Allstate Corp Purchases Shares of 5,982 Twilio Inc. $TWLO

Allstate Corp acquired a new position in shares of Twilio Inc. (NYSE:TWLO) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 5,982 shares of the technology company’s stock, valued at approximately $599,000.

Other hedge funds have also recently made changes to their positions in the company. Amalgamated Bank raised its holdings in shares of Twilio by 750.5% in the 3rd quarter. Amalgamated Bank now owns 70,608 shares of the technology company’s stock worth $7,067,000 after acquiring an additional 62,306 shares during the last quarter. Sequoia Financial Advisors LLC boosted its stake in Twilio by 30.7% during the 3rd quarter. Sequoia Financial Advisors LLC now owns 3,272 shares of the technology company’s stock valued at $328,000 after purchasing an additional 768 shares during the last quarter. Evergreen Capital Management LLC increased its holdings in Twilio by 47.0% during the 3rd quarter. Evergreen Capital Management LLC now owns 6,683 shares of the technology company’s stock worth $669,000 after purchasing an additional 2,138 shares in the last quarter. Ritholtz Wealth Management raised its stake in shares of Twilio by 36.1% in the third quarter. Ritholtz Wealth Management now owns 26,703 shares of the technology company’s stock worth $2,673,000 after purchasing an additional 7,083 shares during the last quarter. Finally, Wilmington Savings Fund Society FSB lifted its holdings in shares of Twilio by 46.8% in the third quarter. Wilmington Savings Fund Society FSB now owns 612 shares of the technology company’s stock valued at $61,000 after purchasing an additional 195 shares in the last quarter. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities research analysts recently issued reports on the company. Citizens Jmp upped their price target on Twilio from $165.00 to $185.00 and gave the stock a “market outperform” rating in a report on Tuesday, December 30th. JPMorgan Chase & Co. upped their target price on shares of Twilio from $140.00 to $145.00 and gave the stock an “overweight” rating in a research note on Friday, October 31st. Oppenheimer reiterated an “outperform” rating and issued a $170.00 target price on shares of Twilio in a report on Monday, January 5th. Stifel Nicolaus boosted their price target on shares of Twilio from $110.00 to $120.00 and gave the stock a “hold” rating in a report on Friday, October 31st. Finally, Citigroup reaffirmed a “market perform” rating on shares of Twilio in a research report on Tuesday, December 30th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, eight have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $146.44.

Twilio Stock Up 5.0%

Twilio stock opened at $126.30 on Friday. The firm has a 50 day moving average price of $131.23 and a 200-day moving average price of $119.66. The company has a quick ratio of 4.68, a current ratio of 4.68 and a debt-to-equity ratio of 0.13. Twilio Inc. has a twelve month low of $77.51 and a twelve month high of $151.95. The company has a market capitalization of $19.38 billion, a P/E ratio of 308.05, a P/E/G ratio of 2.35 and a beta of 1.30.

Twilio (NYSE:TWLO) last posted its quarterly earnings results on Thursday, October 30th. The technology company reported $1.25 EPS for the quarter, topping analysts’ consensus estimates of $1.07 by $0.18. Twilio had a net margin of 1.37% and a return on equity of 3.36%. The company had revenue of $1.30 billion for the quarter, compared to analysts’ expectations of $1.25 billion. During the same quarter in the previous year, the firm posted $1.02 EPS. Twilio’s revenue was up 14.7% on a year-over-year basis. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. As a group, equities analysts predict that Twilio Inc. will post 1.44 EPS for the current year.

Insider Activity

In other news, Director Andrew Stafman sold 1,000,000 shares of the stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $129.00, for a total transaction of $129,000,000.00. Following the completion of the transaction, the director owned 2,295,000 shares in the company, valued at approximately $296,055,000. This represents a 30.35% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Khozema Shipchandler sold 13,336 shares of Twilio stock in a transaction dated Tuesday, January 6th. The stock was sold at an average price of $134.28, for a total value of $1,790,758.08. Following the completion of the sale, the chief executive officer directly owned 193,781 shares of the company’s stock, valued at approximately $26,020,912.68. This trade represents a 6.44% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,043,438 shares of company stock valued at $135,022,770 in 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.