Jefferies Financial Group Inc. Makes New Investment in Twilio Inc. $TWLO

Jefferies Financial Group Inc. purchased a new position in Twilio Inc. (NYSE:TWLO) during the 4th quarter, Holdings Channel reports. The institutional investor purchased 6,290 shares of the technology company’s stock, valued at approximately $895,000.

Several other institutional investors and hedge funds have also bought and sold shares of the company. MassMutual Private Wealth & Trust FSB grew its holdings in Twilio by 34.7% in the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 303 shares of the technology company’s stock worth $43,000 after purchasing an additional 78 shares during the last quarter. GHP Investment Advisors Inc. grew its holdings in shares of Twilio by 6.3% during the fourth quarter. GHP Investment Advisors Inc. now owns 1,459 shares of the technology company’s stock valued at $208,000 after buying an additional 86 shares during the last quarter. Centaurus Financial Inc. grew its holdings in shares of Twilio by 0.7% during the third quarter. Centaurus Financial Inc. now owns 13,587 shares of the technology company’s stock valued at $1,360,000 after buying an additional 94 shares during the last quarter. Lansforsakringar Fondforvaltning AB publ grew its holdings in shares of Twilio by 0.3% during the third quarter. Lansforsakringar Fondforvaltning AB publ now owns 42,224 shares of the technology company’s stock valued at $4,226,000 after buying an additional 108 shares during the last quarter. Finally, Cresset Asset Management LLC grew its holdings in shares of Twilio by 2.2% during the third quarter. Cresset Asset Management LLC now owns 6,767 shares of the technology company’s stock valued at $677,000 after buying an additional 145 shares during the last quarter. 84.27% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on the stock. Monness Crespi & Hardt boosted their price objective on shares of Twilio from $200.00 to $246.00 and gave the company a “buy” rating in a report on Monday, May 11th. Morgan Stanley reissued an “overweight” rating and set a $200.00 price objective on shares of Twilio in a report on Friday, May 1st. Citigroup reissued an “outperform” rating on shares of Twilio in a report on Friday, May 1st. Citizens Jmp boosted their price objective on shares of Twilio from $185.00 to $210.00 and gave the company a “market outperform” rating in a report on Friday, May 1st. Finally, Argus raised shares of Twilio to a “strong-buy” rating in a report on Thursday, February 19th. Two research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $195.40.

Insider Buying and Selling at Twilio

In related news, Director Erika Rottenberg sold 1,800 shares of the business’s stock in a transaction on Tuesday, April 21st. The shares were sold at an average price of $149.02, for a total transaction of $268,236.00. Following the completion of the transaction, the director directly owned 34,495 shares in the company, valued at $5,140,444.90. The trade was a 4.96% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Aidan Viggiano sold 9,389 shares of the business’s stock in a transaction 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 transaction, the chief financial officer owned 130,341 shares of the company’s stock, valued at $16,619,780.91. This represents a 6.72% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 1,760,427 shares of company stock valued at $327,889,937. Company insiders own 0.21% of the company’s stock.

Twilio Trading Up 3.2%

NYSE TWLO opened at $190.48 on Friday. The company has a market capitalization of $28.91 billion, a PE ratio of 297.63, a P/E/G ratio of 3.70 and a beta of 1.32. The company has a fifty day moving average of $155.20 and a 200 day moving average of $136.47. Twilio Inc. has a 1 year low of $91.84 and a 1 year high of $203.71. 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 (NYSE:TWLO) last posted its earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.27 by $0.23. The company had revenue of $1.41 billion during 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 firm’s quarterly revenue was up 20.0% on a year-over-year basis. During the same period in the previous year, the firm posted $1.14 earnings per share. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. Research analysts forecast that Twilio Inc. will post 2.77 earnings per share for the current year.

About Twilio

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.