Soltis Investment Advisors LLC Trims Stock Position in Twilio Inc. $TWLO

Soltis Investment Advisors LLC lessened its holdings in shares of Twilio Inc. (NYSE:TWLO) by 24.9% in the 4th quarter, HoldingsChannel reports. The firm owned 30,191 shares of the technology company’s stock after selling 10,026 shares during the quarter. Soltis Investment Advisors LLC’s holdings in Twilio were worth $4,294,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently made changes to their positions in the business. MassMutual Private Wealth & Trust FSB grew its holdings in shares of Twilio by 34.7% in the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 303 shares of the technology company’s stock valued at $43,000 after purchasing an additional 78 shares in the last quarter. GHP Investment Advisors Inc. grew its holdings in shares of Twilio by 6.3% in the fourth quarter. GHP Investment Advisors Inc. now owns 1,459 shares of the technology company’s stock valued at $208,000 after purchasing an additional 86 shares in the last quarter. Centaurus Financial Inc. grew its holdings in shares of Twilio by 0.7% in the third quarter. Centaurus Financial Inc. now owns 13,587 shares of the technology company’s stock valued at $1,360,000 after purchasing an additional 94 shares in the last quarter. Versant Capital Management Inc grew its holdings in shares of Twilio by 4.5% in the third quarter. Versant Capital Management Inc now owns 2,281 shares of the technology company’s stock valued at $228,000 after purchasing an additional 98 shares in the last quarter. Finally, Lansforsakringar Fondforvaltning AB publ grew its holdings in shares of Twilio by 0.3% in the third quarter. Lansforsakringar Fondforvaltning AB publ now owns 42,224 shares of the technology company’s stock valued at $4,226,000 after purchasing an additional 108 shares in the last quarter. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Insider Activity

In other Twilio news, CEO Khozema Shipchandler sold 15,715 shares of the business’s stock in a transaction that occurred on Monday, April 6th. The shares were sold at an average price of $133.39, for a total transaction of $2,096,223.85. Following the completion of the transaction, the chief executive officer owned 235,542 shares in the company, valued at $31,418,947.38. The trade was a 6.25% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Erika Rottenberg sold 1,800 shares of the business’s stock in a transaction that occurred on Tuesday, April 21st. The stock was sold at an average price of $149.02, for a total transaction of $268,236.00. Following the transaction, the director owned 34,495 shares of the company’s stock, valued at $5,140,444.90. This trade represents a 4.96% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 726,088 shares of company stock worth $137,254,124. Insiders own 0.21% of the company’s stock.

Twilio Trading Down 0.1%

NYSE TWLO opened at $197.89 on Friday. The company has a quick ratio of 4.66, a current ratio of 4.66 and a debt-to-equity ratio of 0.13. Twilio Inc. has a 52 week low of $91.84 and a 52 week high of $203.71. The stock has a market capitalization of $30.03 billion, a PE ratio of 309.21, a price-to-earnings-growth ratio of 4.12 and a beta of 1.32. The firm has a 50 day moving average of $142.68 and a two-hundred day moving average of $131.94.

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

Analysts Set New Price Targets

A number of research analysts recently weighed in on TWLO shares. Morgan Stanley restated an “overweight” rating and issued a $200.00 price objective on shares of Twilio in a report on Friday, May 1st. Needham & Company LLC lifted their price objective on shares of Twilio from $200.00 to $250.00 and gave the company a “buy” rating in a report on Monday, May 11th. Stifel Nicolaus set a $175.00 price objective on shares of Twilio in a report on Friday, May 1st. Robert W. Baird set a $200.00 price objective on shares of Twilio in a report on Friday, May 1st. Finally, Oppenheimer restated an “outperform” rating and issued a $200.00 price objective on shares of Twilio in a report on Friday, May 1st. Two research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $193.65.

Twilio Company 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.