SG Americas Securities LLC Has $7.26 Million Holdings in Twilio Inc. $TWLO

SG Americas Securities LLC increased its stake in shares of Twilio Inc. (NYSE:TWLO) by 2,150.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 51,062 shares of the technology company’s stock after buying an additional 48,793 shares during the quarter. SG Americas Securities LLC’s holdings in Twilio were worth $7,263,000 at the end of the most recent reporting period.

Other institutional investors have also bought and sold shares of the company. Vanguard Group Inc. lifted its holdings in shares of Twilio by 2.6% during the third quarter. Vanguard Group Inc. now owns 15,305,989 shares of the technology company’s stock valued at $1,531,976,000 after acquiring an additional 392,023 shares during the period. State Street Corp grew its holdings in shares of Twilio by 47.8% in the 3rd quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock worth $588,469,000 after purchasing an additional 1,900,551 shares during the last quarter. Alyeska Investment Group L.P. grew its holdings in shares of Twilio by 39.7% in the 3rd quarter. Alyeska Investment Group L.P. now owns 2,643,859 shares of the technology company’s stock worth $264,624,000 after purchasing an additional 750,951 shares during the last quarter. Invesco Ltd. grew its holdings in shares of Twilio by 225.0% in the 3rd quarter. Invesco Ltd. now owns 2,009,237 shares of the technology company’s stock worth $201,105,000 after purchasing an additional 1,391,013 shares during the last quarter. Finally, Norges Bank acquired a new stake in shares of Twilio during the 2nd quarter worth about $228,877,000. Institutional investors and hedge funds own 84.27% of the company’s stock.

Twilio Stock Up 0.8%

Shares of NYSE TWLO opened at $120.91 on Tuesday. Twilio Inc. has a 12-month low of $77.51 and a 12-month high of $145.90. The firm’s 50-day simple moving average is $120.79 and its 200 day simple moving average is $121.77. The company has a quick ratio of 4.03, a current ratio of 4.03 and a debt-to-equity ratio of 0.13. The company has a market cap of $18.32 billion, a price-to-earnings ratio of 636.40, a price-to-earnings-growth ratio of 4.92 and a beta of 1.30.

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

Insider Buying and Selling

In other Twilio news, CFO Aidan Viggiano sold 806 shares of the company’s stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $125.00, for a total transaction of $100,750.00. Following the transaction, the chief financial officer owned 147,961 shares of the company’s stock, valued at approximately $18,495,125. This represents a 0.54% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Khozema Shipchandler sold 13,336 shares of the stock in a transaction on Tuesday, January 6th. The shares were sold at an average price of $134.28, for a total value of $1,790,758.08. Following the completion of the transaction, the chief executive officer owned 193,781 shares in the company, valued at $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. In the last three months, insiders sold 43,753 shares of company stock valued at $6,050,080. 4.50% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

TWLO has been the subject of several analyst reports. Morgan Stanley set a $153.00 price target on shares of Twilio in a report on Friday, February 13th. Citigroup reaffirmed a “market perform” rating on shares of Twilio in a research note on Tuesday, December 30th. Rosenblatt Securities reaffirmed a “buy” rating and set a $180.00 price objective on shares of Twilio in a report on Friday, February 13th. Royal Bank Of Canada lifted their target price on shares of Twilio from $75.00 to $100.00 and gave the company an “underperform” rating in a research note on Monday, January 5th. Finally, Oppenheimer restated an “outperform” rating and set a $170.00 price target on shares of Twilio in a research report on Monday, January 5th. Two research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, five have assigned a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $145.22.

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.