Twilio Inc. $TWLO Shares Sold by King Luther Capital Management Corp

King Luther Capital Management Corp cut its holdings in Twilio Inc. (NYSE:TWLO) by 2.1% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 160,730 shares of the technology company’s stock after selling 3,386 shares during the period. King Luther Capital Management Corp owned 0.10% of Twilio worth $22,862,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the business. Employees Retirement System of Texas raised its holdings in Twilio by 36.5% in the 4th quarter. Employees Retirement System of Texas now owns 1,631 shares of the technology company’s stock valued at $232,000 after acquiring an additional 436 shares during the last quarter. Poinciana Advisors Group LLC acquired a new stake in shares of Twilio during the 4th quarter worth $210,000. Kestra Investment Management LLC increased its holdings in shares of Twilio by 5.6% during the 4th quarter. Kestra Investment Management LLC now owns 18,066 shares of the technology company’s stock worth $2,570,000 after buying an additional 951 shares during the last quarter. Harbour Investments Inc. increased its holdings in shares of Twilio by 56.0% during the 4th quarter. Harbour Investments Inc. now owns 3,222 shares of the technology company’s stock worth $458,000 after buying an additional 1,156 shares during the last quarter. Finally, Allstate Corp increased its holdings in shares of Twilio by 99.2% during the 4th quarter. Allstate Corp now owns 11,918 shares of the technology company’s stock worth $1,695,000 after buying an additional 5,936 shares during the last quarter. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

TWLO has been the subject of a number of research reports. Mizuho boosted their price target on Twilio from $150.00 to $165.00 and gave the company an “outperform” rating in a research report on Tuesday, April 21st. Citigroup reissued an “outperform” rating on shares of Twilio in a research report on Friday, May 1st. Morgan Stanley reissued an “overweight” rating and set a $200.00 price target on shares of Twilio in a research report on Friday, May 1st. TD Cowen boosted their price target on Twilio from $160.00 to $210.00 and gave the company a “buy” rating in a research report on Friday, May 1st. Finally, Weiss Ratings raised Twilio from a “sell (d+)” rating to a “hold (c)” rating in a research report on Wednesday, May 6th. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $195.40.

Insider Buying and Selling

In related news, CFO Aidan Viggiano sold 1,828 shares of the stock in a transaction on Tuesday, May 19th. The stock was sold at an average price of $200.00, for a total value of $365,600.00. Following the completion of the sale, the chief financial officer directly owned 127,345 shares in the company, valued at approximately $25,469,000. This represents a 1.42% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible 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 stock in a transaction 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 completion of the sale, the director owned 620,000 shares of the company’s stock, 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. Insiders have sold a total of 1,728,269 shares of company stock valued at $321,918,197 in the last 90 days. 0.21% of the stock is currently owned by company insiders.

Twilio Stock Down 4.3%

Shares of NYSE TWLO opened at $181.56 on Thursday. Twilio Inc. has a 12-month low of $91.84 and a 12-month high of $203.71. The company has a market cap of $27.56 billion, a P/E ratio of 283.69, a P/E/G ratio of 3.94 and a beta of 1.32. The company has a current ratio of 4.66, a quick ratio of 4.66 and a debt-to-equity ratio of 0.13. The stock has a fifty day moving average price of $152.77 and a 200 day moving average price of $135.68.

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

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.