SG Americas Securities LLC Purchases 48,793 Shares of Twilio Inc. $TWLO

Key Points

• SG Americas Securities LLC boosted its Twilio stake by 2,150.4% in Q4, buying an additional 48,793 shares to hold 51,062 shares worth about $7.26 million.
• Twilio beat Q4 estimates with EPS of $1.33 (consensus $1.24) and revenue of $1.37 billion, up 14.3% year‑over‑year, and gave Q1 2026 EPS guidance of $1.21–$1.26.
• Insiders sold 43,753 shares in the last 90 days (including sales by the CFO and CEO), lowering insider ownership to 4.5% while institutional investors own roughly 84.3%.

SG Americas Securities LLC boosted its position in shares of Twilio Inc. (NYSE:TWLO - Free Report) by 2,150.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 51,062 shares of the technology company's stock after acquiring an additional 48,793 shares during the period. SG Americas Securities LLC's holdings in Twilio were worth $7,263,000 at the end of the most recent quarter.

Other hedge funds also recently bought and sold shares of the company. Brighton Jones LLC lifted its position in shares of Twilio by 6.6% during the 4th quarter. Brighton Jones LLC now owns 10,051 shares of the technology company's stock worth $1,086,000 after purchasing an additional 623 shares during the last quarter. Sivia Capital Partners LLC bought a new stake in Twilio during the 2nd quarter valued at approximately $251,000. American Century Companies Inc. grew its holdings in Twilio by 2.3% in the 2nd quarter. American Century Companies Inc. now owns 124,544 shares of the technology company's stock valued at $15,488,000 after buying an additional 2,793 shares during the last quarter. J.W. Cole Advisors Inc. grew its holdings in Twilio by 26.0% in the 2nd quarter. J.W. Cole Advisors Inc. now owns 4,167 shares of the technology company's stock valued at $518,000 after buying an additional 860 shares during the last quarter. Finally, Russell Investments Group Ltd. increased its position in Twilio by 27.0% in the 2nd quarter. Russell Investments Group Ltd. now owns 170,179 shares of the technology company's stock worth $21,090,000 after buying an additional 36,148 shares during the period. 84.27% of the stock is currently owned by institutional investors.

Twilio Price Performance

Shares of NYSE:TWLO opened at $120.91 on Tuesday. The firm has a market capitalization of $18.32 billion, a PE ratio of 636.40, a PEG ratio of 4.92 and a beta of 1.30. The company has a current ratio of 4.03, a quick ratio of 4.03 and a debt-to-equity ratio of 0.13. Twilio Inc. has a 1-year low of $77.51 and a 1-year high of $145.90. The business's 50 day moving average is $120.79 and its 200-day moving average is $121.77.

Twilio (NYSE:TWLO - Get Free Report) last issued its earnings results on Thursday, February 12th. The technology company reported $1.33 EPS for the quarter, beating 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 business had revenue of $1.37 billion during the quarter, compared to analyst estimates of $1.32 billion. During the same period in the prior year, the company posted $1.00 earnings per share. Twilio's revenue was up 14.3% on a year-over-year basis. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. Sell-side analysts predict that Twilio Inc. will post 1.44 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on TWLO shares. Royal Bank Of Canada upped their price target on Twilio from $75.00 to $100.00 and gave the stock an "underperform" rating in a report on Monday, January 5th. Weiss Ratings lowered shares of Twilio from a "hold (c-)" rating to a "sell (d+)" rating in a research report on Friday, February 27th. Citigroup reiterated a "market perform" rating on shares of Twilio in a research note on Tuesday, December 30th. Needham & Company LLC reissued a "buy" rating on shares of Twilio in a report on Friday, March 13th. Finally, Rosenblatt Securities restated a "buy" rating and issued a $180.00 price target on shares of Twilio in a research report on Friday, February 13th. Two analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, five have assigned a Hold rating and three have assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, Twilio currently has a consensus rating of "Moderate Buy" and an average price target of $145.22.

Insiders Place Their Bets

In related news, CFO Aidan Viggiano sold 8,109 shares of the company's stock in a transaction dated Wednesday, December 31st. The shares were sold at an average price of $143.38, for a total value of $1,162,668.42. Following the sale, the chief financial officer owned 119,449 shares of the company's stock, valued at $17,126,597.62. The trade was a 6.36% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CEO Khozema Shipchandler sold 13,336 shares of the stock in a transaction dated Tuesday, January 6th. The stock was sold at an average price of $134.28, for a total transaction of $1,790,758.08. Following the completion of the transaction, the chief executive officer directly owned 193,781 shares of the company's stock, valued at $26,020,912.68. This trade represents a 6.44% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 43,753 shares of company stock valued at $6,050,080. Corporate insiders own 4.50% of the company's stock.

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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