Twilio Inc. $TWLO Stock Sold by VIRGINIA RETIREMENT SYSTEMS ET Al

VIRGINIA RETIREMENT SYSTEMS ET Al trimmed its holdings in Twilio Inc. (NYSE:TWLO) by 35.2% in the third quarter, Holdings Channel reports. The institutional investor owned 109,792 shares of the technology company’s stock after selling 59,758 shares during the period. VIRGINIA RETIREMENT SYSTEMS ET Al’s holdings in Twilio were worth $32,110,000 at the end of the most recent reporting period.

Other institutional investors have also made changes to their positions in the company. CX Institutional grew its position in Twilio by 9.5% during the second quarter. CX Institutional now owns 701 shares of the technology company’s stock worth $145,000 after buying an additional 61 shares in the last quarter. Wedbush Securities Inc. increased its stake in Twilio by 4.6% during the 3rd quarter. Wedbush Securities Inc. now owns 1,516 shares of the technology company’s stock worth $443,000 after acquiring an additional 66 shares during the period. WPG Advisers LLC raised its holdings in Twilio by 48.0% in the 3rd quarter. WPG Advisers LLC now owns 222 shares of the technology company’s stock valued at $65,000 after acquiring an additional 72 shares in the last quarter. Affinity Capital Advisors LLC raised its holdings in Twilio by 2.6% in the 2nd quarter. Affinity Capital Advisors LLC now owns 2,869 shares of the technology company’s stock valued at $600,000 after acquiring an additional 74 shares in the last quarter. Finally, Wedmont Private Capital raised its holdings in Twilio by 2.1% in the 2nd quarter. Wedmont Private Capital now owns 3,691 shares of the technology company’s stock valued at $792,000 after acquiring an additional 75 shares in the last quarter. 84.27% of the stock is currently owned by institutional investors.

Trending Headlines about Twilio

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Twilio reported third-quarter revenue of $1.56 billion, up nearly 20% year over year and above the $1.52 billion analyst consensus. Adjusted earnings of $1.65 per share also exceeded estimates of approximately $1.46-$1.47. Twilio Q3 Earnings and Revenues Beat Estimates
• Positive Sentiment: Demand for messaging, voice, email and artificial-intelligence-related communications supported growth, while profitability improved. Management also raised its full-year 2026 revenue outlook. Twilio Q3 Earnings Beat Estimates on Strong Revenue Growth
• Positive Sentiment: Record free cash flow and management’s view that long-term AI demand remains intact provide support for the company’s longer-term growth thesis. TWLO Stock and AI Demand
• Neutral Sentiment: Needham maintained a “buy” rating but lowered its price target from $280 to $240, reflecting continued confidence in Twilio while acknowledging increased near-term uncertainty. Needham Twilio Rating
• Negative Sentiment: Organic revenue growth was 16% in the third quarter, but management expects it to slow to roughly 11%-12% in the fourth quarter. The lower growth forecast overshadowed the earnings beat and raised concerns that AI benefits may take longer to accelerate. Twilio Sees Slower Q4 Growth and Lower Profit
• Negative Sentiment: The fourth-quarter outlook also points to lower profit, prompting investors to reassess Twilio’s elevated valuation despite strong cash generation and a raised full-year revenue forecast. Twilio Stock Sinks as Slowing Growth Raises Concerns

Analyst Ratings Changes

TWLO has been the subject of a number of recent analyst reports. Stifel Nicolaus set a $325.00 target price on Twilio in a research report on Wednesday, October 14th. Piper Sandler raised their price target on Twilio from $192.00 to $247.00 and gave the stock a “neutral” rating in a research report on Friday, August 7th. Citigroup reaffirmed a “market outperform” rating on shares of Twilio in a research note on Thursday, August 27th. Citizens Jmp reaffirmed a “market outperform” rating and set a $275.00 price objective on shares of Twilio in a research report on Thursday, August 27th. Finally, Monness Crespi & Hardt upped their price objective on shares of Twilio from $246.00 to $270.00 and gave the stock a “buy” rating in a research report on Friday, August 7th. Three analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, one has assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $268.00.

Insider Buying and Selling

In other Twilio news, CEO Khozema Shipchandler sold 14,442 shares of the business’s stock in a transaction dated Monday, October 5th. The stock was sold at an average price of $291.03, for a total transaction of $4,203,055.26. Following the completion of the transaction, the chief executive officer owned 178,863 shares of the company’s stock, valued at approximately $52,054,498.89. The trade was a 7.47% decrease in their ownership of the stock. The sale was disclosed in a legal 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, CFO Aidan Viggiano sold 9,084 shares of the business’s stock in a transaction dated Wednesday, September 30th. The stock was sold at an average price of $294.65, for a total value of $2,676,600.60. Following the transaction, the chief financial officer directly owned 99,246 shares of the company’s stock, valued at approximately $29,242,833.90. The trade was a 8.39% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 538,818 shares of company stock worth $134,833,645 in the last ninety days. 0.21% of the stock is owned by insiders.

Twilio Stock Down 14.9%

NYSE TWLO opened at $205.95 on Friday. The business has a fifty day moving average price of $256.56 and a two-hundred day moving average price of $188.15. The company has a debt-to-equity ratio of 0.11, a current ratio of 4.62 and a quick ratio of 4.62. Twilio Inc. has a fifty-two week low of $105.00 and a fifty-two week high of $308.40. The stock has a market capitalization of $31.63 billion, a PE ratio of 25.91, a PEG ratio of 4.96 and a beta of 1.35.

Twilio (NYSE:TWLO) last issued its quarterly earnings results on Thursday, October 29th. The technology company reported $1.65 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.47 by $0.18. Twilio had a return on equity of 5.74% and a net margin of 21.82%. The company had revenue of $1.56 billion for the quarter, compared to analyst estimates of $1.52 billion. During the same quarter last year, the company posted $1.25 EPS. The company’s revenue for the quarter was up 19.9% compared to the same quarter last year. Equities analysts expect that Twilio Inc. will post 3.12 earnings per share for the current fiscal year.

Twilio Profile

Twilio Inc (NYSE:TWLO) provides a cloud-based customer engagement platform that enables businesses to communicate with customers through software and application programming interfaces (APIs). Its services support messaging, voice, video, email, authentication, contact centers and other digital interactions across mobile and web applications.

The company’s products include programmable communications tools, Twilio SendGrid for email delivery, Twilio Verify for user authentication, Twilio Flex for cloud contact centers, and Twilio Segment for collecting and using customer data.