Global Retirement Partners LLC Buys 4,060 Shares of Twilio Inc. $TWLO

Posted by Francis Steltz on May 24th, 2026

Global Retirement Partners LLC lifted its stake in shares of Twilio Inc. (NYSE:TWLO – Free Report) by 36.1% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 15,311 shares of the technology company’s stock after acquiring an additional 4,060 shares during the quarter. Global Retirement Partners LLC’s holdings in Twilio were worth $2,178,000 as of its most recent filing with the SEC.

Several other large investors also recently made changes to their positions in TWLO. Brighton Jones LLC boosted its stake in shares of Twilio by 6.6% during the 4th quarter. Brighton Jones LLC now owns 10,051 shares of the technology company’s stock worth $1,086,000 after acquiring an additional 623 shares in the last quarter. Sivia Capital Partners LLC bought a new stake in shares of Twilio during the 2nd quarter worth about $251,000. Daiwa Securities Group Inc. boosted its stake in shares of Twilio by 70.6% during the 2nd quarter. Daiwa Securities Group Inc. now owns 24,653 shares of the technology company’s stock worth $3,066,000 after acquiring an additional 10,200 shares in the last quarter. NewEdge Advisors LLC boosted its stake in shares of Twilio by 46.9% during the 2nd quarter. NewEdge Advisors LLC now owns 5,770 shares of the technology company’s stock worth $718,000 after acquiring an additional 1,841 shares in the last quarter. Finally, Sei Investments Co. boosted its stake in shares of Twilio by 55.1% during the 2nd quarter. Sei Investments Co. now owns 90,128 shares of the technology company’s stock worth $11,208,000 after acquiring an additional 32,027 shares in the last quarter. Institutional investors own 84.27% of the company’s stock.

Twilio Price Performance

Shares of NYSE:TWLO opened at $187.95 on Friday. The business has a 50 day moving average price of $149.11 and a 200 day moving average price of $134.49. Twilio Inc. has a twelve month low of $91.84 and a twelve month high of $203.71. The company has a market cap of $28.52 billion, a price-to-earnings ratio of 293.67, a PEG ratio of 3.91 and a beta of 1.32. 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 (NYSE:TWLO – Get Free Report) last announced its earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share 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 quarter in the prior year, the company earned $1.14 EPS. The firm’s revenue for the quarter 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 predict that Twilio Inc. will post 2.77 earnings per share for the current year.

Analysts Set New Price Targets

TWLO has been the subject of several recent analyst reports. Oppenheimer upped their price target on Twilio from $200.00 to $235.00 and gave the stock an “outperform” rating in a research note on Monday, May 18th. Citigroup restated an “outperform” rating on shares of Twilio in a research note on Friday, May 1st. Wells Fargo & Company increased their target price on Twilio from $147.00 to $200.00 and gave the company an “overweight” rating in a research note on Friday, May 1st. UBS Group increased their target price on Twilio from $180.00 to $200.00 and gave the company a “buy” rating in a research note on Friday, May 1st. Finally, Rosenblatt Securities increased their target price on Twilio from $210.00 to $230.00 and gave the company a “buy” rating in a research note on Thursday, May 7th. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, three have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $195.40.

Read Our Latest Stock Analysis on Twilio

Insider Transactions at Twilio

In other Twilio news, CFO Aidan Viggiano sold 9,389 shares of the company’s stock in a transaction that occurred on Thursday, April 2nd. The stock was sold at an average price of $127.51, for a total value of $1,197,191.39. Following the completion of the transaction, the chief financial officer owned 130,341 shares of the company’s stock, valued at $16,619,780.91. This represents a 6.72% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at 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 company’s stock in a transaction that occurred 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 completion of the transaction, the chief executive officer directly owned 235,542 shares of the company’s stock, valued at approximately $31,418,947.38. This trade represents a 6.25% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 728,269 shares of company stock worth $137,778,197. Insiders own 0.21% of the company’s stock.

About Twilio

(Free Report)

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.