Aurora Investment Counsel Takes Position in Twilio Inc. $TWLO

Aurora Investment Counsel purchased a new stake in shares of Twilio Inc. (NYSE:TWLO) during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 19,184 shares of the technology company’s stock, valued at approximately $2,729,000. Twilio comprises approximately 1.4% of Aurora Investment Counsel’s portfolio, making the stock its 12th biggest holding.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Raleigh Capital Management Inc. acquired a new position in shares of Twilio during the 4th quarter valued at about $26,000. Zions Bancorporation National Association UT acquired a new position in shares of Twilio during the 4th quarter valued at about $29,000. Strategic Advocates LLC acquired a new position in shares of Twilio during the 3rd quarter valued at about $30,000. Wolff Wiese Magana LLC boosted its position in shares of Twilio by 2,488.9% during the 4th quarter. Wolff Wiese Magana LLC now owns 233 shares of the technology company’s stock valued at $33,000 after acquiring an additional 224 shares during the last quarter. Finally, Park Place Capital Corp acquired a new position in shares of Twilio during the 4th quarter valued at about $39,000. Institutional investors and hedge funds own 84.27% of the company’s stock.

Twilio Stock Down 1.0%

Shares of TWLO opened at $204.46 on Friday. The firm has a market cap of $31.03 billion, a P/E ratio of 319.47, a price-to-earnings-growth ratio of 4.09 and a beta of 1.39. Twilio Inc. has a 12-month low of $91.84 and a 12-month high of $238.48. The company’s 50-day moving average price is $173.89 and its 200 day moving average price is $143.07. The company has a current ratio of 4.66, a quick ratio of 4.66 and a debt-to-equity ratio of 0.13.

Twilio (NYSE:TWLO) last issued its quarterly earnings data on Thursday, April 30th. The technology company reported $1.50 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.27 by $0.23. The firm had revenue of $1.41 billion for the quarter, compared to analyst estimates of $1.34 billion. Twilio had a net margin of 1.96% and a return on equity of 4.64%. Twilio’s revenue was up 20.0% on a year-over-year basis. During the same period in the previous year, the firm earned $1.14 EPS. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. On average, sell-side analysts forecast that Twilio Inc. will post 2.77 earnings per share for the current year.

Analyst Ratings Changes

Several research analysts have recently weighed in on the stock. UBS Group boosted their price target on shares of Twilio from $180.00 to $200.00 and gave the company a “buy” rating in a research report on Friday, May 1st. BTIG Research restated a “buy” rating and issued a $215.00 price objective on shares of Twilio in a report on Tuesday, May 12th. Morgan Stanley restated an “overweight” rating and issued a $200.00 price objective on shares of Twilio in a report on Friday, May 1st. Rosenblatt Securities boosted their price objective on shares of Twilio from $210.00 to $230.00 and gave the company a “buy” rating in a report on Thursday, May 7th. Finally, Stifel Nicolaus set a $175.00 price objective on shares of Twilio in a report on Friday, May 1st. Two 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. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $198.24.

Insider Buying and Selling at Twilio

In other Twilio news, Director Erika Rottenberg sold 2,000 shares of the business’s stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $199.01, for a total transaction of $398,020.00. Following the sale, the director directly owned 30,995 shares in the company, valued at $6,168,314.95. This represents a 6.06% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Andrew Stafman sold 1,000,000 shares of the business’s stock in a transaction dated Wednesday, May 27th. The stock was sold at an average price of $184.14, for a total transaction of $184,140,000.00. Following the sale, the director owned 620,000 shares in the company, valued at $114,166,800. This trade represents a 61.73% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 1,805,779 shares of company stock valued at $338,603,196 over the last three months. 0.21% of the stock is currently owned by company insiders.

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.