Neuberger Berman Group LLC Purchases 413,997 Shares of Twilio Inc. $TWLO

Key Points

• Neuberger Berman Group LLC raised its Twilio stake by 75.7%, buying 413,997 shares to hold 961,189 shares worth about $96.2 million (roughly 0.63% of the company).
• Twilio beat quarter estimates with EPS $1.33 vs $1.24 and revenue $1.37B vs $1.32B (revenue +14.3% YoY), set Q1 2026 EPS guidance of $1.210–$1.260, and carries a consensus Moderate Buy rating with a $145.22 target.
• Insiders have been net sellers recently—CEO Khozema Shipchandler sold 13,336 shares and insiders sold 43,753 shares worth $6.05M in the last 90 days—while institutional investors own 84.27% of the stock.

Neuberger Berman Group LLC grew its position in Twilio Inc. (NYSE:TWLO - Free Report) by 75.7% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 961,189 shares of the technology company's stock after buying an additional 413,997 shares during the quarter. Neuberger Berman Group LLC owned 0.63% of Twilio worth $96,205,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in the company. CENTRAL TRUST Co bought a new position in Twilio in the second quarter valued at approximately $25,000. SJS Investment Consulting Inc. lifted its stake in Twilio by 1,564.7% during the third quarter. SJS Investment Consulting Inc. now owns 283 shares of the technology company's stock worth $28,000 after purchasing an additional 266 shares during the last quarter. First Horizon Corp acquired a new stake in shares of Twilio in the 3rd quarter valued at $28,000. Estabrook Capital Management acquired a new stake in shares of Twilio in the 2nd quarter valued at $31,000. Finally, Financial Gravity Companies Inc. bought a new position in shares of Twilio in the 2nd quarter valued at $35,000. Institutional investors own 84.27% of the company's stock.

Analysts Set New Price Targets

A number of equities analysts have recently commented on TWLO shares. BTIG Research lowered their price target on Twilio from $165.00 to $155.00 and set a "buy" rating for the company in a report on Friday, February 13th. Argus raised Twilio to a "strong-buy" rating in a research note on Thursday, February 19th. Piper Sandler reiterated a "neutral" rating and issued a $130.00 target price (down from $148.00) on shares of Twilio in a research report on Friday, February 13th. Jefferies Financial Group reissued a "hold" rating and set a $125.00 target price on shares of Twilio in a research note on Friday, February 13th. Finally, Weiss Ratings downgraded shares of Twilio from a "hold (c-)" rating to a "sell (d+)" rating in a research note on Friday, February 27th. Two research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, five have given a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $145.22.

Twilio Price Performance

TWLO stock opened at $128.18 on Friday. The company has a quick ratio of 4.03, a current ratio of 4.03 and a debt-to-equity ratio of 0.13. The firm has a market cap of $19.67 billion, a price-to-earnings ratio of 674.67, a PEG ratio of 5.15 and a beta of 1.30. The company's fifty day simple moving average is $123.51 and its 200 day simple moving average is $119.29. Twilio Inc. has a 12-month low of $77.51 and a 12-month high of $145.90.

Twilio (NYSE:TWLO - Get Free Report) last issued its quarterly earnings results on Thursday, February 12th. The technology company reported $1.33 earnings per share for the quarter, topping analysts' consensus estimates of $1.24 by $0.09. Twilio had a return on equity of 3.93% and a net margin of 0.67%.The firm had revenue of $1.37 billion during the quarter, compared to the consensus estimate of $1.32 billion. During the same period last year, the business posted $1.00 EPS. The business's revenue was up 14.3% compared to the same quarter last year. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. On average, analysts expect that Twilio Inc. will post 1.44 earnings per share for the current year.

Insider Activity

In other Twilio news, CEO Khozema Shipchandler sold 13,336 shares of the business's stock in a transaction that occurred on Tuesday, January 6th. The stock was sold at an average price of $134.28, for a total value of $1,790,758.08. Following the transaction, the chief executive officer directly owned 193,781 shares of the company's stock, valued at approximately $26,020,912.68. The trade was a 6.44% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Aidan Viggiano sold 806 shares of the stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $125.00, for a total value of $100,750.00. Following the transaction, the chief financial officer owned 147,961 shares in the company, valued at $18,495,125. The trade was a 0.54% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 43,753 shares of company stock worth $6,050,080. 0.21% of the stock is owned by corporate insiders.

About Twilio

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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