Rehmann Capital Advisory Group Makes New Investment in Twilio Inc. $TWLO

Rehmann Capital Advisory Group bought a new position in Twilio Inc. (NYSE:TWLO) during the 4th quarter, HoldingsChannel.com reports. The fund bought 2,921 shares of the technology company’s stock, valued at approximately $417,000.

Other large investors have also made changes to their positions in the company. Norges Bank acquired a new position in Twilio in the 4th quarter worth approximately $273,862,000. State Street Corp raised its stake in Twilio by 47.8% during the 3rd quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock valued at $588,469,000 after purchasing an additional 1,900,551 shares during the period. SRS Investment Management LLC acquired a new stake in Twilio during the 4th quarter valued at $257,494,000. Invesco Ltd. lifted its holdings in shares of Twilio by 225.0% in the third quarter. Invesco Ltd. now owns 2,009,237 shares of the technology company’s stock valued at $201,105,000 after purchasing an additional 1,391,013 shares in the last quarter. Finally, Alyeska Investment Group L.P. lifted its holdings 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 purchasing an additional 750,951 shares in the last quarter. Institutional investors and hedge funds own 84.27% of the company’s stock.

Insider Transactions at Twilio

In related news, CFO Aidan Viggiano sold 1,828 shares of the stock in a transaction that occurred on Tuesday, May 19th. The stock was sold at an average price of $200.00, for a total value of $365,600.00. Following the transaction, the chief financial officer owned 127,345 shares in the company, valued at approximately $25,469,000. This represents a 1.42% decrease in their ownership of the stock. The transaction was disclosed in a 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 Erika Rottenberg sold 2,000 shares of the firm’s stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $199.01, for a total transaction of $398,020.00. Following the transaction, the director directly owned 30,995 shares in the company, valued at approximately $6,168,314.95. The trade was a 6.06% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 1,805,779 shares of company stock valued at $338,603,196 in the last quarter. Corporate insiders own 0.21% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have recently weighed in on TWLO shares. Mizuho lifted their price target on Twilio from $150.00 to $165.00 and gave the company an “outperform” rating in a report on Tuesday, April 21st. Jefferies Financial Group reissued a “buy” rating and issued a $195.00 price objective on shares of Twilio in a research note on Friday, May 1st. Bank of America upgraded Twilio from an “underperform” rating to a “buy” rating and raised their price objective for the stock from $110.00 to $190.00 in a research report on Wednesday, April 22nd. Monness Crespi & Hardt lifted their target price on Twilio from $200.00 to $246.00 and gave the company a “buy” rating in a research note on Monday, May 11th. Finally, Wells Fargo & Company increased their price target on shares of Twilio from $147.00 to $200.00 and gave the stock an “overweight” rating in a research report on Friday, May 1st. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Twilio currently has a consensus rating of “Moderate Buy” and a consensus target price of $198.24.

Twilio Trading Down 1.5%

NYSE TWLO opened at $183.43 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 1-year low of $91.84 and a 1-year high of $238.48. The firm’s fifty day simple moving average is $181.06 and its 200-day simple moving average is $145.80. The company has a market capitalization of $27.84 billion, a PE ratio of 286.62, a price-to-earnings-growth ratio of 3.73 and a beta of 1.39.

Twilio (NYSE:TWLO) last released its quarterly earnings data on Thursday, April 30th. The technology company reported $1.50 earnings per share (EPS) 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 during the quarter, compared to analysts’ expectations of $1.34 billion. During the same quarter last year, the firm earned $1.14 earnings per share. The business’s revenue for the quarter was up 20.0% on a year-over-year basis. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. As a group, sell-side analysts anticipate that Twilio Inc. will post 2.77 earnings per share for the current fiscal year.

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.