Twilio Inc. $TWLO Stock: Nisa Investment Advisors LLC Reduces Position

Nisa Investment Advisors LLC trimmed its position in shares of Twilio Inc. (NYSE:TWLO) by 9.5% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 19,892 shares of the technology company’s stock after selling 2,090 shares during the period. Nisa Investment Advisors LLC’s holdings in Twilio were worth $5,818,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also bought and sold shares of the company. Royal Bank of Canada raised its stake in shares of Twilio by 10.8% in the first quarter. Royal Bank of Canada now owns 3,261,235 shares of the technology company’s stock valued at $410,330,000 after buying an additional 316,858 shares during the period. Pictet Asset Management Holding SA lifted its position in shares of Twilio by 17.6% during the 1st quarter. Pictet Asset Management Holding SA now owns 2,331,471 shares of the technology company’s stock valued at $293,237,000 after buying an additional 349,131 shares during the last quarter. Artemis Investment Management LLP grew its stake in shares of Twilio by 58.9% during the 3rd quarter. Artemis Investment Management LLP now owns 588,018 shares of the technology company’s stock worth $171,972,000 after acquiring an additional 217,952 shares during the period. Atreides Management LP grew its stake in shares of Twilio by 28.5% during the 1st quarter. Atreides Management LP now owns 921,602 shares of the technology company’s stock worth $115,956,000 after acquiring an additional 204,656 shares during the period. Finally, KBC Group NV increased its holdings in Twilio by 1.4% in the 1st quarter. KBC Group NV now owns 790,548 shares of the technology company’s stock worth $99,466,000 after acquiring an additional 11,014 shares during the last quarter. 84.27% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, CEO Khozema Shipchandler sold 14,442 shares of the business’s stock in a transaction dated Monday, October 5th. The stock was sold at an average price of $291.03, for a total transaction of $4,203,055.26. Following the completion of the transaction, the chief executive officer directly owned 178,863 shares in the company, valued at $52,054,498.89. The trade was a 7.47% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Aidan Viggiano sold 9,084 shares of the company’s stock in a transaction dated Wednesday, September 30th. The stock was sold at an average price of $294.65, for a total value of $2,676,600.60. Following the completion of the transaction, the chief financial officer owned 99,246 shares in the company, valued at $29,242,833.90. This represents a 8.39% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last quarter, insiders have sold 538,818 shares of company stock worth $134,833,645. Corporate insiders own 0.21% of the company’s stock.

Twilio Stock Performance

NYSE TWLO opened at $261.83 on Friday. Twilio Inc. has a 1 year low of $105.00 and a 1 year high of $308.40. The company has a debt-to-equity ratio of 0.11, a current ratio of 4.62 and a quick ratio of 4.62. The stock has a market capitalization of $40.21 billion, a PE ratio of 36.47, a P/E/G ratio of 5.20 and a beta of 1.35. The company’s 50 day simple moving average is $254.84 and its two-hundred day simple moving average is $212.72.

Twilio (NYSE:TWLO) last released its quarterly earnings results on Thursday, August 6th. The technology company reported $1.47 EPS for the quarter, beating analysts’ consensus estimates of $1.32 by $0.15. The firm had revenue of $1.50 billion during the quarter, compared to analyst estimates of $1.43 billion. Twilio had a net margin of 20.61% and a return on equity of 5.09%. The business’s revenue for the quarter was up 22.0% on a year-over-year basis. During the same period in the previous year, the business earned $1.19 EPS. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. Analysts predict that Twilio Inc. will post 3.12 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of brokerages recently issued reports on TWLO. The Goldman Sachs Group restated a “buy” rating and issued a $330.00 price objective on shares of Twilio in a research note on Friday, August 7th. HSBC lowered shares of Twilio from a “hold” rating to a “reduce” rating and set a $211.00 target price for the company. in a research report on Thursday, September 24th. KGI Securities assumed coverage on shares of Twilio in a research note on Thursday, July 2nd. They issued an “outperform” rating and a $250.00 target price for the company. Morgan Stanley reissued an “overweight” rating and issued a $261.00 price target on shares of Twilio in a research report on Friday, August 7th. Finally, Oppenheimer upped their price target on shares of Twilio from $275.00 to $325.00 and gave the company an “outperform” rating in a research note on Wednesday. Three analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, one has issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, Twilio presently has an average rating of “Moderate Buy” and an average price target of $269.96.

Key Headlines Impacting Twilio

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Strong results and guidance support the rally. Twilio reported quarterly adjusted earnings of $1.47 per share versus the $1.32 consensus estimate, while revenue of $1.50 billion exceeded expectations of $1.43 billion. Revenue grew 22% year over year, and management’s outlook—including third-quarter EPS guidance of $1.42–$1.47—helped reinforce confidence in continued growth. Twilio Inc. Rallies as Strong Results and Higher Guidance Boost Investor Confidence
• Positive Sentiment: Analyst optimism is improving. Seeking Alpha upgraded its view of Twilio, arguing that the company offers investors an attractive way to participate in the AI trend through its communications and customer-engagement platform. Twilio: An Intriguing Way to Own a Piece of the AI Revolution
• Positive Sentiment: Institutional investors cited accelerating growth. Brown Advisory highlighted Twilio’s improving revenue trajectory in its third-quarter investor letter, while Polen Capital’s commentary identified the company as a notable small- and mid-cap growth holding. Brown Advisory Notes Accelerating Revenue Growth at Twilio
• Neutral Sentiment: Expectations were already elevated. Pre-earnings coverage pointed to a likely earnings beat, but Twilio’s valuation remains demanding, with a price-to-earnings ratio above 36 and a price-to-earnings-growth ratio above 5. Market volatility, interest-rate concerns and changing sentiment toward AI-related stocks remain risks. Twilio Earnings Expected to Grow

About Twilio

Twilio Inc (NYSE:TWLO) provides a cloud-based customer engagement platform that enables businesses to communicate with customers through software and application programming interfaces (APIs). Its services support messaging, voice, video, email, authentication, contact centers and other digital interactions across mobile and web applications.

The company’s products include programmable communications tools, Twilio SendGrid for email delivery, Twilio Verify for user authentication, Twilio Flex for cloud contact centers, and Twilio Segment for collecting and using customer data.