Munich Reinsurance Co Stock Corp in Munich Makes New $3.18 Million Investment in Twilio Inc. $TWLO

Key Points

• Munich Re acquired a new stake of 31,734 Twilio shares in Q3, valued at approximately $3.18 million, while institutional investors collectively own about 84.27% of the company.
• Twilio beat the latest quarter's estimates with $1.33 EPS (vs. $1.24 est.) and $1.37B revenue (up 14.3% YoY), and set Q1 2026 EPS guidance of 1.210–1.260.
• Analysts have a consensus rating of "Moderate Buy" with a $145.22 average price target (mix of 2 Strong Buy, 17 Buy, 5 Hold, 3 Sell), while the stock trades at a high trailing P/E of 674.67 and a market cap of about $19.7B.

Munich Reinsurance Co Stock Corp in Munich acquired a new stake in Twilio Inc. (NYSE:TWLO - Free Report) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 31,734 shares of the technology company's stock, valued at approximately $3,176,000.

Other large investors have also made changes to their positions in the company. CENTRAL TRUST Co purchased a new stake in Twilio during the 2nd quarter worth about $25,000. SJS Investment Consulting Inc. lifted its holdings in Twilio by 1,564.7% in the 3rd quarter. SJS Investment Consulting Inc. now owns 283 shares of the technology company's stock valued at $28,000 after purchasing an additional 266 shares in the last quarter. First Horizon Corp acquired a new stake in shares of Twilio during the 3rd quarter worth about $28,000. Estabrook Capital Management acquired a new stake in shares of Twilio during the 2nd quarter worth about $31,000. Finally, Financial Gravity Companies Inc. purchased a new stake in shares of Twilio during the second quarter worth about $35,000. Institutional investors and hedge funds own 84.27% of the company's stock.

Analysts Set New Price Targets

Several equities analysts recently issued reports on the stock. Weiss Ratings downgraded shares of Twilio from a "hold (c-)" rating to a "sell (d+)" rating in a research note on Friday, February 27th. Morgan Stanley set a $153.00 target price on shares of Twilio in a research note on Friday, February 13th. Rosenblatt Securities reiterated a "buy" rating and issued a $180.00 price target on shares of Twilio in a report on Friday, February 13th. Jefferies Financial Group reissued a "hold" rating and set a $125.00 price target on shares of Twilio in a research note on Friday, February 13th. Finally, Piper Sandler restated 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. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, five have assigned a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus price target of $145.22.

Twilio Price Performance

TWLO opened at $128.18 on Friday. The company's 50 day simple moving average is $123.51 and its 200 day simple moving average is $119.40. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.03 and a current ratio of 4.03. Twilio Inc. has a 1 year low of $77.51 and a 1 year high of $145.90. The stock has a market capitalization of $19.67 billion, a PE ratio of 674.67, a P/E/G ratio of 5.25 and a beta of 1.30.

Twilio (NYSE:TWLO - Get Free Report) last released its earnings results on Thursday, February 12th. The technology company reported $1.33 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.24 by $0.09. Twilio had a net margin of 0.67% and a return on equity of 3.93%. The firm had revenue of $1.37 billion during the quarter, compared to the consensus estimate of $1.32 billion. During the same period in the previous year, the firm earned $1.00 earnings per share. Twilio's revenue was up 14.3% compared to the same quarter last year. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. As a group, sell-side analysts expect that Twilio Inc. will post 1.44 EPS for the current year.

Insider Buying and Selling at Twilio

In other news, CFO Aidan Viggiano sold 806 shares of the business's stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $125.00, for a total transaction of $100,750.00. Following the completion of the sale, the chief financial officer directly owned 147,961 shares of the company's stock, valued at $18,495,125. The trade was a 0.54% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CEO Khozema Shipchandler sold 13,336 shares of the company's stock in a transaction on 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 sale, the chief executive officer owned 193,781 shares of the company's stock, valued at approximately $26,020,912.68. The trade was a 6.44% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 43,753 shares of company stock valued at $6,050,080 over the last three months. Corporate insiders own 0.21% of the company's stock.

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.

Want to see what other hedge funds are holding TWLO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Twilio Inc. (NYSE:TWLO - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.