Intech Investment Management LLC Has $517,000 Stock Holdings in Twilio Inc. $TWLO

Intech Investment Management LLC lowered its position in shares of Twilio Inc. (NYSE:TWLO) by 81.7% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,170 shares of the technology company’s stock after selling 23,067 shares during the quarter. Intech Investment Management LLC’s holdings in Twilio were worth $517,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC grew its stake in Twilio by 6.6% during the fourth quarter. Brighton Jones LLC now owns 10,051 shares of the technology company’s stock worth $1,086,000 after buying an additional 623 shares during the last quarter. Sivia Capital Partners LLC acquired a new position in shares of Twilio in the 2nd quarter worth approximately $251,000. Vestmark Advisory Solutions Inc. acquired a new position in shares of Twilio in the 2nd quarter worth approximately $226,000. Prospera Financial Services Inc grew its position in Twilio by 3.0% during the 2nd quarter. Prospera Financial Services Inc now owns 5,781 shares of the technology company’s stock worth $719,000 after acquiring an additional 170 shares during the last quarter. Finally, Aviva PLC increased its holdings in Twilio by 6.1% during the 2nd quarter. Aviva PLC now owns 110,225 shares of the technology company’s stock valued at $13,708,000 after purchasing an additional 6,330 shares in the last quarter. 84.27% of the stock is owned by institutional investors.

Insider Activity

In other news, CEO Khozema Shipchandler sold 13,336 shares of Twilio stock in a transaction that occurred on Tuesday, January 6th. The shares were sold at an average price of $134.28, for a total transaction of $1,790,758.08. Following the completion of the sale, the chief executive officer owned 193,781 shares in the company, valued at $26,020,912.68. The trade was a 6.44% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CFO Aidan Viggiano sold 806 shares of the business’s stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $125.00, for a total transaction of $100,750.00. Following the sale, the chief financial officer directly owned 147,961 shares of the company’s stock, valued at approximately $18,495,125. This trade represents a 0.54% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 43,753 shares of company stock valued at $6,050,080 over the last three months. Company insiders own 0.21% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have commented on TWLO. Argus raised Twilio to a “strong-buy” rating in a research note on Thursday, February 19th. Citigroup restated a “market perform” rating on shares of Twilio in a research note on Tuesday, December 30th. FBN Securities raised Twilio to a “strong-buy” rating in a report on Wednesday, November 12th. Piper Sandler reiterated a “neutral” rating and set a $130.00 price target (down from $148.00) on shares of Twilio in a research report on Friday, February 13th. Finally, Citizens Jmp increased their price objective on shares of Twilio from $165.00 to $185.00 and gave the stock a “market outperform” rating in a report on Tuesday, December 30th. Two analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, five have given a Hold rating and three have given a Sell rating to the stock. According to MarketBeat, Twilio currently has an average rating of “Moderate Buy” and an average price target of $145.22.

Twilio Stock Up 1.2%

NYSE TWLO opened at $126.68 on Thursday. The stock has a fifty day moving average of $122.53 and a 200-day moving average of $119.89. The stock has a market capitalization of $19.19 billion, a P/E ratio of 666.76, a price-to-earnings-growth ratio of 5.13 and a beta of 1.30. Twilio Inc. has a 52 week low of $77.51 and a 52 week high of $145.90. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.03 and a current ratio of 4.03.

Twilio (NYSE:TWLO) last released its earnings results on Thursday, February 12th. The technology company reported $1.33 earnings per share for the quarter, topping analysts’ consensus estimates of $1.24 by $0.09. The company had revenue of $1.37 billion during the quarter, compared to the consensus estimate of $1.32 billion. Twilio had a return on equity of 3.93% and a net margin of 0.67%.The firm’s quarterly revenue was up 14.3% on a year-over-year basis. During the same quarter in the previous year, the company posted $1.00 earnings per share. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. On average, equities research analysts forecast that Twilio Inc. will post 1.44 EPS for the current 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.