Twilio Inc. $TWLO Shares Bought by California Public Employees Retirement System

California Public Employees Retirement System raised its position in shares of Twilio Inc. (NYSE:TWLO) by 1.4% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 280,025 shares of the technology company’s stock after acquiring an additional 3,931 shares during the quarter. California Public Employees Retirement System owned approximately 0.18% of Twilio worth $34,824,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. GFG Capital LLC purchased a new stake in shares of Twilio during the second quarter worth approximately $25,000. CENTRAL TRUST Co acquired a new stake in Twilio during the 2nd quarter worth $25,000. Hilltop National Bank acquired a new stake in shares of Twilio in the second quarter valued at about $26,000. Estabrook Capital Management acquired a new stake in shares of Twilio in the second quarter valued at about $31,000. Finally, Financial Gravity Companies Inc. purchased a new position in shares of Twilio in the second quarter worth about $35,000. 84.27% of the stock is owned by institutional investors and hedge funds.

Twilio Price Performance

NYSE:TWLO opened at $134.93 on Thursday. Twilio Inc. has a 52 week low of $77.51 and a 52 week high of $151.95. The stock’s fifty day moving average is $120.05 and its two-hundred day moving average is $116.24. The company has a market capitalization of $20.70 billion, a P/E ratio of 329.09, a P/E/G ratio of 3.47 and a beta of 1.32. The company has a quick ratio of 4.68, a current ratio of 4.68 and a debt-to-equity ratio of 0.13.

Twilio (NYSE:TWLO) last released its quarterly earnings results on Thursday, October 30th. The technology company reported $1.25 earnings per share for the quarter, topping analysts’ consensus estimates of $1.07 by $0.18. The business had revenue of $1.30 billion during the quarter, compared to analysts’ expectations of $1.25 billion. Twilio had a return on equity of 3.36% and a net margin of 1.37%.The company’s revenue was up 14.7% compared to the same quarter last year. During the same period in the prior year, the business posted $1.02 EPS. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. Equities analysts expect that Twilio Inc. will post 1.44 EPS for the current year.

Analysts Set New Price Targets

Several analysts recently issued reports on TWLO shares. UBS Group upped their price objective on shares of Twilio from $135.00 to $150.00 and gave the company a “buy” rating in a research note on Friday, October 31st. Oppenheimer set a $145.00 price target on Twilio and gave the company an “outperform” rating in a research report on Friday, October 31st. Bank of America lifted their price objective on Twilio from $100.00 to $110.00 and gave the stock an “underperform” rating in a research report on Friday, October 31st. Weiss Ratings restated a “hold (c-)” rating on shares of Twilio in a report on Wednesday, October 8th. Finally, Wall Street Zen lowered Twilio from a “strong-buy” rating to a “buy” rating in a report on Tuesday, November 11th. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, seven have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $139.26.

Insider Buying and Selling at Twilio

In other news, Director Andrew Stafman sold 1,000,000 shares of the business’s stock in a transaction that occurred on Tuesday, December 2nd. The shares were sold at an average price of $129.00, for a total value of $129,000,000.00. Following the sale, the director directly owned 2,295,000 shares of the company’s stock, valued at approximately $296,055,000. The trade was a 30.35% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Khozema Shipchandler sold 12,922 shares of the company’s stock in a transaction that occurred on Friday, October 3rd. The stock was sold at an average price of $104.09, for a total transaction of $1,345,050.98. Following the completion of the transaction, the chief executive officer owned 220,383 shares in the company, valued at approximately $22,939,666.47. This represents a 5.54% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 1,044,515 shares of company stock worth $133,673,128 over the last three months. Insiders own 0.21% of the company’s stock.

Twilio Company Profile

Twilio Inc, together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally. It operates through two segments, Twilio Communications and Twilio Segment. The company provides various application programming interfaces and software solutions for communications between customers and end users, including messaging, voice, email, flex, marketing campaigns, and user identity and authentication.