Leonteq Securities AG Has $1.20 Million Holdings in Twilio Inc. $TWLO

Leonteq Securities AG cut its holdings in Twilio Inc. (NYSE:TWLO) by 80.7% in the first quarter, HoldingsChannel reports. The firm owned 9,517 shares of the technology company’s stock after selling 39,778 shares during the period. Leonteq Securities AG’s holdings in Twilio were worth $1,197,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. MassMutual Private Wealth & Trust FSB raised its holdings in Twilio by 34.7% during the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 303 shares of the technology company’s stock valued at $43,000 after buying an additional 78 shares in the last quarter. GHP Investment Advisors Inc. boosted its stake in shares of Twilio by 6.3% during the 4th 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 in the last quarter. SJS Investment Consulting Inc. boosted its stake in shares of Twilio by 27.7% during the 1st quarter. SJS Investment Consulting Inc. now owns 429 shares of the technology company’s stock worth $54,000 after acquiring an additional 93 shares in the last quarter. Centaurus Financial Inc. increased its holdings in shares of Twilio by 0.7% during the 3rd quarter. Centaurus Financial Inc. now owns 13,587 shares of the technology company’s stock valued at $1,360,000 after acquiring an additional 94 shares during the last quarter. Finally, NewEdge Advisors LLC increased its holdings in shares of Twilio by 1.7% during the 4th quarter. NewEdge Advisors LLC now owns 5,911 shares of the technology company’s stock valued at $841,000 after acquiring an additional 99 shares during the last quarter. 84.27% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

TWLO has been the subject of several analyst reports. Mizuho boosted their target price on Twilio from $150.00 to $165.00 and gave the stock an “outperform” rating in a report on Tuesday, April 21st. UBS Group upped their target price on Twilio from $180.00 to $200.00 and gave the stock a “buy” rating in a research report on Friday, May 1st. Tigress Financial lifted their price target on shares of Twilio from $170.00 to $255.00 and gave the company a “buy” rating in a research report on Thursday, June 11th. Citigroup reissued an “outperform” rating on shares of Twilio in a research report on Friday, May 1st. Finally, Morgan Stanley restated an “overweight” rating and issued a $200.00 price objective on shares of Twilio in a research note on Friday, May 1st. Three investment analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Twilio has a consensus rating of “Moderate Buy” and an average target price of $207.41.

Insider Transactions at Twilio

In other Twilio news, Director Andrew Stafman sold 1,000,000 shares of the firm’s stock in a transaction that occurred on Wednesday, May 27th. The stock was 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 owned 620,000 shares in the company, valued at approximately $114,166,800. This trade represents a 61.73% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Aidan Viggiano sold 9,093 shares of Twilio stock in a transaction that occurred on Tuesday, June 30th. The stock was sold at an average price of $201.25, for a total value of $1,829,966.25. Following the sale, the chief financial officer directly owned 118,252 shares in the company, valued at $23,798,215. The trade was a 7.14% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 1,798,509 shares of company stock valued at $339,468,623 in the last ninety days. 0.21% of the stock is owned by corporate insiders.

Twilio Price Performance

Shares of Twilio stock opened at $209.31 on Friday. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.66 and a quick ratio of 4.66. Twilio Inc. has a fifty-two week low of $91.84 and a fifty-two week high of $238.48. The firm has a fifty day moving average price of $192.49 and a two-hundred day moving average price of $150.00. The company has a market cap of $31.77 billion, a PE ratio of 327.06, a price-to-earnings-growth ratio of 4.16 and a beta of 1.36.

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. The company had revenue of $1.41 billion for the quarter, compared to the consensus estimate of $1.34 billion. Twilio had a net margin of 1.96% and a return on equity of 4.64%. The business’s revenue was up 20.0% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.14 EPS. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. Analysts expect that Twilio Inc. will post 2.79 EPS for the current 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.