169,550 Shares in Twilio Inc. $TWLO Bought by VIRGINIA RETIREMENT SYSTEMS ET Al

VIRGINIA RETIREMENT SYSTEMS ET Al bought a new position in Twilio Inc. (NYSE:TWLO) during the 2nd quarter, Holdings Channel.com reports. The institutional investor bought 169,550 shares of the technology company’s stock, valued at approximately $34,983,000.

Other hedge funds and other institutional investors also recently modified their holdings of the company. SHP Wealth Management acquired a new stake in shares of Twilio in the 4th quarter worth about $26,000. Zions Bancorporation National Association UT acquired a new position in Twilio during the 4th quarter valued at about $29,000. Aster Capital Management DIFC Ltd bought a new position in Twilio in the 4th quarter worth about $29,000. Osbon Capital Management LLC bought a new position in Twilio in the 4th quarter worth about $30,000. Finally, Ascentis Independent Advisors acquired a new stake in shares of Twilio in the first quarter valued at approximately $33,000. Institutional investors and hedge funds own 84.27% of the company’s stock.

Insider Buying and Selling at Twilio

In other news, CFO Aidan Viggiano sold 9,093 shares of Twilio stock in a transaction on Tuesday, June 30th. The stock was sold at an average price of $201.25, for a total transaction of $1,829,966.25. Following the transaction, the chief financial officer directly owned 118,252 shares in the company, valued at approximately $23,798,215. This trade represents a 7.14% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Khozema Shipchandler sold 14,458 shares of the business’s stock in a transaction on Monday, July 6th. The stock was sold at an average price of $210.43, for a total value of $3,042,396.94. Following the completion of the sale, the chief executive officer directly owned 207,203 shares in the company, valued at $43,601,727.29. This represents a 6.52% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 547,354 shares of company stock valued at $133,284,825. 0.21% of the stock is owned by corporate insiders.

Twilio Trading Down 0.3%

Shares of NYSE:TWLO opened at $232.27 on Tuesday. The company has a 50 day moving average of $216.59 and a 200-day moving average of $178.98. The firm has a market cap of $35.67 billion, a P/E ratio of 32.35, a P/E/G ratio of 4.83 and a beta of 1.40. Twilio Inc. has a twelve month low of $98.44 and a twelve month high of $258.35. 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 (NYSE:TWLO) last posted its quarterly earnings data on Thursday, August 6th. The technology company reported $1.47 EPS for the quarter, beating 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 business had revenue of $1.50 billion for the quarter, compared to analyst estimates of $1.43 billion. During the same quarter last year, the business earned $1.19 earnings per share. The business’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. As a group, analysts anticipate that Twilio Inc. will post 3.08 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of research firms have recently weighed in on TWLO. Citizens Jmp reaffirmed a “market outperform” rating and set a $275.00 price target on shares of Twilio in a report on Thursday, August 27th. KGI Securities assumed coverage on Twilio in a research report on Thursday, July 2nd. They issued an “outperform” rating and a $250.00 target price on the stock. Weiss Ratings raised Twilio from a “hold (c)” rating to a “buy (b-)” rating in a research note on Monday, August 17th. Citigroup reaffirmed a “market outperform” rating on shares of Twilio in a research note on Thursday, August 27th. Finally, Monness Crespi & Hardt boosted their price target on Twilio from $246.00 to $270.00 and gave the stock a “buy” rating in a research report on Friday, August 7th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Buy” and a consensus target price of $249.68.

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.