Royal Bank of Canada Boosts Holdings in Twilio Inc. $TWLO

Posted by Geri Gentry on Jul 29th, 2026

Royal Bank of Canada lifted its holdings in Twilio Inc. (NYSE:TWLO – Free Report) by 10.8% in the first quarter, according to the company in its most recent filing with the SEC. The fund owned 3,261,235 shares of the technology company’s stock after acquiring an additional 316,858 shares during the quarter. Royal Bank of Canada’s holdings in Twilio were worth $410,330,000 at the end of the most recent quarter.

A number of other institutional investors also recently made changes to their positions in the business. Vanguard Group Inc. raised its position in Twilio by 0.9% in the 4th quarter. Vanguard Group Inc. now owns 15,449,586 shares of the technology company’s stock worth $2,197,549,000 after purchasing an additional 143,597 shares during the period. State Street Corp boosted its position in Twilio by 47.8% during the third quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock valued at $588,469,000 after buying an additional 1,900,551 shares during the period. Invesco Ltd. boosted its position in Twilio by 56.9% during the fourth quarter. Invesco Ltd. now owns 3,151,546 shares of the technology company’s stock valued at $448,276,000 after buying an additional 1,142,309 shares during the period. Alyeska Investment Group L.P. grew its stake in shares of Twilio by 39.7% during the third quarter. Alyeska Investment Group L.P. now owns 2,643,859 shares of the technology company’s stock valued at $264,624,000 after buying an additional 750,951 shares during the last quarter. Finally, Pictet Asset Management Holding SA increased its holdings in shares of Twilio by 17.6% in the first quarter. Pictet Asset Management Holding SA now owns 2,331,471 shares of the technology company’s stock worth $293,237,000 after buying an additional 349,131 shares during the period. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Twilio Price Performance

Shares of Twilio stock opened at $194.32 on Wednesday. The company has a quick ratio of 4.66, a current ratio of 4.66 and a debt-to-equity ratio of 0.13. The company has a market cap of $29.49 billion, a PE ratio of 303.62, a P/E/G ratio of 3.87 and a beta of 1.36. The business has a 50 day moving average of $201.79 and a 200 day moving average of $157.83. 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 issued its quarterly earnings data on Thursday, April 30th. The technology company reported $1.50 earnings per share (EPS) for the quarter, beating 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 business 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 company’s quarterly revenue was up 20.0% compared to the same quarter last year. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. As a group, equities research analysts forecast that Twilio Inc. will post 2.79 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several brokerages recently weighed in on TWLO. Piper Sandler increased their target price on Twilio from $130.00 to $192.00 and gave the company a “neutral” rating in a report on Friday, May 1st. Rosenblatt Securities reiterated a “buy” rating and issued a $230.00 price objective on shares of Twilio in a research report on Thursday, June 18th. Citigroup reissued an “outperform” rating on shares of Twilio in a research note on Monday, July 20th. Wells Fargo & Company lifted their target price on shares of Twilio from $200.00 to $225.00 and gave the stock an “overweight” rating in a research note on Monday, July 20th. Finally, KeyCorp upped their price target on shares of Twilio from $156.00 to $200.00 and gave the company an “overweight” rating in a report on Friday, May 1st. Four equities research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Buy” and a consensus target price of $220.59.

Check Out Our Latest Research Report on TWLO

Insider Activity at Twilio

In other Twilio news, CFO Aidan Viggiano sold 8,528 shares of the firm’s stock in a transaction dated Thursday, July 2nd. The shares were sold at an average price of $205.43, for a total value of $1,751,907.04. Following the completion of the sale, the chief financial officer directly owned 109,724 shares in the company, valued at $22,540,601.32. This trade represents a 7.21% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Erika Rottenberg sold 2,000 shares of Twilio 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 sale, the director directly owned 30,995 shares in the company, valued at approximately $6,168,314.95. The trade was a 6.06% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 1,803,980 shares of company stock worth $341,898,467. 0.21% of the stock is currently owned by company insiders.

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.