Swiss Life Asset Management Ltd Trims Stock Holdings in Twilio Inc. $TWLO

Swiss Life Asset Management Ltd reduced its holdings in shares of Twilio Inc. (NYSE:TWLO) by 40.2% in the third quarter, according to its most recent filing with the SEC. The fund owned 26,477 shares of the technology company’s stock after selling 17,803 shares during the period. Swiss Life Asset Management Ltd’s holdings in Twilio were worth $2,650,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of TWLO. SJS Investment Consulting Inc. grew its position in 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 acquiring an additional 266 shares during the last quarter. First Horizon Corp bought a new stake in shares of Twilio during the third quarter worth $28,000. Strategic Advocates LLC purchased a new stake in shares of Twilio during the third quarter valued at $30,000. Estabrook Capital Management purchased a new stake in shares of Twilio during the second quarter valued at $31,000. Finally, Cloud Capital Management LLC bought a new position in shares of Twilio in the third quarter worth about $42,000. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Insider Activity at Twilio

In related news, CEO Khozema Shipchandler sold 13,336 shares of Twilio stock in a transaction that occurred on Tuesday, January 6th. The shares were sold at an average price of $134.28, for a total transaction of $1,790,758.08. Following the transaction, the chief executive officer directly owned 193,781 shares of the company’s stock, valued at $26,020,912.68. This trade represents a 6.44% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, CFO Aidan Viggiano sold 806 shares of the business’s stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $125.00, for a total transaction of $100,750.00. Following the completion of the transaction, the chief financial officer directly owned 147,961 shares of the company’s stock, valued at $18,495,125. This trade represents a 0.54% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 43,753 shares of company stock valued at $6,050,080 in the last ninety days. Corporate insiders own 4.50% of the company’s stock.

Analyst Ratings Changes

Several research firms recently commented on TWLO. Argus raised shares of Twilio to a “strong-buy” rating in a research note on Thursday, February 19th. Citizens Jmp boosted their price objective on shares of Twilio from $165.00 to $185.00 and gave the company a “market outperform” rating in a research report on Tuesday, December 30th. Oppenheimer restated an “outperform” rating and issued a $170.00 target price on shares of Twilio in a research note on Monday, January 5th. Morgan Stanley set a $153.00 target price on shares of Twilio in a research report on Friday, February 13th. Finally, BTIG Research decreased their price target on shares of Twilio from $165.00 to $155.00 and set a “buy” rating for the company in a research note on Friday, February 13th. Two research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, five have given a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat, Twilio currently has a consensus rating of “Moderate Buy” and an average price target of $145.22.

Twilio Stock Performance

TWLO stock opened at $127.16 on Tuesday. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.03 and a quick ratio of 4.03. The business has a 50-day moving average price of $120.69 and a 200 day moving average price of $121.19. The company has a market capitalization of $19.27 billion, a P/E ratio of 669.28, a PEG ratio of 5.09 and a beta of 1.30. Twilio Inc. has a 1-year low of $77.51 and a 1-year high of $145.90.

Twilio (NYSE:TWLO) last released its quarterly earnings data on Thursday, February 12th. The technology company reported $1.33 earnings per share 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 company had revenue of $1.37 billion during the quarter, compared to analyst estimates of $1.32 billion. During the same period in the prior year, the firm earned $1.00 earnings per share. The firm’s revenue for the quarter was up 14.3% compared to the same quarter last year. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. As a group, equities research analysts forecast that Twilio Inc. will post 1.44 EPS for the current fiscal year.

About Twilio

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.