Twilio Inc. $TWLO Shares Purchased by Blair William & Co. IL

Blair William & Co. IL raised its holdings in Twilio Inc. (NYSE:TWLO) by 2.6% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 199,568 shares of the technology company’s stock after purchasing an additional 5,028 shares during the quarter. Blair William & Co. IL owned about 0.13% of Twilio worth $19,975,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. Brighton Jones LLC grew its holdings in shares of Twilio by 6.6% during the fourth quarter. Brighton Jones LLC now owns 10,051 shares of the technology company’s stock worth $1,086,000 after buying an additional 623 shares during the last quarter. Sivia Capital Partners LLC purchased a new stake in Twilio during the 2nd quarter valued at approximately $251,000. Assetmark Inc. lifted its position in Twilio by 416.5% during the 2nd quarter. Assetmark Inc. now owns 470 shares of the technology company’s stock worth $58,000 after acquiring an additional 379 shares during the period. Bank of Montreal Can lifted its position in Twilio by 13.9% during the 2nd quarter. Bank of Montreal Can now owns 42,902 shares of the technology company’s stock worth $5,335,000 after acquiring an additional 5,225 shares during the period. Finally, First Horizon Advisors Inc. grew its stake in shares of Twilio by 500.4% in the 2nd quarter. First Horizon Advisors Inc. now owns 1,417 shares of the technology company’s stock valued at $176,000 after purchasing an additional 1,181 shares during the last quarter. 84.27% of the stock is owned by hedge funds and other institutional investors.

Twilio Trading Up 2.2%

Shares of TWLO stock opened at $128.18 on Monday. The business’s fifty day moving average price is $123.51 and its 200 day moving average price is $119.53. The firm has a market capitalization of $19.42 billion, a PE ratio of 674.67, a P/E/G ratio of 5.25 and a beta of 1.30. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.03 and a quick ratio of 4.03. Twilio Inc. has a 1-year low of $77.51 and a 1-year high of $145.90.

Twilio (NYSE:TWLO) last issued its earnings results on Thursday, February 12th. The technology company reported $1.33 EPS for the quarter, topping the consensus estimate of $1.24 by $0.09. Twilio had a net margin of 0.67% and a return on equity of 3.93%. The company had revenue of $1.37 billion for the quarter, compared to analyst estimates of $1.32 billion. During the same period in the previous year, the firm earned $1.00 EPS. The business’s 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, sell-side analysts forecast that Twilio Inc. will post 1.44 EPS for the current fiscal year.

Insider Buying and Selling at Twilio

In other Twilio news, CEO Khozema Shipchandler sold 13,336 shares of the firm’s stock in a transaction dated Tuesday, January 6th. The shares were sold at an average price of $134.28, for a total transaction of $1,790,758.08. Following the completion of the transaction, the chief executive officer directly owned 193,781 shares in the company, valued at approximately $26,020,912.68. This trade represents a 6.44% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CFO Aidan Viggiano sold 8,109 shares of Twilio stock in a transaction dated Wednesday, December 31st. The stock was sold at an average price of $143.38, for a total transaction of $1,162,668.42. Following the transaction, the chief financial officer owned 119,449 shares of the company’s stock, valued at approximately $17,126,597.62. The trade was a 6.36% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 43,753 shares of company stock valued at $6,050,080 in the last ninety days. Corporate insiders own 4.50% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts have recently issued reports on TWLO shares. Wall Street Zen lowered Twilio from a “strong-buy” rating to a “buy” rating in a report on Tuesday, November 11th. FBN Securities upgraded shares of Twilio to a “strong-buy” rating in a research report on Wednesday, November 12th. Jefferies Financial Group reissued a “hold” rating and issued a $125.00 price objective on shares of Twilio in a research note on Friday, February 13th. BTIG Research cut their price objective on shares of Twilio from $165.00 to $155.00 and set a “buy” rating for the company in a research report on Friday, February 13th. Finally, Citigroup restated a “market perform” rating on shares of Twilio in a research note on Tuesday, December 30th. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, five have given a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $145.22.

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.