Nykredit A S Invests $11.22 Million in Twilio Inc. $TWLO

Key Points

• Nykredit A/S acquired a new $11.22 million stake in Twilio, purchasing 54,361 shares during the second quarter. Institutional investors collectively own 84.27% of the company.
• Twilio exceeded quarterly expectations, reporting adjusted EPS of $1.47 versus the $1.32 consensus and revenue of $1.50 billion, up 22% year over year.
• Analyst sentiment remains favorable, with a consensus “Buy” rating and an average price target of $249.68, although insiders sold approximately $133.3 million of stock over the past 90 days.

Nykredit A S acquired a new stake in Twilio Inc. (NYSE:TWLO - Free Report) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 54,361 shares of the technology company's stock, valued at approximately $11,216,000.

Other institutional investors have also modified their holdings of the company. SHP Wealth Management acquired a new position in Twilio in the fourth quarter valued at about $26,000. Zions Bancorporation National Association UT purchased a new stake in shares of Twilio in the 4th quarter valued at approximately $29,000. Aster Capital Management DIFC Ltd purchased a new stake in shares of Twilio in the 4th quarter valued at approximately $29,000. Osbon Capital Management LLC acquired a new position in shares of Twilio in the 4th quarter worth approximately $30,000. Finally, Ascentis Independent Advisors purchased a new position in shares of Twilio during the 1st quarter worth approximately $33,000. Hedge funds and other institutional investors own 84.27% of the company's stock.

Insider Activity at Twilio

In other Twilio news, 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 value of $123,540,000.00. Following the sale, the director owned 120,000 shares of the company's stock, valued at approximately $29,649,600. The trade was a 80.65% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Aidan Viggiano sold 1,394 shares of the company's stock in a transaction on Monday, August 17th. The stock was sold at an average price of $234.48, for a total value of $326,865.12. Following the transaction, the chief financial officer directly owned 108,330 shares in the company, valued at $25,401,218.40. This represents a 1.27% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 547,354 shares of company stock worth $133,284,825 over the last 90 days. Company insiders own 0.21% of the company's stock.

Twilio Stock Down 3.4%

TWLO opened at $232.27 on Friday. 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 business has a 50 day moving average price of $215.92 and a two-hundred day moving average price of $177.65. Twilio Inc. has a 52 week low of $98.44 and a 52 week high of $258.35. The company has a market cap of $35.67 billion, a PE ratio of 32.35, a P/E/G ratio of 4.99 and a beta of 1.40.

Twilio (NYSE:TWLO - Get Free Report) last announced its quarterly earnings data on Thursday, August 6th. The technology company reported $1.47 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.32 by $0.15. The company had revenue of $1.50 billion for the quarter, compared to analysts' expectations 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% compared to the same quarter last year. During the same period in the previous year, the company posted $1.19 EPS. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. As a group, research analysts anticipate that Twilio Inc. will post 3.08 EPS for the current year.

Analysts Set New Price Targets

A number of research analysts have commented on the company. Oppenheimer upped their price target on Twilio from $235.00 to $275.00 and gave the stock an "outperform" rating in a research note on Friday, August 7th. Jefferies Financial Group reissued a "buy" rating and set a $240.00 target price on shares of Twilio in a research note on Friday, August 7th. Citizens Jmp reaffirmed a "market outperform" rating and issued a $275.00 target price on shares of Twilio in a research report on Thursday, August 27th. Wells Fargo & Company increased their price target on shares of Twilio from $225.00 to $275.00 and gave the stock an "overweight" rating in a research report on Friday, August 7th. Finally, Weiss Ratings raised shares of Twilio from a "hold (c)" rating to a "buy (b-)" rating in a research note on Monday, August 17th. Three equities research 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. According to MarketBeat.com, the stock currently has an average rating of "Buy" and a consensus target price of $249.68.

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.

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.