Twilio Inc. $TWLO Shares Bought by Nordea Investment Management AB

Nordea Investment Management AB increased its stake in Twilio Inc. (NYSE:TWLO) by 2.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,176,896 shares of the technology company’s stock after acquiring an additional 24,169 shares during the period. Nordea Investment Management AB owned approximately 0.77% of Twilio worth $168,849,000 at the end of the most recent reporting period.

A number of other hedge funds have also made changes to their positions in TWLO. Northwestern Mutual Investment Management Company LLC acquired a new position in shares of Twilio during the 3rd quarter valued at $3,423,000. Bank of New York Mellon Corp lifted its holdings in shares of Twilio by 57.0% in the third 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 buying an additional 440,423 shares during the period. Mirae Asset Global Investments Co. Ltd. lifted its holdings in shares of Twilio by 54.5% in the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 90,517 shares of the technology company’s stock valued at $9,060,000 after buying an additional 31,938 shares during the period. Federated Hermes Inc. boosted its stake in Twilio by 19.7% during the third quarter. Federated Hermes Inc. now owns 70,294 shares of the technology company’s stock valued at $7,036,000 after buying an additional 11,577 shares in the last quarter. Finally, Hood River Capital Management LLC boosted its stake in Twilio by 36.2% during the second quarter. Hood River Capital Management LLC now owns 133,529 shares of the technology company’s stock valued at $16,606,000 after buying an additional 35,468 shares in the last quarter. Institutional investors and hedge funds own 84.27% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have commented on TWLO shares. Oppenheimer reiterated an “outperform” rating and issued a $170.00 price target on shares of Twilio in a research report on Monday, January 5th. Royal Bank Of Canada raised their price objective on shares of Twilio from $75.00 to $100.00 and gave the company an “underperform” rating in a research report on Monday, January 5th. Rosenblatt Securities reaffirmed a “buy” rating and issued a $180.00 price objective on shares of Twilio in a research note on Friday, February 13th. BTIG Research dropped their target price on shares of Twilio from $165.00 to $155.00 and set a “buy” rating on the stock in a report on Friday, February 13th. Finally, Citigroup reissued a “market perform” rating on shares of Twilio in a research note on Tuesday, December 30th. Two analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, five have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $145.22.

Insider Activity

In other news, CEO Khozema Shipchandler sold 13,336 shares of Twilio stock in a transaction that occurred on Tuesday, January 6th. The shares were sold at an average price of $134.28, for a total value of $1,790,758.08. Following the transaction, the chief executive officer directly owned 193,781 shares of the company’s stock, valued at $26,020,912.68. This trade represents a 6.44% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CFO Aidan Viggiano sold 8,109 shares of the business’s stock in a transaction that occurred on Wednesday, December 31st. The shares were sold at an average price of $143.38, for a total transaction of $1,162,668.42. Following the sale, the chief financial officer owned 119,449 shares in the company, valued at $17,126,597.62. This represents a 6.36% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 43,753 shares of company stock valued at $6,050,080. Corporate insiders own 4.50% of the company’s stock.

Twilio Stock Down 2.6%

Shares of Twilio stock opened at $124.04 on Monday. Twilio Inc. has a 12-month low of $77.51 and a 12-month high of $145.90. The firm has a market capitalization of $18.79 billion, a PE ratio of 652.87, a price-to-earnings-growth ratio of 5.09 and a beta of 1.30. The company has a quick ratio of 4.03, a current ratio of 4.03 and a debt-to-equity ratio of 0.13. The stock’s fifty day moving average is $120.79 and its 200-day moving average is $121.04.

Twilio (NYSE:TWLO) last released its quarterly earnings results on Thursday, February 12th. The technology company reported $1.33 earnings per share for the quarter, beating analysts’ consensus estimates of $1.24 by $0.09. The business had revenue of $1.37 billion during the quarter, compared to analyst estimates of $1.32 billion. Twilio had a return on equity of 3.93% and a net margin of 0.67%.Twilio’s revenue for the quarter was up 14.3% on a year-over-year basis. During the same quarter last year, the company posted $1.00 EPS. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. Equities analysts anticipate that Twilio Inc. will post 1.44 earnings per share for the current year.

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.