2,090 Twilio Inc. $TWLO Shares Sold by Nisa Investment Advisors LLC

Nisa Investment Advisors LLC lessened its stake in Twilio Inc. (NYSE:TWLO) by 9.5% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 19,892 shares of the technology company’s stock after selling 2,090 shares during the period. Nisa Investment Advisors LLC’s holdings in Twilio were worth $5,818,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in TWLO. Diversify Advisory Services LLC acquired a new position in shares of Twilio in the 3rd quarter worth approximately $1,134,000. Prime Capital Investment Advisors LLC increased its position in shares of Twilio by 14.7% during the third quarter. Prime Capital Investment Advisors LLC now owns 2,503 shares of the technology company’s stock worth $732,000 after buying an additional 321 shares during the period. Net Worth Advisory Group bought a new position in Twilio during the third quarter worth $205,000. Fairvoy Private Wealth LLC raised its stake in Twilio by 25.9% during the third quarter. Fairvoy Private Wealth LLC now owns 7,511 shares of the technology company’s stock worth $2,197,000 after buying an additional 1,543 shares during the last quarter. Finally, Jackson Square Capital LLC acquired a new position in Twilio in the third quarter valued at $3,964,000. Institutional investors and hedge funds own 84.27% of the company’s stock.

Insider Buying and Selling at Twilio

In related news, CFO Aidan Viggiano sold 9,084 shares of the stock in a transaction dated Wednesday, September 30th. The shares were sold at an average price of $294.65, for a total transaction of $2,676,600.60. Following the completion of the transaction, the chief financial officer owned 99,246 shares in the company, valued at approximately $29,242,833.90. This represents a 8.39% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Khozema Shipchandler sold 14,442 shares of the firm’s stock in a transaction dated Monday, October 5th. The stock was sold at an average price of $291.03, for a total transaction of $4,203,055.26. Following the sale, the chief executive officer owned 178,863 shares of the company’s stock, valued at $52,054,498.89. This trade represents a 7.47% decrease in their position. 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. Insiders sold 538,818 shares of company stock worth $134,833,645 in the last quarter. 0.21% of the stock is currently owned by company insiders.

Key Stories Impacting Twilio

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Strong results and guidance support the rally. Twilio reported quarterly adjusted earnings of $1.47 per share versus the $1.32 consensus estimate, while revenue of $1.50 billion exceeded expectations of $1.43 billion. Revenue grew 22% year over year, and management’s outlook—including third-quarter EPS guidance of $1.42–$1.47—helped reinforce confidence in continued growth. Twilio Inc. Rallies as Strong Results and Higher Guidance Boost Investor Confidence
• Positive Sentiment: Analyst optimism is improving. Seeking Alpha upgraded its view of Twilio, arguing that the company offers investors an attractive way to participate in the AI trend through its communications and customer-engagement platform. Twilio: An Intriguing Way to Own a Piece of the AI Revolution
• Positive Sentiment: Institutional investors cited accelerating growth. Brown Advisory highlighted Twilio’s improving revenue trajectory in its third-quarter investor letter, while Polen Capital’s commentary identified the company as a notable small- and mid-cap growth holding. Brown Advisory Notes Accelerating Revenue Growth at Twilio
• Neutral Sentiment: Expectations were already elevated. Pre-earnings coverage pointed to a likely earnings beat, but Twilio’s valuation remains demanding, with a price-to-earnings ratio above 36 and a price-to-earnings-growth ratio above 5. Market volatility, interest-rate concerns and changing sentiment toward AI-related stocks remain risks. Twilio Earnings Expected to Grow

Wall Street Analyst Weigh In

A number of analysts have weighed in on TWLO shares. The Goldman Sachs Group reiterated a “buy” rating and set a $330.00 price target on shares of Twilio in a report on Friday, August 7th. Rosenblatt Securities increased their price target on Twilio from $275.00 to $290.00 and gave the stock a “buy” rating in a report on Tuesday, September 22nd. HSBC downgraded shares of Twilio from a “hold” rating to a “reduce” rating and set a $211.00 price objective for the company. in a research report on Thursday, September 24th. KGI Securities started coverage on shares of Twilio in a research note on Thursday, July 2nd. They issued an “outperform” rating and a $250.00 price objective for the company. Finally, Wolfe Research upgraded shares of Twilio to a “buy” rating in a research note on Friday, August 7th. Three analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, one has given a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $269.96.

Twilio Price Performance

Twilio stock opened at $261.83 on Friday. Twilio Inc. has a 52 week low of $105.00 and a 52 week high of $308.40. The company’s 50 day moving average price is $254.84 and its two-hundred day moving average price is $212.72. The stock has a market cap of $40.21 billion, a P/E ratio of 36.47, a P/E/G ratio of 5.20 and a beta of 1.35. 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 (NYSE:TWLO) last released its earnings results on Thursday, August 6th. The technology company reported $1.47 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.32 by $0.15. The company had revenue of $1.50 billion during the quarter, compared to analyst estimates of $1.43 billion. Twilio had a return on equity of 5.09% and a net margin of 20.61%. Twilio’s quarterly revenue was up 22.0% on a year-over-year basis. During the same period in the prior year, the company posted $1.19 earnings per share. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. On average, equities analysts predict that Twilio Inc. will post 3.12 earnings per share for the current year.

Twilio Company Profile

Twilio Inc (NYSE:TWLO) provides a cloud-based customer engagement platform that enables businesses to communicate with customers through software and application programming interfaces (APIs). Its services support messaging, voice, video, email, authentication, contact centers and other digital interactions across mobile and web applications.

The company’s products include programmable communications tools, Twilio SendGrid for email delivery, Twilio Verify for user authentication, Twilio Flex for cloud contact centers, and Twilio Segment for collecting and using customer data.