Twilio Inc. $TWLO Stock Position Increased by Allspring Global Investments Holdings LLC

Allspring Global Investments Holdings LLC lifted its holdings in shares of Twilio Inc. (NYSE:TWLO - Free Report) by 21.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 997,501 shares of the technology company's stock after buying an additional 173,467 shares during the quarter. Allspring Global Investments Holdings LLC owned approximately 0.65% of Twilio worth $300,517,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in the business. Western Pacific Wealth Management LP acquired a new stake in shares of Twilio in the third quarter valued at about $39,000. Provenance Wealth Advisors LLC acquired a new position in shares of Twilio during the 3rd quarter worth about $41,000. Continuum Advisory LLC acquired a new position in shares of Twilio during the 2nd quarter worth about $33,000. Reyes Financial Architecture Inc. acquired a new position in shares of Twilio during the 3rd quarter worth about $58,000. Finally, WPG Advisers LLC lifted its stake in Twilio by 48.0% in the 3rd quarter. WPG Advisers LLC now owns 222 shares of the technology company's stock valued at $65,000 after buying an additional 72 shares in the last quarter. Hedge funds and other institutional investors own 84.27% of the company's stock.

Insider Activity

In related news, CFO Aidan Viggiano sold 9,084 shares of the stock in a transaction that occurred on Wednesday, September 30th. The stock was sold at an average price of $294.65, for a total value of $2,676,600.60. Following the completion of the sale, the chief financial officer owned 99,246 shares of the company's stock, valued at approximately $29,242,833.90. This trade represents a 8.39% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Andrew Stafman sold 500,000 shares of Twilio stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $247.08, for a total value of $123,540,000.00. Following the transaction, the director owned 120,000 shares in the company, valued at approximately $29,649,600. The trade was a 80.65% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 538,818 shares of company stock worth $134,833,645 over the last ninety days. Corporate insiders own 0.21% of the company's stock.

Twilio Stock Performance

TWLO opened at $201.97 on Monday. The firm has a market capitalization of $31.25 billion, a PE ratio of 25.40, a PEG ratio of 3.94 and a beta of 1.49. Twilio Inc. has a twelve month low of $105.00 and a twelve month high of $308.40. The firm's 50-day moving average price is $254.48 and its 200 day moving average price is $190.28. The company has a current ratio of 4.47, a quick ratio of 4.47 and a debt-to-equity ratio of 0.11.

Twilio (NYSE:TWLO - Get Free Report) last announced its quarterly earnings data on Thursday, October 29th. The technology company reported $1.65 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.47 by $0.18. The company had revenue of $1.56 billion during the quarter, compared to analysts' expectations of $1.52 billion. Twilio had a net margin of 21.82% and a return on equity of 5.58%. Twilio's revenue was up 19.9% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.25 EPS. As a group, sell-side analysts expect that Twilio Inc. will post 3.27 EPS for the current fiscal year.

More Twilio News

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Analysts see potential support from rising profits, record cash flow and AI-related opportunities. Northland Securities also raised its FY2026 EPS estimate to $3.32 from $3.08, while the outlook coverage points to a stronger 2026 outlook. TWLO Declines 12% Since Q3 Results: Is This a Buy-the-Dip Opportunity?
• Neutral Sentiment: Northland’s forecast revisions were mixed: it increased some near-term estimates but trimmed several 2027 quarterly forecasts and lowered FY2027 EPS to $4.04 from $4.11. Northland Securities estimate revisions
• Negative Sentiment: The main downside catalyst is Twilio’s fourth-quarter guidance, which signaled slowing growth in its largest business. Reports say shares fell sharply after the outlook, raising concerns about near-term momentum. Twilio stock weighs Q4 growth slowdown against stronger 2026 outlook
• Negative Sentiment: Levi & Korsinsky is investigating potential securities-law violations on behalf of investors who lost money following the decline. An investigation notice could add reputational and legal uncertainty, but it is not a finding of liability. Twilio securities investigation notice

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on the company. Bank of America lifted their price objective on Twilio from $270.00 to $320.00 and gave the stock a "buy" rating in a report on Wednesday, October 14th. Rosenblatt Securities boosted their price objective on Twilio from $275.00 to $290.00 and gave the stock a "buy" rating in a research note on Tuesday, September 22nd. Morgan Stanley reissued an "overweight" rating and set a $261.00 target price (up from $200.00) on shares of Twilio in a report on Friday, August 7th. Wolfe Research upgraded Twilio to a "buy" rating in a research report on Friday, August 7th. Finally, Tigress Financial raised their target price on Twilio from $255.00 to $320.00 and gave the company a "buy" rating in a research report on Wednesday. Three research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and an average price target of $269.48.

Twilio Company Profile

Twilio provides cloud-based communications software that enables businesses to communicate with customers through applications and digital channels. Its platform offers APIs and related tools for integrating messaging, voice, video and email capabilities into software and customer workflows.

Its offerings include programmable communications products, the Twilio Flex contact center platform, SendGrid email services, and Segment, a customer data platform. Twilio also provides tools for customer identity verification and engagement, helping organizations manage communications and customer data across their operations.

Founded in 2008, Twilio serves businesses and developers in markets around the world.

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