New York State Teachers Retirement System Sells 3,467 Shares of Twilio Inc. $TWLO

New York State Teachers Retirement System decreased its position in shares of Twilio Inc. (NYSE:TWLO) by 3.0% during the 1st quarter, HoldingsChannel.com reports. The fund owned 113,027 shares of the technology company’s stock after selling 3,467 shares during the period. New York State Teachers Retirement System’s holdings in Twilio were worth $14,221,000 at the end of the most recent reporting period.

A number of other hedge funds have also added to or reduced their stakes in the company. Raleigh Capital Management Inc. acquired a new position in shares of Twilio during the 4th quarter worth $26,000. SHP Wealth Management acquired a new stake in Twilio in the fourth quarter valued at about $26,000. Zions Bancorporation National Association UT acquired a new stake in Twilio in the fourth quarter valued at about $29,000. Aster Capital Management DIFC Ltd bought a new position in Twilio in the fourth quarter valued at about $29,000. Finally, Osbon Capital Management LLC acquired a new position in Twilio during the fourth quarter worth about $30,000. 84.27% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of analysts have weighed in on the stock. Piper Sandler raised their target price on shares of Twilio from $130.00 to $192.00 and gave the company a “neutral” rating in a research report on Friday, May 1st. Tigress Financial raised their target price on Twilio from $170.00 to $255.00 and gave the stock a “buy” rating in a research note on Thursday, June 11th. Morgan Stanley reaffirmed an “overweight” rating and issued a $200.00 price target on shares of Twilio in a research note on Friday, May 1st. BTIG Research reiterated a “buy” rating and set a $215.00 price objective on shares of Twilio in a report on Tuesday, May 12th. Finally, Wells Fargo & Company increased their price objective on shares of Twilio from $147.00 to $200.00 and gave the stock an “overweight” rating in a research report on Friday, May 1st. Three research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $207.41.

Insider Buying and Selling at Twilio

In other news, CFO Aidan Viggiano sold 9,093 shares of the business’s stock in a transaction dated Tuesday, June 30th. The shares were sold at an average price of $201.25, for a total transaction of $1,829,966.25. Following the completion of the sale, the chief financial officer directly owned 118,252 shares of the company’s stock, valued at $23,798,215. The trade was a 7.14% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Erika Rottenberg sold 2,000 shares of the firm’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 completion of the transaction, the director directly owned 30,995 shares in the company, valued at approximately $6,168,314.95. The trade was a 6.06% 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. In the last ninety days, insiders sold 1,782,794 shares of company stock valued at $337,372,399. Insiders own 0.21% of the company’s stock.

Twilio Price Performance

Shares of TWLO opened at $209.31 on Monday. The business’s fifty day moving average is $192.49 and its 200 day moving average is $150.12. Twilio Inc. has a 12-month low of $91.84 and a 12-month high of $238.48. The company has a quick ratio of 4.66, a current ratio of 4.66 and a debt-to-equity ratio of 0.13. The stock has a market cap of $31.77 billion, a P/E ratio of 327.06, a P/E/G ratio of 4.16 and a beta of 1.36.

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 during the quarter, compared to analyst estimates of $1.34 billion. During the same quarter in the previous year, the business posted $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. Sell-side analysts anticipate that Twilio Inc. will post 2.79 earnings per share for the current fiscal year.

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.