CWA Asset Management Group LLC Has $1.73 Million Stock Position in Twilio Inc. $TWLO

CWA Asset Management Group LLC lowered its holdings in shares of Twilio Inc. (NYSE:TWLO) by 79.3% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 12,183 shares of the technology company’s stock after selling 46,589 shares during the period. CWA Asset Management Group LLC’s holdings in Twilio were worth $1,733,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of TWLO. State Street Corp raised its position in Twilio by 47.8% during the 3rd quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock worth $588,469,000 after purchasing an additional 1,900,551 shares during the last quarter. Norges Bank bought a new stake in shares of Twilio in the 2nd quarter valued at about $228,877,000. Invesco Ltd. grew its position in shares of Twilio by 225.0% in the 3rd quarter. Invesco Ltd. now owns 2,009,237 shares of the technology company’s stock valued at $201,105,000 after buying an additional 1,391,013 shares during the last quarter. Alyeska Investment Group L.P. increased its stake in shares of Twilio by 39.7% in the third quarter. Alyeska Investment Group L.P. now owns 2,643,859 shares of the technology company’s stock valued at $264,624,000 after buying an additional 750,951 shares during the period. Finally, Voya Investment Management LLC increased its stake in shares of Twilio by 752.5% in the third quarter. Voya Investment Management LLC now owns 755,015 shares of the technology company’s stock valued at $75,569,000 after buying an additional 666,448 shares during the period. Institutional investors and hedge funds own 84.27% of the company’s stock.

Insider Buying and Selling at Twilio

In other news, CFO Aidan Viggiano sold 8,109 shares of the company’s stock in a transaction dated Wednesday, December 31st. The shares were 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 in the company, valued at approximately $17,126,597.62. This represents a 6.36% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Khozema Shipchandler sold 13,336 shares of the stock in a transaction dated Tuesday, January 6th. The stock was sold at an average price of $134.28, for a total transaction of $1,790,758.08. Following the transaction, the chief executive officer directly owned 193,781 shares in the company, valued at $26,020,912.68. This trade represents a 6.44% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 43,753 shares of company stock worth $6,050,080. 4.50% of the stock is owned by insiders.

Twilio Price Performance

Shares of TWLO opened at $124.04 on Monday. The firm has a market cap of $18.79 billion, a PE ratio of 652.87, a price-to-earnings-growth ratio of 5.09 and a beta of 1.30. Twilio Inc. has a 52-week low of $77.51 and a 52-week high of $145.90. The business’s 50 day moving average price is $120.79 and its two-hundred day moving average price is $121.04. 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 (NYSE:TWLO) last announced its quarterly earnings data on Thursday, February 12th. The technology company reported $1.33 EPS for the quarter, topping the consensus estimate of $1.24 by $0.09. The company had revenue of $1.37 billion during the quarter, compared to the consensus estimate of $1.32 billion. Twilio had a net margin of 0.67% and a return on equity of 3.93%. The company’s quarterly revenue was up 14.3% on a year-over-year basis. During the same quarter last year, the firm posted $1.00 EPS. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. On average, equities analysts anticipate that Twilio Inc. will post 1.44 EPS for the current year.

Wall Street Analyst Weigh In

A number of equities analysts recently commented on TWLO shares. Morgan Stanley set a $153.00 price objective on Twilio in a research note on Friday, February 13th. BTIG Research decreased their target price 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. Piper Sandler restated a “neutral” rating and set a $130.00 price target (down from $148.00) on shares of Twilio in a report on Friday, February 13th. Royal Bank Of Canada boosted their price target on shares of Twilio from $75.00 to $100.00 and gave the stock an “underperform” rating in a research report on Monday, January 5th. Finally, Rosenblatt Securities reaffirmed a “buy” rating and issued a $180.00 price objective on shares of Twilio in a research note on Friday, February 13th. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, five have assigned a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target 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.