Global Retirement Partners LLC Has $2.18 Million Stock Position in Twilio Inc. $TWLO

Global Retirement Partners LLC raised its position in Twilio Inc. (NYSE:TWLO) by 36.1% in the 4th quarter, HoldingsChannel reports. The fund owned 15,311 shares of the technology company’s stock after purchasing an additional 4,060 shares during the period. Global Retirement Partners LLC’s holdings in Twilio were worth $2,178,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also recently added to or reduced their stakes in TWLO. Raleigh Capital Management Inc. acquired a new position in Twilio in the 4th quarter valued at approximately $26,000. Strategic Advocates LLC acquired a new position in shares of Twilio in the 3rd quarter worth approximately $30,000. Wolff Wiese Magana LLC raised its holdings in shares of Twilio by 2,488.9% in the 4th quarter. Wolff Wiese Magana LLC now owns 233 shares of the technology company’s stock worth $33,000 after buying an additional 224 shares in the last quarter. Park Place Capital Corp acquired a new position in shares of Twilio in the 4th quarter worth approximately $39,000. Finally, Cloud Capital Management LLC acquired a new position in shares of Twilio in the 3rd quarter worth approximately $42,000. Institutional investors and hedge funds own 84.27% of the company’s stock.

Insiders Place Their Bets

In related news, Director Erika Rottenberg sold 1,500 shares of the firm’s stock in a transaction on Monday, May 4th. The stock was sold at an average price of $185.32, for a total transaction of $277,980.00. Following the completion of the sale, the director directly owned 32,995 shares of the company’s stock, valued at $6,114,633.40. This trade represents a 4.35% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Aidan Viggiano sold 1,828 shares of the firm’s stock in a transaction on Tuesday, May 19th. The shares were sold at an average price of $200.00, for a total value of $365,600.00. Following the sale, the chief financial officer directly owned 127,345 shares of the company’s stock, valued at $25,469,000. This represents a 1.42% 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. Over the last quarter, insiders sold 728,269 shares of company stock valued at $137,778,197. Company insiders own 0.21% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have recently issued reports on TWLO shares. Citigroup reissued an “outperform” rating on shares of Twilio in a report on Friday, May 1st. Jefferies Financial Group reissued a “buy” rating and issued a $195.00 target price on shares of Twilio in a report on Friday, May 1st. Robert W. Baird set a $200.00 target price on Twilio in a report on Friday, May 1st. Wells Fargo & Company increased their target price on Twilio from $147.00 to $200.00 and gave the stock an “overweight” rating in a report on Friday, May 1st. Finally, Mizuho increased their target price on Twilio from $150.00 to $165.00 and gave the stock an “outperform” rating in a report on Tuesday, April 21st. Two investment 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 assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $195.40.

Twilio Trading Up 2.5%

TWLO stock opened at $187.95 on Friday. The business has a fifty day moving average price of $149.11 and a 200 day moving average price of $134.49. Twilio Inc. has a fifty-two week low of $91.84 and a fifty-two week high of $203.71. The stock has a market capitalization of $28.52 billion, a price-to-earnings ratio of 293.67, a P/E/G ratio of 3.91 and a beta of 1.32. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.66 and a quick ratio of 4.66.

Twilio (NYSE:TWLO) last released its quarterly earnings results 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 analysts’ expectations of $1.34 billion. During the same period last year, the firm posted $1.14 EPS. The business’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. Analysts expect that Twilio Inc. will post 2.77 EPS for the current fiscal year.

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.