Sienna Gestion Takes $3.66 Million Position in Twilio Inc. $TWLO

Sienna Gestion acquired a new position in Twilio Inc. (NYSE:TWLO) in the third quarter, HoldingsChannel.com reports. The institutional investor acquired 40,103 shares of the technology company’s stock, valued at approximately $3,660,000.

Several other institutional investors have also recently made changes to their positions in the business. CENTRAL TRUST Co bought a new stake in Twilio during the 2nd quarter valued at approximately $25,000. SJS Investment Consulting Inc. boosted its stake in Twilio by 1,564.7% in the 3rd quarter. SJS Investment Consulting Inc. now owns 283 shares of the technology company’s stock worth $28,000 after purchasing an additional 266 shares during the period. First Horizon Corp bought a new position in Twilio in the 3rd quarter worth approximately $28,000. Estabrook Capital Management purchased a new stake in Twilio during the 2nd quarter valued at approximately $31,000. Finally, Financial Gravity Companies Inc. bought a new stake in shares of Twilio during the second quarter valued at approximately $35,000. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts recently weighed in on the stock. Morgan Stanley set a $153.00 target price on shares of Twilio in a research report on Friday, February 13th. Weiss Ratings downgraded shares of Twilio from a “hold (c-)” rating to a “sell (d+)” rating in a report on Friday, February 27th. TD Cowen upgraded shares of Twilio from a “hold” rating to a “buy” rating and boosted their price target for the stock from $125.00 to $160.00 in a research note on Monday, March 2nd. Argus raised shares of Twilio to a “strong-buy” rating in a report on Thursday, February 19th. Finally, Mizuho set a $150.00 price objective on Twilio in a research report on Monday, December 15th. Two analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, five have given a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $145.22.

Twilio Stock Up 2.2%

Shares of NYSE:TWLO opened at $128.18 on Monday. The company has a market cap of $19.42 billion, a price-to-earnings ratio of 674.67, a PEG ratio of 5.25 and a beta of 1.30. Twilio Inc. has a 12 month low of $77.51 and a 12 month high of $145.90. The company has a current ratio of 4.03, a quick ratio of 4.03 and a debt-to-equity ratio of 0.13. The company has a 50-day moving average price of $123.51 and a 200 day moving average price of $119.53.

Twilio (NYSE:TWLO) last issued its quarterly earnings data on Thursday, February 12th. The technology company reported $1.33 earnings per share for the quarter, topping the consensus estimate of $1.24 by $0.09. Twilio had a return on equity of 3.93% and a net margin of 0.67%.The company had revenue of $1.37 billion for the quarter, compared to analysts’ expectations of $1.32 billion. During the same period in the previous year, the firm posted $1.00 earnings per share. The firm’s revenue for the quarter was up 14.3% on a year-over-year basis. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. As a group, equities research analysts predict that Twilio Inc. will post 1.44 earnings per share for the current year.

Insider Buying and Selling

In other news, CFO Aidan Viggiano sold 8,109 shares of the business’s stock in a transaction that occurred on Wednesday, December 31st. The stock was sold at an average price of $143.38, for a total transaction of $1,162,668.42. Following the transaction, the chief financial officer owned 119,449 shares of the company’s stock, valued at approximately $17,126,597.62. The trade was a 6.36% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CEO Khozema Shipchandler sold 13,336 shares of the stock in a transaction on Tuesday, January 6th. The shares were sold at an average price of $134.28, for a total value of $1,790,758.08. Following the sale, the chief executive officer owned 193,781 shares in the company, valued at $26,020,912.68. The trade was a 6.44% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 43,753 shares of company stock valued at $6,050,080. Company insiders own 4.50% of the company’s stock.

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.