Twilio Inc. $TWLO Shares Newly Acquired by Diversify Advisory Services LLC

Key Points

• Diversify Advisory Services acquired 4,146 Twilio shares during the third quarter, valued at approximately $1.13 million. Institutional investors collectively own 84.27% of TWLO.
• Wall Street remains broadly bullish: Twilio has a “Moderate Buy” consensus rating and an average price target of $269.96, with several analysts recently raising their targets to as high as $330.
• Twilio reported quarterly revenue of $1.50 billion, up 22% year over year, and adjusted EPS of $1.47, beating expectations. However, insiders sold $134.8 million of stock in the last quarter, while the shares trade at elevated valuation multiples.

Diversify Advisory Services LLC purchased a new position in shares of Twilio Inc. (NYSE:TWLO - Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 4,146 shares of the technology company's stock, valued at approximately $1,134,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of TWLO. Royal Bank of Canada raised its stake in Twilio by 10.8% in the 1st quarter. Royal Bank of Canada now owns 3,261,235 shares of the technology company's stock valued at $410,330,000 after acquiring an additional 316,858 shares during the period. Pictet Asset Management Holding SA increased its holdings in shares of Twilio by 17.6% in the first quarter. Pictet Asset Management Holding SA now owns 2,331,471 shares of the technology company's stock valued at $293,237,000 after purchasing an additional 349,131 shares during the last quarter. Atreides Management LP increased its holdings in shares of Twilio by 28.5% in the first quarter. Atreides Management LP now owns 921,602 shares of the technology company's stock valued at $115,956,000 after purchasing an additional 204,656 shares during the last quarter. KBC Group NV increased its holdings in shares of Twilio by 1.4% in the first quarter. KBC Group NV now owns 790,548 shares of the technology company's stock valued at $99,466,000 after purchasing an additional 11,014 shares during the last quarter. Finally, First Trust Advisors LP raised its position in shares of Twilio by 10.8% in the first quarter. First Trust Advisors LP now owns 721,734 shares of the technology company's stock valued at $90,808,000 after purchasing an additional 70,154 shares during the period. Institutional investors own 84.27% of the company's stock.

Wall Street Analyst Weigh In

Several analysts recently commented on TWLO shares. Oppenheimer lifted their target price on shares of Twilio from $275.00 to $325.00 and gave the stock an "outperform" rating in a report on Wednesday. Morgan Stanley reiterated an "overweight" rating and issued a $261.00 price target on shares of Twilio in a research note on Friday, August 7th. The Goldman Sachs Group reissued a "buy" rating and issued a $330.00 price target on shares of Twilio in a report on Friday, August 7th. TD Cowen raised their price objective on shares of Twilio from $260.00 to $300.00 and gave the stock a "buy" rating in a research report on Tuesday, September 22nd. Finally, Mizuho set a $270.00 price objective on Twilio in a report on Wednesday, August 12th. Three analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, one has assigned a Hold rating and two have assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, Twilio currently has an average rating of "Moderate Buy" and a consensus target price of $269.96.

Insiders Place Their Bets

In other Twilio news, CFO Aidan Viggiano sold 9,084 shares of the stock in a transaction that occurred on Wednesday, September 30th. The shares were sold at an average price of $294.65, for a total transaction of $2,676,600.60. Following the transaction, the chief financial officer owned 99,246 shares in the company, valued at $29,242,833.90. This represents a 8.39% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Khozema Shipchandler sold 14,442 shares of the firm's stock in a transaction that occurred on Monday, October 5th. The stock was sold at an average price of $291.03, for a total transaction of $4,203,055.26. Following the transaction, the chief executive officer directly owned 178,863 shares in the company, valued at $52,054,498.89. This represents a 7.47% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 538,818 shares of company stock worth $134,833,645 in the last quarter. 0.21% of the stock is currently owned by corporate insiders.

Twilio Stock Up 3.2%

TWLO opened at $261.83 on Friday. Twilio Inc. has a fifty-two week low of $105.00 and a fifty-two week high of $308.40. The company has a debt-to-equity ratio of 0.11, a quick ratio of 4.62 and a current ratio of 4.62. The company has a market capitalization of $40.21 billion, a P/E ratio of 36.47, a P/E/G ratio of 5.37 and a beta of 1.35. The stock has a fifty day moving average of $254.84 and a 200-day moving average of $212.72.

Twilio (NYSE:TWLO - Get Free Report) last announced its earnings results on Thursday, August 6th. The technology company reported $1.47 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.32 by $0.15. Twilio had a net margin of 20.61% and a return on equity of 5.09%. The company had revenue of $1.50 billion during the quarter, compared to analysts' expectations of $1.43 billion. During the same quarter in the previous year, the business posted $1.19 earnings per share. Twilio's quarterly revenue was up 22.0% on a year-over-year basis. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. On average, equities analysts expect that Twilio Inc. will post 3.12 EPS for the current year.

More Twilio News

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Strong results and guidance support the rally. Twilio reported quarterly adjusted earnings of $1.47 per share versus the $1.32 consensus estimate, while revenue of $1.50 billion exceeded expectations of $1.43 billion. Revenue grew 22% year over year, and management’s outlook—including third-quarter EPS guidance of $1.42–$1.47—helped reinforce confidence in continued growth. Twilio Inc. Rallies as Strong Results and Higher Guidance Boost Investor Confidence
• Positive Sentiment: Analyst optimism is improving. Seeking Alpha upgraded its view of Twilio, arguing that the company offers investors an attractive way to participate in the AI trend through its communications and customer-engagement platform. Twilio: An Intriguing Way to Own a Piece of the AI Revolution
• Positive Sentiment: Institutional investors cited accelerating growth. Brown Advisory highlighted Twilio’s improving revenue trajectory in its third-quarter investor letter, while Polen Capital’s commentary identified the company as a notable small- and mid-cap growth holding. Brown Advisory Notes Accelerating Revenue Growth at Twilio
• Neutral Sentiment: Expectations were already elevated. Pre-earnings coverage pointed to a likely earnings beat, but Twilio’s valuation remains demanding, with a price-to-earnings ratio above 36 and a price-to-earnings-growth ratio above 5. Market volatility, interest-rate concerns and changing sentiment toward AI-related stocks remain risks. Twilio Earnings Expected to Grow

About Twilio

Twilio Inc NYSE: TWLO provides a cloud-based customer engagement platform that enables businesses to communicate with customers through software and application programming interfaces (APIs). Its services support messaging, voice, video, email, authentication, contact centers and other digital interactions across mobile and web applications.

The company's products include programmable communications tools, Twilio SendGrid for email delivery, Twilio Verify for user authentication, Twilio Flex for cloud contact centers, and Twilio Segment for collecting and using customer data.

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