California State Teachers Retirement System Boosts Stock Position in Twilio Inc. $TWLO

California State Teachers Retirement System increased its holdings in Twilio Inc. (NYSE:TWLO) by 19,544.7% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 45,717,982 shares of the technology company’s stock after purchasing an additional 45,485,258 shares during the quarter. California State Teachers Retirement System owned approximately 0.30% of Twilio worth $9,432,991,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds also recently bought and sold shares of the company. State Street Corp raised its position in Twilio by 47.8% during the 3rd quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock valued at $588,469,000 after purchasing an additional 1,900,551 shares during the last quarter. Royal Bank of Canada increased its stake in shares of Twilio by 10.8% during the first quarter. Royal Bank of Canada now owns 3,261,235 shares of the technology company’s stock valued at $410,330,000 after buying an additional 316,858 shares during the period. Invesco Ltd. increased its stake in shares of Twilio by 56.9% during the fourth quarter. Invesco Ltd. now owns 3,151,546 shares of the technology company’s stock valued at $448,276,000 after buying an additional 1,142,309 shares during the period. Alyeska Investment Group L.P. increased its stake 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 buying an additional 750,951 shares during the period. Finally, Pictet Asset Management Holding SA raised its holdings in shares of Twilio by 17.6% during the first quarter. Pictet Asset Management Holding SA now owns 2,331,471 shares of the technology company’s stock valued at $293,237,000 after acquiring an additional 349,131 shares in the last quarter. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Twilio Stock Performance

Shares of Twilio stock opened at $225.44 on Wednesday. Twilio Inc. has a 12 month low of $98.44 and a 12 month high of $258.35. The firm has a market capitalization of $34.62 billion, a P/E ratio of 31.40, a P/E/G ratio of 4.83 and a beta of 1.40. The company has a current ratio of 4.62, a quick ratio of 4.62 and a debt-to-equity ratio of 0.11. The business has a fifty day simple moving average of $216.98 and a two-hundred day simple moving average of $179.79.

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

Insiders Place Their Bets

In other Twilio news, Director Andrew Stafman sold 500,000 shares of the firm’s stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $247.08, for a total transaction of $123,540,000.00. Following the completion of the transaction, the director owned 120,000 shares of the company’s stock, valued at approximately $29,649,600. This trade represents a 80.65% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Aidan Viggiano sold 1,394 shares of the business’s stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $234.48, for a total value of $326,865.12. Following the completion of the sale, the chief financial officer directly owned 108,330 shares in the company, valued at approximately $25,401,218.40. This represents a 1.27% decrease in their ownership of the stock. 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. Over the last quarter, insiders have sold 547,354 shares of company stock worth $133,284,825. 0.21% of the stock is currently owned by company insiders.

Analyst Ratings Changes

TWLO has been the subject of a number of research analyst reports. Mizuho set a $270.00 price target on Twilio in a research note on Wednesday, August 12th. Wells Fargo & Company boosted their price objective on shares of Twilio from $225.00 to $275.00 and gave the company an “overweight” rating in a research report on Friday, August 7th. Monness Crespi & Hardt upped their price objective on shares of Twilio from $246.00 to $270.00 and gave the stock a “buy” rating in a report on Friday, August 7th. KeyCorp raised their target price on shares of Twilio from $200.00 to $250.00 and gave the stock an “overweight” rating in a research report on Friday, August 7th. Finally, TD Cowen lifted their target price on shares of Twilio from $245.00 to $260.00 and gave the company a “buy” rating in a research note on Friday, August 7th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus target price of $249.68.

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.