Swedbank AB Raises Position in Twilio Inc. $TWLO

Key Points

• Swedbank AB increased its holdings in Twilio Inc. by 9.7% in Q1, acquiring an additional 5,828 shares, bringing its total to 66,108 shares valued at approximately $6.47 million.
• Several major investors, including Toronto Dominion Bank and Two Sigma Investments, significantly increased their stakes in Twilio during the fourth quarter, indicating strong institutional interest.
• Analysts have set new price targets for Twilio, with the average target around $129.78, reflecting a consensus rating of "Moderate Buy" from multiple brokerage reports.

Swedbank AB raised its position in shares of Twilio Inc. (NYSE:TWLO - Free Report) by 9.7% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 66,108 shares of the technology company's stock after purchasing an additional 5,828 shares during the quarter. Swedbank AB's holdings in Twilio were worth $6,473,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in the company. Invst LLC increased its position in Twilio by 138.5% during the first quarter. Invst LLC now owns 6,756 shares of the technology company's stock valued at $661,000 after acquiring an additional 3,923 shares during the last quarter. Strs Ohio bought a new position in Twilio during the first quarter valued at $8,858,000. GK Wealth Management LLC increased its position in Twilio by 28.2% during the first quarter. GK Wealth Management LLC now owns 2,745 shares of the technology company's stock valued at $269,000 after acquiring an additional 604 shares during the last quarter. Ilmarinen Mutual Pension Insurance Co bought a new position in Twilio during the first quarter valued at $2,448,000. Finally, Plato Investment Management Ltd increased its position in Twilio by 5.2% during the first quarter. Plato Investment Management Ltd now owns 10,100 shares of the technology company's stock valued at $1,000,000 after acquiring an additional 499 shares during the last quarter. Hedge funds and other institutional investors own 84.27% of the company's stock.

Twilio Stock Down 1.8%

Shares of TWLO stock traded down $1.91 during trading hours on Friday, reaching $106.47. 6,575,573 shares of the stock were exchanged, compared to its average volume of 2,382,735. The business's fifty day moving average is $112.87 and its two-hundred day moving average is $108.58. The company has a debt-to-equity ratio of 0.12, a current ratio of 4.90 and a quick ratio of 4.90. Twilio Inc. has a 12-month low of $61.91 and a 12-month high of $151.95. The firm has a market capitalization of $16.34 billion, a P/E ratio of 887.32, a P/E/G ratio of 3.42 and a beta of 1.27.

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

Insiders Place Their Bets

In other news, CEO Khozema Shipchandler sold 20,008 shares of the firm's stock in a transaction on Monday, June 30th. The stock was sold at an average price of $124.53, for a total value of $2,491,596.24. Following the completion of the transaction, the chief executive officer owned 260,581 shares in the company, valued at $32,450,151.93. This trade represents a 7.13% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CFO Aidan Viggiano sold 8,297 shares of the firm's stock in a transaction on Thursday, July 3rd. The shares were sold at an average price of $117.05, for a total value of $971,163.85. Following the completion of the transaction, the chief financial officer owned 147,823 shares of the company's stock, valued at approximately $17,302,682.15. This represents a 5.31% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders sold 51,671 shares of company stock valued at $6,235,788. Company insiders own 0.21% of the company's stock.

Wall Street Analyst Weigh In

TWLO has been the topic of several recent research reports. Royal Bank Of Canada reiterated an "underperform" rating and set a $75.00 target price on shares of Twilio in a report on Wednesday. Piper Sandler increased their price objective 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. KeyCorp initiated coverage on shares of Twilio in a research report on Friday, June 6th. They set an "overweight" rating and a $146.00 price target for the company. Jefferies Financial Group set a $132.00 target price on shares of Twilio and gave the company a "hold" rating in a report on Sunday, June 15th. Finally, Wall Street Zen lowered shares of Twilio from a "strong-buy" rating to a "buy" rating in a report on Friday, May 30th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Twilio has an average rating of "Moderate Buy" and an average target price of $129.78.

About Twilio

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.