California Public Employees Retirement System Sells 6,001 Shares of Twilio Inc. $TWLO

California Public Employees Retirement System decreased its position in Twilio Inc. (NYSE:TWLO) by 2.3% in the 1st quarter, Holdings Channel.com reports. The institutional investor owned 260,073 shares of the technology company’s stock after selling 6,001 shares during the period. California Public Employees Retirement System’s holdings in Twilio were worth $32,722,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Raleigh Capital Management Inc. acquired a new stake in Twilio during the 4th quarter worth $26,000. SHP Wealth Management acquired a new position in Twilio in the fourth quarter valued at about $26,000. Zions Bancorporation National Association UT acquired a new position in Twilio in the fourth quarter valued at about $29,000. Aster Capital Management DIFC Ltd bought a new stake in shares of Twilio in the fourth quarter worth about $29,000. Finally, Osbon Capital Management LLC bought a new stake in shares of Twilio in the fourth quarter worth about $30,000. Institutional investors own 84.27% of the company’s stock.

Key Stories Impacting Twilio

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Analysts turned more constructive on Twilio, with Citizens JMP raising its price target to $250 and Wells Fargo lifting its target to $225, signaling confidence in upside from current levels.
• Positive Sentiment: Jefferies expects Twilio to post second-quarter revenue and operating income ahead of expectations, suggesting the company could still deliver solid operating momentum when it reports on August 6. Article Title
• Neutral Sentiment: Investors are watching whether Twilio can keep gross profit growth in the mid-teens in the second half of the year, which has created a “higher bar” heading into earnings and may be limiting short-term enthusiasm. Article Title
• Neutral Sentiment: Recent coverage highlighted Twilio’s broader AI and cloud-related breakout potential, but the stock has still struggled to break out decisively as traders wait for stronger confirmation. Article Title
• Negative Sentiment: Twilio has recently fallen despite a market uptick, indicating investors are rotating out of the name ahead of earnings and taking profits after a strong run.

Twilio Stock Performance

TWLO opened at $196.32 on Wednesday. The business’s 50-day moving average price is $202.46 and its two-hundred day moving average price is $156.07. Twilio Inc. has a 1 year low of $91.84 and a 1 year high of $238.48. The company has a market capitalization of $29.80 billion, a price-to-earnings ratio of 306.75, a P/E/G ratio of 4.08 and a beta of 1.36. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.66 and a quick ratio of 4.66.

Twilio (NYSE:TWLO) last issued its quarterly earnings results on Thursday, April 30th. The technology company reported $1.50 EPS for the quarter, beating analysts’ consensus estimates of $1.27 by $0.23. The company had revenue of $1.41 billion for the quarter, compared to analyst estimates of $1.34 billion. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The company’s quarterly revenue was up 20.0% compared to the same quarter last year. During the same period in the previous year, the company posted $1.14 earnings per share. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. Equities analysts expect that Twilio Inc. will post 2.79 EPS for the current fiscal year.

Insider Transactions at Twilio

In other Twilio news, Director Andrew Stafman sold 1,000,000 shares of the business’s stock in a transaction that occurred on Wednesday, May 27th. The stock was sold at an average price of $184.14, for a total value of $184,140,000.00. Following the sale, the director owned 620,000 shares in the company, valued at approximately $114,166,800. The trade was a 61.73% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Erika Rottenberg sold 2,000 shares of the company’s stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $199.01, for a total value of $398,020.00. Following the transaction, 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 position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 1,803,980 shares of company stock worth $341,898,467. 0.21% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

A number of research firms have recently commented on TWLO. Piper Sandler raised their price target on Twilio from $130.00 to $192.00 and gave the stock a “neutral” rating in a research report on Friday, May 1st. Monness Crespi & Hardt boosted their price objective on Twilio from $200.00 to $246.00 and gave the company a “buy” rating in a research report on Monday, May 11th. Bank of America raised Twilio from an “underperform” rating to a “buy” rating and increased their target price for the stock from $110.00 to $190.00 in a research note on Wednesday, April 22nd. KGI Securities assumed coverage on shares of Twilio in a report on Thursday, July 2nd. They set an “outperform” rating and a $250.00 target price on the stock. Finally, Mizuho lifted their price target on shares of Twilio from $200.00 to $240.00 and gave the company an “outperform” rating in a research note on Friday. Four investment analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Buy” and a consensus price target of $219.23.

Twilio Profile

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.