Nordea Investment Management AB Has $114.78 Million Stock Holdings in Twilio Inc. $TWLO

Nordea Investment Management AB lifted its position in Twilio Inc. (NYSE:TWLO) by 2.6% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 1,152,727 shares of the technology company’s stock after purchasing an additional 29,089 shares during the quarter. Nordea Investment Management AB owned 0.75% of Twilio worth $114,777,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in the company. Knights of Columbus Asset Advisors LLC bought a new stake in Twilio during the 2nd quarter worth approximately $4,809,000. Hood River Capital Management LLC boosted its stake in Twilio by 36.2% in the second quarter. Hood River Capital Management LLC now owns 133,529 shares of the technology company’s stock worth $16,606,000 after purchasing an additional 35,468 shares in the last quarter. Public Employees Retirement System of Ohio boosted its stake in Twilio by 77.8% in the second quarter. Public Employees Retirement System of Ohio now owns 91,122 shares of the technology company’s stock worth $11,332,000 after purchasing an additional 39,870 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. grew its holdings in shares of Twilio by 694.7% during the second quarter. Mirae Asset Global Investments Co. Ltd. now owns 58,579 shares of the technology company’s stock worth $7,285,000 after purchasing an additional 51,208 shares during the last quarter. Finally, Securian Asset Management Inc. acquired a new stake in shares of Twilio in the third quarter valued at $1,150,000. 84.27% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of equities research analysts have commented on the stock. Cowen reissued a “hold” rating on shares of Twilio in a report on Friday, October 31st. Stifel Nicolaus increased their price target on shares of Twilio from $110.00 to $120.00 and gave the company a “hold” rating in a research note on Friday, October 31st. BTIG Research began coverage on shares of Twilio in a report on Monday, January 5th. They issued a “buy” rating and a $165.00 price target for the company. Mizuho set a $150.00 price objective on Twilio in a report on Monday, December 15th. Finally, FBN Securities upgraded Twilio to a “strong-buy” rating in a research report on Wednesday, November 12th. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, nine have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $145.84.

Insider Buying and Selling at Twilio

In related news, CFO Aidan Viggiano sold 8,109 shares of the stock in a transaction that occurred on Wednesday, December 31st. The shares were sold at an average price of $143.38, for a total value of $1,162,668.42. Following the sale, the chief financial officer directly owned 119,449 shares in the company, valued at $17,126,597.62. This trade represents a 6.36% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Andrew Stafman sold 1,000,000 shares of Twilio 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 transaction, the director directly owned 2,295,000 shares in the company, valued at $296,055,000. The trade was a 30.35% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 1,043,438 shares of company stock valued at $135,022,770. 4.50% of the stock is currently owned by company insiders.

Twilio Price Performance

Shares of TWLO stock opened at $129.60 on Wednesday. The firm’s 50 day moving average price is $132.29 and its two-hundred day moving average price is $119.60. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.68 and a current ratio of 4.68. Twilio Inc. has a 52-week low of $77.51 and a 52-week high of $151.95. The stock has a market cap of $19.89 billion, a PE ratio of 316.11, a PEG ratio of 2.58 and a beta of 1.30.

Twilio (NYSE:TWLO) last posted its quarterly earnings results 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. Twilio had a return on equity of 3.36% and a net margin of 1.37%.The company had revenue of $1.30 billion for the quarter, compared to the consensus estimate of $1.25 billion. During the same quarter in the prior year, the business posted $1.02 EPS. The firm’s quarterly revenue was up 14.7% on a year-over-year basis. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. As a group, analysts forecast that Twilio Inc. will post 1.44 EPS for the current year.

Twilio Company 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.