State Board of Administration of Florida Retirement System Raises Stock Holdings in Twilio Inc. $TWLO

State Board of Administration of Florida Retirement System grew its position in Twilio Inc. (NYSE:TWLO) by 0.8% in the 2nd quarter, Holdings Channel.com reports. The fund owned 165,790 shares of the technology company’s stock after acquiring an additional 1,350 shares during the quarter. State Board of Administration of Florida Retirement System’s holdings in Twilio were worth $20,618,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also modified their holdings of TWLO. Brighton Jones LLC grew its position in Twilio by 6.6% during the 4th quarter. Brighton Jones LLC now owns 10,051 shares of the technology company’s stock worth $1,086,000 after purchasing an additional 623 shares during the last quarter. TD Asset Management Inc grew its holdings in shares of Twilio by 0.8% during the first quarter. TD Asset Management Inc now owns 29,487 shares of the technology company’s stock worth $2,887,000 after buying an additional 230 shares during the last quarter. XTX Topco Ltd grew its holdings in shares of Twilio by 68.3% during the first quarter. XTX Topco Ltd now owns 8,396 shares of the technology company’s stock worth $822,000 after buying an additional 3,408 shares during the last quarter. US Bancorp DE increased its holdings in shares of Twilio by 6.6% in the first quarter. US Bancorp DE now owns 6,298 shares of the technology company’s stock valued at $617,000 after purchasing an additional 391 shares during the period. Finally, Jefferies Financial Group Inc. acquired a new position in Twilio in the 1st quarter valued at $281,000. 84.27% of the stock is owned by institutional investors and hedge funds.

Twilio Stock Performance

TWLO opened at $129.56 on Monday. Twilio Inc. has a 1-year low of $77.51 and a 1-year high of $151.95. The stock has a market cap of $19.88 billion, a P/E ratio of 316.00, a P/E/G ratio of 3.47 and a beta of 1.32. The stock’s 50 day simple moving average is $115.85 and its 200 day simple moving average is $115.48. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.68 and a quick ratio of 4.68.

Twilio (NYSE:TWLO) last posted its earnings results on Thursday, October 30th. The technology company reported $1.25 EPS for the quarter, topping analysts’ consensus estimates of $1.07 by $0.18. The company had revenue of $1.30 billion for the quarter, compared to the consensus estimate of $1.25 billion. Twilio had a return on equity of 3.36% and a net margin of 1.37%.Twilio’s quarterly revenue was up 14.7% compared to the same quarter last year. During the same period in the previous year, the business earned $1.02 earnings per share. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. As a group, equities analysts anticipate that Twilio Inc. will post 1.44 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of research analysts have recently issued reports on the stock. Royal Bank Of Canada reiterated an “underperform” rating and set a $75.00 price target on shares of Twilio in a research note on Wednesday, September 17th. TD Cowen boosted their target price on Twilio from $117.00 to $125.00 and gave the stock a “hold” rating in a research report on Friday, October 31st. Cowen reissued a “hold” rating on shares of Twilio in a report on Friday, October 31st. Bank of America lifted their price target on Twilio from $100.00 to $110.00 and gave the company an “underperform” rating in a research note on Friday, October 31st. Finally, Wall Street Zen lowered Twilio from a “strong-buy” rating to a “buy” rating in a report on Tuesday, November 11th. Two analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, seven have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, Twilio presently has an average rating of “Moderate Buy” and an average target price of $139.26.

Insider Transactions at Twilio

In other Twilio news, CFO Aidan Viggiano sold 1,514 shares of the firm’s stock in a transaction dated Monday, November 17th. The shares were sold at an average price of $123.28, for a total transaction of $186,645.92. Following the completion of the transaction, the chief financial officer directly owned 128,104 shares in the company, valued at approximately $15,792,661.12. This trade represents a 1.17% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Khozema Shipchandler sold 12,922 shares of the company’s stock in a transaction dated Friday, October 3rd. The shares were sold at an average price of $104.09, for a total transaction of $1,345,050.98. Following the completion of the sale, the chief executive officer directly owned 220,383 shares in the company, valued at $22,939,666.47. This trade represents a 5.54% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 44,515 shares of company stock worth $4,673,128. 4.50% of the stock is owned by corporate insiders.

Twilio Company Profile

Twilio Inc, together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally. It operates through two segments, Twilio Communications and Twilio Segment. The company provides various application programming interfaces and software solutions for communications between customers and end users, including messaging, voice, email, flex, marketing campaigns, and user identity and authentication.