Crossmark Global Holdings Inc. Sells 22,804 Shares of Twilio Inc. $TWLO

Crossmark Global Holdings Inc. lowered its position in Twilio Inc. (NYSE:TWLO) by 74.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 7,701 shares of the technology company’s stock after selling 22,804 shares during the quarter. Crossmark Global Holdings Inc.’s holdings in Twilio were worth $771,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in the company. Northwestern Mutual Investment Management Company LLC purchased a new stake in shares of Twilio during the third quarter valued at $3,423,000. Bank of New York Mellon Corp increased its stake in Twilio by 57.0% in the 3rd quarter. Bank of New York Mellon Corp now owns 1,212,436 shares of the technology company’s stock worth $121,353,000 after buying an additional 440,423 shares during the period. Mirae Asset Global Investments Co. Ltd. increased its stake in Twilio by 54.5% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 90,517 shares of the technology company’s stock worth $9,060,000 after buying an additional 31,938 shares during the period. Federated Hermes Inc. lifted its holdings in Twilio by 19.7% during the 3rd quarter. Federated Hermes Inc. now owns 70,294 shares of the technology company’s stock valued at $7,036,000 after buying an additional 11,577 shares in the last quarter. Finally, Hood River Capital Management LLC lifted its holdings in Twilio by 36.2% during the 2nd quarter. Hood River Capital Management LLC now owns 133,529 shares of the technology company’s stock valued at $16,606,000 after buying an additional 35,468 shares in the last quarter. 84.27% of the stock is owned by hedge funds and other institutional investors.

Twilio Stock Down 1.2%

Shares of Twilio stock opened at $125.09 on Wednesday. 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 stock has a market cap of $18.95 billion, a price-to-earnings ratio of 658.41, a PEG ratio of 5.19 and a beta of 1.30. The firm’s 50-day moving average is $122.84 and its two-hundred day moving average is $119.84. Twilio Inc. has a 1 year low of $77.51 and a 1 year high of $145.90.

Twilio (NYSE:TWLO) last posted its quarterly earnings results on Thursday, February 12th. The technology company reported $1.33 EPS for the quarter, beating 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 business 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 posted $1.00 EPS. The company’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. As a group, research analysts expect that Twilio Inc. will post 1.44 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

TWLO has been the topic of a number of research analyst reports. Jefferies Financial Group restated a “hold” rating and issued a $125.00 target price on shares of Twilio in a research note on Friday, February 13th. TD Cowen raised shares of Twilio from a “hold” rating to a “buy” rating and lifted their price target for the company from $125.00 to $160.00 in a research note on Monday, March 2nd. Citizens Jmp lifted their price target on shares of Twilio from $165.00 to $185.00 and gave the company a “market outperform” rating in a research note on Tuesday, December 30th. Mizuho set a $150.00 price target on Twilio in a report on Monday, December 15th. Finally, Oppenheimer reissued an “outperform” rating and issued a $170.00 price objective on shares of Twilio in a research note on Monday, January 5th. Two equities research 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 company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $145.22.

Insider Buying and Selling

In other Twilio news, CFO Aidan Viggiano sold 8,109 shares of the stock in a transaction on 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 sale, the chief financial officer owned 119,449 shares of the company’s stock, valued at approximately $17,126,597.62. This trade represents a 6.36% decrease in their position. The sale 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 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 completion of the transaction, the chief executive officer owned 193,781 shares in the company, valued at $26,020,912.68. This represents a 6.44% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 43,753 shares of company stock valued at $6,050,080 in the last three months. 4.50% of the stock is currently owned by insiders.

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.