Circumference Group LLC lowered its position in Twilio Inc. (NYSE:TWLO – Free Report) by 5.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 65,000 shares of the technology company’s stock after selling 4,000 shares during the quarter. Twilio comprises about 10.0% of Circumference Group LLC’s holdings, making the stock its biggest holding. Circumference Group LLC’s holdings in Twilio were worth $9,246,000 at the end of the most recent reporting period.
Other hedge funds have also recently modified their holdings of the company. Raleigh Capital Management Inc. purchased a new stake in shares of Twilio in the fourth quarter valued at about $26,000. Zions Bancorporation National Association UT purchased a new stake in shares of Twilio in the fourth quarter valued at about $29,000. Aster Capital Management DIFC Ltd purchased a new stake in shares of Twilio in the fourth quarter valued at about $29,000. Strategic Advocates LLC purchased a new stake in shares of Twilio in the third quarter valued at about $30,000. Finally, Wolff Wiese Magana LLC lifted its position in Twilio by 2,488.9% in the fourth quarter. Wolff Wiese Magana LLC now owns 233 shares of the technology company’s stock valued at $33,000 after buying an additional 224 shares during the last quarter. Hedge funds and other institutional investors own 84.27% of the company’s stock.
Wall Street Analysts Forecast Growth
TWLO has been the topic of a number of recent analyst reports. Argus raised shares of Twilio to a “strong-buy” rating in a research report on Thursday, February 19th. Morgan Stanley reaffirmed an “overweight” rating and issued a $200.00 target price on shares of Twilio in a research report on Friday, May 1st. Oppenheimer upped their target price on shares of Twilio from $200.00 to $235.00 and gave the company an “outperform” rating in a research report on Monday, May 18th. Weiss Ratings raised shares of Twilio from a “sell (d+)” rating to a “hold (c)” rating in a research report on Wednesday, May 6th. Finally, Piper Sandler increased their price target on shares of Twilio from $130.00 to $192.00 and gave the stock a “neutral” rating in a research report on Friday, May 1st. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $198.24.
Insider Activity at Twilio
In other Twilio news, Director Erika Rottenberg sold 2,000 shares of the stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $199.01, for a total value of $398,020.00. Following the transaction, the director directly owned 30,995 shares in the company, valued at $6,168,314.95. This represents a 6.06% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, 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 stock in a transaction that occurred 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 in the company, valued at $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. Over the last three months, insiders have sold 1,805,779 shares of company stock valued at $338,603,196. Company insiders own 0.21% of the company’s stock.
Twilio Stock Down 2.7%
Shares of NYSE:TWLO opened at $187.53 on Thursday. The firm’s 50 day moving average price is $177.69 and its 200 day moving average price is $144.62. The stock has a market cap of $28.46 billion, a price-to-earnings ratio of 293.02, a price-to-earnings-growth ratio of 3.86 and a beta of 1.39. Twilio Inc. has a fifty-two week low of $91.84 and a fifty-two week high of $238.48. 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 issued 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. The firm had revenue of $1.41 billion for the quarter, compared to analysts’ expectations of $1.34 billion. Twilio had a net margin of 1.96% and a return on equity of 4.64%. The firm’s revenue was up 20.0% compared to the same quarter last year. During the same quarter last year, the company earned $1.14 earnings per share. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. As a group, equities research analysts predict that Twilio Inc. will post 2.77 earnings per share for the current fiscal year.
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.
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