Louisiana State Employees Retirement System Takes Position in Twilio Inc. $TWLO

Louisiana State Employees Retirement System bought a new position in Twilio Inc. (NYSE:TWLO) during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 44,000 shares of the technology company’s stock, valued at approximately $5,536,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of TWLO. Norges Bank purchased a new position in Twilio during the fourth quarter valued at $273,862,000. State Street Corp lifted its stake in Twilio by 47.8% in the 3rd quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock worth $588,469,000 after purchasing an additional 1,900,551 shares in the last quarter. SRS Investment Management LLC bought a new position in shares of Twilio during the 4th quarter valued at about $257,494,000. Invesco Ltd. grew its position in shares of Twilio by 225.0% during the third quarter. Invesco Ltd. now owns 2,009,237 shares of the technology company’s stock valued at $201,105,000 after purchasing an additional 1,391,013 shares in the last quarter. Finally, Alyeska Investment Group L.P. grew its position in shares of Twilio by 39.7% during the third quarter. Alyeska Investment Group L.P. now owns 2,643,859 shares of the technology company’s stock valued at $264,624,000 after purchasing an additional 750,951 shares in the last quarter. Institutional investors own 84.27% of the company’s stock.

Twilio Stock Performance

NYSE TWLO opened at $191.32 on Friday. The business’s 50 day moving average price is $186.17 and its 200-day moving average price is $147.41. Twilio Inc. has a fifty-two week low of $91.84 and a fifty-two week high of $238.48. The company has a market cap of $29.04 billion, a P/E ratio of 298.94, a P/E/G ratio of 3.80 and a beta of 1.39. 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 issued its quarterly 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 return on equity of 4.64% and a net margin of 1.96%.The company had revenue of $1.41 billion during the quarter, compared to the consensus estimate of $1.34 billion. During the same period last year, the company earned $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. Sell-side analysts predict that Twilio Inc. will post 2.79 earnings per share for the current year.

Analyst Ratings Changes

A number of brokerages recently commented on TWLO. Citizens Jmp increased their price target on Twilio from $185.00 to $210.00 and gave the company a “market outperform” rating in a research note on Friday, May 1st. Robert W. Baird set a $200.00 price objective on Twilio in a research note on Friday, May 1st. UBS Group upped their price objective on Twilio from $180.00 to $200.00 and gave the stock a “buy” rating in a report on Friday, May 1st. Morgan Stanley reissued an “overweight” rating and issued a $200.00 target price on shares of Twilio in a report on Friday, May 1st. Finally, Tigress Financial boosted their price target on shares of Twilio from $170.00 to $255.00 and gave the stock a “buy” rating in a research report on Thursday, June 11th. Three investment analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Twilio has a consensus rating of “Moderate Buy” and a consensus price target of $205.38.

Insider Activity

In other Twilio news, 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 value of $398,020.00. Following the completion of the sale, the director owned 30,995 shares of the company’s stock, valued at $6,168,314.95. This trade represents a 6.06% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Khozema Shipchandler sold 44,158 shares of the business’s stock in a transaction that occurred on Thursday, June 4th. The shares were sold at an average price of $235.88, for a total value of $10,415,989.04. Following the transaction, the chief executive officer owned 235,542 shares of the company’s stock, valued at $55,559,646.96. This trade represents a 15.79% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 1,805,779 shares of company stock valued at $338,603,196. Company insiders own 0.21% of the company’s stock.

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.