NFJ Investment Group LLC Sells 3,736 Shares of Twilio Inc. $TWLO

NFJ Investment Group LLC cut its stake in shares of Twilio Inc. (NYSE:TWLO) by 16.6% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 18,795 shares of the technology company’s stock after selling 3,736 shares during the quarter. NFJ Investment Group LLC’s holdings in Twilio were worth $2,673,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Raleigh Capital Management Inc. bought a new stake in Twilio in the 4th quarter worth about $26,000. Zions Bancorporation National Association UT bought a new stake in Twilio in the 4th quarter worth about $29,000. Strategic Advocates LLC bought a new stake in Twilio in the 3rd quarter worth about $30,000. Wolff Wiese Magana LLC increased its holdings in Twilio by 2,488.9% in the 4th quarter. Wolff Wiese Magana LLC now owns 233 shares of the technology company’s stock worth $33,000 after buying an additional 224 shares in the last quarter. Finally, Park Place Capital Corp bought a new stake in Twilio in the 4th quarter worth about $39,000. 84.27% of the stock is currently owned by institutional investors.

Insider Transactions at Twilio

In other news, CFO Aidan Viggiano sold 9,389 shares of Twilio stock in a transaction dated Thursday, April 2nd. The stock was sold at an average price of $127.51, for a total transaction of $1,197,191.39. Following the transaction, the chief financial officer directly owned 130,341 shares of the company’s stock, valued at $16,619,780.91. The trade was a 6.72% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Khozema Shipchandler sold 44,158 shares of Twilio stock in a transaction dated Thursday, June 4th. The shares were sold at an average price of $235.88, for a total value of $10,415,989.04. Following the transaction, the chief executive officer directly owned 235,542 shares in the company, valued at approximately $55,559,646.96. The trade was a 15.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 1,805,779 shares of company stock valued at $338,603,196. Company insiders own 0.21% of the company’s stock.

Twilio Trading Up 0.2%

Shares of NYSE:TWLO opened at $204.46 on Monday. The stock has a market capitalization of $31.03 billion, a price-to-earnings ratio of 319.47, a PEG ratio of 4.09 and a beta of 1.39. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.66 and a current ratio of 4.66. The stock’s 50-day simple moving average is $173.89 and its two-hundred day simple moving average is $143.20. Twilio Inc. has a 52-week low of $91.84 and a 52-week high of $238.48.

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

Analyst Ratings Changes

Several research firms recently commented on TWLO. Argus upgraded Twilio to a “strong-buy” rating in a report on Thursday, February 19th. Monness Crespi & Hardt lifted their price objective on Twilio from $200.00 to $246.00 and gave the stock a “buy” rating in a report on Monday, May 11th. Rosenblatt Securities lifted their price objective on Twilio from $210.00 to $230.00 and gave the stock a “buy” rating in a report on Thursday, May 7th. Robert W. Baird set a $200.00 price objective on Twilio in a report on Friday, May 1st. Finally, Stifel Nicolaus set a $175.00 price objective on Twilio in a report on Friday, May 1st. Two research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Twilio presently has a consensus rating of “Moderate Buy” and a consensus target price of $198.24.

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.