Munich Reinsurance Co Stock Corp in Munich Invests $3.18 Million in Twilio Inc. $TWLO

Munich Reinsurance Co Stock Corp in Munich bought a new position in shares of Twilio Inc. (NYSE:TWLO) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 31,734 shares of the technology company’s stock, valued at approximately $3,176,000.

Several other hedge funds have also recently bought and sold shares of the business. Hel Ved Capital Management Ltd lifted its position in Twilio by 59.9% during the third quarter. Hel Ved Capital Management Ltd now owns 13,350 shares of the technology company’s stock valued at $1,336,000 after buying an additional 5,000 shares in the last quarter. Blair William & Co. IL grew its stake in Twilio by 2.6% during the third quarter. Blair William & Co. IL now owns 199,568 shares of the technology company’s stock worth $19,975,000 after buying an additional 5,028 shares during the period. Neuberger Berman Group LLC increased its position in shares of Twilio by 75.7% in the third quarter. Neuberger Berman Group LLC now owns 961,189 shares of the technology company’s stock worth $96,205,000 after acquiring an additional 413,997 shares in the last quarter. Barclays PLC increased its position in shares of Twilio by 2.2% in the third quarter. Barclays PLC now owns 326,642 shares of the technology company’s stock worth $32,694,000 after acquiring an additional 7,107 shares in the last quarter. Finally, Pitcairn Co. raised its stake in shares of Twilio by 16.0% in the 3rd quarter. Pitcairn Co. now owns 13,785 shares of the technology company’s stock valued at $1,380,000 after acquiring an additional 1,906 shares during the period. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Insider Transactions at Twilio

In other news, CFO Aidan Viggiano sold 806 shares of Twilio stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $125.00, for a total transaction of $100,750.00. Following the sale, the chief financial officer directly owned 147,961 shares of the company’s stock, valued at approximately $18,495,125. The trade was a 0.54% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Khozema Shipchandler sold 13,336 shares of the business’s stock in a transaction dated Tuesday, January 6th. The stock was sold at an average price of $134.28, for a total value of $1,790,758.08. Following the completion of the transaction, the chief executive officer owned 193,781 shares in the company, valued at approximately $26,020,912.68. This trade represents a 6.44% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 43,753 shares of company stock worth $6,050,080. Corporate insiders own 0.21% of the company’s stock.

Twilio Price Performance

TWLO opened at $128.18 on Friday. The company has a fifty day simple moving average of $123.51 and a 200 day simple moving average of $119.40. The firm has a market cap of $19.67 billion, a price-to-earnings ratio of 674.67, a PEG ratio of 5.25 and a beta of 1.30. Twilio Inc. has a twelve month low of $77.51 and a twelve month high of $145.90. The company has a current ratio of 4.03, a quick ratio of 4.03 and a debt-to-equity ratio of 0.13.

Twilio (NYSE:TWLO) last issued its quarterly earnings data on Thursday, February 12th. The technology company reported $1.33 EPS for the quarter, topping analysts’ consensus estimates of $1.24 by $0.09. Twilio had a net margin of 0.67% and a return on equity of 3.93%. The firm had revenue of $1.37 billion for the quarter, compared to analyst estimates of $1.32 billion. During the same quarter in the previous year, the business posted $1.00 EPS. The firm’s revenue was up 14.3% compared to the same quarter last year. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. Equities research analysts expect that Twilio Inc. will post 1.44 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

TWLO has been the topic of several recent research reports. FBN Securities upgraded shares of Twilio to a “strong-buy” rating in a report on Wednesday, November 12th. Royal Bank Of Canada raised 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. Rosenblatt Securities restated a “buy” rating and set a $180.00 price objective on shares of Twilio in a research note on Friday, February 13th. Morgan Stanley set a $153.00 target price on Twilio in a research report on Friday, February 13th. Finally, Citigroup reiterated a “market perform” rating on shares of Twilio in a research note on Tuesday, December 30th. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, five have given a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat, Twilio has a consensus rating of “Moderate Buy” and an average price target of $145.22.

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.