Oregon Public Employees Retirement Fund Buys Shares of 30,900 Twilio Inc. $TWLO

Oregon Public Employees Retirement Fund purchased a new position in shares of Twilio Inc. (NYSE:TWLO) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 30,900 shares of the technology company’s stock, valued at approximately $3,093,000.

Several other institutional investors and hedge funds have also recently modified their holdings of the company. GHP Investment Advisors Inc. increased its position in Twilio by 7.3% during the second quarter. GHP Investment Advisors Inc. now owns 1,274 shares of the technology company’s stock worth $158,000 after purchasing an additional 87 shares during the last quarter. Optimum Investment Advisors increased its holdings in shares of Twilio by 13.6% during the 2nd quarter. Optimum Investment Advisors now owns 835 shares of the technology company’s stock worth $104,000 after buying an additional 100 shares during the last quarter. Integral Investment Advisors Inc. raised its position in shares of Twilio by 4.0% during the 2nd quarter. Integral Investment Advisors Inc. now owns 2,863 shares of the technology company’s stock valued at $356,000 after buying an additional 111 shares during the period. Aaron Wealth Advisors LLC raised its position in shares of Twilio by 2.9% during the 2nd quarter. Aaron Wealth Advisors LLC now owns 3,980 shares of the technology company’s stock valued at $495,000 after buying an additional 113 shares during the period. Finally, Nomura Asset Management Co. Ltd. lifted its holdings in Twilio by 0.3% in the second quarter. Nomura Asset Management Co. Ltd. now owns 43,495 shares of the technology company’s stock valued at $5,409,000 after acquiring an additional 115 shares during the last quarter. Institutional investors and hedge funds own 84.27% of the company’s stock.

Insider Buying and Selling at Twilio

In other news, Director Andrew Stafman sold 1,000,000 shares of the stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $129.00, for a total value of $129,000,000.00. Following the sale, the director directly owned 2,295,000 shares in the company, valued at approximately $296,055,000. This trade represents a 30.35% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Khozema Shipchandler sold 13,336 shares of Twilio stock in a transaction on Tuesday, January 6th. The shares were sold at an average price of $134.28, for a total value of $1,790,758.08. Following the completion of the transaction, the chief executive officer owned 193,781 shares of the company’s stock, valued at approximately $26,020,912.68. This trade represents a 6.44% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 1,043,438 shares of company stock valued at $135,022,770 in the last 90 days. Company insiders own 0.21% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have issued reports on TWLO. BTIG Research assumed coverage on Twilio in a research note on Monday, January 5th. They set a “buy” rating and a $165.00 target price for the company. Monness Crespi & Hardt raised their price objective on Twilio from $165.00 to $175.00 and gave the stock a “buy” rating in a research report on Friday, October 31st. Wall Street Zen cut shares of Twilio from a “strong-buy” rating to a “buy” rating in a research report on Tuesday, November 11th. UBS Group lifted their price target on shares of Twilio from $135.00 to $150.00 and gave the company a “buy” rating in a research report on Friday, October 31st. Finally, Citizens Jmp boosted their price target on shares of Twilio from $165.00 to $185.00 and gave the company a “market outperform” rating in a research note on Tuesday, December 30th. Two research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, nine have given a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $145.84.

Twilio Stock Performance

NYSE TWLO opened at $131.39 on Monday. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.68 and a quick ratio of 4.68. The company has a market cap of $20.16 billion, a P/E ratio of 320.45, a P/E/G ratio of 2.57 and a beta of 1.30. The stock has a 50-day moving average of $132.38 and a two-hundred day moving average of $119.48. Twilio Inc. has a 1-year low of $77.51 and a 1-year high of $151.95.

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

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.