Peak Financial Advisors LLC Invests $1.54 Million in Twilio Inc. $TWLO

Peak Financial Advisors LLC purchased a new stake in shares of Twilio Inc. (NYSE:TWLO) during the 1st quarter, Holdings Channel.com reports. The fund purchased 12,272 shares of the technology company’s stock, valued at approximately $1,544,000.

A number of other hedge funds and other institutional investors have also modified their holdings of TWLO. Brighton Jones LLC raised its position in Twilio by 6.6% in the 4th quarter. Brighton Jones LLC now owns 10,051 shares of the technology company’s stock worth $1,086,000 after purchasing an additional 623 shares during the last quarter. Sivia Capital Partners LLC bought a new position in Twilio in the 2nd quarter valued at $251,000. Daiwa Securities Group Inc. boosted its position in Twilio by 70.6% in the 2nd quarter. Daiwa Securities Group Inc. now owns 24,653 shares of the technology company’s stock valued at $3,066,000 after buying an additional 10,200 shares during the last quarter. NewEdge Advisors LLC increased its stake in shares of Twilio by 46.9% in the 2nd quarter. NewEdge Advisors LLC now owns 5,770 shares of the technology company’s stock valued at $718,000 after buying an additional 1,841 shares during the period. Finally, Sei Investments Co. increased its stake in shares of Twilio by 55.1% in the 2nd quarter. Sei Investments Co. now owns 90,128 shares of the technology company’s stock valued at $11,208,000 after buying an additional 32,027 shares during the period. Institutional investors and hedge funds own 84.27% of the company’s stock.

Insider Buying and Selling

In other news, CEO Khozema Shipchandler sold 44,158 shares of the business’s stock in a transaction dated Thursday, June 4th. The stock was sold at an average price of $235.88, for a total transaction of $10,415,989.04. Following the completion of the transaction, the chief executive officer directly owned 235,542 shares in the company, valued at approximately $55,559,646.96. The trade was a 15.79% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Andrew Stafman sold 1,000,000 shares of the company’s stock in a transaction dated 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 sale, the director directly owned 620,000 shares of the company’s stock, valued at approximately $114,166,800. This trade represents a 61.73% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 1,805,779 shares of company stock worth $338,603,196 in the last ninety days. 0.21% of the stock is currently owned by corporate insiders.

Twilio Stock Performance

TWLO stock opened at $191.32 on Monday. Twilio Inc. has a twelve month low of $91.84 and a twelve month high of $238.48. The company has a quick ratio of 4.66, a current ratio of 4.66 and a debt-to-equity ratio of 0.13. The company has a market cap of $29.04 billion, a P/E ratio of 298.94, a price-to-earnings-growth ratio of 3.81 and a beta of 1.39. The business’s fifty day moving average is $186.17 and its 200-day moving average is $147.53.

Twilio (NYSE:TWLO) last announced its quarterly earnings data on Thursday, April 30th. The technology company reported $1.50 EPS for the quarter, topping analysts’ consensus estimates of $1.27 by $0.23. The business had revenue of $1.41 billion during the quarter, compared to analysts’ expectations of $1.34 billion. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The firm’s quarterly revenue was up 20.0% compared to the same quarter last year. During the same period 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. Equities research analysts forecast that Twilio Inc. will post 2.79 EPS for the current year.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on TWLO shares. Wells Fargo & Company upped their price target on Twilio from $147.00 to $200.00 and gave the company an “overweight” rating in a research note on Friday, May 1st. Robert W. Baird set a $200.00 price objective on Twilio in a research report on Friday, May 1st. UBS Group boosted their price objective on Twilio from $180.00 to $200.00 and gave the stock a “buy” rating in a report on Friday, May 1st. Bank of America upgraded shares of Twilio from an “underperform” rating to a “buy” rating and upped their target price for the company from $110.00 to $190.00 in a research report on Wednesday, April 22nd. Finally, Oppenheimer raised their target price on shares of Twilio from $200.00 to $235.00 and gave the company an “outperform” rating in a research note on Monday, May 18th. Three equities research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $205.38.

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.