Twilio Inc. $TWLO Shares Sold by Sterling Capital Management LLC

Sterling Capital Management LLC lowered its stake in shares of Twilio Inc. (NYSE:TWLO) by 42.0% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 4,130 shares of the technology company’s stock after selling 2,994 shares during the quarter. Sterling Capital Management LLC’s holdings in Twilio were worth $520,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also modified their holdings of TWLO. Raleigh Capital Management Inc. acquired a new position in shares of Twilio in the 4th quarter valued at $26,000. SHP Wealth Management acquired a new stake in Twilio during the 4th quarter worth $26,000. Zions Bancorporation National Association UT acquired a new stake in Twilio during the 4th quarter worth $29,000. Aster Capital Management DIFC Ltd purchased a new stake in Twilio in the fourth quarter valued at $29,000. Finally, Osbon Capital Management LLC acquired a new position in Twilio in the fourth quarter valued at $30,000. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Twilio Trading Up 0.0%

Shares of Twilio stock opened at $209.31 on Friday. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.66 and a current ratio of 4.66. The company has a market capitalization of $31.77 billion, a P/E ratio of 327.06, a PEG ratio of 4.16 and a beta of 1.36. Twilio Inc. has a 1 year low of $91.84 and a 1 year high of $238.48. The company’s fifty day moving average is $191.30 and its two-hundred day moving average is $149.59.

Twilio (NYSE:TWLO) last announced its earnings results on Thursday, April 30th. The technology company reported $1.50 EPS for the quarter, beating analysts’ consensus estimates of $1.27 by $0.23. Twilio had a net margin of 1.96% and a return on equity of 4.64%. The business had revenue of $1.41 billion during the quarter, compared to analysts’ expectations of $1.34 billion. During the same period in the prior year, the company earned $1.14 earnings per share. The business’s 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. Analysts forecast that Twilio Inc. will post 2.79 earnings per share for the current year.

Analyst Ratings Changes

Several equities analysts have issued reports on TWLO shares. Citigroup reaffirmed an “outperform” rating on shares of Twilio in a report on Friday, May 1st. KGI Securities began coverage on Twilio in a research report on Thursday. They issued an “outperform” rating and a $250.00 target price for the company. Monness Crespi & Hardt raised their price target on Twilio from $200.00 to $246.00 and gave the stock a “buy” rating in a research note on Monday, May 11th. The Goldman Sachs Group assumed coverage on Twilio in a research report on Wednesday, June 24th. They set a “buy” rating and a $300.00 price target on the stock. Finally, Jefferies Financial Group reiterated a “buy” rating and issued a $195.00 price objective on shares of Twilio in a research note on Friday, May 1st. Three equities research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Twilio has an average rating of “Moderate Buy” and an average target price of $207.41.

Insider Buying and Selling

In other Twilio news, Director Andrew Stafman sold 1,000,000 shares of the stock in a transaction that occurred on Wednesday, May 27th. The stock was sold at an average price of $184.14, for a total transaction of $184,140,000.00. Following the completion of the sale, the director directly owned 620,000 shares of the company’s stock, valued at approximately $114,166,800. This trade represents a 61.73% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Erika Rottenberg sold 2,000 shares of Twilio 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 transaction, the director owned 30,995 shares in the company, valued at $6,168,314.95. This trade represents a 6.06% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 1,798,509 shares of company stock valued at $339,468,623 in the last quarter. 0.21% of the stock is currently owned by insiders.

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.