Twilio Inc. $TWLO Shares Bought by Board of the Pension Protection Fund

Board of the Pension Protection Fund boosted its holdings in shares of Twilio Inc. (NYSE:TWLO) by 108.2% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 12,700 shares of the technology company’s stock after buying an additional 6,600 shares during the quarter. Twilio accounts for about 1.2% of Board of the Pension Protection Fund’s portfolio, making the stock its 27th largest holding. Board of the Pension Protection Fund’s holdings in Twilio were worth $1,271,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Norges Bank purchased a new position in shares of Twilio during the second quarter worth $228,877,000. Ninety One UK Ltd purchased a new position in shares of Twilio during the 2nd quarter valued at about $212,059,000. Nordea Investment Management AB lifted its holdings in shares of Twilio by 4,231.2% in the 2nd quarter. Nordea Investment Management AB now owns 1,123,638 shares of the technology company’s stock valued at $139,736,000 after buying an additional 1,097,695 shares during the period. Voya Investment Management LLC lifted its holdings in shares of Twilio by 752.5% in the 3rd quarter. Voya Investment Management LLC now owns 755,015 shares of the technology company’s stock valued at $75,569,000 after buying an additional 666,448 shares during the period. Finally, Atreides Management LP boosted its stake in shares of Twilio by 533.1% in the second quarter. Atreides Management LP now owns 730,300 shares of the technology company’s stock worth $90,820,000 after buying an additional 614,943 shares during the last quarter. 84.27% of the stock is owned by hedge funds and other institutional investors.

More Twilio News

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: BTIG initiated coverage on Twilio with a Buy rating and a $165 price target, citing execution and a large addressable market — this is the main catalyst behind the intraday strength. BTIG Starts Coverage on Twilio (InsiderMonkey)
• Positive Sentiment: Two separate Globe and Mail press pieces flagged new “Buy” recommendations for Twilio, reinforcing the positive narrative among institutional and retail investors. New Buy Rating for Twilio (Globe and Mail)
• Positive Sentiment: Twilio was listed among the “12 Best Long Term US Stocks to Buy Now,” a pick that can attract longer‑term buyers and support higher multiples. 12 Best Long Term US Stocks to Buy Now (InsiderMonkey)
• Neutral Sentiment: Yahoo Finance notes analysts and investors are reassessing Twilio’s valuation after a ~30% three‑month share rebound, suggesting some may view the rally as a reason to trim exposure or wait for earnings proof. Reassessing Valuation After a 30% Three-Month Share Price Rebound (Yahoo)
• Neutral Sentiment: Market watchers at Zacks highlight growing investor attention and bullish analyst commentary but frame it as part of ongoing debate about growth vs. valuation. Wall Street Bulls Look Optimistic About Twilio (Zacks)
• Neutral Sentiment: Another Zacks piece flags Twilio as drawing increased search/interest activity — a sign of liquidity and attention but not an earnings or fundamental surprise. Twilio Attracting Investor Attention (Zacks)

Wall Street Analysts Forecast Growth

Several research analysts recently weighed in on the company. Stifel Nicolaus lifted their price target on Twilio from $110.00 to $120.00 and gave the company a “hold” rating in a research report on Friday, October 31st. UBS Group lifted their target price on shares of Twilio from $135.00 to $150.00 and gave the company a “buy” rating in a report on Friday, October 31st. Needham & Company LLC increased their price target on shares of Twilio from $125.00 to $145.00 and gave the stock a “buy” rating in a report on Friday, October 31st. Cowen restated a “hold” rating on shares of Twilio in a research report on Friday, October 31st. Finally, Rosenblatt Securities reiterated a “buy” rating and issued a $140.00 price objective on shares of Twilio in a research report on Friday, October 31st. Two analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, seven have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $140.33.

Twilio Price Performance

Shares of NYSE TWLO opened at $141.96 on Friday. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.68 and a current ratio of 4.68. The firm has a fifty day moving average of $124.00 and a 200 day moving average of $117.20. The firm has a market cap of $21.78 billion, a PE ratio of 346.24, a PEG ratio of 3.72 and a beta of 1.32. Twilio Inc. has a one year low of $77.51 and a one year high of $151.95.

Twilio (NYSE:TWLO) last announced its earnings results on Thursday, October 30th. The technology company reported $1.25 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.07 by $0.18. Twilio had a net margin of 1.37% and a return on equity of 3.36%. The business had revenue of $1.30 billion for the quarter, compared to analyst estimates of $1.25 billion. During the same quarter last year, the business earned $1.02 earnings per share. The company’s revenue for the quarter was up 14.7% compared to the same quarter last year. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. As a group, research analysts predict that Twilio Inc. will post 1.44 EPS for the current fiscal year.

Insider Buying and Selling at Twilio

In other Twilio news, CFO Aidan Viggiano sold 8,363 shares of the stock in a transaction that occurred on Tuesday, September 30th. The stock was sold at an average price of $100.59, for a total transaction of $841,234.17. Following the completion of the transaction, the chief financial officer owned 137,653 shares of the company’s stock, valued at $13,846,515.27. This represents a 5.73% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Andrew Stafman sold 1,000,000 shares of Twilio stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $129.00, for a total value of $129,000,000.00. Following the completion of the sale, the director directly owned 2,295,000 shares in the company, valued at $296,055,000. This represents a 30.35% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 1,044,515 shares of company stock valued at $133,673,128 over the last quarter. 0.21% of the stock is currently owned by insiders.

Twilio 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.