Intech Investment Management LLC Sells 23,067 Shares of Twilio Inc. $TWLO

Intech Investment Management LLC lowered its stake in Twilio Inc. (NYSE:TWLO) by 81.7% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 5,170 shares of the technology company’s stock after selling 23,067 shares during the quarter. Intech Investment Management LLC’s holdings in Twilio were worth $517,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. CENTRAL TRUST Co acquired a new position in Twilio in the second quarter valued at about $25,000. Estabrook Capital Management bought a new position in Twilio during the second quarter worth about $31,000. First Horizon Corp acquired a new position in shares of Twilio during the 3rd quarter worth about $28,000. Financial Gravity Companies Inc. bought a new stake in shares of Twilio in the 2nd quarter valued at about $35,000. Finally, SJS Investment Consulting Inc. increased its stake 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 valued at $28,000 after acquiring an additional 266 shares during the last quarter. 84.27% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Twilio

In related news, CFO Aidan Viggiano sold 806 shares of the business’s stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $125.00, for a total value of $100,750.00. Following the sale, the chief financial officer directly owned 147,961 shares of the company’s stock, valued at approximately $18,495,125. The trade was a 0.54% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, 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 transaction, the chief executive officer directly owned 193,781 shares of the company’s stock, valued at approximately $26,020,912.68. The trade was a 6.44% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 43,753 shares of company stock valued at $6,050,080 in the last three months. 0.21% of the stock is owned by insiders.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on TWLO. FBN Securities upgraded shares of Twilio to a “strong-buy” rating in a research report on Wednesday, November 12th. Argus raised shares of Twilio to a “strong-buy” rating in a research note on Thursday, February 19th. TD Cowen upgraded shares of Twilio from a “hold” rating to a “buy” rating and increased their target price for the stock from $125.00 to $160.00 in a report on Monday, March 2nd. Piper Sandler reissued a “neutral” rating and set a $130.00 price target (down from $148.00) on shares of Twilio in a research report on Friday, February 13th. Finally, Weiss Ratings lowered shares of Twilio from a “hold (c-)” rating to a “sell (d+)” rating in a report on Friday, February 27th. Two research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, five have given a Hold rating and three have given 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 $145.22.

Twilio Trading Up 1.2%

NYSE:TWLO opened at $126.68 on Thursday. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.03 and a quick ratio of 4.03. The business’s 50-day simple moving average is $122.53 and its 200-day simple moving average is $119.89. Twilio Inc. has a fifty-two week low of $77.51 and a fifty-two week high of $145.90. The stock has a market capitalization of $19.19 billion, a PE ratio of 666.76, a price-to-earnings-growth ratio of 5.13 and a beta of 1.30.

Twilio (NYSE:TWLO) last posted its earnings results on Thursday, February 12th. The technology company reported $1.33 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.24 by $0.09. The business had revenue of $1.37 billion during the quarter, compared to analysts’ expectations of $1.32 billion. Twilio had a return on equity of 3.93% and a net margin of 0.67%.Twilio’s revenue for the quarter was up 14.3% compared to the same quarter last year. During the same period in the prior year, the business earned $1.00 EPS. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. Sell-side analysts expect that Twilio Inc. will post 1.44 earnings per share for the current fiscal year.

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.