GC Wealth Management RIA LLC Purchases 10,941 Shares of Twilio Inc. $TWLO

GC Wealth Management RIA LLC grew its position in Twilio Inc. (NYSE:TWLO) by 120.9% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 19,989 shares of the technology company’s stock after purchasing an additional 10,941 shares during the period. GC Wealth Management RIA LLC’s holdings in Twilio were worth $2,515,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. Brighton Jones LLC increased its position in shares of Twilio by 6.6% in the 4th quarter. Brighton Jones LLC now owns 10,051 shares of the technology company’s stock valued at $1,086,000 after buying an additional 623 shares in the last quarter. Sivia Capital Partners LLC bought a new position in Twilio during the second quarter worth about $251,000. Daiwa Securities Group Inc. lifted its holdings in Twilio by 70.6% during the second quarter. Daiwa Securities Group Inc. now owns 24,653 shares of the technology company’s stock worth $3,066,000 after acquiring an additional 10,200 shares in the last quarter. NewEdge Advisors LLC grew its stake in Twilio by 46.9% in the second quarter. NewEdge Advisors LLC now owns 5,770 shares of the technology company’s stock valued at $718,000 after acquiring an additional 1,841 shares during the period. Finally, Sei Investments Co. grew its stake in Twilio by 55.1% in the second quarter. Sei Investments Co. now owns 90,128 shares of the technology company’s stock valued at $11,208,000 after acquiring an additional 32,027 shares during the period. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several equities research analysts have issued reports on TWLO shares. Mizuho increased their price target on Twilio from $200.00 to $240.00 and gave the stock an “outperform” rating in a report on Friday, July 17th. Jefferies Financial Group reiterated a “buy” rating and set a $195.00 price objective on shares of Twilio in a report on Friday, May 1st. Citizens Jmp boosted their price objective on Twilio from $210.00 to $250.00 and gave the company a “market outperform” rating in a research report on Monday, July 20th. Tigress Financial increased their target price on Twilio from $170.00 to $255.00 and gave the stock a “buy” rating in a research note on Thursday, June 11th. Finally, Bank of America upgraded shares of Twilio from an “underperform” rating to a “buy” rating and raised their target price for the stock from $110.00 to $190.00 in a report on Wednesday, April 22nd. Four analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, two have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Twilio presently has a consensus rating of “Buy” and an average target price of $219.23.

Insider Transactions at Twilio

In related news, 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 owned 118,252 shares of the company’s stock, valued at approximately $23,798,215. This trade represents a 7.14% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Khozema Shipchandler sold 44,158 shares of the business’s stock in a transaction that occurred on Thursday, June 4th. The shares were sold at an average price of $235.88, for a total value of $10,415,989.04. Following the completion of the sale, the chief executive officer owned 235,542 shares in the company, valued at $55,559,646.96. The trade was a 15.79% 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 sold 1,803,980 shares of company stock valued at $341,898,467 over the last three months. 0.21% of the stock is currently owned by corporate insiders.

Twilio Price Performance

Shares of NYSE TWLO opened at $191.43 on Friday. The firm has a market cap of $29.05 billion, a PE ratio of 299.12, a PEG ratio of 3.68 and a beta of 1.36. 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 company has a fifty day moving average price of $201.89 and a 200 day moving average price of $156.93.

Twilio (NYSE:TWLO) last released its earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share (EPS) for the quarter, topping 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 in the prior year, the company earned $1.14 EPS. The company’s revenue was up 20.0% on a year-over-year basis. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. Research analysts predict that Twilio Inc. will post 2.79 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.