Public Employees Retirement System of Ohio Invests $15.64 Million in Twilio Inc. $TWLO

Public Employees Retirement System of Ohio purchased a new stake in Twilio Inc. (NYSE:TWLOFree Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 75,782 shares of the technology company’s stock, valued at approximately $15,636,000.

A number of other large investors have also made changes to their positions in TWLO. SHP Wealth Management bought a new position in Twilio during the fourth quarter worth about $26,000. Zions Bancorporation National Association UT bought a new stake in shares of Twilio in the fourth quarter worth about $29,000. Aster Capital Management DIFC Ltd bought a new stake in shares of Twilio in the fourth quarter worth about $29,000. Osbon Capital Management LLC acquired a new stake in shares of Twilio during the fourth quarter worth about $30,000. Finally, Ascentis Independent Advisors acquired a new stake in shares of Twilio during the first quarter worth about $33,000. Institutional investors own 84.27% of the company’s stock.

Twilio Stock Down 0.0%

NYSE:TWLO opened at $237.71 on Monday. The stock has a 50-day simple moving average of $211.42 and a 200 day simple moving average of $173.89. Twilio Inc. has a 52-week low of $98.44 and a 52-week high of $258.35. The company has a market cap of $36.51 billion, a PE ratio of 33.11, a PEG ratio of 4.00 and a beta of 1.37. The company has a debt-to-equity ratio of 0.11, a quick ratio of 4.62 and a current ratio of 4.62.

Twilio (NYSE:TWLOGet Free Report) last released its earnings results on Thursday, August 6th. The technology company reported $1.47 EPS for the quarter, beating 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 business’s quarterly revenue was up 22.0% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.19 EPS. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. On average, sell-side analysts expect that Twilio Inc. will post 3.08 EPS for the current fiscal year.

Insider Buying and Selling

In related news, Director Andrew Stafman sold 500,000 shares of the firm’s stock in a transaction on Wednesday, August 12th. The shares were sold at an average price of $247.08, for a total value of $123,540,000.00. Following the completion of the transaction, the director owned 120,000 shares of the company’s stock, valued at approximately $29,649,600. This trade represents a 80.65% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Aidan Viggiano sold 9,093 shares of Twilio stock in a transaction on Tuesday, June 30th. The shares were sold at an average price of $201.25, for a total transaction of $1,829,966.25. Following the completion of the sale, the chief financial officer owned 118,252 shares in the company, valued at $23,798,215. The trade was a 7.14% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last 90 days, insiders sold 591,512 shares of company stock worth $143,700,814. 0.21% of the stock is owned by insiders.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on the company. UBS Group boosted their price objective on Twilio from $200.00 to $285.00 and gave the company a “buy” rating in a research report on Friday, August 7th. Needham & Company LLC raised their target price on shares of Twilio from $250.00 to $280.00 and gave the stock a “buy” rating in a report on Friday, August 7th. Monness Crespi & Hardt lifted their price target on shares of Twilio from $246.00 to $270.00 and gave the company a “buy” rating in a research note on Friday, August 7th. Wells Fargo & Company upped their price target on shares of Twilio from $225.00 to $275.00 and gave the company an “overweight” rating in a report on Friday, August 7th. Finally, The Goldman Sachs Group reissued a “buy” rating and set a $330.00 price objective on shares of Twilio in a research report on Friday, August 7th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Buy” and a consensus target price of $249.68.

Get Our Latest Stock Analysis on TWLO

Twilio Profile

(Free Report)

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.

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Institutional Ownership by Quarter for Twilio (NYSE:TWLO)

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