Allspring Global Investments Holdings LLC Lowers Stock Holdings in Twilio Inc. $TWLO

Allspring Global Investments Holdings LLC lowered its position in Twilio Inc. (NYSE:TWLO) by 7.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 254,771 shares of the technology company’s stock after selling 19,662 shares during the quarter. Allspring Global Investments Holdings LLC owned approximately 0.17% of Twilio worth $35,250,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. J. Safra Sarasin Holding AG bought a new stake in shares of Twilio in the 4th quarter valued at about $18,805,000. Mn Services Vermogensbeheer B.V. lifted its holdings in Twilio by 1.2% during the fourth quarter. Mn Services Vermogensbeheer B.V. now owns 55,078 shares of the technology company’s stock worth $7,834,000 after buying an additional 678 shares during the period. Hennion & Walsh Asset Management Inc. purchased a new position in shares of Twilio in the 4th quarter valued at $308,000. Woodward Diversified Capital LLC raised its position in shares of Twilio by 7.7% in the 4th quarter. Woodward Diversified Capital LLC now owns 6,505 shares of the technology company’s stock worth $925,000 after acquiring an additional 465 shares in the last quarter. Finally, Wealthcare Advisory Partners LLC bought a new position in shares of Twilio in the 4th quarter worth $276,000. 84.27% of the stock is currently owned by hedge funds and other institutional investors.

Twilio Stock Up 0.3%

Twilio stock opened at $130.88 on Friday. The business’s 50-day simple moving average is $121.20 and its two-hundred day simple moving average is $122.06. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.03 and a current ratio of 4.03. The company has a market cap of $19.83 billion, a PE ratio of 688.87, a PEG ratio of 5.35 and a beta of 1.28. Twilio Inc. has a fifty-two week low of $77.51 and a fifty-two week high of $145.90.

Twilio (NYSE:TWLO) last announced its quarterly earnings data on Thursday, February 12th. The technology company reported $1.33 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.24 by $0.09. The firm had revenue of $1.37 billion during the quarter, compared to analysts’ expectations of $1.32 billion. Twilio had a return on equity of 3.93% and a net margin of 0.67%.The company’s revenue for the quarter was up 14.3% compared to the same quarter last year. During the same period last year, the business posted $1.00 earnings per share. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. Equities analysts anticipate that Twilio Inc. will post 1.44 EPS for the current year.

Insider Buying and Selling at Twilio

In other Twilio news, CFO Aidan Viggiano sold 8,231 shares of the company’s stock in a transaction that occurred on Tuesday, March 31st. The stock was sold at an average price of $122.79, for a total value of $1,010,684.49. Following the sale, the chief financial officer owned 139,730 shares in the company, valued at approximately $17,157,446.70. This represents a 5.56% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, CEO Khozema Shipchandler sold 12,624 shares of the business’s stock in a transaction on Tuesday, March 31st. The shares were sold at an average price of $122.81, for a total transaction of $1,550,353.44. Following the completion of the transaction, the chief executive officer owned 251,257 shares of the company’s stock, valued at approximately $30,856,872.17. This represents a 4.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 43,233 shares of company stock worth $5,546,503. 0.21% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on the company. Piper Sandler restated a “neutral” rating and set a $130.00 price objective (down from $148.00) on shares of Twilio in a research note on Friday, February 13th. Morgan Stanley set a $153.00 price target on shares of Twilio in a report on Friday, February 13th. Rosenblatt Securities reaffirmed a “buy” rating and set a $180.00 price target on shares of Twilio in a research report on Friday, February 13th. Argus upgraded Twilio to a “strong-buy” rating in a report on Thursday, February 19th. Finally, Royal Bank Of Canada raised their price objective on Twilio from $75.00 to $100.00 and gave the stock an “underperform” rating in a research report on Monday, January 5th. Two investment 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 given a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $145.22.

Twilio 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.