National Pension Service Makes New $653,000 Investment in Twilio Inc. $TWLO

National Pension Service purchased a new stake in Twilio Inc. (NYSE:TWLO) in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 6,520 shares of the technology company’s stock, valued at approximately $653,000.

Other large investors have also modified their holdings of the company. Brighton Jones LLC raised its stake in shares of Twilio by 6.6% in the fourth quarter. Brighton Jones LLC now owns 10,051 shares of the technology company’s stock valued at $1,086,000 after acquiring an additional 623 shares in the last quarter. Sivia Capital Partners LLC purchased a new stake in Twilio during the 2nd quarter worth about $251,000. Hilltop National Bank purchased a new stake in Twilio during the 2nd quarter worth about $26,000. Ameritas Advisory Services LLC acquired a new stake in Twilio in the 2nd quarter valued at about $91,000. Finally, Ascent Group LLC boosted its stake in shares of Twilio by 38.3% in the 2nd quarter. Ascent Group LLC now owns 4,416 shares of the technology company’s stock valued at $549,000 after buying an additional 1,223 shares during the period. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts recently weighed in on the stock. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Twilio in a report on Wednesday, October 8th. Monness Crespi & Hardt increased their price objective on shares of Twilio from $165.00 to $175.00 and gave the company a “buy” rating in a research report on Friday, October 31st. Stifel Nicolaus lifted their price objective on shares of Twilio from $110.00 to $120.00 and gave the stock a “hold” rating in a research report on Friday, October 31st. Bank of America boosted their target price on shares of Twilio from $100.00 to $110.00 and gave the stock an “underperform” rating in a research note on Friday, October 31st. Finally, Royal Bank Of Canada increased their target price on Twilio from $75.00 to $100.00 and gave the company an “underperform” rating in a report on Monday, January 5th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, eight have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $146.44.

Insider Buying and Selling at Twilio

In related news, Director Andrew Stafman sold 1,000,000 shares of the company’s stock in a transaction dated Tuesday, December 2nd. The stock was sold at an average price of $129.00, for a total value of $129,000,000.00. Following the completion of the sale, the director directly owned 2,295,000 shares of the company’s stock, valued at $296,055,000. This represents a 30.35% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Khozema Shipchandler sold 13,336 shares of Twilio stock in a transaction that occurred on Tuesday, January 6th. The stock was sold at an average price of $134.28, for a total value of $1,790,758.08. Following the transaction, the chief executive officer directly owned 193,781 shares in the company, valued at approximately $26,020,912.68. This trade represents a 6.44% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 1,043,438 shares of company stock worth $135,022,770 over the last 90 days. Corporate insiders own 4.50% of the company’s stock.

Twilio Trading Down 9.1%

Shares of Twilio stock opened at $109.09 on Wednesday. The company has a current ratio of 4.68, a quick ratio of 4.68 and a debt-to-equity ratio of 0.13. The company has a fifty day simple moving average of $131.74 and a 200-day simple moving average of $119.82. The stock has a market cap of $16.74 billion, a price-to-earnings ratio of 266.07, a PEG ratio of 2.34 and a beta of 1.32. Twilio Inc. has a 12-month low of $77.51 and a 12-month high of $149.19.

About Twilio

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.