 2,281 shares of the technology company’s stock valued at $228,000 after purchasing an additional 98 shares in the last quarter. Finally, Lansforsakringar Fondforvaltning AB publ raised its position in Twilio by 0.3% in the 3rd quarter. Lansforsakringar Fondforvaltning AB publ now owns 42,224 shares of the technology company’s stock valued at $4,226,000 after purchasing an additional 108 shares in the last quarter. Institutional investors and hedge funds own 84.27% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have issued reports on TWLO shares. Needham & Company LLC reaffirmed a “buy” rating on shares of Twilio in a research report on Friday, March 13th. Jefferies Financial Group raised Twilio from a “hold” rating to a “buy” rating and increased their price target for the company from $125.00 to $160.00 in a research report on Monday, April 6th. Citizens Jmp increased their price target on Twilio from $165.00 to $185.00 and gave the company a “market outperform” rating in a research report on Tuesday, December 30th. Oppenheimer reaffirmed an “outperform” rating and issued a $170.00 price target on shares of Twilio in a research report on Monday, January 5th. Finally, Weiss Ratings lowered Twilio from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Friday, February 27th. Two analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, four have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Twilio has a consensus rating of “Moderate Buy” and a consensus price target of $147.39.

Insider Activity

In other Twilio news, CFO Aidan Viggiano sold 9,389 shares of Twilio stock in a transaction that occurred on Thursday, April 2nd. The stock was sold at an average price of $127.51, for a total transaction of $1,197,191.39. Following the transaction, the chief financial officer owned 130,341 shares of the company’s stock, valued at $16,619,780.91. The trade was a 6.72% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Khozema Shipchandler sold 15,715 shares of Twilio stock in a transaction that occurred on Monday, April 6th. The stock was sold at an average price of $133.39, for a total value of $2,096,223.85. Following the transaction, the chief executive officer directly owned 235,542 shares in the company, valued at approximately $31,418,947.38. This trade represents a 6.25% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 47,788 shares of company stock worth $6,068,408 in the last three months. Corporate insiders own 4.50% of the company’s stock.

Twilio Price Performance

Shares of NYSE TWLO opened at $145.16 on Wednesday. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.03 and a current ratio of 4.03. Twilio Inc. has a fifty-two week low of $82.11 and a fifty-two week high of $149.90. The firm has a market capitalization of $21.99 billion, a PE ratio of 764.06, a price-to-earnings-growth ratio of 5.97 and a beta of 1.28. The stock’s 50-day simple moving average is $124.01 and its 200-day simple moving average is $124.91.

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 the consensus estimate of $1.24 by $0.09. Twilio had a return on equity of 3.93% and a net margin of 0.67%.The business had revenue of $1.37 billion for the quarter, compared to analyst estimates of $1.32 billion. During the same quarter last year, the company earned $1.00 EPS. The business’s quarterly revenue was up 14.3% on a year-over-year basis. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. As a group, equities research analysts forecast that Twilio Inc. will post 2.47 EPS for the current fiscal year.

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.