Twilio Inc. $TWLO Shares Sold by Ritholtz Wealth Management

Ritholtz Wealth Management cut its stake in Twilio Inc. (NYSE:TWLO) by 17.7% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 19,666 shares of the technology company’s stock after selling 4,228 shares during the period. Ritholtz Wealth Management’s holdings in Twilio were worth $2,474,000 at the end of the most recent reporting period.

Other hedge funds have also made changes to their positions in the company. New York State Teachers Retirement System lifted its holdings in shares of 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 buying an additional 11,370 shares during the period. Nordea Investment Management AB grew its holdings in Twilio by 2.1% during the fourth quarter. Nordea Investment Management AB now owns 1,176,896 shares of the technology company’s stock worth $168,849,000 after acquiring an additional 24,169 shares during the period. Fifth Third Bancorp raised its position in Twilio by 339.6% in the fourth quarter. Fifth Third Bancorp now owns 14,024 shares of the technology company’s stock worth $1,995,000 after acquiring an additional 10,834 shares in the last quarter. Principal Financial Group Inc. raised its position in Twilio by 19.7% in the fourth quarter. Principal Financial Group Inc. now owns 596,438 shares of the technology company’s stock worth $84,837,000 after acquiring an additional 98,092 shares in the last quarter. Finally, Teachers Retirement System of The State of Kentucky acquired a new stake in Twilio in the 3rd quarter valued at about $4,654,000. Institutional investors and hedge funds own 84.27% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on TWLO. KeyCorp raised their price objective on shares of Twilio from $156.00 to $200.00 and gave the company an “overweight” rating in a research report on Friday, May 1st. BTIG Research reissued a “buy” rating and set a $215.00 target price on shares of Twilio in a research note on Tuesday, May 12th. Citizens Jmp raised their target price on shares of Twilio from $185.00 to $210.00 and gave the stock a “market outperform” rating in a report on Friday, May 1st. Mizuho lifted their price target on shares of Twilio from $150.00 to $165.00 and gave the stock an “outperform” rating in a research report on Tuesday, April 21st. Finally, Rosenblatt Securities restated a “buy” rating and issued a $230.00 price target on shares of Twilio in a research report on Thursday, June 18th. Three equities research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Twilio has an average rating of “Moderate Buy” and a consensus target price of $205.38.

Twilio Trading Up 0.2%

NYSE:TWLO opened at $191.32 on Friday. The company has a quick ratio of 4.66, a current 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 has a market capitalization of $29.04 billion, a price-to-earnings ratio of 298.94, a price-to-earnings-growth ratio of 3.80 and a beta of 1.39. The stock has a fifty day simple moving average of $186.17 and a 200 day simple moving average of $147.41.

Twilio (NYSE:TWLO) last posted its quarterly earnings data on Thursday, April 30th. The technology company reported $1.50 earnings per share (EPS) for the quarter, topping the consensus estimate 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 the consensus estimate of $1.34 billion. During the same quarter in the previous year, the company earned $1.14 EPS. The business’s revenue for the quarter was up 20.0% compared to the same quarter last year. 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 year.

Insider Activity

In other news, CFO Aidan Viggiano sold 9,389 shares of the business’s stock in a transaction that occurred on Thursday, April 2nd. The shares were sold at an average price of $127.51, for a total transaction of $1,197,191.39. Following the sale, the chief financial officer owned 130,341 shares in the company, valued at $16,619,780.91. The trade was a 6.72% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Erika Rottenberg sold 2,000 shares of the company’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 completion of the sale, the director owned 30,995 shares of the company’s stock, valued at approximately $6,168,314.95. This trade represents a 6.06% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 1,805,779 shares of company stock valued at $338,603,196. 0.21% of the stock is currently owned by insiders.

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.