Savant Capital LLC Sells 15,099 Shares of Twilio Inc. $TWLO

Savant Capital LLC decreased its position in shares of Twilio Inc. (NYSE:TWLO) by 76.9% during the fourth quarter, HoldingsChannel reports. The fund owned 4,531 shares of the technology company’s stock after selling 15,099 shares during the quarter. Savant Capital LLC’s holdings in Twilio were worth $645,000 at the end of the most recent quarter.

A number of other hedge funds have also bought and sold shares of TWLO. Brighton Jones LLC increased its position in Twilio by 6.6% during the fourth quarter. Brighton Jones LLC now owns 10,051 shares of the technology company’s stock valued at $1,086,000 after acquiring an additional 623 shares during the last quarter. Sivia Capital Partners LLC bought a new position in Twilio during the second quarter valued at $251,000. Daiwa Securities Group Inc. increased its position in Twilio by 70.6% during the second quarter. Daiwa Securities Group Inc. now owns 24,653 shares of the technology company’s stock valued at $3,066,000 after acquiring an additional 10,200 shares during the last quarter. NewEdge Advisors LLC increased its position in Twilio by 46.9% during the second quarter. NewEdge Advisors LLC now owns 5,770 shares of the technology company’s stock valued at $718,000 after acquiring an additional 1,841 shares during the last quarter. Finally, Sei Investments Co. increased its position in Twilio by 55.1% during the second quarter. Sei Investments Co. now owns 90,128 shares of the technology company’s stock valued at $11,208,000 after acquiring an additional 32,027 shares during the last quarter. Institutional investors own 84.27% of the company’s stock.

Insider Buying and Selling at Twilio

In related news, CEO Khozema Shipchandler sold 32,158 shares of the company’s stock in a transaction dated Tuesday, May 26th. The shares were sold at an average price of $185.70, for a total value of $5,971,740.60. Following the completion of the sale, the chief executive officer directly owned 235,542 shares of the company’s stock, valued at $43,740,149.40. This represents a 12.01% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Erika Rottenberg sold 2,000 shares of the company’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $199.01, for a total transaction of $398,020.00. Following the completion of the sale, the director directly owned 30,995 shares of the company’s stock, valued at approximately $6,168,314.95. This trade represents a 6.06% 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. Insiders sold 1,761,621 shares of company stock valued at $328,187,207 in the last ninety days. 0.21% of the stock is owned by insiders.

Analyst Ratings Changes

TWLO has been the topic of a number of analyst reports. Monness Crespi & Hardt boosted their price objective on shares of Twilio from $200.00 to $246.00 and gave the company a “buy” rating in a research report on Monday, May 11th. Jefferies Financial Group reissued a “buy” rating and set a $195.00 target price on shares of Twilio in a research note on Friday, May 1st. TD Cowen reissued a “buy” rating on shares of Twilio in a research note on Monday. Needham & Company LLC boosted their target price on shares of Twilio from $200.00 to $250.00 and gave the company a “buy” rating in a research note on Monday, May 11th. Finally, Robert W. Baird set a $200.00 target price on shares of Twilio in a research note on Friday, May 1st. Two analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $195.40.

Twilio Stock Down 1.0%

Shares of TWLO opened at $227.06 on Thursday. The firm has a market capitalization of $34.46 billion, a P/E ratio of 354.79, a P/E/G ratio of 4.60 and a beta of 1.39. Twilio Inc. has a 12-month low of $91.84 and a 12-month high of $231.36. The company has a current ratio of 4.66, a quick ratio of 4.66 and a debt-to-equity ratio of 0.13. The firm has a fifty day moving average price of $161.31 and a 200-day moving average price of $138.63.

Twilio (NYSE:TWLO) last issued its earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.27 by $0.23. The firm had revenue of $1.41 billion during the quarter, compared to analyst estimates of $1.34 billion. Twilio had a net margin of 1.96% and a return on equity of 4.64%. The business’s revenue was up 20.0% on a year-over-year basis. During the same period in the previous year, the firm earned $1.14 earnings per share. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. Equities research analysts expect that Twilio Inc. will post 2.77 earnings per share 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.