Nykredit A S Takes $11.22 Million Position in Twilio Inc. $TWLO

Nykredit A S bought a new stake in shares of Twilio Inc. (NYSE:TWLO) during the second quarter, HoldingsChannel reports. The fund bought 54,361 shares of the technology company’s stock, valued at approximately $11,216,000.

Other hedge funds and other institutional investors have also modified their holdings of the company. State Street Corp grew its stake in Twilio by 47.8% in the 3rd quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock worth $588,469,000 after acquiring an additional 1,900,551 shares during the period. Royal Bank of Canada lifted its stake in shares of Twilio by 10.8% in the 1st quarter. Royal Bank of Canada now owns 3,261,235 shares of the technology company’s stock valued at $410,330,000 after purchasing an additional 316,858 shares in the last quarter. Invesco Ltd. grew its stake in Twilio by 56.9% during the fourth quarter. Invesco Ltd. now owns 3,151,546 shares of the technology company’s stock worth $448,276,000 after buying an additional 1,142,309 shares during the period. Alyeska Investment Group L.P. boosted its position in Twilio by 39.7% during the 3rd quarter. Alyeska Investment Group L.P. now owns 2,643,859 shares of the technology company’s stock worth $264,624,000 after purchasing an additional 750,951 shares during the period. Finally, Pictet Asset Management Holding SA grew its stake in shares of Twilio by 17.6% in the first quarter. Pictet Asset Management Holding SA now owns 2,331,471 shares of the technology company’s stock valued at $293,237,000 after buying an additional 349,131 shares in the last quarter. 84.27% of the stock is currently owned by hedge funds and other institutional investors.

Twilio Price Performance

Shares of NYSE TWLO opened at $232.27 on Friday. The stock has a market cap of $35.67 billion, a P/E ratio of 32.35, a P/E/G ratio of 4.99 and a beta of 1.40. The company has a quick ratio of 4.62, a current ratio of 4.62 and a debt-to-equity ratio of 0.11. The firm’s 50-day simple moving average is $215.92 and its 200 day simple moving average is $177.65. Twilio Inc. has a fifty-two week low of $98.44 and a fifty-two week high of $258.35.

Twilio (NYSE:TWLO) last released its quarterly earnings results on Thursday, August 6th. The technology company reported $1.47 EPS for the quarter, topping analysts’ consensus estimates of $1.32 by $0.15. The company had revenue of $1.50 billion for the quarter, compared to the consensus estimate of $1.43 billion. Twilio had a net margin of 20.61% and a return on equity of 5.09%. Twilio’s revenue was up 22.0% on a year-over-year basis. During the same period in the previous year, the firm earned $1.19 EPS. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. Equities analysts expect that Twilio Inc. will post 3.08 EPS for the current year.

Insider Activity at Twilio

In related news, CFO Aidan Viggiano sold 9,093 shares of Twilio 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 transaction, the chief financial officer directly owned 118,252 shares of the company’s stock, valued at $23,798,215. The trade was a 7.14% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Andrew Stafman sold 500,000 shares of Twilio stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $247.08, for a total transaction of $123,540,000.00. Following the completion of the transaction, the director owned 120,000 shares in the company, valued at approximately $29,649,600. This trade represents a 80.65% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 547,354 shares of company stock valued at $133,284,825 over the last 90 days. 0.21% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several equities research analysts recently issued reports on TWLO shares. Piper Sandler lifted their price target on shares of Twilio from $192.00 to $247.00 and gave the stock a “neutral” rating in a research note on Friday, August 7th. Needham & Company LLC lifted their price objective on Twilio from $250.00 to $280.00 and gave the stock a “buy” rating in a report on Friday, August 7th. Jefferies Financial Group reiterated a “buy” rating and set a $240.00 target price on shares of Twilio in a research note on Friday, August 7th. Wells Fargo & Company lifted their price target on Twilio from $225.00 to $275.00 and gave the stock an “overweight” rating in a research note on Friday, August 7th. Finally, Mizuho set a $270.00 target price on shares of Twilio in a research note on Wednesday, August 12th. Three analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, one has given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Buy” and a consensus price target of $249.68.

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.