M&T Bank Corp Raises Stake in Twilio Inc. $TWLO

M&T Bank Corp increased its stake in shares of Twilio Inc. (NYSE:TWLO - Free Report) by 2,320.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 139,387 shares of the technology company's stock after buying an additional 133,628 shares during the period. M&T Bank Corp owned about 0.09% of Twilio worth $19,826,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also modified their holdings of the company. State Street Corp raised its holdings in Twilio by 47.8% during the third 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 position in Twilio by 225.0% during the third quarter. Invesco Ltd. now owns 2,009,237 shares of the technology company's stock worth $201,105,000 after acquiring an additional 1,391,013 shares during the last quarter. Alyeska Investment Group L.P. lifted its holdings in shares of Twilio by 39.7% in 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 purchasing an additional 750,951 shares in the last quarter. Atreides Management LP grew its position in shares of Twilio by 533.1% in the second quarter. Atreides Management LP now owns 730,300 shares of the technology company's stock valued at $90,820,000 after purchasing an additional 614,943 shares during the last quarter. Finally, Victory Capital Management Inc. raised its position in shares of Twilio by 1,296.3% during the 3rd quarter. Victory Capital Management Inc. now owns 592,085 shares of the technology company's stock worth $59,262,000 after purchasing an additional 549,680 shares during the last quarter. Hedge funds and other institutional investors own 84.27% of the company's stock.

Twilio Trading Down 5.8%

Shares of TWLO opened at $141.72 on Friday. Twilio Inc. has a fifty-two week low of $87.96 and a fifty-two week high of $154.64. The company has a market capitalization of $21.47 billion, a PE ratio of 745.95, a price-to-earnings-growth ratio of 6.17 and a beta of 1.28. The stock has a fifty day moving average of $125.44 and a two-hundred day moving average of $125.20. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.03 and a current ratio of 4.03.

Twilio (NYSE:TWLO - Get Free Report) last posted its quarterly earnings data on Thursday, February 12th. The technology company reported $1.33 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.24 by $0.09. The business had revenue of $1.37 billion for the quarter, compared to analysts' expectations of $1.32 billion. Twilio had a return on equity of 3.93% and a net margin of 0.67%.The business's revenue was up 14.3% on a year-over-year basis. During the same quarter last year, the firm earned $1.00 earnings per share. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. As a group, analysts forecast that Twilio Inc. will post 2.47 EPS for the current year.

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on TWLO shares. TD Cowen raised Twilio from a "hold" rating to a "buy" rating and raised their price target for the stock from $125.00 to $160.00 in a research report on Monday, March 2nd. Jefferies Financial Group raised Twilio from a "hold" rating to a "buy" rating and increased their price objective for the company from $125.00 to $160.00 in a research note on Monday, April 6th. Mizuho lifted their price objective on Twilio from $150.00 to $165.00 and gave the stock an "outperform" rating in a research report on Tuesday. Piper Sandler reissued a "neutral" rating and issued a $130.00 target price (down from $148.00) on shares of Twilio in a research note on Friday, February 13th. Finally, BTIG Research reduced their target price on shares of Twilio from $165.00 to $155.00 and set a "buy" rating on the stock in a report on Friday, February 13th. Two analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, four have issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, Twilio presently has an average rating of "Moderate Buy" and a consensus target price of $150.87.

Insiders Place Their Bets

In other news, CEO Khozema Shipchandler sold 15,715 shares of the company's stock in a transaction dated Monday, April 6th. The shares were sold at an average price of $133.39, for a total transaction of $2,096,223.85. Following the completion of the transaction, the chief executive officer owned 235,542 shares of the company's stock, valued at $31,418,947.38. This represents a 6.25% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Aidan Viggiano sold 9,389 shares of the stock in a transaction dated 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 approximately $16,619,780.91. The trade was a 6.72% 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 have sold 49,588 shares of company stock valued at $6,336,644. Insiders own 0.21% of the company's stock.

Key Twilio News

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Bank of America issued a rare double-upgrade from Underperform to Buy and raised its price target to $190, highlighting Twilio as infrastructure for AI-driven voice and messaging — this upgrade sparked the intraday rally. Bank of America upgrade
• Positive Sentiment: Mizuho boosted its price target to $165 and analyst interest helped push Twilio to a new 1-year high earlier in the day, supporting the bullish narrative around Twilio’s AI opportunity. Mizuho price target raise
• Neutral Sentiment: Bank of America’s upgrade produced an afternoon jump (reported ~2.9% intraday), indicating the market reacted quickly to the analyst signal before later reversal. Yahoo Markets note
• Neutral Sentiment: Bernstein maintained a Hold rating, a reminder that some analysts remain cautious despite the upbeat calls from BofA and Mizuho. Bernstein hold
• Neutral Sentiment: Director Erika Rottenberg sold 1,800 shares under a pre-arranged Rule 10b5-1 plan; the filing shows reduced ownership but the trade was planned, which typically lessens immediate governance concerns. SEC Form 4
• Negative Sentiment: After earlier gains, Twilio closed notably lower than the broader market today, suggesting profit-taking and rotation away from momentum names after the analyst-driven spike. Zacks coverage of the decline
• Negative Sentiment: Coverage such as Seeking Alpha frames Twilio as a transition story between growth and maturity — highlighting execution and margin risks that can pressure the stock if earnings or AI monetization disappoint. Seeking Alpha analysis
• Negative Sentiment: Valuation remains a potential headwind: the shares trade at a very high P/E, which increases sensitivity to any slowdown in growth or misses versus analysts’ expectations.

Twilio Company 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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