Robeco Institutional Asset Management B.V. Has $113.32 Million Holdings in Twilio Inc. $TWLO

Robeco Institutional Asset Management B.V. decreased its stake in Twilio Inc. (NYSE:TWLO) by 20.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,132,142 shares of the technology company’s stock after selling 286,612 shares during the period. Robeco Institutional Asset Management B.V. owned approximately 0.74% of Twilio worth $113,316,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of TWLO. Knights of Columbus Asset Advisors LLC acquired a new stake in shares of Twilio in the 2nd quarter valued at $4,809,000. Hood River Capital Management LLC lifted its holdings in Twilio by 36.2% during the 2nd quarter. Hood River Capital Management LLC now owns 133,529 shares of the technology company’s stock valued at $16,606,000 after purchasing an additional 35,468 shares during the last quarter. Public Employees Retirement System of Ohio lifted its holdings in Twilio by 77.8% during the 2nd quarter. Public Employees Retirement System of Ohio now owns 91,122 shares of the technology company’s stock valued at $11,332,000 after purchasing an additional 39,870 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. boosted its position in Twilio by 694.7% in the second quarter. Mirae Asset Global Investments Co. Ltd. now owns 58,579 shares of the technology company’s stock valued at $7,285,000 after buying an additional 51,208 shares in the last quarter. Finally, Peak Financial Advisors LLC bought a new stake in Twilio during the second quarter worth about $476,000. Institutional investors own 84.27% of the company’s stock.

Twilio Trading Up 2.2%

TWLO stock opened at $139.28 on Wednesday. The company has a quick ratio of 4.68, a current ratio of 4.68 and a debt-to-equity ratio of 0.13. Twilio Inc. has a twelve month low of $77.51 and a twelve month high of $151.95. The company has a market cap of $21.37 billion, a P/E ratio of 339.71, a PEG ratio of 2.66 and a beta of 1.30. The business has a fifty day moving average of $131.35 and a 200-day moving average of $119.11.

Twilio (NYSE:TWLO) last posted its quarterly earnings results on Thursday, October 30th. The technology company reported $1.25 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.07 by $0.18. The business had revenue of $1.30 billion for the quarter, compared to analysts’ expectations of $1.25 billion. Twilio had a return on equity of 3.36% and a net margin of 1.37%.The firm’s quarterly revenue was up 14.7% compared to the same quarter last year. During the same quarter last year, the business earned $1.02 earnings per share. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. As a group, equities research analysts expect that Twilio Inc. will post 1.44 EPS for the current year.

Insider Activity

In other news, CEO Khozema Shipchandler sold 13,266 shares of Twilio stock in a transaction that occurred on Wednesday, December 31st. The shares were sold at an average price of $143.37, for a total transaction of $1,901,946.42. Following the completion of the sale, the chief executive officer owned 207,117 shares in the company, valued at $29,694,364.29. The trade was a 6.02% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director Andrew Stafman sold 1,000,000 shares of the business’s stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $129.00, for a total transaction of $129,000,000.00. Following the sale, the director directly owned 2,295,000 shares of the company’s stock, valued at approximately $296,055,000. This trade represents a 30.35% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 1,030,924 shares of company stock valued at $133,175,286. 4.50% of the stock is currently owned by insiders.

Key Twilio News

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Oppenheimer raised its price target to $170 (from $145), which supports upside expectations and likely drew buyer interest. Oppenheimer Raise
• Positive Sentiment: BTIG initiated coverage with a “buy” rating and $165 target, adding institutional analyst support that can attract new demand (roughly ~20% upside vs. recent levels).
• Positive Sentiment: MarketBeat included Twilio in a roundup of AI/cloud stocks with analyst conviction, reinforcing the stock’s growth narrative tied to AI and cloud adoption. MarketBeat AI & Cloud Stock Ideas
• Neutral Sentiment: Zacks noted a recent intraday decline vs. the broader market — descriptive trading context that signals short-term weakness but adds no new fundamental catalyst. Zacks: TWLO Stock Declines
• Neutral Sentiment: General coverage pieces (e.g., Yahoo/finance) are prompting investors to re-check Twilio’s financials and guidance but don’t introduce a clear one-off catalyst. Yahoo Finance Coverage
• Negative Sentiment: Piper Sandler downgraded Twilio to neutral (from overweight/strong-buy in some notes), citing fair valuation — a downgrade that likely reduced near-term buy-side conviction. Piper Sandler Downgrade
• Negative Sentiment: Insider selling: CEO Khozema Shipchandler sold ~13,266 shares and CFO Aidan Viggiano sold 8,109 shares on Dec. 31 (~$1.9M and $1.16M at ~\$143/sh). Multiple insider sales and ~6% reductions in their holdings can spook short‑term sentiment even if transactions are for liquidity/tax planning. CEO Form 4 CFO Form 4
• Negative Sentiment: Cwm LLC trimmed its position (sold ~23% of its stake), a modest institutional outflow that contributes to selling pressure. Cwm LLC Sale

Wall Street Analysts Forecast Growth

TWLO has been the subject of a number of research analyst reports. Royal Bank Of Canada lifted their target price on shares of Twilio from $75.00 to $100.00 and gave the company an “underperform” rating in a research note on Monday. Weiss Ratings reiterated a “hold (c-)” rating on shares of Twilio in a research report on Wednesday, October 8th. JPMorgan Chase & Co. increased their target price on Twilio from $140.00 to $145.00 and gave the stock an “overweight” rating in a report on Friday, October 31st. Oppenheimer restated an “outperform” rating and issued a $170.00 target price on shares of Twilio in a research note on Monday. Finally, Monness Crespi & Hardt lifted their price target on Twilio from $165.00 to $175.00 and gave the company a “buy” rating in a report on Friday, October 31st. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, nine have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $144.24.

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.