First Trust Advisors LP Acquires 70,154 Shares of Twilio Inc. $TWLO

First Trust Advisors LP boosted its stake in shares of Twilio Inc. (NYSE:TWLO) by 10.8% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 721,734 shares of the technology company’s stock after purchasing an additional 70,154 shares during the period. First Trust Advisors LP’s holdings in Twilio were worth $90,808,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Brighton Jones LLC boosted its holdings in shares of Twilio by 6.6% in the fourth quarter. Brighton Jones LLC now owns 10,051 shares of the technology company’s stock worth $1,086,000 after buying an additional 623 shares during the last quarter. Sivia Capital Partners LLC bought a new position in Twilio in the second quarter worth approximately $251,000. Daiwa Securities Group Inc. raised its position in Twilio by 70.6% in the second quarter. Daiwa Securities Group Inc. now owns 24,653 shares of the technology company’s stock worth $3,066,000 after acquiring an additional 10,200 shares during the period. NewEdge Advisors LLC boosted its stake in shares of Twilio by 46.9% during the 2nd quarter. NewEdge Advisors LLC now owns 5,770 shares of the technology company’s stock worth $718,000 after acquiring an additional 1,841 shares during the last quarter. Finally, Sei Investments Co. increased its stake in shares of Twilio by 55.1% in the 2nd quarter. Sei Investments Co. now owns 90,128 shares of the technology company’s stock worth $11,208,000 after purchasing an additional 32,027 shares in the last quarter. 84.27% of the stock is owned by hedge funds and other institutional investors.

Twilio Stock Up 3.4%

Shares of TWLO stock opened at $191.43 on Friday. The company’s fifty day simple moving average is $201.89 and its two-hundred day simple moving average is $156.93. Twilio Inc. has a 52 week low of $91.84 and a 52 week high of $238.48. The stock has a market cap of $29.05 billion, a P/E ratio of 299.12, a PEG ratio of 3.68 and a beta of 1.36. The company has a quick ratio of 4.66, a current ratio of 4.66 and a debt-to-equity ratio of 0.13.

Twilio (NYSE:TWLO) last posted its earnings results on Thursday, April 30th. The technology company reported $1.50 EPS for the quarter, topping analysts’ consensus estimates of $1.27 by $0.23. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The company had revenue of $1.41 billion for the quarter, compared to the consensus estimate of $1.34 billion. During the same period in the previous year, the business earned $1.14 earnings per share. The firm’s revenue for the quarter was up 20.0% on a year-over-year basis. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. Analysts predict that Twilio Inc. will post 2.79 EPS for the current fiscal year.

Analysts Set New Price Targets

Several research firms have recently commented on TWLO. KeyCorp raised their price objective on Twilio from $156.00 to $200.00 and gave the stock an “overweight” rating in a research note on Friday, May 1st. Stifel Nicolaus upgraded shares of Twilio from a “hold” rating to a “buy” rating and upped their price target for the stock from $175.00 to $260.00 in a research report on Thursday, July 9th. Piper Sandler increased their price objective on shares of Twilio from $130.00 to $192.00 and gave the stock a “neutral” rating in a research note on Friday, May 1st. Zacks Research upgraded shares of Twilio from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 13th. Finally, Citizens Jmp increased their price target on Twilio from $210.00 to $250.00 and gave the stock a “market outperform” rating in a research note on Monday, July 20th. Four equities research analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average price target of $219.23.

Insider Buying and Selling at Twilio

In other Twilio news, CFO Aidan Viggiano sold 8,528 shares of the company’s stock in a transaction that occurred on Thursday, July 2nd. The stock was sold at an average price of $205.43, for a total transaction of $1,751,907.04. Following the sale, the chief financial officer directly owned 109,724 shares in the company, valued at $22,540,601.32. This represents a 7.21% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Erika Rottenberg sold 2,000 shares of the firm’s stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $199.01, for a total value of $398,020.00. Following the completion of the sale, the director directly owned 30,995 shares of the company’s stock, valued at $6,168,314.95. The trade was a 6.06% 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. Insiders have sold a total of 1,803,980 shares of company stock valued at $341,898,467 over the last quarter. 0.21% of the stock is owned by corporate insiders.

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.