Employees Retirement System of Texas Takes $149,000 Position in Twilio Inc. $TWLO

Employees Retirement System of Texas acquired a new position in Twilio Inc. (NYSE:TWLO) during the 2nd quarter, HoldingsChannel.com reports. The institutional investor acquired 1,195 shares of the technology company’s stock, valued at approximately $149,000.

Other large investors have also recently bought and sold shares of the company. Choreo LLC increased its holdings in shares of Twilio by 7.1% during the 2nd quarter. Choreo LLC now owns 18,459 shares of the technology company’s stock worth $2,295,000 after purchasing an additional 1,228 shares during the period. Northwest & Ethical Investments L.P. grew its position in Twilio by 11.4% during the second quarter. Northwest & Ethical Investments L.P. now owns 10,770 shares of the technology company’s stock worth $1,323,000 after buying an additional 1,100 shares in the last quarter. Hel Ved Capital Management Ltd bought a new position in Twilio during the second quarter valued at about $1,038,000. Russell Investments Group Ltd. raised its holdings in Twilio by 27.0% in the 2nd quarter. Russell Investments Group Ltd. now owns 170,179 shares of the technology company’s stock valued at $21,090,000 after acquiring an additional 36,148 shares in the last quarter. Finally, J.W. Cole Advisors Inc. lifted its position in shares of Twilio by 26.0% in the 2nd quarter. J.W. Cole Advisors Inc. now owns 4,167 shares of the technology company’s stock worth $518,000 after acquiring an additional 860 shares during the period. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Twilio Stock Performance

Twilio stock opened at $129.56 on Friday. The firm has a market capitalization of $19.88 billion, a P/E ratio of 316.00, a P/E/G ratio of 3.40 and a beta of 1.33. The stock has a fifty day moving average price of $115.85 and a two-hundred day moving average price of $115.46. Twilio Inc. has a 52-week low of $77.51 and a 52-week high of $151.95. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.68 and a quick ratio of 4.68.

Twilio (NYSE:TWLO) last posted 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 business had revenue of $1.30 billion for the quarter, compared to analyst estimates of $1.25 billion. During the same quarter in the prior year, the firm earned $1.02 EPS. The firm’s quarterly revenue was up 14.7% compared to the same quarter last year. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. As a group, analysts anticipate that Twilio Inc. will post 1.44 EPS for the current fiscal year.

Insider Buying and Selling

In other Twilio news, CFO Aidan Viggiano sold 8,363 shares of Twilio stock in a transaction on Tuesday, September 30th. The stock was sold at an average price of $100.59, for a total value of $841,234.17. Following the completion of the transaction, the chief financial officer owned 137,653 shares in the company, valued at approximately $13,846,515.27. The trade was a 5.73% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Khozema Shipchandler sold 13,681 shares of the business’s stock in a transaction on Tuesday, September 30th. The stock was sold at an average price of $100.59, for a total value of $1,376,171.79. Following the completion of the transaction, the chief executive officer directly owned 233,305 shares in the company, valued at approximately $23,468,149.95. This represents a 5.54% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 44,515 shares of company stock valued at $4,673,128 in the last quarter. 0.21% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several analysts have recently weighed in on the company. Monness Crespi & Hardt lifted their price objective on Twilio from $165.00 to $175.00 and gave the stock a “buy” rating in a report on Friday, October 31st. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Twilio in a research report on Wednesday, October 8th. Stifel Nicolaus boosted their price target on shares of Twilio from $110.00 to $120.00 and gave the company a “hold” rating in a report on Friday, October 31st. FBN Securities upgraded shares of Twilio to a “strong-buy” rating in a research note on Wednesday, November 12th. Finally, Morgan Stanley reaffirmed an “overweight” rating and set a $154.00 price objective on shares of Twilio in a report on Friday, October 31st. Two investment 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 assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $139.26.

About Twilio

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.