2,538 Shares in Twilio Inc. $TWLO Bought by Resonant Capital Advisors LLC

Resonant Capital Advisors LLC acquired a new stake in shares of Twilio Inc. (NYSE:TWLO) in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 2,538 shares of the technology company’s stock, valued at approximately $319,000.

A number of other institutional investors also recently bought and sold shares of TWLO. New York State Teachers Retirement System raised its position in Twilio by 10.8% in the fourth quarter. New York State Teachers Retirement System now owns 116,494 shares of the technology company’s stock worth $16,570,000 after acquiring an additional 11,370 shares during the period. Nordea Investment Management AB boosted its stake in shares of Twilio by 2.1% during the 4th quarter. Nordea Investment Management AB now owns 1,176,896 shares of the technology company’s stock worth $168,849,000 after acquiring an additional 24,169 shares during the last quarter. Fifth Third Bancorp grew its position in shares of Twilio by 339.6% during the 4th quarter. Fifth Third Bancorp now owns 14,024 shares of the technology company’s stock valued at $1,995,000 after acquiring an additional 10,834 shares during the period. Principal Financial Group Inc. grew its position in shares of Twilio by 19.7% during the 4th quarter. Principal Financial Group Inc. now owns 596,438 shares of the technology company’s stock valued at $84,837,000 after acquiring an additional 98,092 shares during the period. Finally, Jefferies Financial Group Inc. purchased a new stake in shares of Twilio in the 4th quarter worth $895,000. Institutional investors own 84.27% of the company’s stock.

Twilio Stock Performance

Shares of NYSE TWLO opened at $216.03 on Thursday. The stock has a market cap of $32.79 billion, a PE ratio of 337.55, a price-to-earnings-growth 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 firm has a fifty day moving average price of $196.67 and a 200-day moving average price of $151.68. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.66 and a quick ratio of 4.66.

Twilio (NYSE:TWLO) last released its earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share 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 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 EPS. Twilio’s revenue for the quarter 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 anticipate that Twilio Inc. will post 2.79 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, CFO Aidan Viggiano sold 9,093 shares of the stock in a transaction dated Tuesday, June 30th. The stock was sold at an average price of $201.25, for a total transaction of $1,829,966.25. Following the completion of the sale, the chief financial officer owned 118,252 shares in the company, valued at approximately $23,798,215. This trade represents a 7.14% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, 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 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 sale, the director directly owned 30,995 shares in the company, valued at $6,168,314.95. This trade represents a 6.06% 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 1,805,780 shares of company stock valued at $342,166,703 over the last three months. Insiders own 0.21% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts recently commented on TWLO shares. Tigress Financial raised their target price on Twilio from $170.00 to $255.00 and gave the stock a “buy” rating in a report on Thursday, June 11th. Piper Sandler boosted their price target on Twilio from $130.00 to $192.00 and gave the company a “neutral” rating in a report on Friday, May 1st. Citigroup restated an “outperform” rating on shares of Twilio in a research report on Friday, May 1st. Jefferies Financial Group reaffirmed a “buy” rating and issued a $195.00 price objective on shares of Twilio in a research note on Friday, May 1st. Finally, Mizuho lifted their price objective on Twilio from $150.00 to $165.00 and gave the company an “outperform” rating in a research report on Tuesday, April 21st. 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 assigned a Sell rating to the stock. According to MarketBeat.com, Twilio presently has an average rating of “Moderate Buy” and a consensus price target of $207.41.

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.