VIRGINIA RETIREMENT SYSTEMS ET Al Sells 15,800 Shares of Twilio Inc. $TWLO

VIRGINIA RETIREMENT SYSTEMS ET Al cut its holdings in shares of Twilio Inc. (NYSE:TWLO) by 11.1% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 126,100 shares of the technology company’s stock after selling 15,800 shares during the quarter. VIRGINIA RETIREMENT SYSTEMS ET Al’s holdings in Twilio were worth $17,936,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of the company. MassMutual Private Wealth & Trust FSB increased its stake in shares of Twilio by 34.7% during the 4th quarter. MassMutual Private Wealth & Trust FSB now owns 303 shares of the technology company’s stock worth $43,000 after purchasing an additional 78 shares during the last quarter. GHP Investment Advisors Inc. increased its stake in shares of Twilio by 6.3% during the 4th quarter. GHP Investment Advisors Inc. now owns 1,459 shares of the technology company’s stock worth $208,000 after purchasing an additional 86 shares during the last quarter. Centaurus Financial Inc. increased its stake in shares of Twilio by 0.7% during the 3rd quarter. Centaurus Financial Inc. now owns 13,587 shares of the technology company’s stock worth $1,360,000 after purchasing an additional 94 shares during the last quarter. Versant Capital Management Inc increased its stake in shares of Twilio by 4.5% during the 3rd quarter. Versant Capital Management Inc now owns 2,281 shares of the technology company’s stock worth $228,000 after purchasing an additional 98 shares during the last quarter. Finally, Lansforsakringar Fondforvaltning AB publ increased its stake in shares of Twilio by 0.3% during the 3rd quarter. Lansforsakringar Fondforvaltning AB publ now owns 42,224 shares of the technology company’s stock worth $4,226,000 after purchasing an additional 108 shares during the last quarter. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Twilio News Summary

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: BTIG Research reiterated a buy rating on Twilio and set a $215 price target, signaling expectations for more upside. BTIG Research Reaffirms Buy Rating On Twilio With $215 Price Target
• Positive Sentiment: Needham & Company raised its price target to $250 and kept a buy rating, reflecting growing confidence in Twilio’s execution and AI-driven opportunity. Twilio Price Target Raised to $250.00 at Needham & Company LLC
• Positive Sentiment: Monness Crespi & Hardt also turned more constructive, reportedly lifting its target on Twilio to $246 and maintaining a bullish stance. Monness Crespi & Hardt Issues Positive Forecast for Twilio (NYSE:TWLO) Stock Price
• Positive Sentiment: Twilio is continuing to pitch its AI platform story after SIGNAL, highlighting new products like Conversation Memory, Conversation Orchestrator, and Agent Connect that could deepen its role in enterprise workflows. Is Twilio’s New AI Conversation Platform Shifting Its Role Inside Enterprise Workflows (TWLO)?

Insider Activity at Twilio

In related news, Director Andrew Stafman sold 675,000 shares of the company’s stock in a transaction dated Tuesday, May 12th. The shares were sold at an average price of $193.54, for a total value of $130,639,500.00. Following the transaction, the director owned 1,620,000 shares in the company, valued at approximately $313,534,800. This represents a 29.41% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Aidan Viggiano sold 9,389 shares of the company’s stock in a transaction dated Thursday, April 2nd. The shares were sold at an average price of $127.51, for a total transaction of $1,197,191.39. Following the completion of the transaction, the chief financial officer owned 130,341 shares in the company, valued at approximately $16,619,780.91. This trade represents a 6.72% 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. Insiders have sold a total of 726,088 shares of company stock worth $137,254,124 in the last quarter. Corporate insiders own 0.21% of the company’s stock.

Analysts Set New Price Targets

TWLO has been the topic of several recent analyst reports. Citizens Jmp boosted their price objective on shares of Twilio from $185.00 to $210.00 and gave the stock a “market outperform” rating in a research note on Friday, May 1st. Bank of America upgraded shares of Twilio from an “underperform” rating to a “buy” rating and boosted their price objective for the stock from $110.00 to $190.00 in a research note on Wednesday, April 22nd. Robert W. Baird set a $200.00 price objective on shares of Twilio in a research note on Friday, May 1st. Morgan Stanley restated an “overweight” rating and set a $200.00 price objective on shares of Twilio in a research note on Friday, May 1st. Finally, Needham & Company LLC boosted their price objective on shares of Twilio from $200.00 to $250.00 and gave the stock a “buy” rating in a research note on Monday. Two research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Twilio currently has an average rating of “Moderate Buy” and a consensus price target of $193.65.

Twilio Stock Up 0.0%

Shares of TWLO opened at $192.80 on Thursday. Twilio Inc. has a 52 week low of $91.84 and a 52 week high of $203.71. The firm has a market cap of $29.26 billion, a P/E ratio of 301.25, a price-to-earnings-growth ratio of 4.01 and a beta of 1.32. The firm’s 50-day simple moving average is $139.69 and its 200 day simple moving average is $130.87. 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 (NYSE:TWLO) last announced its quarterly earnings results on Thursday, April 30th. The technology company reported $1.50 EPS 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 analyst estimates of $1.34 billion. During the same quarter in the prior year, the business earned $1.14 EPS. Twilio’s quarterly revenue was up 20.0% on a year-over-year basis. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. On average, analysts forecast that Twilio Inc. will post 2.77 earnings per share for the current 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.