3,900 Shares in Twilio Inc. $TWLO Acquired by Militia Capital Partners LP

Militia Capital Partners LP acquired a new position in Twilio Inc. (NYSE:TWLO) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 3,900 shares of the technology company’s stock, valued at approximately $555,000.

Several other institutional investors also recently modified their holdings of the stock. MassMutual Private Wealth & Trust FSB increased its position in shares of Twilio by 34.7% in the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 303 shares of the technology company’s stock worth $43,000 after purchasing an additional 78 shares during the last quarter. GHP Investment Advisors Inc. increased its position in shares of Twilio by 6.3% in the fourth quarter. GHP Investment Advisors Inc. now owns 1,459 shares of the technology company’s stock worth $208,000 after purchasing an additional 86 shares during the last quarter. Centaurus Financial Inc. increased its position in shares of Twilio by 0.7% in the third quarter. Centaurus Financial Inc. now owns 13,587 shares of the technology company’s stock worth $1,360,000 after purchasing an additional 94 shares during the last quarter. Invst LLC boosted its stake in Twilio by 1.6% in the fourth quarter. Invst LLC now owns 6,887 shares of the technology company’s stock worth $980,000 after buying an additional 107 shares in the last quarter. Finally, Lansforsakringar Fondforvaltning AB publ boosted its stake in Twilio by 0.3% in the third quarter. Lansforsakringar Fondforvaltning AB publ now owns 42,224 shares of the technology company’s stock worth $4,226,000 after buying an additional 108 shares in the last quarter. 84.27% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several brokerages have issued reports on TWLO. Mizuho upped their target price on Twilio from $150.00 to $165.00 and gave the stock an “outperform” rating in a research note on Tuesday, April 21st. KeyCorp upped their target price on Twilio from $156.00 to $200.00 and gave the stock an “overweight” rating in a research note on Friday, May 1st. UBS Group upped their target price on Twilio from $180.00 to $200.00 and gave the stock a “buy” rating in a research note on Friday, May 1st. Citigroup reaffirmed an “outperform” rating on shares of Twilio in a research note on Friday, May 1st. Finally, Needham & Company LLC upped their target price on Twilio from $200.00 to $250.00 and gave the stock a “buy” rating in a research note on Monday, May 11th. Two research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $198.24.

Insider Buying and Selling

In other news, CEO Khozema Shipchandler sold 44,158 shares of the 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 completion of the sale, the chief executive officer owned 235,542 shares of the company’s stock, valued at approximately $55,559,646.96. This represents a 15.79% decrease in their ownership of the stock. The transaction was disclosed in a document filed 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 1,828 shares of the stock in a transaction that occurred on Tuesday, May 19th. The shares were sold at an average price of $200.00, for a total value of $365,600.00. Following the sale, the chief financial officer directly owned 127,345 shares of the company’s stock, valued at approximately $25,469,000. This trade represents a 1.42% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 1,805,779 shares of company stock worth $338,603,196. 0.21% of the stock is owned by company insiders.

Twilio Stock Down 4.6%

Shares of TWLO opened at $192.65 on Wednesday. The firm has a market cap of $29.24 billion, a P/E ratio of 301.02, a P/E/G ratio of 4.05 and a beta of 1.39. The stock has a 50 day simple moving average of $176.57 and a two-hundred day simple moving average of $144.19. 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 1 year low of $91.84 and a 1 year high of $238.48.

Twilio (NYSE:TWLO) last released its quarterly earnings data on Thursday, April 30th. The technology company reported $1.50 earnings per share for the quarter, beating analysts’ consensus estimates of $1.27 by $0.23. The firm had revenue of $1.41 billion during the quarter, compared to analyst estimates of $1.34 billion. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The business’s quarterly revenue was up 20.0% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.14 earnings per share. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. On average, analysts forecast 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.