Kera Capital Partners Inc. Purchases New Position in Twilio Inc. $TWLO

Kera Capital Partners Inc. acquired a new stake in shares of Twilio Inc. (NYSE:TWLO) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 4,273 shares of the technology company’s stock, valued at approximately $608,000.

Other institutional investors have also recently added to or reduced their stakes in the company. New York State Teachers Retirement System grew its holdings in Twilio by 10.8% during the fourth quarter. New York State Teachers Retirement System now owns 116,494 shares of the technology company’s stock valued at $16,570,000 after purchasing an additional 11,370 shares during the last quarter. Nordea Investment Management AB boosted its holdings in shares of Twilio by 2.1% during the 4th quarter. Nordea Investment Management AB now owns 1,176,896 shares of the technology company’s stock worth $168,849,000 after buying an additional 24,169 shares during the period. Vanguard Group Inc. boosted its holdings in shares of Twilio by 2.6% during the 3rd quarter. Vanguard Group Inc. now owns 15,305,989 shares of the technology company’s stock worth $1,531,976,000 after buying an additional 392,023 shares during the period. Fifth Third Bancorp grew its stake in Twilio by 339.6% in the 4th quarter. Fifth Third Bancorp now owns 14,024 shares of the technology company’s stock valued at $1,995,000 after buying an additional 10,834 shares during the last quarter. Finally, Principal Financial Group Inc. grew its stake in Twilio by 19.7% in the 4th quarter. Principal Financial Group Inc. now owns 596,438 shares of the technology company’s stock valued at $84,837,000 after buying an additional 98,092 shares during the last quarter. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of equities research analysts have issued reports on TWLO shares. Weiss Ratings upgraded shares of Twilio from a “sell (d+)” rating to a “hold (c)” rating in a report on Wednesday, May 6th. Robert W. Baird set a $200.00 price objective on Twilio in a research report on Friday, May 1st. TD Cowen restated a “buy” rating on shares of Twilio in a research note on Monday, June 1st. Wells Fargo & Company raised their target price on Twilio from $147.00 to $200.00 and gave the company an “overweight” rating in a report on Friday, May 1st. Finally, Morgan Stanley reiterated an “overweight” rating and set a $200.00 price target on shares of Twilio in a report on Friday, May 1st. Two research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $198.24.

Twilio Stock Performance

NYSE:TWLO opened at $186.05 on Friday. The firm’s 50-day moving average is $179.88 and its 200-day moving average is $145.30. The company has a market cap of $28.24 billion, a price-to-earnings ratio of 290.70, a PEG ratio of 3.73 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. Twilio Inc. has a 52-week low of $91.84 and a 52-week high of $238.48.

Twilio (NYSE:TWLO) last released its earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share for the quarter, beating the consensus estimate 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 during the quarter, compared to analysts’ expectations of $1.34 billion. During the same quarter last year, the company earned $1.14 earnings per share. The firm’s revenue was up 20.0% on a year-over-year basis. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. Equities research analysts anticipate that Twilio Inc. will post 2.77 earnings per share for the current year.

Insider Transactions at Twilio

In other news, CEO Khozema Shipchandler sold 44,158 shares of the business’s stock in a transaction that occurred on Thursday, June 4th. The stock was sold at an average price of $235.88, for a total transaction of $10,415,989.04. Following the sale, the chief executive officer directly owned 235,542 shares in the company, valued at approximately $55,559,646.96. The trade was a 15.79% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Aidan Viggiano sold 9,389 shares of the business’s stock in a transaction that occurred on Thursday, April 2nd. The shares were sold at an average price of $127.51, for a total value of $1,197,191.39. Following the sale, the chief financial officer owned 130,341 shares in the company, valued at approximately $16,619,780.91. This represents a 6.72% 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. In the last quarter, insiders sold 1,805,779 shares of company stock worth $338,603,196. Insiders own 0.21% of the company’s stock.

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.