SG Americas Securities LLC Cuts Holdings in Twilio Inc. $TWLO

SG Americas Securities LLC lowered its stake in Twilio Inc. (NYSE:TWLO) by 14.6% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 43,632 shares of the technology company’s stock after selling 7,430 shares during the period. SG Americas Securities LLC’s holdings in Twilio were worth $5,490,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also made changes to their positions in TWLO. Raleigh Capital Management Inc. acquired a new position in shares of Twilio during the fourth quarter worth about $26,000. SHP Wealth Management purchased a new position in Twilio in the fourth quarter worth approximately $26,000. Zions Bancorporation National Association UT purchased a new position in Twilio in the fourth quarter worth approximately $29,000. Aster Capital Management DIFC Ltd acquired a new position in Twilio during the 4th quarter worth approximately $29,000. Finally, Osbon Capital Management LLC acquired a new position in Twilio during the 4th quarter worth approximately $30,000. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have commented on the stock. Piper Sandler increased their price objective on shares of Twilio from $130.00 to $192.00 and gave the company a “neutral” rating in a research report on Friday, May 1st. Citizens Jmp lifted their price objective on shares of Twilio from $185.00 to $210.00 and gave the stock a “market outperform” rating in a research report on Friday, May 1st. UBS Group boosted their target price on shares of Twilio from $180.00 to $200.00 and gave the stock a “buy” rating in a research note on Friday, May 1st. Weiss Ratings upgraded Twilio from a “sell (d+)” rating to a “hold (c)” rating in a research note on Wednesday, May 6th. Finally, Bank of America raised Twilio from an “underperform” rating to a “buy” rating and lifted their price target for the stock from $110.00 to $190.00 in a report on Wednesday, April 22nd. Three investment analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Twilio currently has a consensus rating of “Moderate Buy” and a consensus target price of $205.38.

Twilio Stock Performance

Shares of Twilio stock opened at $191.32 on Monday. The company has a quick ratio of 4.66, a current ratio of 4.66 and a debt-to-equity ratio of 0.13. Twilio Inc. has a 52 week low of $91.84 and a 52 week high of $238.48. The firm’s 50 day moving average is $186.17 and its two-hundred day moving average is $147.53. The firm has a market capitalization of $29.04 billion, a P/E ratio of 298.94, a P/E/G ratio of 3.81 and a beta of 1.39.

Twilio (NYSE:TWLO) last issued its quarterly earnings data on Thursday, April 30th. The technology company reported $1.50 earnings per share for the quarter, topping the consensus estimate of $1.27 by $0.23. Twilio had a net margin of 1.96% and a return on equity of 4.64%. The business had revenue of $1.41 billion during the quarter, compared to the consensus estimate of $1.34 billion. During the same quarter in the previous year, the firm earned $1.14 EPS. The company’s 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 forecast that Twilio Inc. will post 2.79 EPS for the current fiscal year.

Insider Activity at Twilio

In related news, CFO Aidan Viggiano sold 1,828 shares of the business’s stock in a transaction 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 completion of the sale, the chief financial officer directly owned 127,345 shares of the company’s stock, valued at $25,469,000. The trade was a 1.42% decrease in their ownership of the stock. The sale was disclosed in a legal 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, Director Andrew Stafman sold 1,000,000 shares of the company’s stock in a transaction on Wednesday, May 27th. The shares were sold at an average price of $184.14, for a total transaction of $184,140,000.00. Following the completion of the transaction, the director owned 620,000 shares of the company’s stock, valued at $114,166,800. This represents a 61.73% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 1,805,779 shares of company stock valued at $338,603,196 over the last quarter. 0.21% of the stock is owned by insiders.

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.