State of Wyoming Boosts Position in Twilio Inc. $TWLO

State of Wyoming increased its stake in Twilio Inc. (NYSE:TWLO) by 33.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 11,431 shares of the technology company’s stock after buying an additional 2,889 shares during the period. State of Wyoming’s holdings in Twilio were worth $1,626,000 as of its most recent SEC filing.

Other institutional investors also recently added to or reduced their stakes in the company. Raleigh Capital Management Inc. purchased a new position in Twilio in the 4th quarter worth about $26,000. Strategic Advocates LLC purchased a new position in Twilio in the 3rd quarter worth about $30,000. Wolff Wiese Magana LLC increased its position in Twilio by 2,488.9% during the 4th quarter. Wolff Wiese Magana LLC now owns 233 shares of the technology company’s stock valued at $33,000 after purchasing an additional 224 shares during the period. Park Place Capital Corp purchased a new position in Twilio during the 4th quarter valued at about $39,000. Finally, MassMutual Private Wealth & Trust FSB increased its position in Twilio by 34.7% during the 4th quarter. MassMutual Private Wealth & Trust FSB now owns 303 shares of the technology company’s stock valued at $43,000 after purchasing an additional 78 shares during the period. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Insider Activity

In other news, Director Erika Rottenberg sold 2,000 shares of the firm’s stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $199.01, for a total value of $398,020.00. Following the sale, the director directly owned 30,995 shares in the company, valued at approximately $6,168,314.95. This trade represents a 6.06% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Aidan Viggiano sold 1,828 shares of the firm’s stock in a transaction dated Tuesday, May 19th. The shares were sold at an average price of $200.00, for a total transaction of $365,600.00. Following the completion of the sale, the chief financial officer owned 127,345 shares in the company, valued at $25,469,000. This represents a 1.42% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 1,761,621 shares of company stock valued at $328,187,207 over the last 90 days. 0.21% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

A number of research analysts have commented on the stock. Needham & Company LLC raised their target price on shares of Twilio from $200.00 to $250.00 and gave the company a “buy” rating in a research report on Monday, May 11th. Wells Fargo & Company raised their target price on shares of Twilio from $147.00 to $200.00 and gave the company an “overweight” rating in a research report on Friday, May 1st. Citigroup reissued an “outperform” rating on shares of Twilio in a research report on Friday, May 1st. Jefferies Financial Group reissued a “buy” rating and set a $195.00 target price on shares of Twilio in a research report on Friday, May 1st. Finally, KeyCorp raised their target price on shares of Twilio from $156.00 to $200.00 and gave the company an “overweight” rating in a research report on Friday, May 1st. Two analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Twilio has a consensus rating of “Moderate Buy” and an average target price of $195.40.

Twilio Stock Down 1.0%

NYSE:TWLO opened at $227.06 on Thursday. Twilio Inc. has a fifty-two week low of $91.84 and a fifty-two week high of $231.36. The stock 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. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.66 and a current ratio of 4.66. The company’s 50-day simple moving average is $161.31 and its 200-day simple moving average is $138.63.

Twilio (NYSE:TWLO) last released its quarterly earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share for the quarter, beating analysts’ consensus estimates of $1.27 by $0.23. Twilio had a net margin of 1.96% and a return on equity of 4.64%. The business had revenue of $1.41 billion for the quarter, compared to analysts’ expectations of $1.34 billion. During the same period last year, the business earned $1.14 EPS. The company’s revenue was up 20.0% compared to the same quarter last year. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. On average, equities analysts anticipate that Twilio Inc. will post 2.77 earnings per share for the current fiscal year.

Twilio Company 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.