John G Ullman & Associates Inc. Has $4.32 Million Position in Twilio Inc. $TWLO

John G Ullman & Associates Inc. boosted its stake in shares of Twilio Inc. (NYSE:TWLO) by 78.8% in the first quarter, Holdings Channel reports. The firm owned 34,366 shares of the technology company’s stock after acquiring an additional 15,150 shares during the period. John G Ullman & Associates Inc.’s holdings in Twilio were worth $4,324,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Brighton Jones LLC boosted its holdings in shares of Twilio by 6.6% during the 4th quarter. Brighton Jones LLC now owns 10,051 shares of the technology company’s stock worth $1,086,000 after buying an additional 623 shares during the period. Sivia Capital Partners LLC bought a new position in Twilio in the 2nd quarter worth $251,000. Daiwa Securities Group Inc. lifted its position in Twilio by 70.6% during the 2nd quarter. Daiwa Securities Group Inc. now owns 24,653 shares of the technology company’s stock worth $3,066,000 after acquiring an additional 10,200 shares during the last quarter. NewEdge Advisors LLC lifted its position in Twilio by 46.9% during the 2nd quarter. NewEdge Advisors LLC now owns 5,770 shares of the technology company’s stock worth $718,000 after acquiring an additional 1,841 shares during the last quarter. Finally, Sei Investments Co. boosted its holdings in 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 acquiring an additional 32,027 shares during the period. Institutional investors and hedge funds own 84.27% of the company’s stock.

Analysts Set New Price Targets

TWLO has been the topic of several research analyst reports. Jefferies Financial Group reaffirmed a “buy” rating and issued a $195.00 price target on shares of Twilio in a research report on Friday, May 1st. Mizuho increased their target price on Twilio from $200.00 to $240.00 and gave the company an “outperform” rating in a research note on Friday. Robert W. Baird set a $200.00 target price on Twilio in a research note on Friday, May 1st. Rosenblatt Securities reaffirmed a “buy” rating and issued a $230.00 target price on shares of Twilio in a report on Thursday, June 18th. Finally, Oppenheimer lifted their price target on Twilio from $200.00 to $235.00 and gave the stock an “outperform” rating in a research report on Monday, May 18th. Four equities research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Buy” and an average target price of $216.27.

Twilio Stock Performance

NYSE TWLO opened at $207.54 on Friday. The company’s fifty day moving average is $202.24 and its two-hundred day moving average is $155.16. Twilio Inc. has a 52-week low of $91.84 and a 52-week high of $238.48. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.66 and a quick ratio of 4.66. The firm has a market capitalization of $31.50 billion, a price-to-earnings ratio of 324.29, a P/E/G ratio of 4.11 and a beta of 1.36.

Twilio (NYSE:TWLO) last announced its quarterly earnings data 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 net margin of 1.96% and a return on equity of 4.64%. The business had revenue of $1.41 billion during the quarter, compared to analyst estimates of $1.34 billion. During the same quarter in the prior year, the business earned $1.14 earnings per share. The firm’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 research analysts forecast that Twilio Inc. will post 2.79 EPS for the current year.

Insider Transactions at Twilio

In other 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 owned 235,542 shares of the company’s stock, valued at approximately $55,559,646.96. This trade represents a 15.79% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Andrew Stafman sold 1,000,000 shares of the business’s stock in a transaction that occurred on Wednesday, May 27th. The shares were sold at an average price of $184.14, for a total value of $184,140,000.00. Following the sale, the director owned 620,000 shares in the company, valued at approximately $114,166,800. This represents a 61.73% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 1,805,780 shares of company stock valued at $342,166,703. 0.21% of the stock is currently owned by insiders.

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.