ABN Amro Investment Solutions Trims Stake in Twilio Inc. $TWLO

ABN Amro Investment Solutions cut its position in Twilio Inc. (NYSE:TWLO) by 28.6% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 7,111 shares of the technology company’s stock after selling 2,854 shares during the quarter. ABN Amro Investment Solutions’ holdings in Twilio were worth $895,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Brighton Jones LLC grew its holdings in Twilio by 6.6% in the fourth quarter. Brighton Jones LLC now owns 10,051 shares of the technology company’s stock valued at $1,086,000 after purchasing an additional 623 shares during the last quarter. Sivia Capital Partners LLC acquired a new stake in shares of Twilio during the second quarter valued at $251,000. Daiwa Securities Group Inc. boosted its stake in shares of Twilio by 70.6% during the second quarter. Daiwa Securities Group Inc. now owns 24,653 shares of the technology company’s stock valued at $3,066,000 after acquiring an additional 10,200 shares during the last quarter. NewEdge Advisors LLC increased its position in Twilio by 46.9% during the 2nd quarter. NewEdge Advisors LLC now owns 5,770 shares of the technology company’s stock worth $718,000 after purchasing an additional 1,841 shares in the last quarter. Finally, Sei Investments Co. increased its position in Twilio by 55.1% during the 2nd quarter. Sei Investments Co. now owns 90,128 shares of the technology company’s stock worth $11,208,000 after purchasing an additional 32,027 shares in the last quarter. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Analyst Upgrades and Downgrades

TWLO has been the topic of a number of recent research reports. Bank of America upgraded shares of Twilio from an “underperform” rating to a “buy” rating and upped their target price for the company from $110.00 to $190.00 in a report on Wednesday, April 22nd. Citigroup reissued an “outperform” rating on shares of Twilio in a research report on Monday, July 20th. Needham & Company LLC raised their target price on shares of Twilio from $200.00 to $250.00 and gave the stock a “buy” rating in a research report on Monday, May 11th. Citizens Jmp lifted their target price on shares of Twilio from $210.00 to $250.00 and gave the stock a “market outperform” rating in a research note on Monday, July 20th. Finally, Morgan Stanley reiterated an “overweight” rating and issued a $200.00 price target on shares of Twilio in a report on Friday, May 1st. Four investment analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, Twilio has a consensus rating of “Buy” and a consensus target price of $219.23.

Twilio Trading Up 3.4%

Shares of TWLO stock opened at $191.43 on Friday. The company has a quick ratio of 4.66, a current ratio of 4.66 and a debt-to-equity ratio of 0.13. Twilio Inc. has a fifty-two week low of $91.84 and a fifty-two week high of $238.48. The firm’s 50 day moving average price is $201.89 and its two-hundred day moving average price is $156.93. The stock has a market cap of $29.05 billion, a price-to-earnings ratio of 299.12, a price-to-earnings-growth ratio of 3.81 and a beta of 1.36.

Twilio (NYSE:TWLO) last released its quarterly earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share for the quarter, topping analysts’ consensus estimates of $1.27 by $0.23. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The firm had revenue of $1.41 billion during the quarter, compared to analysts’ expectations of $1.34 billion. During the same quarter in the prior year, the business earned $1.14 EPS. Twilio’s quarterly revenue was up 20.0% compared to the same quarter last year. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. On average, analysts anticipate that Twilio Inc. will post 2.79 EPS for the current year.

Insider Transactions at Twilio

In other Twilio news, Director Andrew Stafman sold 1,000,000 shares of the business’s stock in a transaction dated Wednesday, May 27th. The shares were sold at an average price of $184.14, for a total value of $184,140,000.00. Following the sale, the director directly owned 620,000 shares in the company, valued at approximately $114,166,800. The trade was a 61.73% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Erika Rottenberg sold 2,000 shares of the business’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $199.01, for a total transaction of $398,020.00. Following the completion of the sale, the director owned 30,995 shares in the company, valued at approximately $6,168,314.95. This trade represents a 6.06% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 1,803,980 shares of company stock valued at $341,898,467 in the last quarter. Company insiders own 0.21% of the company’s stock.

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.