Altman Advisors Inc. Acquires 4,937 Shares of Twilio Inc. $TWLO

Altman Advisors Inc. grew its holdings in Twilio Inc. (NYSE:TWLO) by 23.9% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 25,598 shares of the technology company’s stock after buying an additional 4,937 shares during the period. Altman Advisors Inc.’s holdings in Twilio were worth $2,562,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also recently made changes to their positions in TWLO. Versant Capital Management Inc increased its position in shares of Twilio by 4.5% during 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 during the last quarter. GHP Investment Advisors Inc. lifted its holdings in shares of Twilio by 7.8% in the 3rd quarter. GHP Investment Advisors Inc. now owns 1,373 shares of the technology company’s stock worth $137,000 after acquiring an additional 99 shares during the last quarter. Lansforsakringar Fondforvaltning AB publ boosted its stake in shares of Twilio by 0.3% during the 3rd quarter. Lansforsakringar Fondforvaltning AB publ now owns 42,224 shares of the technology company’s stock worth $4,226,000 after purchasing an additional 108 shares during the period. Nomura Asset Management Co. Ltd. grew its holdings in Twilio by 0.3% during the 2nd quarter. Nomura Asset Management Co. Ltd. now owns 43,495 shares of the technology company’s stock valued at $5,409,000 after purchasing an additional 115 shares during the last quarter. Finally, Covestor Ltd grew its holdings in Twilio by 22.4% during the 3rd quarter. Covestor Ltd now owns 710 shares of the technology company’s stock valued at $71,000 after purchasing an additional 130 shares during the last quarter. Institutional investors own 84.27% of the company’s stock.

Twilio Stock Performance

Shares of NYSE:TWLO opened at $128.18 on Monday. The firm’s 50 day simple moving average is $123.51 and its 200-day simple moving average is $119.53. 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 one year low of $77.51 and a one year high of $145.90. The firm has a market cap of $19.42 billion, a PE ratio of 674.67, a price-to-earnings-growth ratio of 5.25 and a beta of 1.30.

Twilio (NYSE:TWLO) last announced its quarterly earnings results on Thursday, February 12th. The technology company reported $1.33 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.24 by $0.09. Twilio had a return on equity of 3.93% and a net margin of 0.67%.The firm had revenue of $1.37 billion during the quarter, compared to analyst estimates of $1.32 billion. During the same quarter in the previous year, the business earned $1.00 earnings per share. Twilio’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 analysts predict that Twilio Inc. will post 1.44 EPS for the current year.

Insider Buying and Selling at Twilio

In other news, CFO Aidan Viggiano sold 806 shares of the stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $125.00, for a total transaction of $100,750.00. Following the transaction, the chief financial officer owned 147,961 shares of the company’s stock, valued at approximately $18,495,125. This represents a 0.54% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Khozema Shipchandler sold 13,336 shares of the firm’s stock in a transaction on Tuesday, January 6th. The shares were sold at an average price of $134.28, for a total value of $1,790,758.08. Following the transaction, the chief executive officer owned 193,781 shares in the company, valued at approximately $26,020,912.68. This represents a 6.44% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 43,753 shares of company stock valued at $6,050,080 over the last quarter. Company insiders own 4.50% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have issued reports on the stock. Morgan Stanley set a $153.00 price objective on shares of Twilio in a research note on Friday, February 13th. Citizens Jmp increased 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. Jefferies Financial Group reissued a “hold” rating and set a $125.00 price target on shares of Twilio in a research note on Friday, February 13th. BTIG Research dropped their price objective on Twilio from $165.00 to $155.00 and set a “buy” rating for the company in a report on Friday, February 13th. Finally, Oppenheimer reaffirmed an “outperform” rating and issued a $170.00 price objective on shares of Twilio in a research report on Monday, January 5th. Two analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, five have assigned a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target 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.