Triumph Capital Management Purchases 2,335 Shares of Twilio Inc. $TWLO

Triumph Capital Management grew its position in Twilio Inc. (NYSE:TWLO) by 167.7% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 3,727 shares of the technology company’s stock after purchasing an additional 2,335 shares during the quarter. Triumph Capital Management’s holdings in Twilio were worth $769,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in the company. SHP Wealth Management bought a new stake in Twilio in the 4th quarter valued at $26,000. Zions Bancorporation National Association UT acquired a new position in Twilio in the 4th quarter valued at $29,000. Aster Capital Management DIFC Ltd bought a new position in Twilio during the 4th quarter worth $29,000. Osbon Capital Management LLC bought a new position in Twilio during the 4th quarter worth $30,000. Finally, Ascentis Independent Advisors acquired a new stake in shares of Twilio during the first quarter worth $33,000. Institutional investors own 84.27% of the company’s stock.

Twilio Trading Down 3.3%

TWLO opened at $227.79 on Wednesday. The stock has a market capitalization of $34.98 billion, a price-to-earnings ratio of 31.73, a P/E/G ratio of 4.89 and a beta of 1.37. The company has a quick ratio of 4.62, a current ratio of 4.62 and a debt-to-equity ratio of 0.11. Twilio Inc. has a twelve month low of $98.44 and a twelve month high of $258.35. The company has a 50-day simple moving average of $213.35 and a 200 day simple moving average of $175.55.

Twilio (NYSE:TWLO) last released its earnings results on Thursday, August 6th. The technology company reported $1.47 EPS for the quarter, beating the consensus estimate of $1.32 by $0.15. The firm had revenue of $1.50 billion for the quarter, compared to analyst estimates of $1.43 billion. Twilio had a net margin of 20.61% and a return on equity of 5.09%. The business’s quarterly revenue was up 22.0% compared to the same quarter last year. During the same period last year, the firm earned $1.19 EPS. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. Analysts predict that Twilio Inc. will post 3.08 EPS for the current fiscal year.

Insider Buying and Selling

In related news, Director Andrew Stafman sold 500,000 shares of Twilio stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $247.08, for a total value of $123,540,000.00. Following the transaction, the director directly owned 120,000 shares of the company’s stock, valued at $29,649,600. This trade represents a 80.65% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Khozema Shipchandler sold 14,458 shares of the business’s stock in a transaction that occurred on Monday, July 6th. The shares were sold at an average price of $210.43, for a total transaction of $3,042,396.94. Following the transaction, the chief executive officer owned 207,203 shares of the company’s stock, valued at approximately $43,601,727.29. This represents a 6.52% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 591,512 shares of company stock worth $143,700,814. Corporate insiders own 0.21% of the company’s stock.

Analyst Upgrades and Downgrades

TWLO has been the subject of a number of recent research reports. Citigroup reissued a “market outperform” rating on shares of Twilio in a research report on Thursday, August 27th. Morgan Stanley reiterated an “overweight” rating and issued a $261.00 price objective on shares of Twilio in a research note on Friday, August 7th. Zacks Research raised shares of Twilio from a “hold” rating to a “strong-buy” rating in a report on Monday, July 13th. Mizuho set a $270.00 target price on shares of Twilio in a research report on Wednesday, August 12th. Finally, Stifel Nicolaus set a $275.00 target price on shares of Twilio in a research report on Friday, August 7th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Buy” and an average price target of $249.68.

About Twilio

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.