Chicago Partners Investment Group LLC Boosts Stake in Twilio Inc. $TWLO

Chicago Partners Investment Group LLC grew its position in shares of Twilio Inc. (NYSE:TWLO) by 59.3% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 6,657 shares of the technology company’s stock after acquiring an additional 2,477 shares during the quarter. Chicago Partners Investment Group LLC’s holdings in Twilio were worth $838,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Raleigh Capital Management Inc. purchased a new stake in shares of Twilio during the 4th quarter worth about $26,000. SHP Wealth Management purchased a new position in Twilio in the fourth quarter valued at approximately $26,000. Zions Bancorporation National Association UT purchased a new position in Twilio in the fourth quarter valued at approximately $29,000. Aster Capital Management DIFC Ltd purchased a new position in Twilio in the fourth quarter valued at approximately $29,000. Finally, Strategic Advocates LLC acquired a new position in Twilio during the third quarter valued at approximately $30,000. 84.27% of the stock is currently owned by hedge funds and other institutional investors.

Twilio Trading Down 2.3%

NYSE:TWLO opened at $206.77 on Friday. The stock has a market cap of $31.38 billion, a price-to-earnings ratio of 323.09, a price-to-earnings-growth ratio of 4.21 and a beta of 1.36. Twilio Inc. has a one year low of $91.84 and a one year high of $238.48. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.66 and a current ratio of 4.66. The business’s 50-day simple moving average is $202.12 and its 200 day simple moving average is $154.79.

Twilio (NYSE:TWLO) last issued its quarterly earnings data on Thursday, April 30th. The technology company reported $1.50 earnings per share for the quarter, beating analysts’ consensus estimates of $1.27 by $0.23. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The firm had revenue of $1.41 billion during the quarter, compared to analyst estimates of $1.34 billion. During the same quarter last year, the firm earned $1.14 EPS. Twilio’s quarterly 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, sell-side analysts predict that Twilio Inc. will post 2.79 earnings per share for the current fiscal year.

Insider Activity at Twilio

In related news, CEO Khozema Shipchandler sold 14,458 shares of Twilio stock in a transaction on Monday, July 6th. The shares were sold at an average price of $210.43, for a total value of $3,042,396.94. Following the completion of the sale, the chief executive officer owned 207,203 shares in the company, valued at approximately $43,601,727.29. The trade was a 6.52% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Aidan Viggiano sold 8,528 shares of the company’s stock in a transaction on Thursday, July 2nd. The shares were sold at an average price of $205.43, for a total transaction of $1,751,907.04. Following the completion of the sale, the chief financial officer directly owned 109,724 shares in the company, valued at $22,540,601.32. This represents a 7.21% 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 a total of 1,805,780 shares of company stock worth $342,166,703 over the last three months. 0.21% of the stock is owned by corporate insiders.

Analyst Ratings Changes

Several research firms have recently issued reports on TWLO. TD Cowen reissued a “buy” rating on shares of Twilio in a research report on Monday, June 1st. Rosenblatt Securities restated a “buy” rating and set a $230.00 target price on shares of Twilio in a report on Thursday, June 18th. Stifel Nicolaus raised shares of Twilio from a “hold” rating to a “buy” rating and upped their price target for the stock from $175.00 to $260.00 in a research report on Thursday, July 9th. Oppenheimer increased their price target on Twilio from $200.00 to $235.00 and gave the company an “outperform” rating in a report on Monday, May 18th. Finally, The Goldman Sachs Group started coverage on Twilio in a research report on Wednesday, June 24th. They issued a “buy” rating and a $300.00 price objective on the stock. Four research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Twilio has an average rating of “Buy” and a consensus price target of $211.27.

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.