Nykredit A S Takes Position in Twilio Inc. $TWLO

Key Points

• Nykredit A/S acquired 50,959 Twilio shares in the second quarter, valued at approximately $10.5 million. Institutional investors and hedge funds collectively own 84.27% of Twilio’s outstanding stock.
• Analysts maintain a positive outlook, with a consensus “Moderate Buy” rating and average price target of $249.68. Twilio recently exceeded quarterly estimates, reporting $1.47 in adjusted EPS and $1.50 billion in revenue, up 22% year over year.
• Twilio shares opened at $244.02, near their 52-week high of $258.35. Company insiders sold shares worth approximately $133.3 million over the past quarter, including transactions by the CEO and CFO.

Nykredit A S acquired a new position in shares of Twilio Inc. (NYSE:TWLO - Free Report) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 50,959 shares of the technology company's stock, valued at approximately $10,514,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of TWLO. Plato Investment Management Ltd bought a new position in shares of Twilio in the 2nd quarter valued at about $1,637,000. National Pension Service raised its holdings in Twilio by 184.4% during the fourth quarter. National Pension Service now owns 18,545 shares of the technology company's stock worth $2,638,000 after acquiring an additional 12,025 shares in the last quarter. Assenagon Asset Management S.A. raised its holdings in Twilio by 67.8% during the second quarter. Assenagon Asset Management S.A. now owns 120,582 shares of the technology company's stock worth $24,880,000 after acquiring an additional 48,742 shares in the last quarter. Jefferies Financial Group Inc. acquired a new position in Twilio during the fourth quarter valued at approximately $895,000. Finally, Aware Super Pty Ltd as trustee of Aware Super acquired a new position in Twilio during the first quarter valued at approximately $4,288,000. Institutional investors and hedge funds own 84.27% of the company's stock.

Analyst Ratings Changes

Several research analysts have weighed in on the company. Mizuho set a $270.00 price target on Twilio in a research report on Wednesday, August 12th. TD Cowen raised their target price on shares of Twilio from $245.00 to $260.00 and gave the company a "buy" rating in a research note on Friday, August 7th. Weiss Ratings upgraded shares of Twilio from a "hold (c)" rating to a "buy (b-)" rating in a report on Monday, August 17th. Needham & Company LLC upped their price target on shares of Twilio from $250.00 to $280.00 and gave the stock a "buy" rating in a research report on Friday, August 7th. Finally, Wells Fargo & Company upped 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. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average target price of $249.68.

Twilio Stock Performance

Shares of NYSE TWLO opened at $244.02 on Monday. Twilio Inc. has a one year low of $98.44 and a one year high of $258.35. The firm has a market cap of $37.47 billion, a price-to-earnings ratio of 33.99, a P/E/G ratio of 5.00 and a beta of 1.40. The stock's fifty day moving average price is $220.81 and its two-hundred day moving average price is $186.55. The company has a debt-to-equity ratio of 0.11, a current ratio of 4.62 and a quick ratio of 4.62.

Twilio (NYSE:TWLO - Get Free Report) last issued its quarterly earnings data on Thursday, August 6th. The technology company reported $1.47 earnings per share for the quarter, topping the consensus estimate of $1.32 by $0.15. Twilio had a net margin of 20.61% and a return on equity of 5.09%. The business had revenue of $1.50 billion during the quarter, compared to analysts' expectations of $1.43 billion. During the same quarter in the previous year, the company earned $1.19 EPS. The business's revenue was up 22.0% on a year-over-year basis. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. On average, equities analysts forecast that Twilio Inc. will post 3.12 EPS for the current year.

Insiders Place Their Bets

In other news, CFO Aidan Viggiano sold 1,394 shares of the company's stock in a transaction that occurred 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 completion of the transaction, the chief financial officer owned 108,330 shares of the company's stock, valued at $25,401,218.40. This represents a 1.27% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Khozema Shipchandler sold 14,458 shares of the stock in a transaction on Monday, July 6th. The shares were sold at an average price of $210.43, for a total value of $3,042,396.94. Following the completion of the sale, the chief executive officer owned 207,203 shares of the company's stock, valued at $43,601,727.29. The trade was a 6.52% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 547,354 shares of company stock valued at $133,284,825. 0.21% of the stock is currently owned by insiders.

About Twilio

Twilio Inc is a cloud communications and customer engagement technology company that provides application programming interfaces (APIs) and software tools for businesses. Its platform enables organizations to integrate communications capabilities such as voice calls, text messaging, email, video, authentication and customer support into websites, mobile applications and other digital products.

Twilio's offerings include programmable communications services, customer data and analytics tools through Segment, and contact center software through Twilio Flex.

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