Twilio Inc. $TWLO Shares Purchased by Hedeker Wealth LLC

Hedeker Wealth LLC grew its position in shares of Twilio Inc. (NYSE:TWLO) by 49.7% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 46,013 shares of the technology company’s stock after buying an additional 15,278 shares during the period. Hedeker Wealth LLC’s holdings in Twilio were worth $4,605,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in the company. GHP Investment Advisors Inc. lifted its stake in Twilio by 7.3% during the second quarter. GHP Investment Advisors Inc. now owns 1,274 shares of the technology company’s stock worth $158,000 after purchasing an additional 87 shares during the last quarter. Optimum Investment Advisors raised its holdings in shares of Twilio by 13.6% during the second quarter. Optimum Investment Advisors now owns 835 shares of the technology company’s stock worth $104,000 after purchasing an additional 100 shares during the period. Integral Investment Advisors Inc. lifted its position in shares of Twilio by 4.0% in the 2nd quarter. Integral Investment Advisors Inc. now owns 2,863 shares of the technology company’s stock worth $356,000 after buying an additional 111 shares during the last quarter. Aaron Wealth Advisors LLC boosted its holdings in shares of Twilio by 2.9% in the 2nd quarter. Aaron Wealth Advisors LLC now owns 3,980 shares of the technology company’s stock valued at $495,000 after buying an additional 113 shares during the period. Finally, Nomura Asset Management Co. Ltd. boosted its holdings in shares of Twilio by 0.3% in the 2nd quarter. Nomura Asset Management Co. Ltd. now owns 43,495 shares of the technology company’s stock valued at $5,409,000 after buying an additional 115 shares during the period. 84.27% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Twilio

In other news, Director Andrew Stafman sold 1,000,000 shares of the stock in a transaction that occurred on Tuesday, December 2nd. The shares were sold at an average price of $129.00, for a total value of $129,000,000.00. Following the completion of the transaction, the director directly owned 2,295,000 shares in the company, valued at $296,055,000. This trade represents a 30.35% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CFO Aidan Viggiano sold 8,035 shares of the firm’s stock in a transaction that occurred on Thursday, October 9th. The shares were sold at an average price of $115.00, for a total transaction of $924,025.00. Following the transaction, the chief financial officer owned 129,618 shares in the company, valued at $14,906,070. This represents a 5.84% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 1,009,549 shares of company stock valued at $130,110,671 in the last quarter. 0.21% of the stock is currently owned by insiders.

Twilio Stock Down 2.7%

TWLO opened at $138.37 on Friday. The stock’s 50 day moving average price is $130.39 and its 200 day moving average price is $118.78. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.68 and a quick ratio of 4.68. The stock has a market cap of $21.23 billion, a P/E ratio of 337.48, a P/E/G ratio of 2.78 and a beta of 1.32. Twilio Inc. has a 12 month low of $77.51 and a 12 month high of $151.95.

Twilio (NYSE:TWLO) last announced its quarterly earnings results on Thursday, October 30th. The technology company reported $1.25 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.07 by $0.18. The company had revenue of $1.30 billion during the quarter, compared to analyst estimates of $1.25 billion. Twilio had a return on equity of 3.36% and a net margin of 1.37%.The firm’s quarterly revenue was up 14.7% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.02 EPS. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. As a group, research analysts predict that Twilio Inc. will post 1.44 earnings per share for the current year.

Analyst Upgrades and Downgrades

TWLO has been the topic of several research reports. Bank of America increased their price objective on shares of Twilio from $100.00 to $110.00 and gave the stock an “underperform” rating in a research note on Friday, October 31st. Oppenheimer set a $145.00 target price on Twilio and gave the company an “outperform” rating in a report on Friday, October 31st. The Goldman Sachs Group reissued a “buy” rating and issued a $150.00 price target on shares of Twilio in a report on Friday, October 31st. BTIG Research assumed coverage on Twilio in a research report on Tuesday, December 16th. They set a “buy” rating and a $165.00 price objective for the company. Finally, TD Cowen increased their target price on Twilio from $117.00 to $125.00 and gave the stock a “hold” rating in a research report on Friday, October 31st. Two analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating, eight have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $142.12.

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.