Twilio Inc. $TWLO Shares Purchased by State of New Jersey Common Pension Fund D

State of New Jersey Common Pension Fund D grew its stake in shares of Twilio Inc. (NYSE:TWLO) by 9.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 54,257 shares of the technology company’s stock after buying an additional 4,786 shares during the quarter. State of New Jersey Common Pension Fund D’s holdings in Twilio were worth $5,431,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in TWLO. CENTRAL TRUST Co acquired a new stake in Twilio in the second quarter worth approximately $25,000. SJS Investment Consulting Inc. raised its stake in shares of Twilio by 1,564.7% in the 3rd quarter. SJS Investment Consulting Inc. now owns 283 shares of the technology company’s stock worth $28,000 after buying an additional 266 shares in the last quarter. First Horizon Corp acquired a new stake in shares of Twilio in the third quarter valued at $28,000. Estabrook Capital Management acquired a new position in shares of Twilio in the 2nd quarter worth approximately $31,000. Finally, Financial Gravity Companies Inc. bought a new stake in shares of Twilio in the 2nd quarter worth approximately $35,000. 84.27% of the stock is currently owned by institutional investors.

Twilio Stock Up 2.1%

NYSE:TWLO opened at $110.72 on Thursday. The business’s fifty day moving average price is $128.17 and its 200 day moving average price is $118.54. The firm has a market capitalization of $16.99 billion, a price-to-earnings ratio of 582.77, a PEG ratio of 4.28 and a beta of 1.32. The company has a current ratio of 4.03, a quick ratio of 4.68 and a debt-to-equity ratio of 0.13. Twilio Inc. has a 1-year low of $77.51 and a 1-year high of $145.90.

Twilio (NYSE:TWLO) last announced its quarterly earnings data on Thursday, February 12th. The technology company reported $1.33 EPS for the quarter, topping analysts’ consensus estimates of $1.24 by $0.09. The firm had revenue of $1.37 billion during the quarter, compared to analyst estimates of $1.32 billion. Twilio had a return on equity of 3.93% and a net margin of 0.67%.The business’s quarterly revenue was up 14.3% compared to the same quarter last year. During the same period last year, the company posted $1.00 EPS. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. On average, sell-side analysts forecast that Twilio Inc. will post 1.44 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several research firms have issued reports on TWLO. Stifel Nicolaus lifted their price target on shares of Twilio from $110.00 to $120.00 and gave the stock a “hold” rating in a research report on Friday, October 31st. KeyCorp lifted their target price on Twilio from $146.00 to $156.00 and gave the stock an “overweight” rating in a report on Friday, October 31st. Wall Street Zen lowered Twilio from a “strong-buy” rating to a “buy” rating in a research report on Tuesday, November 11th. Morgan Stanley set a $153.00 price target on Twilio in a research report on Friday, February 13th. Finally, JPMorgan Chase & Co. boosted their price objective on Twilio from $140.00 to $145.00 and gave the stock an “overweight” rating in a report on Friday, October 31st. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, seven have assigned a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $143.70.

Insider Transactions at Twilio

In other Twilio news, CEO Khozema Shipchandler sold 13,336 shares of the company’s stock in a transaction dated Tuesday, January 6th. The stock was sold at an average price of $134.28, for a total value of $1,790,758.08. Following the transaction, the chief executive officer directly owned 193,781 shares of the company’s stock, valued at $26,020,912.68. This represents a 6.44% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Andrew Stafman sold 1,000,000 shares of Twilio stock in a transaction dated Tuesday, December 2nd. The shares were sold at an average price of $129.00, for a total value of $129,000,000.00. Following the sale, the director owned 2,295,000 shares of the company’s stock, valued at approximately $296,055,000. This represents a 30.35% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 1,041,924 shares of company stock valued at $134,836,125. 0.21% of the stock is owned by insiders.

Twilio 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.