Oddo BHF Asset Management Sas Has $2.70 Million Stake in Twilio Inc. $TWLO

Posted by George Bondi on Jun 17th, 2026

Oddo BHF Asset Management Sas lifted its stake in shares of Twilio Inc. (NYSE:TWLO – Free Report) by 28.8% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 18,969 shares of the technology company’s stock after purchasing an additional 4,244 shares during the period. Oddo BHF Asset Management Sas’ holdings in Twilio were worth $2,698,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. New York State Teachers Retirement System lifted its position in shares of Twilio by 10.8% during the fourth quarter. New York State Teachers Retirement System now owns 116,494 shares of the technology company’s stock worth $16,570,000 after purchasing an additional 11,370 shares in the last quarter. Nordea Investment Management AB lifted its position in shares of Twilio by 2.1% during the fourth quarter. Nordea Investment Management AB now owns 1,176,896 shares of the technology company’s stock worth $168,849,000 after purchasing an additional 24,169 shares in the last quarter. Vanguard Group Inc. increased its position in Twilio by 2.6% in the third quarter. Vanguard Group Inc. now owns 15,305,989 shares of the technology company’s stock worth $1,531,976,000 after purchasing an additional 392,023 shares during the period. Fifth Third Bancorp increased its position in Twilio by 339.6% in the fourth quarter. Fifth Third Bancorp now owns 14,024 shares of the technology company’s stock worth $1,995,000 after purchasing an additional 10,834 shares during the period. Finally, Principal Financial Group Inc. increased its position in Twilio by 19.7% in the fourth quarter. Principal Financial Group Inc. now owns 596,438 shares of the technology company’s stock worth $84,837,000 after purchasing an additional 98,092 shares during the period. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of brokerages recently commented on TWLO. Citigroup reiterated an “outperform” rating on shares of Twilio in a research report on Friday, May 1st. TD Cowen reiterated a “buy” rating on shares of Twilio in a research report on Monday, June 1st. UBS Group increased their price target on Twilio from $180.00 to $200.00 and gave the company a “buy” rating in a research note on Friday, May 1st. Tigress Financial increased their price target on Twilio from $170.00 to $255.00 and gave the company a “buy” rating in a research note on Thursday, June 11th. Finally, Citizens Jmp increased their price target on Twilio from $185.00 to $210.00 and gave the company a “market outperform” rating in a research note on Friday, May 1st. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $198.24.

Get Our Latest Stock Report on Twilio

Twilio Stock Down 4.6%

Shares of NYSE TWLO opened at $192.65 on Wednesday. The stock has a market cap of $29.24 billion, a P/E ratio of 301.02, a P/E/G ratio of 4.05 and a beta of 1.39. The firm has a 50 day moving average price of $176.57 and a 200 day moving average price of $144.19. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.66 and a current ratio of 4.66. Twilio Inc. has a 52-week low of $91.84 and a 52-week high of $238.48.

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

Insider Activity

In related news, CEO Khozema Shipchandler sold 44,158 shares of the business’s stock in a transaction that occurred on Thursday, June 4th. The shares were sold at an average price of $235.88, for a total transaction of $10,415,989.04. Following the completion of the transaction, the chief executive officer owned 235,542 shares in the company, valued at approximately $55,559,646.96. The trade was a 15.79% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Aidan Viggiano sold 9,389 shares of the firm’s stock in a transaction dated Thursday, April 2nd. The stock was sold at an average price of $127.51, for a total value of $1,197,191.39. Following the sale, the chief financial officer directly owned 130,341 shares in the company, valued at approximately $16,619,780.91. This represents a 6.72% decrease in their position. 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. Insiders have sold a total of 1,805,779 shares of company stock worth $338,603,196 in the last ninety days. Company insiders own 0.21% of the company’s stock.

Twilio 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.