Spartan Wealth Advisory Services LLC Takes Position in Twilio Inc. $TWLO

Spartan Wealth Advisory Services LLC acquired a new position in Twilio Inc. (NYSE:TWLO) during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund acquired 2,686 shares of the technology company’s stock, valued at approximately $338,000.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Raleigh Capital Management Inc. bought a new stake in Twilio in the fourth quarter valued at approximately $26,000. SHP Wealth Management bought a new position in shares of Twilio in the fourth quarter worth approximately $26,000. Zions Bancorporation National Association UT bought a new position in shares of Twilio in the fourth quarter worth approximately $29,000. Aster Capital Management DIFC Ltd purchased a new position in shares of Twilio in the fourth quarter worth $29,000. Finally, Osbon Capital Management LLC purchased a new position in shares of Twilio in the fourth quarter worth $30,000. Institutional investors own 84.27% of the company’s stock.

Insider Transactions at Twilio

In related news, CEO Khozema Shipchandler sold 44,158 shares of Twilio stock in a transaction that occurred on Thursday, June 4th. The stock was sold at an average price of $235.88, for a total transaction of $10,415,989.04. Following the sale, the chief executive officer directly owned 235,542 shares in the company, valued at $55,559,646.96. The trade was a 15.79% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Aidan Viggiano sold 9,093 shares of the company’s stock in a transaction on Tuesday, June 30th. The stock was sold at an average price of $201.25, for a total value of $1,829,966.25. Following the completion of the sale, the chief financial officer directly owned 118,252 shares in the company, valued at approximately $23,798,215. The trade was a 7.14% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last quarter, insiders have sold 1,803,980 shares of company stock worth $341,898,467. 0.21% of the stock is owned by company insiders.

Twilio Trading Down 0.5%

NYSE:TWLO opened at $205.70 on Tuesday. The company has a 50-day moving average price of $202.39 and a 200-day moving average price of $155.69. The stock has a market cap of $31.22 billion, a price-to-earnings ratio of 321.41, a P/E/G ratio of 4.11 and a beta of 1.36. 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 Inc. has a 12 month low of $91.84 and a 12 month high of $238.48.

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

Analyst Upgrades and Downgrades

Several brokerages have weighed in on TWLO. Robert W. Baird set a $200.00 price target on shares of Twilio in a research report on Friday, May 1st. Citigroup reaffirmed an “outperform” rating on shares of Twilio in a research note on Monday. Mizuho increased their target price on shares of Twilio from $200.00 to $240.00 and gave the stock an “outperform” rating in a report on Friday. Zacks Research raised Twilio from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 13th. Finally, Tigress Financial boosted their price target on Twilio from $170.00 to $255.00 and gave the company a “buy” rating in a report on Thursday, June 11th. Four equities research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, two have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Buy” and an average target price of $219.23.

About Twilio

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.