Readystate Asset Management LP Acquires 8,356 Shares of Twilio Inc. $TWLO

Readystate Asset Management LP lifted its stake in Twilio Inc. (NYSE:TWLO) by 26.5% in the 1st quarter, HoldingsChannel reports. The firm owned 39,883 shares of the technology company’s stock after acquiring an additional 8,356 shares during the period. Readystate Asset Management LP’s holdings in Twilio were worth $5,018,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also bought and sold shares of the stock. New York State Teachers Retirement System boosted its position in shares of Twilio by 10.8% in the fourth quarter. New York State Teachers Retirement System now owns 116,494 shares of the technology company’s stock worth $16,570,000 after purchasing an additional 11,370 shares during the period. Fifth Third Bancorp raised its position in shares of Twilio by 339.6% during the 4th quarter. Fifth Third Bancorp now owns 14,024 shares of the technology company’s stock valued at $1,995,000 after purchasing an additional 10,834 shares during the period. Principal Financial Group Inc. lifted its stake in shares of Twilio by 19.7% during the 4th quarter. Principal Financial Group Inc. now owns 596,438 shares of the technology company’s stock valued at $84,837,000 after buying an additional 98,092 shares in the last quarter. National Pension Service boosted its holdings in Twilio by 184.4% in the 4th quarter. National Pension Service now owns 18,545 shares of the technology company’s stock worth $2,638,000 after buying an additional 12,025 shares during the period. Finally, Jefferies Financial Group Inc. purchased a new stake in Twilio in the 4th quarter worth $895,000. Institutional investors own 84.27% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have recently commented on the company. The Goldman Sachs Group started coverage on Twilio in a research report on Wednesday, June 24th. They issued a “buy” rating and a $300.00 price objective on the stock. Oppenheimer increased their target price on Twilio from $200.00 to $235.00 and gave the stock an “outperform” rating in a research report on Monday, May 18th. Mizuho boosted their price target on Twilio from $200.00 to $240.00 and gave the stock an “outperform” rating in a report on Friday, July 17th. BTIG Research upped their price target on Twilio from $215.00 to $245.00 and gave the stock a “buy” rating in a research note on Tuesday. Finally, UBS Group increased their price objective on shares of Twilio from $180.00 to $200.00 and gave the company a “buy” rating in a report on Friday, May 1st. Four research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus target price of $220.59.

Insider Buying and Selling at Twilio

In other news, Director Erika Rottenberg sold 2,000 shares of the company’s stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $199.01, for a total transaction of $398,020.00. Following the sale, the director directly owned 30,995 shares in the company, valued at approximately $6,168,314.95. This represents a 6.06% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Andrew Stafman sold 1,000,000 shares of the stock in a transaction dated Wednesday, May 27th. The shares were sold at an average price of $184.14, for a total transaction of $184,140,000.00. Following the completion of the transaction, the director directly owned 620,000 shares of the company’s stock, valued at approximately $114,166,800. The trade was a 61.73% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 1,803,980 shares of company stock valued at $341,898,467. Corporate insiders own 0.21% of the company’s stock.

Twilio Stock Down 0.1%

NYSE TWLO opened at $194.32 on Wednesday. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.66 and a current ratio of 4.66. The company has a market capitalization of $29.49 billion, a P/E ratio of 303.62, a P/E/G ratio of 3.87 and a beta of 1.36. Twilio Inc. has a one year low of $91.84 and a one year high of $238.48. The stock has a 50 day moving average price of $201.79 and a 200-day moving average price of $157.83.

Twilio (NYSE:TWLO) last announced its quarterly earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share for the quarter, topping the consensus estimate of $1.27 by $0.23. Twilio had a net margin of 1.96% and a return on equity of 4.64%. The company had revenue of $1.41 billion for the quarter, compared to analysts’ expectations of $1.34 billion. During the same quarter in the previous year, the business posted $1.14 earnings per share. Twilio’s quarterly revenue was up 20.0% on a year-over-year basis. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. As a group, equities analysts predict that Twilio Inc. will post 2.79 EPS for the current fiscal 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.