Public Employees Retirement System of Ohio Buys New Holdings in Twilio Inc. $TWLO

Public Employees Retirement System of Ohio purchased a new position in shares of Twilio Inc. (NYSE:TWLO) in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm purchased 75,782 shares of the technology company’s stock, valued at approximately $15,636,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of TWLO. SHP Wealth Management acquired a new stake in shares of Twilio in the fourth quarter valued at approximately $26,000. Zions Bancorporation National Association UT acquired a new position in shares of Twilio during the 4th quarter worth approximately $29,000. Aster Capital Management DIFC Ltd bought a new stake in Twilio in the 4th quarter valued at $29,000. Osbon Capital Management LLC bought a new stake in Twilio in the 4th quarter valued at $30,000. Finally, Ascentis Independent Advisors acquired a new stake in Twilio during the 1st quarter valued at $33,000. Institutional investors own 84.27% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have commented on TWLO shares. Jefferies Financial Group reiterated a “buy” rating and issued a $240.00 price objective on shares of Twilio in a report on Friday, August 7th. Morgan Stanley restated an “overweight” rating and set a $261.00 target price on shares of Twilio in a research note on Friday, August 7th. Zacks Research upgraded shares of Twilio from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 13th. KeyCorp increased their price target on shares of Twilio from $200.00 to $250.00 and gave the company an “overweight” rating in a report on Friday, August 7th. Finally, Wolfe Research upgraded shares of Twilio to a “buy” rating in a research report on Friday, August 7th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Buy” and a consensus target price of $249.68.

Insiders Place Their Bets

In related news, Director Andrew Stafman sold 500,000 shares of the business’s stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $247.08, for a total value of $123,540,000.00. Following the completion of the sale, the director directly owned 120,000 shares in the company, valued at approximately $29,649,600. The trade was a 80.65% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, CFO Aidan Viggiano sold 9,093 shares of the stock in a transaction that occurred on Tuesday, June 30th. The stock was sold at an average price of $201.25, for a total value of $1,829,966.25. Following the sale, the chief financial officer directly owned 118,252 shares in the company, valued at $23,798,215. This represents a 7.14% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 591,512 shares of company stock worth $143,700,814 in the last quarter. Corporate insiders own 0.21% of the company’s stock.

Twilio Trading Down 0.0%

Shares of Twilio stock opened at $237.71 on Monday. The firm has a 50-day moving average of $211.42 and a 200-day moving average of $173.89. The stock has a market cap of $36.51 billion, a PE ratio of 33.11, a PEG ratio of 4.00 and a beta of 1.37. Twilio Inc. has a 52-week low of $98.44 and a 52-week high of $258.35. The company has a debt-to-equity ratio of 0.11, a quick ratio of 4.62 and a current ratio of 4.62.

Twilio (NYSE:TWLO) last released its quarterly earnings results on Thursday, August 6th. The technology company reported $1.47 EPS for the quarter, topping analysts’ consensus estimates of $1.32 by $0.15. Twilio had a net margin of 20.61% and a return on equity of 5.09%. The business had revenue of $1.50 billion for the quarter, compared to analyst estimates of $1.43 billion. During the same period last year, the firm earned $1.19 earnings per share. Twilio’s revenue for the quarter was up 22.0% compared to the same quarter last year. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. As a group, sell-side analysts forecast that Twilio Inc. will post 3.08 EPS for the current year.

Twilio 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.