Fjarde AP Fonden Fourth Swedish National Pension Fund Has $6.54 Million Stake in Twilio Inc. $TWLO

Fjarde AP Fonden Fourth Swedish National Pension Fund boosted its position in Twilio Inc. (NYSE:TWLO) by 50.3% in the 1st quarter, HoldingsChannel reports. The firm owned 51,992 shares of the technology company’s stock after acquiring an additional 17,400 shares during the period. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in Twilio were worth $6,542,000 as of its most recent filing with the SEC.

Other institutional investors have also made changes to their positions in the company. Raleigh Capital Management Inc. acquired a new position in shares of Twilio in the fourth quarter valued at approximately $26,000. SHP Wealth Management acquired a new stake in Twilio during the fourth quarter worth about $26,000. Zions Bancorporation National Association UT bought a new position in Twilio in the 4th quarter valued at about $29,000. Aster Capital Management DIFC Ltd bought a new stake in shares of Twilio during the 4th quarter worth approximately $29,000. Finally, Strategic Advocates LLC bought a new stake in shares of Twilio during the 3rd quarter valued at approximately $30,000. 84.27% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

TWLO has been the subject of a number of research reports. Citizens Jmp increased their price target on Twilio from $185.00 to $210.00 and gave the company a “market outperform” rating in a research note on Friday, May 1st. Robert W. Baird set a $200.00 price objective on shares of Twilio in a research note on Friday, May 1st. Citigroup reaffirmed an “outperform” rating on shares of Twilio in a research report on Friday, May 1st. BTIG Research reaffirmed a “buy” rating and issued a $215.00 price objective on shares of Twilio in a research note on Tuesday, May 12th. Finally, Mizuho upped their target price on Twilio from $150.00 to $165.00 and gave the company an “outperform” rating in a report on Tuesday, April 21st. Three equities research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Twilio presently has a consensus rating of “Moderate Buy” and a consensus price target of $207.41.

Insider Buying and Selling

In related news, CEO Khozema Shipchandler sold 13,881 shares of the firm’s stock in a transaction dated Tuesday, June 30th. The shares were sold at an average price of $201.26, for a total transaction of $2,793,690.06. Following the transaction, the chief executive officer directly owned 221,661 shares of the company’s stock, valued at $44,611,492.86. This trade represents a 5.89% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Andrew Stafman sold 1,000,000 shares of the business’s stock in a transaction dated Wednesday, May 27th. The stock was sold at an average price of $184.14, for a total transaction of $184,140,000.00. Following the transaction, the director owned 620,000 shares in the company, valued at approximately $114,166,800. This trade represents a 61.73% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 1,782,794 shares of company stock valued at $337,372,399. 0.21% of the stock is owned by company insiders.

Twilio Trading Up 0.0%

NYSE:TWLO opened at $209.31 on Monday. Twilio Inc. has a 12 month low of $91.84 and a 12 month high of $238.48. The stock has a market capitalization of $31.77 billion, a price-to-earnings ratio of 327.06, a PEG ratio of 4.16 and a beta of 1.36. The firm has a fifty day simple moving average of $192.49 and a two-hundred day simple moving average of $150.12. The company has a current ratio of 4.66, a quick ratio of 4.66 and a debt-to-equity ratio of 0.13.

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

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.