Natixis Advisors LLC Has $2.81 Million Stock Holdings in Twilio Inc. $TWLO

Natixis Advisors LLC grew its holdings in Twilio Inc. (NYSE:TWLO) by 35.1% during the fourth quarter, Holdings Channel reports. The firm owned 19,760 shares of the technology company’s stock after acquiring an additional 5,130 shares during the quarter. Natixis Advisors LLC’s holdings in Twilio were worth $2,811,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Vanguard Group Inc. lifted its stake in shares of 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 purchasing an additional 143,597 shares during the period. State Street Corp increased its position in Twilio by 47.8% in the 3rd quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock valued at $588,469,000 after buying an additional 1,900,551 shares in the last quarter. Alyeska Investment Group L.P. raised its stake in Twilio by 39.7% during the 3rd quarter. Alyeska Investment Group L.P. now owns 2,643,859 shares of the technology company’s stock worth $264,624,000 after buying an additional 750,951 shares during the period. Invesco Ltd. raised its stake in Twilio by 225.0% during the 3rd quarter. Invesco Ltd. now owns 2,009,237 shares of the technology company’s stock worth $201,105,000 after buying an additional 1,391,013 shares during the period. Finally, Norges Bank acquired a new position in Twilio during the 4th quarter worth approximately $273,862,000. 84.27% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, Director Andrew Stafman sold 1,000,000 shares of the business’s stock in a transaction that occurred on Wednesday, May 27th. The stock was sold at an average price of $184.14, for a total value of $184,140,000.00. Following the transaction, the director owned 620,000 shares in the company, valued at $114,166,800. The trade was a 61.73% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Aidan Viggiano sold 9,389 shares of the business’s stock in a transaction that occurred on Thursday, April 2nd. The stock was sold at an average price of $127.51, for a total value of $1,197,191.39. Following the completion of the transaction, the chief financial officer owned 130,341 shares in the company, valued at $16,619,780.91. The trade was a 6.72% decrease in their position. 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 have sold 1,805,779 shares of company stock worth $338,603,196 over the last 90 days. 0.21% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

A number of research analysts recently weighed in on the company. TD Cowen reaffirmed a “buy” rating on shares of Twilio in a research note on Monday, June 1st. UBS Group upped their price target on Twilio from $180.00 to $200.00 and gave the stock a “buy” rating in a research note on Friday, May 1st. Citigroup reaffirmed an “outperform” rating on shares of Twilio in a research note on Friday, May 1st. Robert W. Baird set a $200.00 price target on Twilio in a research note on Friday, May 1st. Finally, Oppenheimer upped their price target on Twilio from $200.00 to $235.00 and gave the stock an “outperform” rating in a research note on Monday, May 18th. Two analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $195.40.

Twilio Stock Performance

Shares of TWLO opened at $204.66 on Wednesday. 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 stock has a 50 day moving average price of $169.05 and a two-hundred day moving average price of $141.41. The firm has a market capitalization of $31.06 billion, a P/E ratio of 319.79, a P/E/G ratio of 4.26 and a beta of 1.39. Twilio Inc. has a 52 week low of $91.84 and a 52 week high of $238.48.

Twilio (NYSE:TWLO) last issued its quarterly earnings data on Thursday, April 30th. The technology company reported $1.50 EPS for the quarter, topping analysts’ consensus estimates of $1.27 by $0.23. The firm had revenue of $1.41 billion during 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 previous year, the company posted $1.14 EPS. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. Equities analysts forecast that Twilio Inc. will post 2.77 earnings per share for the current fiscal year.

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.