Twilio Inc. $TWLO Holdings Decreased by Readystate Asset Management LP

Readystate Asset Management LP lowered its stake in Twilio Inc. (NYSE:TWLO) by 34.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 160,205 shares of the technology company’s stock after selling 85,863 shares during the quarter. Readystate Asset Management LP owned about 0.10% of Twilio worth $16,035,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of TWLO. CENTRAL TRUST Co bought a new stake in Twilio during the second quarter worth approximately $25,000. Estabrook Capital Management acquired a new position in shares of Twilio during the 2nd quarter valued at $31,000. First Horizon Corp acquired a new position in shares of Twilio during the 3rd quarter valued at $28,000. Financial Gravity Companies Inc. bought a new stake in shares of Twilio in the 2nd quarter worth $35,000. Finally, SJS Investment Consulting Inc. lifted its holdings in shares of Twilio by 1,564.7% in the third quarter. SJS Investment Consulting Inc. now owns 283 shares of the technology company’s stock valued at $28,000 after buying an additional 266 shares during the period. Institutional investors and hedge funds own 84.27% of the company’s stock.

Insider Transactions at Twilio

In related news, Director Andrew Stafman sold 1,000,000 shares of the firm’s stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $129.00, for a total value of $129,000,000.00. Following the transaction, the director directly owned 2,295,000 shares in the company, valued at approximately $296,055,000. This trade represents a 30.35% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, CFO Aidan Viggiano sold 7,213 shares of the business’s stock in a transaction on Monday, January 5th. The stock was sold at an average price of $135.97, for a total transaction of $980,751.61. Following the transaction, the chief financial officer directly owned 112,236 shares of the company’s stock, valued at approximately $15,260,728.92. This represents a 6.04% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 1,041,924 shares of company stock worth $134,836,125. 0.21% of the stock is owned by insiders.

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on TWLO shares. BTIG Research cut their price target on shares of Twilio from $165.00 to $155.00 and set a “buy” rating for the company in a report on Friday, February 13th. Bank of America increased their target price on shares of Twilio from $100.00 to $110.00 and gave the company an “underperform” rating in a research note on Friday, October 31st. JPMorgan Chase & Co. lifted their price target on shares of Twilio from $140.00 to $145.00 and gave the stock an “overweight” rating in a research report on Friday, October 31st. Monness Crespi & Hardt increased their price objective on Twilio from $165.00 to $175.00 and gave the company a “buy” rating in a research report on Friday, October 31st. Finally, KeyCorp raised their price objective on Twilio from $146.00 to $156.00 and gave the stock an “overweight” rating in a research note on Friday, October 31st. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, seven have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $143.70.

Twilio Trading Down 4.0%

NYSE:TWLO opened at $108.52 on Wednesday. The company has a market capitalization of $16.65 billion, a P/E ratio of 571.19, a P/E/G ratio of 2.21 and a beta of 1.32. The stock’s 50 day moving average price is $128.65 and its 200 day moving average price is $118.60. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.68 and a current ratio of 4.03. Twilio Inc. has a 52 week low of $77.51 and a 52 week high of $145.90.

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