Board of the Pension Protection Fund Grows Stock Holdings in Twilio Inc. $TWLO

Board of the Pension Protection Fund lifted its stake in shares of Twilio Inc. (NYSE:TWLO) by 108.2% during the 3rd quarter, HoldingsChannel reports. The firm owned 12,700 shares of the technology company’s stock after purchasing an additional 6,600 shares during the quarter. Twilio comprises 1.2% of Board of the Pension Protection Fund’s investment portfolio, making the stock its 27th biggest position. Board of the Pension Protection Fund’s holdings in Twilio were worth $1,271,000 as of its most recent SEC filing.

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

Key Stores Impacting Twilio

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: BTIG initiated coverage on Twilio with a Buy rating and a $165 price target, citing execution and a large addressable market — this is the main catalyst behind the intraday strength. BTIG Starts Coverage on Twilio (InsiderMonkey)
• Positive Sentiment: Two separate Globe and Mail press pieces flagged new “Buy” recommendations for Twilio, reinforcing the positive narrative among institutional and retail investors. New Buy Rating for Twilio (Globe and Mail)
• Positive Sentiment: Twilio was listed among the “12 Best Long Term US Stocks to Buy Now,” a pick that can attract longer‑term buyers and support higher multiples. 12 Best Long Term US Stocks to Buy Now (InsiderMonkey)
• Neutral Sentiment: Yahoo Finance notes analysts and investors are reassessing Twilio’s valuation after a ~30% three‑month share rebound, suggesting some may view the rally as a reason to trim exposure or wait for earnings proof. Reassessing Valuation After a 30% Three-Month Share Price Rebound (Yahoo)
• Neutral Sentiment: Market watchers at Zacks highlight growing investor attention and bullish analyst commentary but frame it as part of ongoing debate about growth vs. valuation. Wall Street Bulls Look Optimistic About Twilio (Zacks)
• Neutral Sentiment: Another Zacks piece flags Twilio as drawing increased search/interest activity — a sign of liquidity and attention but not an earnings or fundamental surprise. Twilio Attracting Investor Attention (Zacks)

Wall Street Analysts Forecast Growth

Several research analysts recently weighed in on TWLO shares. BTIG Research began coverage on Twilio in a research report on Tuesday. They issued a “buy” rating and a $165.00 price objective for the company. Oppenheimer set a $145.00 price objective on shares of Twilio and gave the company an “outperform” rating in a report on Friday, October 31st. FBN Securities raised shares of Twilio to a “strong-buy” rating in a research note on Wednesday, November 12th. Bank of America lifted their price target on shares of Twilio from $100.00 to $110.00 and gave the company an “underperform” rating in a research report on Friday, October 31st. Finally, Needham & Company LLC increased their price objective on shares of Twilio from $125.00 to $145.00 and gave the stock a “buy” rating in a research report on Friday, October 31st. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, seven have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, Twilio currently has a consensus rating of “Moderate Buy” and a consensus price target of $140.33.

Insider Activity

In other Twilio news, Director Andrew Stafman sold 1,000,000 shares of the company’s stock in a transaction dated Tuesday, December 2nd. The stock was sold at an average price of $129.00, for a total transaction of $129,000,000.00. Following the sale, the director owned 2,295,000 shares in the company, valued at $296,055,000. This represents a 30.35% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CFO Aidan Viggiano sold 1,514 shares of the stock in a transaction dated Monday, November 17th. The shares were sold at an average price of $123.28, for a total value of $186,645.92. Following the completion of the sale, the chief financial officer directly owned 128,104 shares in the company, valued at $15,792,661.12. This represents a 1.17% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 1,044,515 shares of company stock worth $133,673,128. Corporate insiders own 0.21% of the company’s stock.

Twilio Trading Up 2.2%

NYSE TWLO opened at $141.96 on Friday. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.68 and a current ratio of 4.68. The firm has a market cap of $21.78 billion, a price-to-earnings ratio of 346.24, a PEG ratio of 3.72 and a beta of 1.32. The firm has a 50 day simple moving average of $124.00 and a 200-day simple moving average of $117.20. Twilio Inc. has a one year low of $77.51 and a one year high of $151.95.

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