State of Wyoming Raises Stock Position in Twilio Inc. $TWLO

State of Wyoming lifted its holdings in Twilio Inc. (NYSE:TWLO) by 33.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 11,431 shares of the technology company’s stock after buying an additional 2,889 shares during the period. State of Wyoming’s holdings in Twilio were worth $1,626,000 at the end of the most recent reporting period.

Several other hedge funds have also recently made changes to their positions in the business. MassMutual Private Wealth & Trust FSB grew its position in Twilio by 34.7% in the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 303 shares of the technology company’s stock worth $43,000 after acquiring an additional 78 shares in the last quarter. GHP Investment Advisors Inc. grew its position in Twilio by 6.3% in the fourth quarter. GHP Investment Advisors Inc. now owns 1,459 shares of the technology company’s stock worth $208,000 after acquiring an additional 86 shares in the last quarter. Centaurus Financial Inc. grew its position in Twilio by 0.7% in the third quarter. Centaurus Financial Inc. now owns 13,587 shares of the technology company’s stock worth $1,360,000 after acquiring an additional 94 shares in the last quarter. Lansforsakringar Fondforvaltning AB publ grew its position in Twilio by 0.3% in the third quarter. Lansforsakringar Fondforvaltning AB publ now owns 42,224 shares of the technology company’s stock worth $4,226,000 after acquiring an additional 108 shares in the last quarter. Finally, Cresset Asset Management LLC grew its position in Twilio by 2.2% in the third quarter. Cresset Asset Management LLC now owns 6,767 shares of the technology company’s stock worth $677,000 after acquiring an additional 145 shares in the last quarter. 84.27% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several research analysts recently commented on the company. Jefferies Financial Group reiterated a “buy” rating and issued a $195.00 price target on shares of Twilio in a research report on Friday, May 1st. TD Cowen reiterated a “buy” rating on shares of Twilio in a research report on Monday. Citizens Jmp lifted their price target on Twilio from $185.00 to $210.00 and gave the stock a “market outperform” rating in a research report on Friday, May 1st. BTIG Research reissued a “buy” rating and issued a $215.00 target price on shares of Twilio in a research note on Tuesday, May 12th. Finally, Needham & Company LLC increased their target price on shares of Twilio from $200.00 to $250.00 and gave the company a “buy” rating in a research note on Monday, May 11th. Two research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Twilio presently has a consensus rating of “Moderate Buy” and a consensus price target of $195.40.

Insider Activity at Twilio

In related news, CFO Aidan Viggiano sold 9,389 shares of the firm’s stock in a transaction dated Thursday, April 2nd. The shares were sold at an average price of $127.51, for a total value of $1,197,191.39. Following the transaction, the chief financial officer owned 130,341 shares of the company’s stock, valued at $16,619,780.91. This trade represents a 6.72% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible 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 firm’s stock in a transaction dated Wednesday, May 27th. The stock was 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 in the company, valued at $114,166,800. This represents a 61.73% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 1,761,621 shares of company stock worth $328,187,207. 0.21% of the stock is currently owned by corporate insiders.

Twilio Trading Down 1.0%

Shares of TWLO opened at $227.06 on Thursday. Twilio Inc. has a twelve month low of $91.84 and a twelve month high of $231.36. The company has a market cap of $34.46 billion, a P/E ratio of 354.79, a P/E/G ratio of 4.60 and a beta of 1.39. The company has a current ratio of 4.66, a quick ratio of 4.66 and a debt-to-equity ratio of 0.13. The company’s fifty day simple moving average is $161.31 and its 200-day simple moving average is $138.63.

Twilio (NYSE:TWLO) last announced its earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share for the quarter, beating 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 business had revenue of $1.41 billion for the quarter, compared to the consensus estimate of $1.34 billion. During the same quarter in the prior year, the firm posted $1.14 earnings per share. The business’s revenue for the quarter 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, analysts expect that Twilio Inc. will post 2.77 EPS for the current year.

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.