46,500 Shares in Twilio Inc. $TWLO Purchased by Teachers Retirement System of The State of Kentucky

Teachers Retirement System of The State of Kentucky bought a new stake in shares of Twilio Inc. (NYSE:TWLO) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 46,500 shares of the technology company’s stock, valued at approximately $4,654,000.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Northwestern Mutual Investment Management Company LLC purchased a new stake in shares of Twilio during the 3rd quarter worth approximately $3,423,000. Bank of New York Mellon Corp grew its position in shares of Twilio by 57.0% in the 3rd quarter. Bank of New York Mellon Corp now owns 1,212,436 shares of the technology company’s stock valued at $121,353,000 after buying an additional 440,423 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. raised its stake in Twilio by 54.5% during the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 90,517 shares of the technology company’s stock worth $9,060,000 after acquiring an additional 31,938 shares in the last quarter. Federated Hermes Inc. raised its stake in Twilio by 19.7% during the 3rd quarter. Federated Hermes Inc. now owns 70,294 shares of the technology company’s stock worth $7,036,000 after acquiring an additional 11,577 shares in the last quarter. Finally, Thrivent Financial for Lutherans lifted its position in Twilio by 253.6% in the third quarter. Thrivent Financial for Lutherans now owns 40,086 shares of the technology company’s stock valued at $4,028,000 after acquiring an additional 28,748 shares during the last quarter. 84.27% of the stock is currently owned by hedge funds and other institutional investors.

Twilio Price Performance

Shares of NYSE TWLO opened at $123.03 on Thursday. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.03 and a quick ratio of 4.03. The company has a market cap of $18.88 billion, a PE ratio of 647.56, a P/E/G ratio of 5.07 and a beta of 1.30. The stock has a fifty day moving average price of $124.05 and a 200 day moving average price of $119.09. Twilio Inc. has a 1-year low of $77.51 and a 1-year high of $145.90.

Twilio (NYSE:TWLO) last released its earnings results on Thursday, February 12th. The technology company reported $1.33 EPS for the quarter, topping the consensus estimate of $1.24 by $0.09. Twilio had a net margin of 0.67% and a return on equity of 3.93%. The company had revenue of $1.37 billion during the quarter, compared to analysts’ expectations of $1.32 billion. During the same quarter last year, the business earned $1.00 EPS. The business’s revenue was up 14.3% on a year-over-year basis. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. Sell-side analysts forecast that Twilio Inc. will post 1.44 EPS for the current year.

Insider Activity at Twilio

In related news, CEO Khozema Shipchandler sold 13,336 shares of the company’s stock in a transaction on Tuesday, January 6th. The stock was sold at an average price of $134.28, for a total transaction of $1,790,758.08. Following the transaction, the chief executive officer owned 193,781 shares of the company’s stock, valued at $26,020,912.68. This represents a 6.44% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CFO Aidan Viggiano sold 8,109 shares of the stock in a transaction on Wednesday, December 31st. The stock was sold at an average price of $143.38, for a total value of $1,162,668.42. Following the completion of the transaction, the chief financial officer owned 119,449 shares of the company’s stock, valued at $17,126,597.62. The trade was a 6.36% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 43,753 shares of company stock worth $6,050,080 in the last quarter. 0.21% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

TWLO has been the topic of several research reports. Oppenheimer reaffirmed an “outperform” rating and set a $170.00 price objective on shares of Twilio in a report on Monday, January 5th. Citizens Jmp upped their target price on Twilio from $165.00 to $185.00 and gave the company a “market outperform” rating in a research report on Tuesday, December 30th. FBN Securities upgraded Twilio to a “strong-buy” rating in a research note on Wednesday, November 12th. BTIG Research cut their price target on Twilio from $165.00 to $155.00 and set a “buy” rating on the stock in a research report on Friday, February 13th. Finally, Royal Bank Of Canada boosted their price objective on Twilio from $75.00 to $100.00 and gave the company an “underperform” rating in a research note on Monday, January 5th. Two research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, five have given a Hold rating and three have issued a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $145.22.

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.