Ilmarinen Mutual Pension Insurance Co Invests $2.45 Million in Twilio Inc. $TWLO

Key Points

• Ilmarinen Mutual Pension Insurance Co has invested approximately $2.45 million in Twilio Inc., acquiring 25,000 shares during the first quarter.
• Brokerage firms have mixed ratings on Twilio, with Piper Sandler increasing its target price to $144.00, while UBS Group has lowered its price target to $135.00.
• Institutional investors now own 84.27% of Twilio's stock, with several firms significantly increasing their stakes in the technology company.

Ilmarinen Mutual Pension Insurance Co purchased a new stake in shares of Twilio Inc. (NYSE:TWLO - Free Report) during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 25,000 shares of the technology company's stock, valued at approximately $2,448,000.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Plato Investment Management Ltd lifted its position in Twilio by 5.2% during the 1st quarter. Plato Investment Management Ltd now owns 10,100 shares of the technology company's stock valued at $1,000,000 after purchasing an additional 499 shares during the period. Bayforest Capital Ltd raised its stake in shares of Twilio by 160.0% during the first quarter. Bayforest Capital Ltd now owns 4,175 shares of the technology company's stock worth $409,000 after buying an additional 2,569 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its stake in shares of Twilio by 19.8% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,920,443 shares of the technology company's stock worth $188,031,000 after buying an additional 318,015 shares during the last quarter. Empowered Funds LLC lifted its holdings in Twilio by 2,302.4% in the first quarter. Empowered Funds LLC now owns 65,416 shares of the technology company's stock valued at $6,405,000 after buying an additional 62,693 shares during the period. Finally, Ascent Group LLC bought a new position in Twilio in the first quarter valued at approximately $313,000. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several brokerages have commented on TWLO. Piper Sandler upped their target price on shares of Twilio from $140.00 to $144.00 and gave the company an "overweight" rating in a research report on Friday, August 8th. Rosenblatt Securities initiated coverage on Twilio in a research note on Friday, September 5th. They issued a "buy" rating and a $140.00 target price on the stock. KeyCorp initiated coverage on Twilio in a report on Friday, June 6th. They set an "overweight" rating and a $146.00 target price on the stock. Wall Street Zen cut Twilio from a "strong-buy" rating to a "buy" rating in a research note on Friday, May 30th. Finally, UBS Group reduced their price objective on shares of Twilio from $150.00 to $135.00 and set a "buy" rating on the stock in a research note on Friday, August 8th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average target price of $129.78.

Twilio Trading Down 2.4%

NYSE:TWLO opened at $104.40 on Thursday. The company has a debt-to-equity ratio of 0.12, a current ratio of 4.90 and a quick ratio of 4.90. The business's 50-day simple moving average is $115.01 and its 200-day simple moving average is $109.21. Twilio Inc. has a fifty-two week low of $57.16 and a fifty-two week high of $151.95. The stock has a market capitalization of $16.02 billion, a PE ratio of 870.07, a price-to-earnings-growth ratio of 3.35 and a beta of 1.27.

Twilio (NYSE:TWLO - Get Free Report) last announced its earnings results on Thursday, August 7th. The technology company reported $1.19 EPS for the quarter, topping the consensus estimate of $1.02 by $0.17. Twilio had a net margin of 0.43% and a return on equity of 2.78%. The firm had revenue of $1.23 billion for the quarter, compared to the consensus estimate of $1.19 billion. During the same period last year, the company posted $0.87 EPS. The business's quarterly revenue was up 13.5% on a year-over-year basis. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. Sell-side analysts expect that Twilio Inc. will post 1.44 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, CFO Aidan Viggiano sold 1,807 shares of the company's stock in a transaction on Friday, August 15th. The shares were sold at an average price of $105.94, for a total value of $191,433.58. Following the completion of the transaction, the chief financial officer directly owned 146,016 shares of the company's stock, valued at approximately $15,468,935.04. This represents a 1.22% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Khozema Shipchandler sold 13,595 shares of the stock in a transaction dated Thursday, July 3rd. The stock was sold at an average price of $117.06, for a total value of $1,591,430.70. Following the transaction, the chief executive officer owned 246,986 shares of the company's stock, valued at approximately $28,912,181.16. This trade represents a 5.22% decrease in their position. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 51,671 shares of company stock worth $6,235,788. 0.21% of the stock is currently owned by company insiders.

Twilio Company Profile

Twilio Inc, together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally. It operates through two segments, Twilio Communications and Twilio Segment. The company provides various application programming interfaces and software solutions for communications between customers and end users, including messaging, voice, email, flex, marketing campaigns, and user identity and authentication.

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