Twilio Inc. $TWLO Holdings Lifted by Nordea Investment Management AB

Nordea Investment Management AB boosted its holdings in shares of Twilio Inc. (NYSE:TWLO) by 2.1% during the 4th quarter, Holdings Channel reports. The institutional investor owned 1,176,896 shares of the technology company’s stock after buying an additional 24,169 shares during the period. Nordea Investment Management AB’s holdings in Twilio were worth $168,849,000 as of its most recent SEC filing.

Several other hedge funds have also recently bought and sold shares of TWLO. Estabrook Capital Management purchased a new position in Twilio during the 2nd quarter valued at about $31,000. First Horizon Corp acquired a new position in shares of Twilio in the 3rd quarter valued at about $28,000. SJS Investment Consulting Inc. lifted its position in shares of Twilio by 1,564.7% in the third quarter. SJS Investment Consulting Inc. now owns 283 shares of the technology company’s stock worth $28,000 after purchasing an additional 266 shares in the last quarter. Strategic Advocates LLC acquired a new stake in shares of Twilio during the third quarter worth approximately $30,000. Finally, MassMutual Private Wealth & Trust FSB boosted its holdings in shares of Twilio by 34.7% during the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 303 shares of the technology company’s stock worth $43,000 after purchasing an additional 78 shares during the period. 84.27% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Twilio

In other Twilio news, 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 sale, the chief executive officer owned 193,781 shares of the company’s stock, valued at $26,020,912.68. The trade was a 6.44% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Aidan Viggiano sold 8,109 shares of the company’s stock in a transaction dated Wednesday, December 31st. The stock was sold at an average price of $143.38, for a total value of $1,162,668.42. Following the sale, the chief financial officer owned 119,449 shares of the company’s stock, valued at approximately $17,126,597.62. This trade represents a 6.36% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 43,753 shares of company stock worth $6,050,080 over the last three months. Company insiders own 4.50% of the company’s stock.

Twilio Price Performance

NYSE TWLO opened at $124.04 on Monday. The company has a quick ratio of 4.03, a current ratio of 4.03 and a debt-to-equity ratio of 0.13. The stock has a market capitalization of $18.79 billion, a PE ratio of 652.87, a price-to-earnings-growth ratio of 5.09 and a beta of 1.30. Twilio Inc. has a 12-month low of $77.51 and a 12-month high of $145.90. The company has a 50 day moving average price of $120.79 and a two-hundred day moving average price of $121.04.

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

Analyst Ratings Changes

Several research firms have weighed in on TWLO. Needham & Company LLC reiterated a “buy” rating on shares of Twilio in a research note on Friday, March 13th. Weiss Ratings cut shares of Twilio from a “hold (c-)” rating to a “sell (d+)” rating in a report on Friday, February 27th. BTIG Research dropped their price target on shares of Twilio from $165.00 to $155.00 and set a “buy” rating on the stock in a research note on Friday, February 13th. Piper Sandler reiterated a “neutral” rating and set a $130.00 price objective (down from $148.00) on shares of Twilio in a report on Friday, February 13th. Finally, Oppenheimer reissued an “outperform” rating and set a $170.00 price objective on shares of Twilio in a research report on Monday, January 5th. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, five have given a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat, the company currently 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.