Zurcher Kantonalbank Zurich Cantonalbank Lowers Holdings in Twilio Inc. $TWLO

Zurcher Kantonalbank Zurich Cantonalbank trimmed its position in Twilio Inc. (NYSE:TWLO) by 19.3% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 114,218 shares of the technology company’s stock after selling 27,263 shares during the period. Zurcher Kantonalbank Zurich Cantonalbank’s holdings in Twilio were worth $16,246,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Vanguard Group Inc. raised its stake in shares of Twilio by 2.6% during the 3rd quarter. Vanguard Group Inc. now owns 15,305,989 shares of the technology company’s stock worth $1,531,976,000 after buying an additional 392,023 shares in the last quarter. State Street Corp raised its stake in shares of Twilio by 47.8% during the 3rd quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock worth $588,469,000 after buying an additional 1,900,551 shares in the last quarter. Alyeska Investment Group L.P. raised its stake in shares of Twilio by 39.7% during the 3rd quarter. Alyeska Investment Group L.P. now owns 2,643,859 shares of the technology company’s stock worth $264,624,000 after buying an additional 750,951 shares in the last quarter. Invesco Ltd. raised its stake in shares of Twilio by 225.0% during the 3rd quarter. Invesco Ltd. now owns 2,009,237 shares of the technology company’s stock worth $201,105,000 after buying an additional 1,391,013 shares in the last quarter. Finally, Northern Trust Corp raised its stake in shares of Twilio by 40.4% during the 3rd quarter. Northern Trust Corp now owns 1,673,339 shares of the technology company’s stock worth $167,485,000 after buying an additional 481,257 shares in the last quarter. 84.27% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Twilio news, CFO Aidan Viggiano sold 9,389 shares of the stock in a transaction on 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 sale, the chief financial officer owned 130,341 shares in the company, valued at approximately $16,619,780.91. This represents a 6.72% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Khozema Shipchandler sold 15,715 shares of the stock in a transaction on Monday, April 6th. The shares were sold at an average price of $133.39, for a total value of $2,096,223.85. Following the sale, the chief executive officer owned 235,542 shares in the company, valued at approximately $31,418,947.38. This trade represents a 6.25% 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 quarter, insiders have sold 47,788 shares of company stock worth $6,068,408. 0.21% of the stock is owned by insiders.

Twilio Price Performance

Shares of NYSE:TWLO opened at $150.08 on Thursday. The business’s fifty day moving average price is $124.81 and its two-hundred day moving average price is $125.09. The stock has a market cap of $22.74 billion, a PE ratio of 789.94, a price-to-earnings-growth ratio of 5.96 and a beta of 1.28. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.03 and a current ratio of 4.03. Twilio Inc. has a one year low of $86.81 and a one year high of $154.64.

Twilio (NYSE:TWLO) last announced its earnings results on Thursday, February 12th. The technology company reported $1.33 EPS for the quarter, beating analysts’ consensus estimates of $1.24 by $0.09. The firm had revenue of $1.37 billion for the quarter, compared to analysts’ expectations of $1.32 billion. Twilio had a return on equity of 3.93% and a net margin of 0.67%.Twilio’s quarterly revenue was up 14.3% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.00 EPS. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. On average, analysts forecast that Twilio Inc. will post 2.47 EPS for the current fiscal year.

Analyst Ratings Changes

A number of equities analysts have recently issued reports on the company. TD Cowen raised Twilio from a “hold” rating to a “buy” rating and increased their target price for the stock from $125.00 to $160.00 in a research note on Monday, March 2nd. Oppenheimer restated an “outperform” rating and issued a $170.00 price target on shares of Twilio in a report on Monday, January 5th. Citigroup restated a “market perform” rating on shares of Twilio in a report on Tuesday, December 30th. Weiss Ratings cut Twilio from a “hold (c-)” rating to a “sell (d+)” rating in a report on Friday, February 27th. Finally, Citizens Jmp upped their price target on Twilio from $165.00 to $185.00 and gave the stock a “market outperform” rating in a report on Tuesday, December 30th. Two equities research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, four have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $150.87.

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.