Police & Firemen s Retirement System of New Jersey Sells 842 Shares of Twilio Inc. $TWLO

Police & Firemen s Retirement System of New Jersey lessened its stake in shares of Twilio Inc. (NYSE:TWLO) by 3.8% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 21,482 shares of the technology company’s stock after selling 842 shares during the quarter. Police & Firemen s Retirement System of New Jersey’s holdings in Twilio were worth $2,672,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in TWLO. Brighton Jones LLC boosted its holdings in Twilio by 6.6% in the fourth quarter. Brighton Jones LLC now owns 10,051 shares of the technology company’s stock worth $1,086,000 after acquiring an additional 623 shares in the last quarter. Envestnet Asset Management Inc. raised its position in shares of Twilio by 74.7% during the first quarter. Envestnet Asset Management Inc. now owns 82,120 shares of the technology company’s stock worth $8,040,000 after purchasing an additional 35,127 shares during the period. Victory Capital Management Inc. lifted its holdings in shares of Twilio by 30.3% in the 1st quarter. Victory Capital Management Inc. now owns 23,196 shares of the technology company’s stock worth $2,271,000 after purchasing an additional 5,399 shares in the last quarter. IFP Advisors Inc increased its stake in Twilio by 58.0% during the 1st quarter. IFP Advisors Inc now owns 2,772 shares of the technology company’s stock valued at $271,000 after purchasing an additional 1,018 shares in the last quarter. Finally, Allianz Asset Management GmbH increased its stake in Twilio by 988.3% during the 1st quarter. Allianz Asset Management GmbH now owns 254,020 shares of the technology company’s stock valued at $24,871,000 after purchasing an additional 230,680 shares in the last quarter. 84.27% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on TWLO. Stifel Nicolaus lifted their price objective on shares of Twilio from $110.00 to $120.00 and gave the company a “hold” rating in a report on Friday, October 31st. Oppenheimer set a $145.00 price target on Twilio and gave the company an “outperform” rating in a research note on Friday, October 31st. Wall Street Zen downgraded Twilio from a “strong-buy” rating to a “buy” rating in a research note on Tuesday, November 11th. Mizuho lifted their target price on Twilio from $140.00 to $150.00 and gave the company an “outperform” rating in a research report on Friday, October 31st. Finally, Royal Bank Of Canada reissued an “underperform” rating and issued a $75.00 price target on shares of Twilio in a research report on Wednesday, September 17th. Two research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, seven have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, Twilio currently has a consensus rating of “Moderate Buy” and a consensus target price of $139.26.

Twilio Stock Performance

TWLO stock opened at $120.83 on Wednesday. The company has a quick ratio of 4.68, a current ratio of 4.68 and a debt-to-equity ratio of 0.13. The firm has a market cap of $18.54 billion, a PE ratio of 294.70, a P/E/G ratio of 3.22 and a beta of 1.33. The business has a 50 day moving average of $112.61 and a 200-day moving average of $114.50. Twilio Inc. has a 12-month low of $77.51 and a 12-month high of $151.95.

Twilio (NYSE:TWLO) last posted its quarterly earnings data 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 return on equity of 3.36% and a net margin of 1.37%.The business had revenue of $1.30 billion for the quarter, compared to analysts’ expectations of $1.25 billion. During the same quarter in the previous year, the firm earned $1.02 earnings per share. The business’s revenue was up 14.7% on a year-over-year basis. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. As a group, sell-side analysts expect that Twilio Inc. will post 1.44 earnings per share for the current year.

Insider Transactions at Twilio

In other news, CEO Khozema Shipchandler sold 12,922 shares of the firm’s stock in a transaction that occurred on Friday, October 3rd. The shares were sold at an average price of $104.09, for a total transaction of $1,345,050.98. Following the completion of the sale, the chief executive officer owned 220,383 shares in the company, valued at $22,939,666.47. This trade represents a 5.54% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CFO Aidan Viggiano sold 8,035 shares of the company’s stock in a transaction that occurred on Thursday, October 9th. The shares were sold at an average price of $115.00, for a total value of $924,025.00. Following the completion of the transaction, the chief financial officer owned 129,618 shares in the company, valued at approximately $14,906,070. The trade was a 5.84% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 43,001 shares of company stock valued at $4,486,482 in the last 90 days. 4.50% of the stock is currently owned by corporate insiders.

Twilio Profile

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.