VIRGINIA RETIREMENT SYSTEMS ET Al Takes $34.98 Million Position in Twilio Inc. $TWLO

VIRGINIA RETIREMENT SYSTEMS ET Al bought a new position in shares of Twilio Inc. (NYSE:TWLO) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 169,550 shares of the technology company’s stock, valued at approximately $34,983,000. VIRGINIA RETIREMENT SYSTEMS ET Al owned about 0.11% of Twilio as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also modified their holdings of the company. Brighton Jones LLC increased its holdings in Twilio by 6.6% during the 4th quarter. Brighton Jones LLC now owns 10,051 shares of the technology company’s stock worth $1,086,000 after purchasing an additional 623 shares during the last quarter. Sivia Capital Partners LLC purchased a new position in shares of Twilio during the 2nd quarter valued at approximately $251,000. Daiwa Securities Group Inc. boosted its stake in shares of Twilio by 70.6% during the 2nd quarter. Daiwa Securities Group Inc. now owns 24,653 shares of the technology company’s stock valued at $3,066,000 after buying an additional 10,200 shares during the last quarter. NewEdge Advisors LLC grew its position in shares of Twilio by 46.9% during the second quarter. NewEdge Advisors LLC now owns 5,770 shares of the technology company’s stock worth $718,000 after buying an additional 1,841 shares in the last quarter. Finally, Sei Investments Co. grew its position in shares of Twilio by 55.1% during the second quarter. Sei Investments Co. now owns 90,128 shares of the technology company’s stock worth $11,208,000 after buying an additional 32,027 shares in the last quarter. Institutional investors and hedge funds own 84.27% of the company’s stock.

Analyst Ratings Changes

Several analysts recently issued reports on the stock. TD Cowen upped their price target on shares of Twilio from $245.00 to $260.00 and gave the company a “buy” rating in a report on Friday, August 7th. Citizens Jmp reissued a “market outperform” rating and set a $275.00 price objective on shares of Twilio in a report on Thursday, August 27th. KGI Securities assumed coverage on shares of Twilio in a research report on Thursday, July 2nd. They issued an “outperform” rating and a $250.00 target price for the company. Rosenblatt Securities boosted their target price on shares of Twilio from $230.00 to $275.00 and gave the stock a “buy” rating in a research report on Friday, August 7th. Finally, Zacks Research upgraded shares of Twilio from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 13th. Three analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, one has given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and a consensus price target of $249.68.

Insider Transactions at Twilio

In related news, CEO Khozema Shipchandler sold 14,458 shares of the business’s stock in a transaction dated Monday, July 6th. The shares were sold at an average price of $210.43, for a total transaction of $3,042,396.94. Following the completion of the sale, the chief executive officer owned 207,203 shares of the company’s stock, valued at $43,601,727.29. This represents a 6.52% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Aidan Viggiano sold 9,093 shares of the stock in a transaction dated Tuesday, June 30th. The stock was sold at an average price of $201.25, for a total transaction of $1,829,966.25. Following the sale, the chief financial officer owned 118,252 shares in the company, valued at approximately $23,798,215. This trade represents a 7.14% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last three months, insiders have sold 547,354 shares of company stock worth $133,284,825. 0.21% of the stock is currently owned by insiders.

Twilio Price Performance

Shares of NYSE TWLO opened at $232.27 on Tuesday. The company has a current ratio of 4.62, a quick ratio of 4.62 and a debt-to-equity ratio of 0.11. The company has a market capitalization of $35.67 billion, a price-to-earnings ratio of 32.35, a price-to-earnings-growth ratio of 4.83 and a beta of 1.40. Twilio Inc. has a twelve month low of $98.44 and a twelve month high of $258.35. The business has a 50 day simple moving average of $216.59 and a 200-day simple moving average of $178.98.

Twilio (NYSE:TWLO) last announced its quarterly earnings data on Thursday, August 6th. The technology company reported $1.47 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.32 by $0.15. The firm had revenue of $1.50 billion for the quarter, compared to analysts’ expectations of $1.43 billion. Twilio had a return on equity of 5.09% and a net margin of 20.61%.The firm’s revenue for the quarter was up 22.0% on a year-over-year basis. During the same period last year, the business posted $1.19 earnings per share. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. As a group, equities research analysts expect that Twilio Inc. will post 3.08 earnings per share 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.