Twilio Inc. $TWLO Stock Position Lifted by National Pension Service

National Pension Service boosted its holdings in Twilio Inc. (NYSE:TWLO) by 1,177.6% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 261,307 shares of the technology company’s stock after purchasing an additional 240,854 shares during the quarter. National Pension Service’s holdings in Twilio were worth $53,915,000 at the end of the most recent quarter.

Several other institutional investors also recently made changes to their positions in the stock. Plato Investment Management Ltd bought a new stake in shares of Twilio during the second quarter valued at about $1,637,000. California State Teachers Retirement System grew its holdings in Twilio by 19,544.7% during the second quarter. California State Teachers Retirement System now owns 45,717,982 shares of the technology company’s stock worth $9,432,991,000 after acquiring an additional 45,485,258 shares during the period. Assenagon Asset Management S.A. grew its holdings in Twilio by 67.8% during the second quarter. Assenagon Asset Management S.A. now owns 120,582 shares of the technology company’s stock worth $24,880,000 after acquiring an additional 48,742 shares during the period. Jefferies Financial Group Inc. bought a new stake in Twilio in the fourth quarter worth about $895,000. Finally, Tredje AP fonden acquired a new stake in Twilio in the 4th quarter valued at about $2,694,000. 84.27% of the stock is owned by institutional investors.

Twilio Stock Down 1.6%

Twilio stock opened at $227.32 on Friday. The company has a market capitalization of $34.91 billion, a P/E ratio of 31.66, a P/E/G ratio of 4.72 and a beta of 1.40. The firm’s fifty day simple moving average is $218.13 and its 200-day simple moving average is $181.76. The company has a current ratio of 4.62, a quick ratio of 4.62 and a debt-to-equity ratio of 0.11. Twilio Inc. has a 1-year low of $98.44 and a 1-year high of $258.35.

Twilio (NYSE:TWLO) last issued its quarterly earnings data on Thursday, August 6th. The technology company reported $1.47 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.32 by $0.15. Twilio had a net margin of 20.61% and a return on equity of 5.09%. The firm had revenue of $1.50 billion during the quarter, compared to analysts’ expectations of $1.43 billion. During the same period in the prior year, the company posted $1.19 earnings per share. Twilio’s revenue for the quarter was up 22.0% on a year-over-year basis. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. Sell-side analysts forecast that Twilio Inc. will post 3.08 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of brokerages recently issued reports on TWLO. KGI Securities assumed coverage on Twilio in a report on Thursday, July 2nd. They issued an “outperform” rating and a $250.00 target price on the stock. Monness Crespi & Hardt boosted their price objective on Twilio from $246.00 to $270.00 and gave the stock a “buy” rating in a report on Friday, August 7th. Weiss Ratings raised shares of Twilio from a “hold (c)” rating to a “buy (b-)” rating in a research note on Monday, August 17th. Rosenblatt Securities upped their price target on shares of Twilio from $230.00 to $275.00 and gave the company a “buy” rating in a research report on Friday, August 7th. Finally, UBS Group raised their price objective on shares of Twilio from $200.00 to $285.00 and gave the stock a “buy” rating in a research note on Friday, August 7th. Two analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, two have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Twilio presently has an average rating of “Moderate Buy” and an average target price of $249.68.

Insider Buying and Selling at Twilio

In other Twilio news, CEO Khozema Shipchandler sold 14,458 shares of the firm’s stock in a transaction on Monday, July 6th. The shares were sold at an average price of $210.43, for a total value of $3,042,396.94. Following the sale, the chief executive officer directly owned 207,203 shares in the company, valued at $43,601,727.29. This trade represents a 6.52% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Andrew Stafman sold 500,000 shares of the business’s stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $247.08, for a total value of $123,540,000.00. Following the sale, the director owned 120,000 shares in the company, valued at approximately $29,649,600. This represents a 80.65% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 547,354 shares of company stock worth $133,284,825 over the last 90 days. Insiders own 0.21% of the company’s stock.

Twilio Company Profile

Twilio Inc is a cloud communications and customer engagement technology company that provides application programming interfaces (APIs) and software tools for businesses. Its platform enables organizations to integrate communications capabilities such as voice calls, text messaging, email, video, authentication and customer support into websites, mobile applications and other digital products.

Twilio’s offerings include programmable communications services, customer data and analytics tools through Segment, and contact center software through Twilio Flex.