Baader Bank Aktiengesellschaft Makes New Investment in Twilio Inc. $TWLO

Posted by Stanley Muller on May 15th, 2026

Baader Bank Aktiengesellschaft acquired a new stake in shares of Twilio Inc. (NYSE:TWLO – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 4,773 shares of the technology company’s stock, valued at approximately $625,000.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Independent Advisor Alliance raised its stake in shares of Twilio by 11.7% during the fourth quarter. Independent Advisor Alliance now owns 5,712 shares of the technology company’s stock valued at $813,000 after acquiring an additional 600 shares during the last quarter. West Tower Group LLC bought a new position in shares of Twilio during the fourth quarter valued at about $356,000. Hirtle Callaghan & Co LLC bought a new position in shares of Twilio during the fourth quarter valued at about $369,000. HighPoint Advisor Group LLC bought a new position in shares of Twilio during the fourth quarter valued at about $264,000. Finally, Trek Financial LLC bought a new position in shares of Twilio during the fourth quarter valued at about $615,000. 84.27% of the stock is owned by institutional investors.

Insider Activity at Twilio

In related news, Director Erika Rottenberg sold 1,800 shares of the stock in a transaction dated Tuesday, April 21st. The shares were sold at an average price of $149.02, for a total value of $268,236.00. Following the completion of the transaction, the director directly owned 34,495 shares of the company’s stock, valued at $5,140,444.90. This represents a 4.96% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Andrew Stafman sold 675,000 shares of the stock in a transaction dated Tuesday, May 12th. The stock was sold at an average price of $193.54, for a total transaction of $130,639,500.00. Following the completion of the transaction, the director directly owned 1,620,000 shares of the company’s stock, valued at approximately $313,534,800. The trade was a 29.41% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 726,088 shares of company stock valued at $137,254,124 in the last three months. Corporate insiders own 0.21% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on the stock. Argus raised shares of Twilio to a “strong-buy” rating in a research note on Thursday, February 19th. Wells Fargo & Company upped their price objective on shares of Twilio from $147.00 to $200.00 and gave the company an “overweight” rating in a research note on Friday, May 1st. Monness Crespi & Hardt upped their price objective on shares of Twilio from $200.00 to $246.00 and gave the company a “buy” rating in a research note on Monday. Mizuho upped their price objective on shares of Twilio from $150.00 to $165.00 and gave the company an “outperform” rating in a research note on Tuesday, April 21st. Finally, Citizens Jmp upped their price objective on shares of Twilio from $185.00 to $210.00 and gave the company a “market outperform” rating in a research note on Friday, May 1st. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $193.65.

Check Out Our Latest Stock Report on Twilio

Twilio Price Performance

TWLO stock opened at $198.10 on Friday. Twilio Inc. has a 1 year low of $91.84 and a 1 year high of $203.71. The company has a market cap of $30.07 billion, a P/E ratio of 309.54, a PEG ratio of 4.00 and a beta of 1.32. The firm has a 50-day moving average of $141.18 and a 200 day moving average of $131.47. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.66 and a quick ratio of 4.66.

Twilio (NYSE:TWLO – Get Free Report) last released its quarterly earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.27 by $0.23. Twilio had a net margin of 1.96% and a return on equity of 4.64%. The company had revenue of $1.41 billion during the quarter, compared to the consensus estimate of $1.34 billion. During the same period in the prior year, the firm earned $1.14 earnings per share. Twilio’s revenue was up 20.0% on a year-over-year basis. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. On average, sell-side analysts forecast that Twilio Inc. will post 2.77 EPS for the current year.

Twilio Company Profile

(Free Report)

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.