Sumitomo Mitsui Trust Group Inc. Has $47.26 Million Stock Holdings in Twilio Inc. $TWLO

Key Points

• Sumitomo Mitsui Trust Group trimmed its stake in Twilio by 4.0% in Q4 and now owns 332,280 shares valued at approximately $47.26 million, representing about 0.22% of the company.
• Insider selling: CFO Aidan Viggiano and CEO Khozema Shipchandler sold shares under pre‑arranged Rule 10b5‑1 plans, and insiders sold a total of 47,788 shares (~$6.07M) over the last 90 days, leaving insiders with roughly 0.21% ownership.
• Twilio beat Q4 estimates (EPS $1.33 vs $1.24; revenue $1.37B vs $1.32B), set Q1 2026 EPS guidance of 1.210–1.260, and carries a consensus analyst rating of Moderate Buy with a $146.74 target.

Sumitomo Mitsui Trust Group Inc. lessened its holdings in shares of Twilio Inc. (NYSE:TWLO - Free Report) by 4.0% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 332,280 shares of the technology company's stock after selling 13,705 shares during the period. Sumitomo Mitsui Trust Group Inc. owned 0.22% of Twilio worth $47,264,000 as of its most recent filing with the SEC.

Other institutional investors have also recently bought and sold shares of the company. Raleigh Capital Management Inc. acquired a new stake in Twilio during the 4th quarter worth $26,000. SJS Investment Consulting Inc. grew its holdings in shares of Twilio by 1,564.7% in the 3rd quarter. SJS Investment Consulting Inc. now owns 283 shares of the technology company's stock valued at $28,000 after buying an additional 266 shares during the period. First Horizon Corp acquired a new position in shares of Twilio in the 3rd quarter valued at $28,000. Strategic Advocates LLC acquired a new position in shares of Twilio in the 3rd quarter valued at $30,000. Finally, Wolff Wiese Magana LLC grew its holdings in shares of Twilio by 2,488.9% in the 4th quarter. Wolff Wiese Magana LLC now owns 233 shares of the technology company's stock valued at $33,000 after buying an additional 224 shares during the period. Institutional investors and hedge funds own 84.27% of the company's stock.

Insider Buying and Selling at Twilio

In other news, CFO Aidan Viggiano sold 9,389 shares of the stock in a transaction dated Thursday, April 2nd. The shares were sold at an average price of $127.51, for a total transaction of $1,197,191.39. Following the completion of the transaction, the chief financial officer directly owned 130,341 shares in the company, valued at $16,619,780.91. This represents a 6.72% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Khozema Shipchandler sold 15,715 shares of the stock in a transaction dated Monday, April 6th. The stock was sold at an average price of $133.39, for a total transaction of $2,096,223.85. Following the transaction, the chief executive officer owned 235,542 shares of the company's stock, valued at approximately $31,418,947.38. This represents a 6.25% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 47,788 shares of company stock worth $6,068,408 over the last ninety days. 0.21% of the stock is currently owned by insiders.

Twilio Trading Up 8.0%

TWLO opened at $133.88 on Thursday. The stock has a market capitalization of $20.28 billion, a P/E ratio of 704.68, a P/E/G ratio of 5.09 and a beta of 1.28. Twilio Inc. has a 12 month low of $80.90 and a 12 month high of $145.90. The firm's fifty day simple moving average is $121.86 and its 200 day simple moving average is $123.67. 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 (NYSE:TWLO - Get Free Report) last posted its quarterly earnings data on Thursday, February 12th. The technology company reported $1.33 EPS for the quarter, beating 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 net margin of 0.67% and a return on equity of 3.93%. The firm's revenue was up 14.3% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.00 EPS. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. As a group, research analysts anticipate that Twilio Inc. will post 1.44 EPS for the current fiscal year.

Analyst Ratings Changes

Several equities analysts have recently issued reports on the stock. Weiss Ratings lowered shares of Twilio from a "hold (c-)" rating to a "sell (d+)" rating in a report on Friday, February 27th. Oppenheimer reissued an "outperform" rating and issued a $170.00 price target on shares of Twilio in a report on Monday, January 5th. Needham & Company LLC reissued a "buy" rating on shares of Twilio in a report on Friday, March 13th. Jefferies Financial Group raised shares of Twilio from a "hold" rating to a "buy" rating and boosted their price target for the company from $125.00 to $160.00 in a report on Monday, April 6th. Finally, TD Cowen raised shares of Twilio from a "hold" rating to a "buy" rating and boosted their price target for the company from $125.00 to $160.00 in a report on Monday, March 2nd. Two analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, four have assigned a Hold rating and three have assigned a Sell rating to the company's stock. According to data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $146.74.

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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