Ilmarinen Mutual Pension Insurance Co increased its position in Twilio Inc. (NYSE:TWLO – Free Report) by 14.5% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 31,533 shares of the technology company’s stock after buying an additional 4,000 shares during the quarter. Ilmarinen Mutual Pension Insurance Co’s holdings in Twilio were worth $4,485,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other institutional investors and hedge funds also recently made changes to their positions in the company. Northwestern Mutual Investment Management Company LLC acquired a new stake in Twilio in the third quarter valued at $3,423,000. Bank of New York Mellon Corp increased its position in Twilio by 57.0% during the 3rd quarter. Bank of New York Mellon Corp now owns 1,212,436 shares of the technology company’s stock valued at $121,353,000 after purchasing an additional 440,423 shares during the period. Mirae Asset Global Investments Co. Ltd. increased its position in Twilio by 54.5% during the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 90,517 shares of the technology company’s stock valued at $9,060,000 after purchasing an additional 31,938 shares during the period. Federated Hermes Inc. increased its position in Twilio by 19.7% during the 3rd quarter. Federated Hermes Inc. now owns 70,294 shares of the technology company’s stock valued at $7,036,000 after purchasing an additional 11,577 shares during the period. Finally, New York State Teachers Retirement System increased its position in Twilio by 10.8% during the 4th quarter. New York State Teachers Retirement System now owns 116,494 shares of the technology company’s stock valued at $16,570,000 after purchasing an additional 11,370 shares during the period. Institutional investors and hedge funds own 84.27% of the company’s stock.
Analysts Set New Price Targets
A number of analysts have weighed in on the company. Oppenheimer increased their price target on Twilio from $200.00 to $235.00 and gave the stock an “outperform” rating in a report on Monday, May 18th. TD Cowen increased their price target on Twilio from $160.00 to $210.00 and gave the stock a “buy” rating in a report on Friday, May 1st. Bank of America upgraded Twilio from an “underperform” rating to a “buy” rating and increased their price target for the stock from $110.00 to $190.00 in a report on Wednesday, April 22nd. Weiss Ratings upgraded Twilio from a “sell (d+)” rating to a “hold (c)” rating in a report on Wednesday, May 6th. Finally, Monness Crespi & Hardt raised their price objective on shares of Twilio from $200.00 to $246.00 and gave the stock a “buy” rating in a research report on Monday, May 11th. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $195.40.
Twilio Stock Performance
Shares of TWLO opened at $190.48 on Friday. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.66 and a quick ratio of 4.66. The stock has a 50-day moving average of $155.20 and a 200-day moving average of $136.47. The company has a market cap of $28.91 billion, a PE ratio of 297.63, a P/E/G ratio of 3.70 and a beta of 1.32. Twilio Inc. has a one year low of $91.84 and a one year high of $203.71.
Twilio (NYSE:TWLO – Get Free Report) last issued its earnings results on Thursday, April 30th. The technology company reported $1.50 EPS for the quarter, beating the consensus estimate of $1.27 by $0.23. The company had revenue of $1.41 billion during the quarter, compared to the consensus estimate of $1.34 billion. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The firm’s revenue for the quarter was up 20.0% compared to the same quarter last year. During the same period last year, the business posted $1.14 EPS. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. On average, equities research analysts predict that Twilio Inc. will post 2.77 EPS for the current fiscal year.
Insider Buying and Selling at Twilio
In related news, Director Andrew Stafman sold 1,000,000 shares of Twilio stock in a transaction on Wednesday, May 27th. The shares were sold at an average price of $184.14, for a total value of $184,140,000.00. Following the completion of the sale, the director owned 620,000 shares of the company’s stock, valued at approximately $114,166,800. This trade represents a 61.73% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CFO Aidan Viggiano sold 1,828 shares of Twilio stock in a transaction on Tuesday, May 19th. The shares were sold at an average price of $200.00, for a total transaction of $365,600.00. Following the completion of the sale, the chief financial officer directly owned 127,345 shares of the company’s stock, valued at approximately $25,469,000. The trade was a 1.42% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 1,760,427 shares of company stock worth $327,889,937. 0.21% of the stock is owned by company insiders.
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.
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