Elevation Point Wealth Partners LLC Buys New Position in Twilio Inc. $TWLO

Elevation Point Wealth Partners LLC bought a new stake in Twilio Inc. (NYSE:TWLO) during the 1st quarter, Holdings Channel.com reports. The firm bought 3,162 shares of the technology company’s stock, valued at approximately $398,000.

Several other institutional investors have also recently bought and sold shares of the company. Vanguard Group Inc. increased its stake in Twilio by 0.9% in the 4th quarter. Vanguard Group Inc. now owns 15,449,586 shares of the technology company’s stock valued at $2,197,549,000 after buying an additional 143,597 shares during the last quarter. State Street Corp raised its holdings in Twilio by 47.8% during the third quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock worth $588,469,000 after acquiring an additional 1,900,551 shares in the last quarter. Invesco Ltd. raised its holdings in Twilio by 56.9% during the fourth quarter. Invesco Ltd. now owns 3,151,546 shares of the technology company’s stock worth $448,276,000 after acquiring an additional 1,142,309 shares in the last quarter. Royal Bank of Canada boosted its position in Twilio by 3.9% during 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 purchasing an additional 110,941 shares during the last quarter. Finally, Alyeska Investment Group L.P. boosted its position in Twilio by 39.7% during 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 during the last quarter. Institutional investors own 84.27% of the company’s stock.

Twilio Stock Performance

NYSE:TWLO opened at $216.03 on Thursday. The stock has a 50 day simple moving average of $196.67 and a 200 day simple moving average of $151.68. The stock has a market cap of $32.79 billion, a P/E ratio of 337.55, a PEG ratio of 4.22 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 has a current ratio of 4.66, a quick ratio of 4.66 and a debt-to-equity ratio of 0.13.

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

Insider Buying and Selling at Twilio

In other news, CFO Aidan Viggiano sold 9,093 shares of the firm’s stock in a transaction that occurred on Tuesday, June 30th. The shares were sold at an average price of $201.25, for a total transaction of $1,829,966.25. Following the transaction, the chief financial officer directly owned 118,252 shares of the company’s stock, valued at approximately $23,798,215. This trade represents a 7.14% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Andrew Stafman sold 1,000,000 shares of Twilio stock in a transaction that occurred on Wednesday, May 27th. The shares were 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 owned 620,000 shares of the company’s stock, valued at approximately $114,166,800. The trade was a 61.73% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 1,805,780 shares of company stock valued at $342,166,703 in the last three months. 0.21% of the stock is owned by insiders.

Analysts Set New Price Targets

Several research analysts have weighed in on TWLO shares. Piper Sandler boosted their price target on Twilio from $130.00 to $192.00 and gave the stock a “neutral” rating in a research report on Friday, May 1st. TD Cowen restated a “buy” rating on shares of Twilio in a research note on Monday, June 1st. Bank of America raised shares of Twilio from an “underperform” rating to a “buy” rating and upped their target price for the company from $110.00 to $190.00 in a report on Wednesday, April 22nd. KeyCorp raised their price objective on Twilio from $156.00 to $200.00 and gave the company an “overweight” rating in a research report on Friday, May 1st. Finally, Robert W. Baird set a $200.00 target price on Twilio in a research note on Friday, May 1st. Three analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $207.41.

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.