Fjarde AP Fonden Fourth Swedish National Pension Fund Grows Stock Position in Twilio Inc. $TWLO

Fjarde AP Fonden Fourth Swedish National Pension Fund increased its stake in Twilio Inc. (NYSE:TWLO) by 8.4% during the second quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 34,692 shares of the technology company’s stock after purchasing an additional 2,700 shares during the quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in Twilio were worth $4,314,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of TWLO. LRI Investments LLC bought a new position in Twilio in the 1st quarter worth $25,000. GFG Capital LLC bought a new position in Twilio in the 2nd quarter worth $25,000. Hilltop National Bank bought a new position in Twilio in the 2nd quarter worth $26,000. Financial Gravity Asset Management Inc. purchased a new stake in Twilio in the 1st quarter worth approximately $28,000. Finally, TCTC Holdings LLC increased its holdings in Twilio by 118.1% in the 1st quarter. TCTC Holdings LLC now owns 338 shares of the technology company’s stock worth $33,000 after acquiring an additional 183 shares in the last quarter. 84.27% of the stock is owned by institutional investors.

Insider Transactions at Twilio

In other news, CFO Aidan Viggiano sold 8,363 shares of the firm’s stock in a transaction dated Tuesday, September 30th. The stock was sold at an average price of $100.59, for a total transaction of $841,234.17. Following the completion of the transaction, the chief financial officer owned 137,653 shares in the company, valued at $13,846,515.27. This trade represents a 5.73% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CEO Khozema Shipchandler sold 13,681 shares of the firm’s stock in a transaction dated Tuesday, September 30th. The shares were sold at an average price of $100.59, for a total value of $1,376,171.79. Following the transaction, the chief executive officer owned 233,305 shares of the company’s stock, valued at approximately $23,468,149.95. The trade was a 5.54% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 44,808 shares of company stock valued at $4,677,916. Company insiders own 0.21% of the company’s stock.

Twilio Trading Up 1.5%

Shares of TWLO opened at $113.29 on Friday. The company has a debt-to-equity ratio of 0.12, a current ratio of 4.90 and a quick ratio of 4.90. Twilio Inc. has a 1 year low of $77.51 and a 1 year high of $151.95. The company has a 50 day simple moving average of $106.77 and a two-hundred day simple moving average of $110.76. The firm has a market cap of $17.38 billion, a P/E ratio of 944.18, a price-to-earnings-growth ratio of 3.46 and a beta of 1.25.

Twilio (NYSE:TWLO) last issued its quarterly earnings data on Thursday, October 30th. The technology company reported $1.25 earnings per share for the quarter, beating analysts’ consensus estimates of $1.07 by $0.18. The firm had revenue of $1.30 billion during the quarter, compared to analyst estimates of $1.25 billion. Twilio had a return on equity of 2.78% and a net margin of 0.43%.The business’s quarterly revenue was up 14.7% compared to the same quarter last year. During the same quarter last year, the business posted $1.02 earnings per share. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. On average, equities analysts expect that Twilio Inc. will post 1.44 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several equities research analysts recently issued reports on TWLO shares. Weiss Ratings reissued a “hold (c-)” rating on shares of Twilio in a report on Wednesday, October 8th. Wall Street Zen lowered shares of Twilio from a “strong-buy” rating to a “buy” rating in a report on Sunday, October 26th. Royal Bank Of Canada reissued an “underperform” rating and issued a $75.00 target price on shares of Twilio in a report on Wednesday, September 17th. Wells Fargo & Company started coverage on shares of Twilio in a report on Tuesday, September 30th. They issued an “overweight” rating and a $130.00 target price for the company. Finally, Morgan Stanley set a $152.00 target price on shares of Twilio in a report on Tuesday, October 21st. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $136.43.

Twilio Company Profile

Twilio Inc, together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally. It operates through two segments, Twilio Communications and Twilio Segment. The company provides various application programming interfaces and software solutions for communications between customers and end users, including messaging, voice, email, flex, marketing campaigns, and user identity and authentication.