Spartan Wealth Advisory Services LLC Takes Position in Twilio Inc. $TWLO

Spartan Wealth Advisory Services LLC purchased a new position in Twilio Inc. (NYSE:TWLO) during the first quarter, HoldingsChannel.com reports. The fund purchased 2,686 shares of the technology company’s stock, valued at approximately $338,000.

Several other hedge funds and other institutional investors also recently made changes to their positions in TWLO. Vanguard Group Inc. raised its stake in Twilio by 0.9% during the fourth quarter. Vanguard Group Inc. now owns 15,449,586 shares of the technology company’s stock valued at $2,197,549,000 after buying an additional 143,597 shares during the last quarter. State Street Corp grew its stake in shares of Twilio by 47.8% in the third quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock worth $588,469,000 after acquiring an additional 1,900,551 shares during the last quarter. Invesco Ltd. grew its stake in shares of Twilio by 56.9% in the fourth quarter. Invesco Ltd. now owns 3,151,546 shares of the technology company’s stock worth $448,276,000 after acquiring an additional 1,142,309 shares during the last quarter. Royal Bank of Canada increased its holdings in shares of Twilio by 3.9% during the fourth quarter. Royal Bank of Canada now owns 2,944,377 shares of the technology company’s stock valued at $418,808,000 after acquiring an additional 110,941 shares in the last quarter. Finally, Alyeska Investment Group L.P. increased its holdings in shares of Twilio by 39.7% during 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 acquiring an additional 750,951 shares in the last quarter. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Analyst Ratings Changes

Several analysts recently commented on the stock. Robert W. Baird set a $200.00 price objective on shares of Twilio in a research report on Friday, May 1st. Morgan Stanley reaffirmed an “overweight” rating and issued a $200.00 target price on shares of Twilio in a report on Friday, May 1st. Citizens Jmp upped their target price on shares of Twilio from $210.00 to $250.00 and gave the stock a “market outperform” rating in a research note on Monday. Citigroup reiterated an “outperform” rating on shares of Twilio in a research note on Monday. Finally, Needham & Company LLC increased their price target on shares of Twilio from $200.00 to $250.00 and gave the company a “buy” rating in a report on Monday, May 11th. Four equities research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, two have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Buy” and a consensus price target of $219.23.

Twilio Stock Down 0.5%

Shares of TWLO stock opened at $205.70 on Tuesday. The company has a current ratio of 4.66, a quick ratio of 4.66 and a debt-to-equity ratio of 0.13. Twilio Inc. has a 12 month low of $91.84 and a 12 month high of $238.48. The stock has a market cap of $31.22 billion, a P/E ratio of 321.41, a P/E/G ratio of 4.11 and a beta of 1.36. The company has a 50 day simple moving average of $202.39 and a two-hundred day simple moving average of $155.69.

Twilio (NYSE:TWLO) last posted 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. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The firm had revenue of $1.41 billion for the quarter, compared to analysts’ expectations of $1.34 billion. During the same period in the previous year, the firm earned $1.14 EPS. The business’s quarterly revenue was up 20.0% on a year-over-year basis. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. On average, research analysts expect that Twilio Inc. will post 2.79 earnings per share for the current year.

Insider Activity

In other Twilio news, Director Andrew Stafman sold 1,000,000 shares of the company’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 value of $184,140,000.00. Following the completion of the transaction, the director directly owned 620,000 shares in the company, valued at $114,166,800. This represents a 61.73% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Khozema Shipchandler sold 14,458 shares of the stock in a transaction on Monday, July 6th. The stock was sold at an average price of $210.43, for a total transaction of $3,042,396.94. Following the completion of the sale, the chief executive officer directly owned 207,203 shares of the company’s stock, valued at approximately $43,601,727.29. This trade represents a 6.52% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 1,803,980 shares of company stock worth $341,898,467 in the last quarter. 0.21% of the stock is currently owned by insiders.

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.