Twilio Inc. $TWLO Stake Lessened by King Luther Capital Management Corp

Posted by Francis Steltz on May 28th, 2026

King Luther Capital Management Corp trimmed its position in Twilio Inc. (NYSE:TWLO – Free Report) by 2.1% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 160,730 shares of the technology company’s stock after selling 3,386 shares during the period. King Luther Capital Management Corp’s holdings in Twilio were worth $22,862,000 at the end of the most recent reporting period.

A number of other hedge funds have also bought and sold shares of TWLO. Brighton Jones LLC grew its stake in Twilio by 6.6% in the fourth quarter. Brighton Jones LLC now owns 10,051 shares of the technology company’s stock worth $1,086,000 after purchasing an additional 623 shares in the last quarter. Sivia Capital Partners LLC acquired a new position in Twilio in the second quarter worth about $251,000. Daiwa Securities Group Inc. grew its stake in Twilio by 70.6% in the second quarter. Daiwa Securities Group Inc. now owns 24,653 shares of the technology company’s stock worth $3,066,000 after purchasing an additional 10,200 shares in the last quarter. NewEdge Advisors LLC grew its stake in Twilio by 46.9% in the second quarter. NewEdge Advisors LLC now owns 5,770 shares of the technology company’s stock worth $718,000 after purchasing an additional 1,841 shares in the last quarter. Finally, Sei Investments Co. grew its stake in Twilio by 55.1% in the second quarter. Sei Investments Co. now owns 90,128 shares of the technology company’s stock worth $11,208,000 after purchasing an additional 32,027 shares in the last quarter. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research firms recently commented on TWLO. Citigroup reiterated an “outperform” rating on shares of Twilio in a research note on Friday, May 1st. Piper Sandler lifted their target price on Twilio from $130.00 to $192.00 and gave the company a “neutral” rating in a research note on Friday, May 1st. UBS Group lifted 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. Mizuho lifted their target price on Twilio from $150.00 to $165.00 and gave the company an “outperform” rating in a research note on Tuesday, April 21st. Finally, Weiss Ratings upgraded Twilio from a “sell (d+)” rating to a “hold (c)” rating in a research note on Wednesday, May 6th. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $195.40.

Check Out Our Latest Research Report on Twilio

Twilio Stock Performance

Shares of TWLO stock opened at $181.56 on Thursday. The company has a quick ratio of 4.66, a current ratio of 4.66 and a debt-to-equity ratio of 0.13. The business has a 50 day moving average of $152.77 and a two-hundred day moving average of $135.68. Twilio Inc. has a 52 week low of $91.84 and a 52 week high of $203.71. The company has a market cap of $27.56 billion, a P/E ratio of 283.69, a PEG ratio of 3.94 and a beta of 1.32.

Twilio (NYSE:TWLO – Get Free Report) last issued its earnings results on Thursday, April 30th. The technology company reported $1.50 EPS for the quarter, beating analysts’ consensus estimates of $1.27 by $0.23. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The company had revenue of $1.41 billion during the quarter, compared to the consensus estimate of $1.34 billion. During the same period in the previous year, the firm posted $1.14 earnings per share. Twilio’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. As a group, analysts anticipate that Twilio Inc. will post 2.77 EPS for the current year.

Insiders Place Their Bets

In other news, Director Erika Rottenberg sold 1,500 shares of Twilio stock in a transaction that occurred on Monday, May 4th. The stock was sold at an average price of $185.32, for a total transaction of $277,980.00. Following the sale, the director owned 32,995 shares of the company’s stock, valued at approximately $6,114,633.40. The trade was a 4.35% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Khozema Shipchandler sold 15,715 shares of Twilio 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 sale, the chief executive officer directly 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 three months, insiders sold 1,728,269 shares of company stock worth $321,918,197. 0.21% of the stock is currently owned by corporate insiders.

Twilio Profile

(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.