Allstate Corp Buys 5,936 Shares of Twilio Inc. $TWLO

Key Points

• Allstate Corp nearly doubled its Twilio stake in the fourth quarter, buying 5,936 additional shares and bringing its total holdings to 11,918 shares worth about $1.7 million.
• Twilio posted stronger-than-expected quarterly results, reporting EPS of $1.50 on revenue of $1.41 billion, both above analyst estimates, with revenue up 20% year over year.
• Analysts remain broadly positive on Twilio, with several firms raising price targets and the stock carrying a consensus “Moderate Buy” rating and average target of $195.40.

Allstate Corp grew its stake in Twilio Inc. (NYSE:TWLO - Free Report) by 99.2% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 11,918 shares of the technology company's stock after acquiring an additional 5,936 shares during the quarter. Allstate Corp's holdings in Twilio were worth $1,695,000 at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. Raleigh Capital Management Inc. bought a new stake in Twilio during the 4th quarter worth approximately $26,000. Strategic Advocates LLC acquired a new position in Twilio during the 3rd quarter worth approximately $30,000. Wolff Wiese Magana LLC boosted its position in Twilio by 2,488.9% during the 4th quarter. Wolff Wiese Magana LLC now owns 233 shares of the technology company's stock worth $33,000 after acquiring an additional 224 shares during the last quarter. Park Place Capital Corp acquired a new position in Twilio during the 4th quarter worth approximately $39,000. Finally, Cloud Capital Management LLC acquired a new position in Twilio during the 3rd quarter worth approximately $42,000. 84.27% of the stock is owned by institutional investors.

Twilio Trading Up 1.8%

Shares of Twilio stock opened at $184.82 on Friday. The business has a fifty day simple moving average of $153.92 and a two-hundred day simple moving average of $136.09. Twilio Inc. has a 1 year low of $91.84 and a 1 year high of $203.71. The company has a market capitalization of $28.05 billion, a price-to-earnings ratio of 288.78, a P/E/G ratio of 3.78 and a beta of 1.32. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.66 and a quick ratio of 4.66.

Twilio (NYSE:TWLO - Get Free Report) last announced its quarterly earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share (EPS) for the quarter, beating 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 business had revenue of $1.41 billion during the quarter, compared to the consensus estimate of $1.34 billion. During the same quarter last year, the firm posted $1.14 EPS. The company's quarterly revenue was up 20.0% on a year-over-year basis. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. Research analysts forecast that Twilio Inc. will post 2.77 EPS for the current year.

Insider Transactions at Twilio

In other Twilio news, CFO Aidan Viggiano sold 9,389 shares of the stock in a transaction on Thursday, April 2nd. The stock was sold at an average price of $127.51, for a total transaction of $1,197,191.39. Following the transaction, the chief financial officer owned 130,341 shares in the company, valued at $16,619,780.91. This trade represents a 6.72% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Khozema Shipchandler sold 32,158 shares of the firm's stock in a transaction on Tuesday, May 26th. The stock was sold at an average price of $185.70, for a total value of $5,971,740.60. Following the completion of the transaction, the chief executive officer owned 235,542 shares in the company, valued at $43,740,149.40. The trade was a 12.01% 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. Insiders have sold 1,760,427 shares of company stock worth $327,889,937 over the last quarter. 0.21% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on the company. BTIG Research reaffirmed a "buy" rating and set a $215.00 price target on shares of Twilio in a research report on Tuesday, May 12th. KeyCorp upped their price target on Twilio from $156.00 to $200.00 and gave the stock an "overweight" rating in a research report on Friday, May 1st. UBS Group upped their price target on Twilio from $180.00 to $200.00 and gave the stock a "buy" rating in a research report on Friday, May 1st. TD Cowen upped their price target on Twilio from $160.00 to $210.00 and gave the stock a "buy" rating in a research report on Friday, May 1st. Finally, Needham & Company LLC upped their price target on Twilio from $200.00 to $250.00 and gave the stock a "buy" rating in a research report on Monday, May 11th. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and an average price target of $195.40.

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.

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