SEB Asset Management AB Buys Shares of 39,401 Twilio Inc. $TWLO

SEB Asset Management AB purchased a new position in Twilio Inc. (NYSE:TWLO) in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 39,401 shares of the technology company’s stock, valued at approximately $4,957,000.

A number of other hedge funds also recently modified their holdings of the business. Raleigh Capital Management Inc. bought a new position in shares of Twilio during the 4th quarter valued at about $26,000. SHP Wealth Management bought a new stake in Twilio during the 4th quarter worth approximately $26,000. Zions Bancorporation National Association UT bought a new stake in Twilio during the 4th quarter worth approximately $29,000. Aster Capital Management DIFC Ltd acquired a new stake in Twilio during the 4th quarter worth approximately $29,000. Finally, Osbon Capital Management LLC acquired a new stake in Twilio during the 4th quarter worth approximately $30,000. Institutional investors and hedge funds own 84.27% of the company’s stock.

Twilio Trading Down 6.4%

NYSE:TWLO opened at $183.57 on Thursday. The company has a market cap of $27.86 billion, a P/E ratio of 286.84, a price-to-earnings-growth ratio of 3.90 and a beta of 1.36. Twilio Inc. has a twelve month low of $91.84 and a twelve month high of $238.48. The business has a 50 day moving average price of $202.28 and a two-hundred day moving average price of $156.36. The company has a quick ratio of 4.66, a current ratio of 4.66 and a debt-to-equity ratio of 0.13.

Twilio (NYSE:TWLO) last posted its quarterly earnings data on Thursday, April 30th. The technology company reported $1.50 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.27 by $0.23. The company had revenue of $1.41 billion for the quarter, compared to the consensus estimate of $1.34 billion. Twilio had a net margin of 1.96% and a return on equity of 4.64%. The firm’s revenue was up 20.0% compared to the same quarter last year. During the same period last year, the company earned $1.14 earnings per share. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. As a group, analysts expect that Twilio Inc. will post 2.79 EPS for the current fiscal year.

Analyst Ratings Changes

Several research analysts have recently weighed in on the stock. Zacks Research upgraded shares of Twilio from a “hold” rating to a “strong-buy” rating in a report on Monday, July 13th. Weiss Ratings upgraded shares of Twilio from a “sell (d+)” rating to a “hold (c)” rating in a report on Wednesday, May 6th. KeyCorp boosted their price objective on shares of Twilio from $156.00 to $200.00 and gave the company an “overweight” rating in a research report on Friday, May 1st. Robert W. Baird set a $200.00 target price on shares of Twilio in a research note on Friday, May 1st. Finally, TD Cowen increased their target price on Twilio from $210.00 to $245.00 and gave the stock a “buy” rating in a report on Friday, July 17th. Four research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus target price of $219.23.

Insider Buying and Selling at Twilio

In other Twilio news, Director Andrew Stafman sold 1,000,000 shares of Twilio stock in a transaction on Wednesday, May 27th. The shares were sold at an average price of $184.14, for a total value of $184,140,000.00. Following the sale, the director directly owned 620,000 shares in the company, valued at approximately $114,166,800. The trade was a 61.73% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Aidan Viggiano sold 9,093 shares of the business’s stock in a transaction dated Tuesday, June 30th. The stock was sold at an average price of $201.25, for a total transaction of $1,829,966.25. Following the sale, the chief financial officer directly owned 118,252 shares in the company, valued at $23,798,215. This trade represents a 7.14% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 1,803,980 shares of company stock worth $341,898,467 in the last three months. 0.21% of the stock is currently owned by company insiders.

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.