Teachers Retirement System of The State of Kentucky Acquires New Position in Twilio Inc. $TWLO

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

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. CENTRAL TRUST Co acquired a new stake in shares of Twilio during the 2nd quarter valued at approximately $25,000. SJS Investment Consulting Inc. boosted its position in Twilio by 1,564.7% during the third quarter. SJS Investment Consulting Inc. now owns 283 shares of the technology company’s stock worth $28,000 after purchasing an additional 266 shares in the last quarter. First Horizon Corp purchased a new stake in Twilio during the third quarter worth $28,000. Estabrook Capital Management acquired a new stake in Twilio in the second quarter valued at $31,000. Finally, Financial Gravity Companies Inc. purchased a new position in shares of Twilio in the second quarter valued at $35,000. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Twilio Price Performance

Shares of NYSE:TWLO opened at $123.03 on Thursday. The company has a market cap of $18.88 billion, a P/E ratio of 647.56, a P/E/G ratio of 5.07 and a beta of 1.30. The business has a fifty day simple moving average of $124.05 and a 200-day simple moving average of $119.09. Twilio Inc. has a 52 week low of $77.51 and a 52 week high of $145.90. The company has a quick ratio of 4.03, a current ratio of 4.03 and a debt-to-equity ratio of 0.13.

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

Analyst Upgrades and Downgrades

Several research firms recently commented on TWLO. Weiss Ratings lowered shares of Twilio from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Friday, February 27th. Morgan Stanley set a $153.00 target price on shares of Twilio in a research report on Friday, February 13th. Citigroup reaffirmed a “market perform” rating on shares of Twilio in a report on Tuesday, December 30th. Mizuho set a $150.00 price objective on shares of Twilio in a research note on Monday, December 15th. Finally, Wall Street Zen downgraded Twilio from a “strong-buy” rating to a “buy” rating in a research report on Tuesday, November 11th. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, five have given a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $145.22.

Insider Activity

In other Twilio news, CFO Aidan Viggiano sold 8,109 shares of the stock in a transaction that occurred on Wednesday, December 31st. The shares were sold at an average price of $143.38, for a total transaction of $1,162,668.42. Following the transaction, the chief financial officer owned 119,449 shares of the company’s stock, valued at $17,126,597.62. This trade represents a 6.36% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. 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 transaction of $1,790,758.08. Following the completion of the transaction, the chief executive officer owned 193,781 shares in the company, valued at approximately $26,020,912.68. This trade represents a 6.44% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 43,753 shares of company stock worth $6,050,080. Insiders own 0.21% of the company’s stock.

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.