Ritholtz Wealth Management Buys 7,083 Shares of Twilio Inc. $TWLO

Ritholtz Wealth Management lifted its stake in Twilio Inc. (NYSE:TWLO) by 36.1% in the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 26,703 shares of the technology company’s stock after purchasing an additional 7,083 shares during the quarter. Ritholtz Wealth Management’s holdings in Twilio were worth $2,673,000 at the end of the most recent reporting period.

Several other large investors have also recently modified their holdings of the stock. GFG Capital LLC bought a new stake in Twilio in the second quarter worth $25,000. CENTRAL TRUST Co purchased a new stake in shares of Twilio in the second quarter valued at $25,000. Hilltop National Bank purchased a new stake in shares of Twilio in the second quarter valued at $26,000. SJS Investment Consulting Inc. lifted its holdings in shares of Twilio by 1,564.7% in the 3rd quarter. SJS Investment Consulting Inc. now owns 283 shares of the technology company’s stock worth $28,000 after acquiring an additional 266 shares during the last quarter. Finally, First Horizon Corp purchased a new position in shares of Twilio during the 3rd quarter worth about $28,000. Institutional investors own 84.27% of the company’s stock.

Twilio Price Performance

Shares of TWLO opened at $119.10 on Friday. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.68 and a current ratio of 4.68. The company has a 50 day moving average price of $131.80 and a 200-day moving average price of $119.60. Twilio Inc. has a fifty-two week low of $77.51 and a fifty-two week high of $151.95. The stock has a market capitalization of $18.27 billion, a PE ratio of 290.49, a PEG ratio of 2.33 and a beta of 1.30.

Twilio (NYSE:TWLO) last issued its quarterly earnings data on Thursday, October 30th. The technology company reported $1.25 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.07 by $0.18. The company had revenue of $1.30 billion for the quarter, compared to analyst estimates of $1.25 billion. Twilio had a net margin of 1.37% and a return on equity of 3.36%. Twilio’s revenue was up 14.7% compared to the same quarter last year. During the same period last year, the company posted $1.02 earnings per share. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. Equities analysts predict that Twilio Inc. will post 1.44 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on TWLO shares. Mizuho set a $150.00 price objective on shares of Twilio in a research report on Monday, December 15th. Oppenheimer reaffirmed an “outperform” rating and set a $170.00 target price on shares of Twilio in a research note on Monday, January 5th. Bank of America raised their price target on Twilio from $100.00 to $110.00 and gave the stock an “underperform” rating in a research note on Friday, October 31st. Rosenblatt Securities boosted their price objective on Twilio from $140.00 to $180.00 and gave the company a “buy” rating in a report on Wednesday, January 7th. Finally, Wall Street Zen lowered Twilio from a “strong-buy” rating to a “buy” rating in a research note on Tuesday, November 11th. Two analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, nine have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $146.44.

Insider Transactions at Twilio

In related news, CEO Khozema Shipchandler sold 13,336 shares of the company’s stock in a transaction on Tuesday, January 6th. The stock was sold at an average price of $134.28, for a total transaction of $1,790,758.08. Following the completion of the sale, the chief executive officer directly owned 193,781 shares in the company, valued at $26,020,912.68. This represents a 6.44% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. Also, Director Andrew Stafman sold 1,000,000 shares of the firm’s stock in a transaction dated Tuesday, December 2nd. The shares were sold at an average price of $129.00, for a total value of $129,000,000.00. Following the sale, the director directly owned 2,295,000 shares in the company, valued at approximately $296,055,000. The trade was a 30.35% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 1,043,438 shares of company stock valued at $135,022,770. Corporate insiders own 0.21% of the company’s stock.

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.