Triumph Capital Management Purchases 2,335 Shares of Twilio Inc. $TWLO

Posted by Francis Steltz on Sep 2nd, 2026

Triumph Capital Management raised its position in Twilio Inc. (NYSE:TWLO – Free Report) by 167.7% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 3,727 shares of the technology company’s stock after purchasing an additional 2,335 shares during the quarter. Triumph Capital Management’s holdings in Twilio were worth $769,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of the company. CX Institutional grew its holdings in shares of Twilio by 9.5% during the second quarter. CX Institutional now owns 701 shares of the technology company’s stock worth $145,000 after buying an additional 61 shares in the last quarter. Affinity Capital Advisors LLC raised its position in Twilio by 2.6% in the 2nd quarter. Affinity Capital Advisors LLC now owns 2,869 shares of the technology company’s stock valued at $600,000 after buying an additional 74 shares during the last quarter. Everhart Financial Group Inc. lifted its stake in Twilio by 4.3% in the 2nd quarter. Everhart Financial Group Inc. now owns 1,896 shares of the technology company’s stock valued at $391,000 after acquiring an additional 79 shares in the last quarter. SJS Investment Consulting Inc. lifted its stake in Twilio by 27.7% in the 1st quarter. SJS Investment Consulting Inc. now owns 429 shares of the technology company’s stock valued at $54,000 after acquiring an additional 93 shares in the last quarter. Finally, NewEdge Advisors LLC boosted its position in Twilio by 1.7% during the 4th quarter. NewEdge Advisors LLC now owns 5,911 shares of the technology company’s stock worth $841,000 after acquiring an additional 99 shares during the last quarter. 84.27% of the stock is currently owned by institutional investors.

Twilio Stock Down 3.3%

Shares of TWLO stock opened at $227.79 on Wednesday. Twilio Inc. has a 52-week low of $98.44 and a 52-week high of $258.35. The stock has a market cap of $34.98 billion, a price-to-earnings ratio of 31.73, a PEG ratio of 4.89 and a beta of 1.37. The firm’s 50-day moving average is $213.35 and its 200-day moving average is $175.55. The company has a debt-to-equity ratio of 0.11, a quick ratio of 4.62 and a current ratio of 4.62.

Twilio (NYSE:TWLO – Get Free Report) last posted its quarterly earnings results on Thursday, August 6th. The technology company reported $1.47 EPS for the quarter, topping analysts’ consensus estimates of $1.32 by $0.15. The business had revenue of $1.50 billion during the quarter, compared to analysts’ expectations of $1.43 billion. Twilio had a return on equity of 5.09% and a net margin of 20.61%.Twilio’s quarterly revenue was up 22.0% on a year-over-year basis. During the same quarter last year, the company posted $1.19 earnings per share. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. Sell-side analysts predict that Twilio Inc. will post 3.08 EPS for the current year.

Wall Street Analysts Forecast Growth

TWLO has been the subject of several research reports. Rosenblatt Securities raised their price target on shares of Twilio from $230.00 to $275.00 and gave the stock a “buy” rating in a research note on Friday, August 7th. Tigress Financial boosted their price objective on shares of Twilio from $170.00 to $255.00 and gave the stock a “buy” rating in a research report on Thursday, June 11th. Wolfe Research upgraded shares of Twilio to a “buy” rating in a report on Friday, August 7th. Wells Fargo & Company raised their target price on shares of Twilio from $225.00 to $275.00 and gave the company an “overweight” rating in a research report on Friday, August 7th. Finally, Citigroup reiterated a “market outperform” rating on shares of Twilio in a research note on Thursday, August 27th. Three research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Buy” and an average target price of $249.68.

View Our Latest Report on TWLO

Insider Transactions at Twilio

In related news, Director Andrew Stafman sold 500,000 shares of the stock in a transaction on Wednesday, August 12th. The stock was sold at an average price of $247.08, for a total value of $123,540,000.00. Following the sale, the director owned 120,000 shares in the company, valued at approximately $29,649,600. This represents a 80.65% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Khozema Shipchandler sold 44,158 shares of the firm’s stock in a transaction on Thursday, June 4th. The shares were sold at an average price of $235.88, for a total value of $10,415,989.04. Following the sale, the chief executive officer directly owned 235,542 shares of the company’s stock, valued at $55,559,646.96. This represents a 15.79% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 591,512 shares of company stock worth $143,700,814. 0.21% of the stock is owned by company 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.