Twilio Inc. $TWLO Position Trimmed by Staley Capital Advisers Inc.

Staley Capital Advisers Inc. trimmed its holdings in shares of Twilio Inc. (NYSE:TWLO) by 55.6% during the first quarter, Holdings Channel reports. The firm owned 10,000 shares of the technology company’s stock after selling 12,500 shares during the quarter. Staley Capital Advisers Inc.’s holdings in Twilio were worth $1,258,000 as of its most recent filing with the SEC.

A number of other large investors also recently modified their holdings of the business. New York State Teachers Retirement System boosted its stake in Twilio by 10.8% in the fourth quarter. New York State Teachers Retirement System now owns 116,494 shares of the technology company’s stock valued at $16,570,000 after acquiring an additional 11,370 shares during the period. Nordea Investment Management AB raised its position in shares of Twilio by 2.1% during the 4th quarter. Nordea Investment Management AB now owns 1,176,896 shares of the technology company’s stock worth $168,849,000 after purchasing an additional 24,169 shares during the period. Fifth Third Bancorp raised its position in shares of Twilio by 339.6% during the 4th quarter. Fifth Third Bancorp now owns 14,024 shares of the technology company’s stock worth $1,995,000 after purchasing an additional 10,834 shares during the period. Principal Financial Group Inc. lifted its holdings in shares of Twilio by 19.7% in the 4th quarter. Principal Financial Group Inc. now owns 596,438 shares of the technology company’s stock worth $84,837,000 after purchasing an additional 98,092 shares during the last quarter. Finally, Jefferies Financial Group Inc. acquired a new position in Twilio during the 4th quarter valued at approximately $895,000. 84.27% of the stock is currently owned by institutional investors.

Insider Activity at Twilio

In other news, Director Erika Rottenberg sold 2,000 shares of the stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $199.01, for a total value of $398,020.00. Following the completion of the transaction, the director directly owned 30,995 shares in the company, valued at $6,168,314.95. This trade represents a 6.06% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Andrew Stafman sold 1,000,000 shares of the firm’s stock in a transaction that occurred on Wednesday, May 27th. The shares were sold at an average price of $184.14, for a total transaction of $184,140,000.00. Following the transaction, the director owned 620,000 shares in the company, valued at $114,166,800. This represents a 61.73% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 1,805,780 shares of company stock valued at $342,166,703. 0.21% of the stock is currently owned by insiders.

Twilio Trading Up 1.9%

NYSE:TWLO opened at $216.03 on Thursday. Twilio Inc. has a 1 year low of $91.84 and a 1 year high of $238.48. The stock has a market cap of $32.79 billion, a price-to-earnings ratio of 337.55, a PEG ratio of 4.22 and a beta of 1.36. The business has a fifty day moving average of $196.67 and a 200-day moving average of $151.68. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.66 and a current ratio of 4.66.

Twilio (NYSE:TWLO) last issued its quarterly earnings data on Thursday, April 30th. The technology company reported $1.50 earnings per share for the quarter, beating analysts’ consensus estimates of $1.27 by $0.23. The business had revenue of $1.41 billion for the quarter, compared to analysts’ expectations of $1.34 billion. Twilio had a net margin of 1.96% and a return on equity of 4.64%. The company’s revenue was up 20.0% on a year-over-year basis. During the same period in the previous year, the business earned $1.14 earnings per share. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. Equities analysts predict that Twilio Inc. will post 2.79 earnings per share for the current year.

Analyst Ratings Changes

A number of research analysts recently commented on the company. Weiss Ratings upgraded Twilio from a “sell (d+)” rating to a “hold (c)” rating in a research note on Wednesday, May 6th. Jefferies Financial Group reaffirmed a “buy” rating and issued a $195.00 price objective on shares of Twilio in a report on Friday, May 1st. Robert W. Baird set a $200.00 target price on shares of Twilio in a research note on Friday, May 1st. Tigress Financial boosted their target price on shares of Twilio from $170.00 to $255.00 and gave the company a “buy” rating in a research note on Thursday, June 11th. Finally, Monness Crespi & Hardt upped their target price on shares of Twilio from $200.00 to $246.00 and gave the stock a “buy” rating in a research report on Monday, May 11th. Three analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Twilio presently has a consensus rating of “Moderate Buy” and a consensus target price of $207.41.

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.