3,278 Shares in Twilio Inc. $TWLO Purchased by Independent Financial Group LLC

Independent Financial Group LLC purchased a new stake in Twilio Inc. (NYSE:TWLO) during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 3,278 shares of the technology company’s stock, valued at approximately $412,000.

Several other large investors have also recently bought and sold shares of TWLO. GHP Investment Advisors Inc. lifted its position in Twilio by 6.3% during the fourth quarter. GHP Investment Advisors Inc. now owns 1,459 shares of the technology company’s stock worth $208,000 after acquiring an additional 86 shares during the last quarter. SJS Investment Consulting Inc. grew its position in shares of Twilio by 27.7% in the first quarter. SJS Investment Consulting Inc. now owns 429 shares of the technology company’s stock valued at $54,000 after purchasing an additional 93 shares during the last quarter. NewEdge Advisors LLC increased its stake in shares of Twilio by 1.7% during the fourth quarter. NewEdge Advisors LLC now owns 5,911 shares of the technology company’s stock worth $841,000 after purchasing an additional 99 shares during the period. Invst LLC increased its stake in shares of Twilio by 1.6% during the fourth quarter. Invst LLC now owns 6,887 shares of the technology company’s stock worth $980,000 after purchasing an additional 107 shares during the period. Finally, Krane Funds Advisors LLC increased its stake in shares of Twilio by 0.9% during the fourth quarter. Krane Funds Advisors LLC now owns 12,407 shares of the technology company’s stock worth $1,765,000 after purchasing an additional 114 shares during the period. 84.27% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several analysts recently issued reports on TWLO shares. KGI Securities assumed coverage on Twilio in a research note on Thursday, July 2nd. They issued an “outperform” rating and a $250.00 price target for the company. Jefferies Financial Group reiterated a “buy” rating and set a $195.00 price objective on shares of Twilio in a research report on Friday, May 1st. Tigress Financial lifted their target price on Twilio from $170.00 to $255.00 and gave the stock a “buy” rating in a report on Thursday, June 11th. The Goldman Sachs Group assumed coverage on shares of Twilio in a research report on Wednesday, June 24th. They issued a “buy” rating and a $300.00 target price for the company. Finally, Citigroup restated an “outperform” rating on shares of Twilio in a research note on Monday. Four investment analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Twilio has a consensus rating of “Buy” and an average target price of $219.23.

Insider Activity

In other news, CFO Aidan Viggiano sold 9,093 shares of the company’s stock in a transaction that occurred on Tuesday, June 30th. The shares were sold at an average price of $201.25, for a total transaction of $1,829,966.25. Following the completion of the sale, the chief financial officer owned 118,252 shares of the company’s stock, valued at approximately $23,798,215. This represents a 7.14% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Erika Rottenberg sold 2,000 shares of the stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $199.01, for a total transaction of $398,020.00. Following the sale, the director owned 30,995 shares in the company, valued at $6,168,314.95. This represents 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 a total of 1,803,980 shares of company stock valued at $341,898,467 over the last quarter. 0.21% of the stock is owned by corporate insiders.

Twilio Stock Up 3.4%

Shares of NYSE TWLO opened at $191.43 on Friday. 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 Inc. has a 52 week low of $91.84 and a 52 week high of $238.48. The stock has a market capitalization of $29.05 billion, a P/E ratio of 299.12, a PEG ratio of 3.68 and a beta of 1.36. The stock’s fifty day moving average is $201.89 and its 200 day moving average is $156.93.

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

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.