Twilio Inc. $TWLO Holdings Lifted by Pacific Heights Asset Management LLC

Pacific Heights Asset Management LLC increased its holdings in shares of Twilio Inc. (NYSE:TWLO) by 5.0% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 210,000 shares of the technology company’s stock after purchasing an additional 10,000 shares during the quarter. Twilio makes up 1.1% of Pacific Heights Asset Management LLC’s investment portfolio, making the stock its 21st largest position. Pacific Heights Asset Management LLC’s holdings in Twilio were worth $29,870,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also modified their holdings of TWLO. Brighton Jones LLC grew its holdings in shares of Twilio by 6.6% during the fourth quarter. Brighton Jones LLC now owns 10,051 shares of the technology company’s stock valued at $1,086,000 after buying an additional 623 shares in the last quarter. Sivia Capital Partners LLC purchased a new position in shares of Twilio during the second quarter valued at $251,000. Daiwa Securities Group Inc. grew its holdings in shares of Twilio by 70.6% during the second quarter. Daiwa Securities Group Inc. now owns 24,653 shares of the technology company’s stock valued at $3,066,000 after buying an additional 10,200 shares in the last quarter. NewEdge Advisors LLC grew its holdings in shares of Twilio by 46.9% during the second quarter. NewEdge Advisors LLC now owns 5,770 shares of the technology company’s stock valued at $718,000 after buying an additional 1,841 shares in the last quarter. Finally, Sei Investments Co. grew its holdings in shares of Twilio by 55.1% during the second quarter. Sei Investments Co. now owns 90,128 shares of the technology company’s stock valued at $11,208,000 after buying an additional 32,027 shares in the last quarter. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have recently weighed in on the company. Robert W. Baird set a $200.00 price target on Twilio in a report on Friday, May 1st. Citigroup restated an “outperform” rating on shares of Twilio in a research note on Friday, May 1st. Piper Sandler boosted their target price on Twilio from $130.00 to $192.00 and gave the company a “neutral” rating in a research note on Friday, May 1st. Bank of America upgraded Twilio from an “underperform” rating to a “buy” rating and boosted their target price for the company from $110.00 to $190.00 in a research note on Wednesday, April 22nd. Finally, Weiss Ratings upgraded Twilio from a “sell (d+)” rating to a “hold (c)” rating in a research note on Wednesday, May 6th. Two research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Twilio presently has a consensus rating of “Moderate Buy” and an average target price of $193.65.

Insider Buying and Selling

In other news, CEO Khozema Shipchandler sold 15,715 shares of the company’s stock in a transaction dated Monday, April 6th. The stock was sold at an average price of $133.39, for a total transaction of $2,096,223.85. Following the completion of the sale, the chief executive officer owned 235,542 shares in the company, valued at approximately $31,418,947.38. This represents a 6.25% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Aidan Viggiano sold 9,389 shares of the company’s stock in a transaction dated 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 sale, the chief financial officer owned 130,341 shares of the company’s stock, valued at approximately $16,619,780.91. This trade represents a 6.72% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 726,088 shares of company stock worth $137,254,124. Insiders own 0.21% of the company’s stock.

Twilio Stock Performance

Shares of NYSE TWLO opened at $197.89 on Monday. The business’s 50-day moving average price is $142.68 and its two-hundred day moving average price is $132.06. 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 Inc. has a one year low of $91.84 and a one year high of $203.71. The company has a market capitalization of $30.03 billion, a P/E ratio of 309.21, a price-to-earnings-growth ratio of 4.12 and a beta of 1.32.

Twilio (NYSE:TWLO) last issued its earnings results on Thursday, April 30th. The technology company reported $1.50 EPS for the quarter, beating analysts’ consensus estimates of $1.27 by $0.23. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The firm had revenue of $1.41 billion for the quarter, compared to the consensus estimate of $1.34 billion. During the same quarter in the previous year, the company posted $1.14 earnings per share. The business’s quarterly revenue was up 20.0% compared to the same quarter last year. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. Analysts anticipate that Twilio Inc. will post 2.77 earnings per share for the current fiscal year.

Twilio Company 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.