Hsbc Holdings PLC decreased its stake in Twilio Inc. (NYSE:TWLO – Free Report) by 29.4% in the fourth quarter, Holdings Channel reports. The institutional investor owned 127,222 shares of the technology company’s stock after selling 52,895 shares during the quarter. Hsbc Holdings PLC’s holdings in Twilio were worth $18,152,000 as of its most recent SEC filing.
A number of other institutional investors also recently modified their holdings of the stock. Vanguard Group Inc. boosted its position in Twilio by 0.9% during the fourth quarter. Vanguard Group Inc. now owns 15,449,586 shares of the technology company’s stock valued at $2,197,549,000 after purchasing an additional 143,597 shares during the last quarter. State Street Corp increased its position in Twilio by 47.8% in the 3rd quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock worth $588,469,000 after purchasing an additional 1,900,551 shares during the last quarter. Invesco Ltd. raised its stake in shares of Twilio by 56.9% during the 4th quarter. Invesco Ltd. now owns 3,151,546 shares of the technology company’s stock worth $448,276,000 after purchasing an additional 1,142,309 shares in the last quarter. Royal Bank of Canada raised its stake in shares of Twilio by 3.9% during the 4th quarter. Royal Bank of Canada now owns 2,944,377 shares of the technology company’s stock worth $418,808,000 after purchasing an additional 110,941 shares in the last quarter. Finally, 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 purchasing an additional 750,951 shares in the last quarter. Institutional investors and hedge funds own 84.27% of the company’s stock.
Wall Street Analyst Weigh In
Several brokerages recently commented on TWLO. Mizuho boosted their price target on Twilio from $150.00 to $165.00 and gave the company an “outperform” rating in a research note on Tuesday, April 21st. Citigroup reaffirmed an “outperform” rating on shares of Twilio in a research report on Friday, May 1st. Wells Fargo & Company lifted their target price on shares of Twilio from $147.00 to $200.00 and gave the company an “overweight” rating in a research note on Friday, May 1st. Piper Sandler boosted their target price 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. Finally, Stifel Nicolaus set a $175.00 price target on shares of Twilio in a research note on Friday, May 1st. Three 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. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $205.38.
Insider Activity
In related news, Director Andrew Stafman sold 1,000,000 shares of the company’s stock in a transaction 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 sale, the director directly owned 620,000 shares of the company’s stock, valued at approximately $114,166,800. This represents a 61.73% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Erika Rottenberg sold 2,000 shares of the firm’s stock in a transaction on Monday, June 1st. The shares were sold at an average price of $199.01, for a total transaction of $398,020.00. Following the completion of the transaction, the director owned 30,995 shares in the company, valued at $6,168,314.95. The trade was a 6.06% decrease in their ownership of the stock. 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 ninety days, insiders sold 1,805,779 shares of company stock worth $338,603,196. 0.21% of the stock is owned by company insiders.
Twilio Stock Performance
Shares of NYSE TWLO opened at $191.74 on Friday. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.66 and a current ratio of 4.66. The firm has a market cap of $29.10 billion, a price-to-earnings ratio of 299.60, a P/E/G ratio of 3.72 and a beta of 1.39. The business’s 50-day simple moving average is $185.02 and its 200-day simple moving average is $147.10. Twilio Inc. has a 52 week low of $91.84 and a 52 week high of $238.48.
Twilio (NYSE:TWLO – Get Free Report) last posted its earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share for the quarter, topping 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 analyst estimates of $1.34 billion. During the same period in the previous year, the company earned $1.14 EPS. The company’s revenue for the quarter was up 20.0% on a year-over-year basis. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. As a group, equities research analysts expect that Twilio Inc. will post 2.81 earnings per share for the current fiscal year.
Twilio 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.
Featured Stories
- Five stocks we like better than Twilio
- MDA Space Targets US Defense Market With $620M Acquisition
- Carnival’s Second Quarter: Is the Stock Still Complicated?
- Domino’s Stock Slides to 52-Week Low as Investors Digest CEO Change
- Microsoft Solves AI’s Biggest Bottleneck With Chevron Deal
Want to see what other hedge funds are holding TWLO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Twilio Inc. (NYSE:TWLO – Free Report).
Receive News & Ratings for Twilio Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Twilio and related companies with MarketBeat.com's FREE daily email newsletter.
