Sumitomo Mitsui Trust Group Inc. Has $39.26 Million Stock Holdings in Twilio Inc. $TWLO

Posted by Stanley Muller on Jul 13th, 2026

Sumitomo Mitsui Trust Group Inc. reduced its stake in Twilio Inc. (NYSE:TWLO – Free Report) by 6.1% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 312,059 shares of the technology company’s stock after selling 20,221 shares during the period. Sumitomo Mitsui Trust Group Inc.’s holdings in Twilio were worth $39,263,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Raleigh Capital Management Inc. acquired a new stake in shares of Twilio in the 4th quarter valued at about $26,000. SHP Wealth Management acquired a new stake in Twilio in the fourth quarter valued at approximately $26,000. Zions Bancorporation National Association UT bought a new stake in shares of Twilio during the fourth quarter valued at approximately $29,000. Aster Capital Management DIFC Ltd acquired a new position in shares of Twilio during the fourth quarter worth approximately $29,000. Finally, Strategic Advocates LLC bought a new position in shares of Twilio in the 3rd quarter worth $30,000. Institutional investors own 84.27% of the company’s stock.

Key Twilio News

Here are the key news stories impacting Twilio this week:

Positive Sentiment: Wall Street remains broadly constructive on Twilio, with multiple analysts reiterating buy ratings and several raising price targets, including UBS, BTIG, Rosenblatt, and Bank of America. Article Title
Positive Sentiment: Twilio’s latest earnings beat expectations, with revenue and EPS both topping estimates and revenue rising 20% year over year, supporting the longer-term growth story. Article Title
Neutral Sentiment: One valuation-focused article said Twilio appears near fair value on discounted cash flow estimates, though its market multiples still look expensive after a big multi-year run. Article Title
Negative Sentiment: CEO Khozema Shipchandler sold 14,458 shares, which can weigh on sentiment because insider selling often raises questions about near-term upside. Article Title
Negative Sentiment: An article also flagged Twilio as potentially 9% overvalued following the CEO’s sale, adding to concerns that much of the recent rally may already be priced in. Article Title

Analyst Ratings Changes

TWLO has been the topic of several research reports. KGI Securities assumed coverage on shares of Twilio in a report on Thursday, July 2nd. They set an “outperform” rating and a $250.00 price objective on the stock. Needham & Company LLC lifted their price objective on shares of Twilio from $200.00 to $250.00 and gave the company a “buy” rating in a report on Monday, May 11th. Citizens Jmp boosted their target price on shares of Twilio from $185.00 to $210.00 and gave the stock a “market outperform” rating in a research report on Friday, May 1st. BTIG Research restated a “buy” rating and issued a $215.00 target price on shares of Twilio in a report on Tuesday, May 12th. Finally, Wells Fargo & Company raised their price target on shares of Twilio from $147.00 to $200.00 and gave the company an “overweight” rating in a research report on Friday, May 1st. Three investment analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $211.27.

View Our Latest Report on Twilio

Insider Activity

In other Twilio news, Director Andrew Stafman sold 1,000,000 shares of the company’s stock in a transaction dated Wednesday, May 27th. The shares were sold at an average price of $184.14, for a total value 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 sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CFO Aidan Viggiano sold 9,093 shares of the stock in a transaction dated Tuesday, June 30th. The shares were sold at an average price of $201.25, for a total transaction of $1,829,966.25. Following the completion of the sale, the chief financial officer owned 118,252 shares of the company’s stock, valued at approximately $23,798,215. This trade represents a 7.14% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 1,805,780 shares of company stock valued at $342,166,703 in the last three months. 0.21% of the stock is owned by company insiders.

Twilio Trading Up 0.1%

NYSE TWLO opened at $214.86 on Monday. The company has a current ratio of 4.66, a quick ratio of 4.66 and a debt-to-equity ratio of 0.13. The business has a fifty day simple moving average of $199.67 and a 200 day simple moving average of $152.73. Twilio Inc. has a 12 month low of $91.84 and a 12 month high of $238.48. The firm has a market capitalization of $32.61 billion, a P/E ratio of 335.72, a PEG ratio of 4.27 and a beta of 1.36.

Twilio (NYSE:TWLO – Get Free Report) last posted its quarterly earnings data on Thursday, April 30th. The technology company reported $1.50 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.27 by $0.23. Twilio had a net margin of 1.96% and a return on equity of 4.64%. The firm had revenue of $1.41 billion for the quarter, compared to the consensus estimate of $1.34 billion. During the same period in the previous year, the firm earned $1.14 EPS. The business’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. On average, analysts predict that Twilio Inc. will post 2.79 EPS for the current fiscal year.

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.