Cinctive Capital Management LP Purchases 14,098 Shares of Twilio Inc. $TWLO

Cinctive Capital Management LP increased its position in Twilio Inc. (NYSE:TWLO) by 40.7% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 48,699 shares of the technology company’s stock after acquiring an additional 14,098 shares during the quarter. Cinctive Capital Management LP’s holdings in Twilio were worth $6,927,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the company. Vanguard Group Inc. boosted its position in shares of Twilio by 0.9% in the fourth quarter. Vanguard Group Inc. now owns 15,449,586 shares of the technology company’s stock valued at $2,197,549,000 after acquiring an additional 143,597 shares during the period. State Street Corp boosted its position in shares of Twilio by 47.8% in the third quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock valued at $588,469,000 after acquiring an additional 1,900,551 shares during the period. Royal Bank of Canada boosted its position in shares of Twilio by 3.9% in the fourth quarter. Royal Bank of Canada now owns 2,944,377 shares of the technology company’s stock valued at $418,808,000 after acquiring an additional 110,941 shares during the period. Alyeska Investment Group L.P. raised its stake in Twilio by 39.7% in the third quarter. Alyeska Investment Group L.P. now owns 2,643,859 shares of the technology company’s stock valued at $264,624,000 after purchasing an additional 750,951 shares in the last quarter. Finally, Invesco Ltd. raised its stake in Twilio by 225.0% in the third quarter. Invesco Ltd. now owns 2,009,237 shares of the technology company’s stock valued at $201,105,000 after purchasing an additional 1,391,013 shares in the last quarter. 84.27% of the stock is currently owned by institutional investors.

Twilio Price Performance

TWLO stock opened at $187.53 on Thursday. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.66 and a current ratio of 4.66. Twilio Inc. has a 52 week low of $91.84 and a 52 week high of $238.48. The firm’s fifty day moving average is $177.69 and its 200 day moving average is $144.62. The firm has a market cap of $28.46 billion, a P/E ratio of 293.02, a P/E/G ratio of 3.86 and a beta of 1.39.

Twilio (NYSE:TWLO) last released its earnings results on Thursday, April 30th. The technology company reported $1.50 EPS for the quarter, beating the consensus estimate of $1.27 by $0.23. Twilio had a net margin of 1.96% and a return on equity of 4.64%. The company had revenue of $1.41 billion for the quarter, compared to analyst estimates of $1.34 billion. During the same quarter last year, the firm earned $1.14 EPS. The firm’s quarterly revenue was up 20.0% compared to the same quarter last year. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. Research analysts predict that Twilio Inc. will post 2.77 earnings per share for the current year.

Insider Activity

In related news, CEO Khozema Shipchandler sold 44,158 shares of Twilio stock in a transaction 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 transaction, the chief executive officer directly owned 235,542 shares of the company’s stock, valued at $55,559,646.96. The trade was a 15.79% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Erika Rottenberg sold 2,000 shares of Twilio stock in a transaction on Monday, June 1st. The stock was sold at an average price of $199.01, for a total transaction of $398,020.00. Following the completion of the transaction, the director directly owned 30,995 shares in the company, valued at approximately $6,168,314.95. The trade was a 6.06% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 1,805,779 shares of company stock valued at $338,603,196 in the last three months. Corporate insiders own 0.21% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on TWLO. Jefferies Financial Group reaffirmed a “buy” rating and issued a $195.00 target price on shares of Twilio in a research note on Friday, May 1st. Stifel Nicolaus set a $175.00 target price on shares of Twilio in a research note on Friday, May 1st. Tigress Financial raised their target price on shares of Twilio from $170.00 to $255.00 and gave the company a “buy” rating in a research note on Thursday, June 11th. UBS Group raised their target price on shares of Twilio from $180.00 to $200.00 and gave the company a “buy” rating in a research note on Friday, May 1st. Finally, Wells Fargo & Company raised their target price on shares of Twilio from $147.00 to $200.00 and gave the company an “overweight” rating in a research note on Friday, May 1st. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $198.24.

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.