Strs Ohio Has $11.62 Million Position in Twilio Inc. $TWLO

Key Points

• Strs Ohio cut its stake in Twilio by 41.4% in Q4, now owning 81,687 shares worth $11.62 million (about 0.05% of the company).
• Twilio beat recent quarterly estimates, reporting $1.50 EPS versus $1.27 expected and $1.41B revenue (up 20% YoY), and set Q2 2026 guidance of $2.50–$2.60 EPS.
• Insiders have sold shares (49,588 shares worth $6.34M in the last three months) even as institutional ownership is high at 84.27%; analysts' consensus is a "Moderate Buy" with an average target of $187.

Strs Ohio cut its stake in Twilio Inc. (NYSE:TWLO - Free Report) by 41.4% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 81,687 shares of the technology company's stock after selling 57,694 shares during the quarter. Strs Ohio owned 0.05% of Twilio worth $11,619,000 at the end of the most recent quarter.

A number of other hedge funds have also modified their holdings of the company. Raleigh Capital Management Inc. acquired a new stake in Twilio in the fourth quarter worth $26,000. SJS Investment Consulting Inc. grew its holdings in shares of Twilio by 1,564.7% in the 3rd quarter. SJS Investment Consulting Inc. now owns 283 shares of the technology company's stock valued at $28,000 after buying an additional 266 shares during the period. First Horizon Corp acquired a new stake in Twilio during the 3rd quarter worth $28,000. Strategic Advocates LLC acquired a new stake in Twilio during the 3rd quarter worth $30,000. Finally, Wolff Wiese Magana LLC lifted its holdings in Twilio by 2,488.9% during the fourth quarter. Wolff Wiese Magana LLC now owns 233 shares of the technology company's stock worth $33,000 after acquiring an additional 224 shares in the last quarter. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Twilio Stock Performance

Shares of TWLO stock opened at $189.56 on Tuesday. The company's fifty day simple moving average is $128.65 and its 200-day simple moving average is $126.58. The company has a quick ratio of 4.03, a current ratio of 4.66 and a debt-to-equity ratio of 0.13. The firm has a market cap of $28.72 billion, a PE ratio of 296.20, a P/E/G ratio of 7.23 and a beta of 1.32. Twilio Inc. has a 12 month low of $91.84 and a 12 month high of $192.70.

Twilio (NYSE:TWLO - Get Free Report) last released its earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share for the quarter, beating analysts' consensus estimates 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 during the quarter, compared to the consensus estimate of $1.34 billion. During the same quarter last year, the firm earned $1.14 earnings per share. The firm's revenue for the quarter was up 20.0% compared to the same quarter last year. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. Equities research analysts expect that Twilio Inc. will post 2.47 EPS for the current fiscal year.

Analyst Ratings Changes

Several equities research analysts have issued reports on the company. Mizuho increased their price target on Twilio from $150.00 to $165.00 and gave the stock an "outperform" rating in a report on Tuesday, April 21st. Robert W. Baird set a $200.00 price objective on Twilio in a report on Friday. Royal Bank Of Canada boosted their price objective on Twilio from $75.00 to $100.00 and gave the company an "underperform" rating in a research report on Monday, January 5th. Oppenheimer reissued an "outperform" rating and set a $200.00 target price on shares of Twilio in a research note on Friday. Finally, Argus upgraded shares of Twilio to a "strong-buy" rating in a report on Thursday, February 19th. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, two have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and an average target price of $187.00.

Insider Transactions at Twilio

In other news, Director Erika Rottenberg sold 1,800 shares of the firm's stock in a transaction dated Tuesday, April 21st. The stock was sold at an average price of $149.02, for a total value of $268,236.00. Following the completion of the transaction, the director owned 34,495 shares in the company, valued at $5,140,444.90. This trade represents a 4.96% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Khozema Shipchandler sold 15,715 shares of Twilio stock in a transaction dated Monday, April 6th. The shares were sold at an average price of $133.39, for a total value of $2,096,223.85. Following the completion of the sale, the chief executive officer directly owned 235,542 shares in the company, valued at approximately $31,418,947.38. This represents a 6.25% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 49,588 shares of company stock worth $6,336,644 in the last three months. Insiders own 0.21% of the company's stock.

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.

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