Chase Investment Counsel Corp Takes Position in Twilio Inc. $TWLO

Posted by on Jul 22nd, 2026

Chase Investment Counsel Corp bought a new stake in Twilio Inc. (NYSE:TWLO – Free Report) in the 1st quarter, Holdings Channel.com reports. The fund bought 67,174 shares of the technology company’s stock, valued at approximately $8,451,000. Twilio accounts for about 2.2% of Chase Investment Counsel Corp’s holdings, making the stock its 12th biggest position.

Several other large investors have also recently added to or reduced their stakes in TWLO. Raleigh Capital Management Inc. acquired a new stake in Twilio in the 4th quarter worth about $26,000. SHP Wealth Management acquired a new position in shares of Twilio during the 4th quarter valued at about $26,000. Zions Bancorporation National Association UT acquired a new position in shares of Twilio during the 4th quarter valued at about $29,000. Aster Capital Management DIFC Ltd purchased a new position in shares of Twilio during the 4th quarter worth about $29,000. Finally, Osbon Capital Management LLC purchased a new position in shares of Twilio during the 4th quarter worth about $30,000. 84.27% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Twilio

In other Twilio news, Director Erika Rottenberg sold 2,000 shares of the business’s stock in a transaction that occurred 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 sale, the director directly 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Khozema Shipchandler sold 44,158 shares of the stock in a transaction on Thursday, June 4th. The stock was sold at an average price of $235.88, for a total transaction of $10,415,989.04. Following the completion of the sale, the chief executive officer directly owned 235,542 shares of the company’s stock, valued at $55,559,646.96. The trade was a 15.79% decrease in their position. 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 three months, insiders sold 1,803,980 shares of company stock valued at $341,898,467. 0.21% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

Several research firms recently issued reports on TWLO. UBS Group raised their target price on shares of Twilio from $180.00 to $200.00 and gave the stock a “buy” rating in a research report on Friday, May 1st. Zacks Research raised shares of Twilio from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 13th. Morgan Stanley reaffirmed an “overweight” rating and set a $200.00 price target on shares of Twilio in a research note on Friday, May 1st. Jefferies Financial Group reiterated a “buy” rating and issued a $195.00 price target on shares of Twilio in a report on Friday, May 1st. Finally, The Goldman Sachs Group started coverage on shares of Twilio in a research note on Wednesday, June 24th. They set a “buy” rating and a $300.00 price objective for the company. Four analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, two have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Twilio presently has an average rating of “Buy” and a consensus target price of $219.23.

Check Out Our Latest Research Report on TWLO

Twilio Stock Performance

NYSE TWLO opened at $196.32 on Wednesday. The firm has a market capitalization of $29.80 billion, a P/E ratio of 306.75, a P/E/G ratio of 4.08 and a beta of 1.36. Twilio Inc. has a 1-year low of $91.84 and a 1-year high of $238.48. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.66 and a quick ratio of 4.66. The business’s 50-day simple moving average is $202.46 and its 200-day simple moving average is $156.07.

Twilio (NYSE:TWLO – Get Free Report) last issued its earnings results 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. The business had revenue of $1.41 billion during the quarter, compared to analysts’ expectations of $1.34 billion. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The company’s revenue for the quarter was up 20.0% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.14 EPS. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. Equities analysts predict that Twilio Inc. will post 2.79 EPS for the current year.

Twilio News Roundup

Here are the key news stories impacting Twilio this week:

  • Positive Sentiment: Analysts turned more constructive on Twilio, with Citizens JMP raising its price target to $250 and Wells Fargo lifting its target to $225, signaling confidence in upside from current levels.
  • Positive Sentiment: Jefferies expects Twilio to post second-quarter revenue and operating income ahead of expectations, suggesting the company could still deliver solid operating momentum when it reports on August 6. Article Title
  • Neutral Sentiment: Investors are watching whether Twilio can keep gross profit growth in the mid-teens in the second half of the year, which has created a “higher bar” heading into earnings and may be limiting short-term enthusiasm. Article Title
  • Neutral Sentiment: Recent coverage highlighted Twilio’s broader AI and cloud-related breakout potential, but the stock has still struggled to break out decisively as traders wait for stronger confirmation. Article Title
  • Negative Sentiment: Twilio has recently fallen despite a market uptick, indicating investors are rotating out of the name ahead of earnings and taking profits after a strong run.

Twilio Company 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.

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Institutional Ownership by Quarter for Twilio (NYSE:TWLO)

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