North Dakota State Investment Board Buys New Shares in Twilio Inc. $TWLO

North Dakota State Investment Board bought a new stake in Twilio Inc. (NYSE:TWLO) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 14,071 shares of the technology company’s stock, valued at approximately $2,001,000.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Raleigh Capital Management Inc. bought a new position in shares of Twilio in the fourth quarter valued at $26,000. First Horizon Corp bought a new position in Twilio during the third quarter worth $28,000. Strategic Advocates LLC acquired a new position in shares of Twilio in the third quarter valued at $30,000. Wolff Wiese Magana LLC increased its holdings in shares of Twilio by 2,488.9% in the fourth quarter. Wolff Wiese Magana LLC now owns 233 shares of the technology company’s stock valued at $33,000 after purchasing an additional 224 shares during the last quarter. Finally, Park Place Capital Corp bought a new position in shares of Twilio in the fourth quarter valued at about $39,000. 84.27% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on the stock. Oppenheimer increased their price objective on shares of Twilio from $200.00 to $235.00 and gave the company an “outperform” rating in a research report on Monday. Mizuho lifted their target price on shares of Twilio from $150.00 to $165.00 and gave the stock an “outperform” rating in a report on Tuesday, April 21st. UBS Group lifted their target price on shares of Twilio from $180.00 to $200.00 and gave the stock a “buy” rating in a report on Friday, May 1st. TD Cowen lifted their target price on shares of Twilio from $160.00 to $210.00 and gave the stock a “buy” rating in a report on Friday, May 1st. Finally, Jefferies Financial Group reaffirmed a “buy” rating and set a $195.00 target price on shares of Twilio in a report on Friday, May 1st. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Twilio currently has a consensus rating of “Moderate Buy” and a consensus target price of $195.40.

Insider Buying and Selling at Twilio

In other news, CEO Khozema Shipchandler sold 15,715 shares of the business’s stock in a transaction dated Monday, April 6th. The shares were sold at an average price of $133.39, for a total value of $2,096,223.85. Following the completion of the sale, the chief executive officer owned 235,542 shares of the company’s stock, valued at approximately $31,418,947.38. The trade was a 6.25% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Andrew Stafman sold 675,000 shares of the business’s stock in a transaction dated Tuesday, May 12th. The shares were sold at an average price of $193.54, for a total transaction of $130,639,500.00. Following the completion of the sale, the director directly owned 1,620,000 shares of the company’s stock, valued at approximately $313,534,800. The trade was a 29.41% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 725,065 shares of company stock worth $137,140,919. Insiders own 0.21% of the company’s stock.

Twilio Trading Down 0.4%

Shares of Twilio stock opened at $197.53 on Tuesday. The firm has a 50-day moving average of $144.12 and a 200-day moving average of $132.65. The stock has a market cap of $29.98 billion, a PE ratio of 308.64, a PEG ratio of 4.12 and a beta of 1.32. Twilio Inc. has a 52-week low of $91.84 and a 52-week high of $203.71. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.66 and a current ratio of 4.66.

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

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.