B. Metzler seel. Sohn & Co. AG Sells 3,560 Shares of Twilio Inc. $TWLO

B. Metzler seel. Sohn & Co. AG reduced its position in Twilio Inc. (NYSE:TWLO) by 36.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,311 shares of the technology company’s stock after selling 3,560 shares during the quarter. B. Metzler seel. Sohn & Co. AG’s holdings in Twilio were worth $898,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Raleigh Capital Management Inc. bought a new stake in shares of Twilio in the fourth quarter valued at about $26,000. SJS Investment Consulting Inc. raised its holdings in shares of Twilio by 1,564.7% in the third quarter. SJS Investment Consulting Inc. now owns 283 shares of the technology company’s stock valued at $28,000 after acquiring an additional 266 shares in the last quarter. First Horizon Corp bought a new stake in shares of Twilio in the third quarter valued at about $28,000. Strategic Advocates LLC bought a new stake in shares of Twilio in the third quarter valued at about $30,000. Finally, Wolff Wiese Magana LLC raised its holdings in shares of Twilio by 2,488.9% in the fourth quarter. Wolff Wiese Magana LLC now owns 233 shares of the technology company’s stock valued at $33,000 after acquiring an additional 224 shares in the last quarter. 84.27% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Twilio

In other news, CEO Khozema Shipchandler sold 15,715 shares of the business’s stock in a transaction dated Monday, April 6th. The stock was sold at an average price of $133.39, for a total transaction of $2,096,223.85. Following the sale, the chief executive officer owned 235,542 shares in the company, valued at approximately $31,418,947.38. The trade was a 6.25% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Erika Rottenberg sold 1,800 shares of the business’s stock in a transaction dated Tuesday, April 21st. The stock was sold at an average price of $149.02, for a total value of $268,236.00. Following the sale, the director owned 34,495 shares in the company, valued at $5,140,444.90. The trade was a 4.96% 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 49,588 shares of company stock worth $6,336,644 over the last quarter. Insiders own 4.50% of the company’s stock.

Analyst Ratings Changes

Several analysts recently weighed in on the company. Weiss Ratings downgraded Twilio from a “hold (c-)” rating to a “sell (d+)” rating in a report on Friday, February 27th. Argus upgraded Twilio to a “strong-buy” rating in a report on Thursday, February 19th. Bank of America upgraded Twilio from an “underperform” rating to a “buy” rating and lifted their price objective for the company from $110.00 to $190.00 in a report on Wednesday, April 22nd. Morgan Stanley set a $153.00 price objective on Twilio in a report on Friday, February 13th. Finally, Royal Bank Of Canada lifted their target price on Twilio from $75.00 to $100.00 and gave the company an “underperform” rating in a research note on Monday, January 5th. Two investment analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, four have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $152.17.

Twilio Price Performance

TWLO opened at $143.43 on Monday. The business’s 50-day moving average is $126.04 and its two-hundred day moving average is $125.64. Twilio Inc. has a 1 year low of $91.84 and a 1 year high of $154.64. 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 has a market capitalization of $21.73 billion, a PE ratio of 754.93, a price-to-earnings-growth ratio of 5.67 and a beta of 1.28.

Twilio (NYSE:TWLO) last posted its earnings results on Thursday, February 12th. The technology company reported $1.33 earnings per share (EPS) for the quarter, beating 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 company had revenue of $1.37 billion for the quarter, compared to analyst estimates of $1.32 billion. During the same quarter in the previous year, the firm earned $1.00 earnings per share. The firm’s quarterly revenue was up 14.3% compared to the same quarter last year. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. Research analysts anticipate that Twilio Inc. will post 2.47 earnings per share for the current fiscal year.

Key Stories Impacting Twilio

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Bank of America issued a rare double‑upgrade from Underperform to Buy and raised its price target sharply to $190, highlighting Twilio as key infrastructure for AI‑driven voice and messaging — the upgrade triggered a rapid market rally. Bank of America upgrade
• Positive Sentiment: Mizuho raised its price target to $165 and other bullish analyst moves (Jefferies, Oppenheimer, Rosenblatt) have supported a narrative that Twilio can monetize AI/communication scale, helping push the shares to recent highs. Mizuho price target raise
• Neutral Sentiment: Market commentary highlights Twilio’s strong earnings‑surprise history and suggests the company has the factors that could produce another beat — this supports expectations but is not a guaranteed catalyst. Earnings beat outlook
• Neutral Sentiment: Bernstein reiterated a Hold rating, underscoring that some analysts remain cautious despite the upgrades — expect mixed analyst views to keep volatility elevated. Bernstein hold
• Neutral Sentiment: Director Erika Rottenberg sold 1,800 shares under a pre‑arranged Rule 10b5‑1 plan; the trade reduces her stake but was planned, so it’s less likely to indicate new inside concerns. SEC Form 4
• Negative Sentiment: After the analyst‑driven spike, Twilio later closed notably below the broader market as traders booked profits and rotated out of momentum names — that intraday reversal amplified downside pressure. Zacks coverage of the decline
• Negative Sentiment: Analyses framing Twilio as a transition story (growth → maturity) emphasize execution and margin risks; combined with an elevated P/E, the stock is sensitive to any earnings or AI‑monetization miss. Seeking Alpha analysis

Twilio 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.