Strs Ohio Grows Holdings in Twilio Inc. $TWLO

Strs Ohio lifted its stake in shares of Twilio Inc. (NYSE:TWLO) by 33.9% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 109,382 shares of the technology company’s stock after buying an additional 27,695 shares during the quarter. Strs Ohio’s holdings in Twilio were worth $13,762,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also made changes to their positions in TWLO. MassMutual Private Wealth & Trust FSB grew its holdings in Twilio by 34.7% during the 4th quarter. MassMutual Private Wealth & Trust FSB now owns 303 shares of the technology company’s stock worth $43,000 after acquiring an additional 78 shares in the last quarter. GHP Investment Advisors Inc. raised its stake in shares of Twilio by 6.3% in the 4th quarter. GHP Investment Advisors Inc. now owns 1,459 shares of the technology company’s stock valued at $208,000 after purchasing an additional 86 shares in the last quarter. SJS Investment Consulting Inc. lifted its position in shares of Twilio by 27.7% during the first quarter. SJS Investment Consulting Inc. now owns 429 shares of the technology company’s stock worth $54,000 after purchasing an additional 93 shares during the last quarter. Centaurus Financial Inc. lifted its position in shares of Twilio by 0.7% during the third quarter. Centaurus Financial Inc. now owns 13,587 shares of the technology company’s stock worth $1,360,000 after purchasing an additional 94 shares during the last quarter. Finally, NewEdge Advisors LLC grew its stake in Twilio by 1.7% in the fourth quarter. NewEdge Advisors LLC now owns 5,911 shares of the technology company’s stock worth $841,000 after purchasing an additional 99 shares in the last quarter. Institutional investors own 84.27% of the company’s stock.

Analyst Ratings Changes

Several analysts recently weighed in on the company. Citizens Jmp boosted their price objective on Twilio from $185.00 to $210.00 and gave the company a “market outperform” rating in a report on Friday, May 1st. Monness Crespi & Hardt increased their target price on Twilio from $200.00 to $246.00 and gave the stock a “buy” rating in a report on Monday, May 11th. Morgan Stanley reiterated an “overweight” rating and issued a $200.00 target price on shares of Twilio in a research report on Friday, May 1st. BTIG Research reiterated a “buy” rating and issued a $215.00 price target on shares of Twilio in a report on Tuesday, May 12th. Finally, Citigroup reissued an “outperform” rating on shares of Twilio in a research report on Friday, May 1st. Three research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $207.41.

Twilio Price Performance

Shares of NYSE:TWLO opened at $209.31 on Friday. The company has a market cap of $31.77 billion, a PE ratio of 327.06, a P/E/G ratio of 4.16 and a beta of 1.36. Twilio Inc. has a fifty-two week low of $91.84 and a fifty-two week high of $238.48. The firm has a 50-day simple moving average of $192.49 and a 200 day simple moving average of $150.00. 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 (NYSE:TWLO) last issued its earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share (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 analysts’ expectations of $1.34 billion. During the same quarter last year, the company posted $1.14 earnings per share. Twilio’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, sell-side analysts anticipate that Twilio Inc. will post 2.79 EPS for the current year.

Insider Buying and Selling

In related news, CEO Khozema Shipchandler sold 13,881 shares of the firm’s stock in a transaction that occurred on Tuesday, June 30th. The stock was sold at an average price of $201.26, for a total value of $2,793,690.06. Following the sale, the chief executive officer owned 221,661 shares of the company’s stock, valued at approximately $44,611,492.86. This trade represents a 5.89% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. 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 business’s stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $199.01, for a total value of $398,020.00. Following the transaction, the director owned 30,995 shares of the company’s stock, valued at $6,168,314.95. This represents 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. Insiders have sold a total of 1,798,509 shares of company stock valued at $339,468,623 over the last quarter. Company insiders own 0.21% of the company’s stock.

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.