Strs Ohio Has $11.62 Million Position in Twilio Inc. $TWLO

Strs Ohio decreased its holdings in shares of Twilio Inc. (NYSE:TWLO) by 41.4% in the 4th quarter, HoldingsChannel reports. The firm owned 81,687 shares of the technology company’s stock after selling 57,694 shares during the period. Strs Ohio’s holdings in Twilio were worth $11,619,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Northwestern Mutual Investment Management Company LLC purchased a new position in shares of Twilio during the third quarter valued at $3,423,000. Bank of New York Mellon Corp lifted its stake in Twilio by 57.0% in the third quarter. Bank of New York Mellon Corp now owns 1,212,436 shares of the technology company’s stock worth $121,353,000 after acquiring an additional 440,423 shares during the period. Mirae Asset Global Investments Co. Ltd. lifted its stake in Twilio by 54.5% in the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 90,517 shares of the technology company’s stock worth $9,060,000 after acquiring an additional 31,938 shares during the period. Federated Hermes Inc. grew its holdings in Twilio by 19.7% during the 3rd quarter. Federated Hermes Inc. now owns 70,294 shares of the technology company’s stock worth $7,036,000 after acquiring an additional 11,577 shares in the last quarter. Finally, Thrivent Financial for Lutherans grew its holdings in Twilio by 253.6% during the 3rd quarter. Thrivent Financial for Lutherans now owns 40,086 shares of the technology company’s stock worth $4,028,000 after acquiring an additional 28,748 shares in the last quarter. 84.27% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

TWLO has been the subject of several recent research reports. Jefferies Financial Group restated a “buy” rating and issued a $195.00 price target on shares of Twilio in a report on Friday. Wells Fargo & Company lifted their price objective on shares of Twilio from $147.00 to $200.00 and gave the company an “overweight” rating in a report on Friday. Robert W. Baird set a $200.00 price objective on shares of Twilio in a research note on Friday. TD Cowen upped their target price on Twilio from $160.00 to $210.00 and gave the stock a “buy” rating in a report on Friday. Finally, Citizens Jmp lifted their price target on Twilio from $185.00 to $210.00 and gave the company a “market outperform” rating in a report on Friday. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, two have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $187.00.

Insider Transactions at Twilio

In other Twilio news, Director Erika Rottenberg sold 1,800 shares of the stock in a transaction dated Tuesday, April 21st. The stock was sold at an average price of $149.02, for a total value of $268,236.00. Following the completion of the sale, the director directly owned 34,495 shares in the company, valued at approximately $5,140,444.90. This trade represents a 4.96% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Khozema Shipchandler sold 15,715 shares of the firm’s stock in a transaction dated Monday, April 6th. The stock was sold at an average price of $133.39, for a total value of $2,096,223.85. Following the completion of the sale, the chief executive officer directly owned 235,542 shares of the company’s stock, valued at approximately $31,418,947.38. This represents a 6.25% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 49,588 shares of company stock valued at $6,336,644 in the last quarter. 0.21% of the stock is currently owned by corporate insiders.

Twilio Stock Up 3.4%

Shares of Twilio stock opened at $189.56 on Tuesday. The firm’s 50 day moving average price is $128.65 and its 200-day moving average price is $126.58. The company has a quick ratio of 4.03, a current ratio of 4.66 and a debt-to-equity ratio of 0.13. Twilio Inc. has a 52-week low of $91.84 and a 52-week high of $192.70. The company has a market cap of $28.72 billion, a P/E ratio of 296.20, a PEG ratio of 7.23 and a beta of 1.32.

Twilio (NYSE:TWLO) last posted its 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. The company had revenue of $1.41 billion during the quarter, compared to analysts’ expectations of $1.34 billion. Twilio had a net margin of 1.96% and a return on equity of 4.64%. Twilio’s revenue for the quarter was up 20.0% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.14 earnings per share. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. On average, sell-side analysts predict that Twilio Inc. will post 2.47 EPS for the current fiscal 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.