Twilio Inc. $TWLO Shares Sold by Bank of New York Mellon Corp

Key Points

• Bank of New York Mellon reduced its Twilio stake by 12.8% in the fourth quarter, selling 155,617 shares and leaving it with 1,056,819 shares valued at about $150.3 million.
• Twilio reported better-than-expected first-quarter results, posting $1.50 EPS on revenue of $1.41 billion, with revenue up 20% year over year. The company also issued Q2 2026 guidance of $2.50 to $2.60 EPS.
• Despite some insider selling, analysts remain broadly positive on TWLO, with a consensus rating of Moderate Buy and an average price target of $195.40. The stock was also trading above both its 50-day and 200-day moving averages.

Bank of New York Mellon Corp cut its position in shares of Twilio Inc. (NYSE:TWLO - Free Report) by 12.8% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 1,056,819 shares of the technology company's stock after selling 155,617 shares during the quarter. Bank of New York Mellon Corp owned 0.69% of Twilio worth $150,322,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently bought and sold shares of TWLO. Raleigh Capital Management Inc. acquired a new stake in shares of Twilio in the fourth quarter valued at approximately $26,000. Wolff Wiese Magana LLC raised its position in shares of Twilio by 2,488.9% during the 4th quarter. Wolff Wiese Magana LLC now owns 233 shares of the technology company's stock worth $33,000 after purchasing an additional 224 shares during the last quarter. Park Place Capital Corp purchased a new stake in Twilio in the 4th quarter valued at approximately $39,000. Strategic Advocates LLC purchased a new stake in Twilio in the 3rd quarter valued at approximately $30,000. Finally, MassMutual Private Wealth & Trust FSB grew its holdings in Twilio by 34.7% during the 4th quarter. MassMutual Private Wealth & Trust FSB now owns 303 shares of the technology company's stock valued at $43,000 after buying an additional 78 shares during the last quarter. 84.27% of the stock is currently owned by hedge funds and other institutional investors.

Twilio Stock Performance

Shares of TWLO stock opened at $226.39 on Friday. The company's fifty day simple moving average is $165.62 and its 200-day simple moving average is $140.02. Twilio Inc. has a 52 week low of $91.84 and a 52 week high of $238.48. The company has a current ratio of 4.66, a quick ratio of 4.66 and a debt-to-equity ratio of 0.13. The company has a market cap of $34.36 billion, a PE ratio of 353.74, a P/E/G ratio of 4.53 and a beta of 1.39.

Twilio (NYSE:TWLO - Get Free Report) last issued its quarterly earnings data on Thursday, April 30th. The technology company reported $1.50 EPS for the quarter, topping analysts' consensus estimates of $1.27 by $0.23. The company had revenue of $1.41 billion for the quarter, compared to analysts' expectations of $1.34 billion. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The firm's quarterly revenue was up 20.0% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.14 earnings per share. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. As a group, equities research analysts anticipate that Twilio Inc. will post 2.77 EPS for the current year.

Insider Activity

In other Twilio news, Director Andrew Stafman sold 1,000,000 shares of the firm's stock in a transaction that occurred on Wednesday, May 27th. The stock was sold at an average price of $184.14, for a total transaction of $184,140,000.00. Following the completion of the sale, the director owned 620,000 shares in the company, valued at $114,166,800. This trade represents a 61.73% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Aidan Viggiano sold 9,389 shares of the company's stock in a transaction that occurred on Thursday, April 2nd. The shares were sold at an average price of $127.51, for a total value 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 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 three months, insiders sold 1,761,621 shares of company stock valued at $328,187,207. 0.21% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

A number of research firms have issued reports on TWLO. Stifel Nicolaus set a $175.00 target price on shares of Twilio in a report on Friday, May 1st. Piper Sandler lifted their price target on shares of Twilio from $130.00 to $192.00 and gave the stock a "neutral" rating in a report on Friday, May 1st. Bank of America raised shares of Twilio from an "underperform" rating to a "buy" rating and upped their price objective for the company from $110.00 to $190.00 in a research note on Wednesday, April 22nd. Needham & Company LLC raised their target price on shares of Twilio from $200.00 to $250.00 and gave the stock a "buy" rating in a research report on Monday, May 11th. Finally, Monness Crespi & Hardt lifted their target price on shares of Twilio from $200.00 to $246.00 and gave the stock a "buy" rating in a research note on Monday, May 11th. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus target price of $195.40.

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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