Kera Capital Partners Inc. Invests $608,000 in Twilio Inc. $TWLO

Kera Capital Partners Inc. bought a new stake in Twilio Inc. (NYSE:TWLO) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 4,273 shares of the technology company’s stock, valued at approximately $608,000.

Other hedge funds have also recently added to or reduced their stakes in the company. Norges Bank bought a new position in Twilio during the fourth quarter worth about $273,862,000. State Street Corp grew its stake in shares of Twilio by 47.8% in the 3rd quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock valued at $588,469,000 after purchasing an additional 1,900,551 shares during the period. SRS Investment Management LLC acquired a new position in shares of Twilio in the 4th quarter worth approximately $257,494,000. Invesco Ltd. raised its holdings in shares of Twilio by 225.0% in the 3rd quarter. Invesco Ltd. now owns 2,009,237 shares of the technology company’s stock worth $201,105,000 after buying an additional 1,391,013 shares in the last quarter. Finally, Alyeska Investment Group L.P. lifted its position in shares of Twilio by 39.7% during the 3rd quarter. Alyeska Investment Group L.P. now owns 2,643,859 shares of the technology company’s stock worth $264,624,000 after buying an additional 750,951 shares during the period. Institutional investors and hedge funds own 84.27% of the company’s stock.

Twilio Stock Down 0.1%

Shares of NYSE TWLO opened at $186.05 on Friday. The firm’s 50-day simple moving average is $179.88 and its 200 day simple moving average is $145.30. The company has a market cap of $28.24 billion, a price-to-earnings ratio of 290.70, a price-to-earnings-growth ratio of 3.73 and a beta of 1.39. The company has a quick ratio of 4.66, a current ratio of 4.66 and a debt-to-equity ratio of 0.13. Twilio Inc. has a 12-month low of $91.84 and a 12-month high of $238.48.

Twilio (NYSE:TWLO) last issued its quarterly earnings data on Thursday, April 30th. The technology company reported $1.50 EPS for the quarter, topping 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 firm 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 firm earned $1.14 EPS. The company’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. On average, research analysts expect that Twilio Inc. will post 2.77 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several brokerages recently commented on TWLO. Stifel Nicolaus set a $175.00 price target on Twilio in a research note on Friday, May 1st. Tigress Financial increased their price objective on Twilio from $170.00 to $255.00 and gave the stock a “buy” rating in a research note on Thursday, June 11th. Monness Crespi & Hardt lifted their price objective on Twilio from $200.00 to $246.00 and gave the company a “buy” rating in a report on Monday, May 11th. Robert W. Baird set a $200.00 target price on shares of Twilio in a research note on Friday, May 1st. Finally, BTIG Research reaffirmed a “buy” rating and issued a $215.00 target price on shares of Twilio in a report on Tuesday, May 12th. Two research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Twilio has a consensus rating of “Moderate Buy” and an average target price of $198.24.

Insider Transactions at Twilio

In other Twilio news, Director Erika Rottenberg sold 2,000 shares of Twilio stock in a transaction on Monday, June 1st. The shares were sold at an average price of $199.01, for a total transaction of $398,020.00. Following the completion of the sale, the director owned 30,995 shares of the company’s stock, valued at approximately $6,168,314.95. The trade was a 6.06% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, 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 company’s stock in a transaction dated 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 completion of the sale, the chief financial officer owned 130,341 shares of the company’s stock, valued at $16,619,780.91. This represents a 6.72% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 1,805,779 shares of company stock worth $338,603,196 in the last ninety days. 0.21% of the stock is currently owned by insiders.

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.