Avanza Fonder AB Purchases Shares of 4,637 Twilio Inc. $TWLO

Avanza Fonder AB purchased a new stake in Twilio Inc. (NYSE:TWLO) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 4,637 shares of the technology company’s stock, valued at approximately $660,000.

A number of other institutional investors and hedge funds have also modified their holdings of the company. State Street Corp lifted its position in Twilio by 47.8% during the 3rd quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock worth $588,469,000 after acquiring an additional 1,900,551 shares during the last quarter. Norges Bank acquired a new stake in shares of Twilio in the second quarter valued at about $228,877,000. Invesco Ltd. grew its position in shares of Twilio by 225.0% in the third quarter. Invesco Ltd. now owns 2,009,237 shares of the technology company’s stock valued at $201,105,000 after purchasing an additional 1,391,013 shares during the last quarter. Alyeska Investment Group L.P. increased its stake in shares of Twilio by 39.7% in the third quarter. Alyeska Investment Group L.P. now owns 2,643,859 shares of the technology company’s stock worth $264,624,000 after purchasing an additional 750,951 shares during the period. Finally, Voya Investment Management LLC increased its stake in shares of Twilio by 752.5% in the third quarter. Voya Investment Management LLC now owns 755,015 shares of the technology company’s stock worth $75,569,000 after purchasing an additional 666,448 shares during the period. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on the company. BTIG Research decreased their target price on Twilio from $165.00 to $155.00 and set a “buy” rating for the company in a research note on Friday, February 13th. Citigroup reaffirmed a “market perform” rating on shares of Twilio in a research report on Tuesday, December 30th. Rosenblatt Securities reiterated a “buy” rating and set a $180.00 price target on shares of Twilio in a report on Friday, February 13th. TD Cowen raised Twilio from a “hold” rating to a “buy” rating and increased their price objective for the company from $125.00 to $160.00 in a research report on Monday, March 2nd. Finally, Piper Sandler restated a “neutral” rating and issued a $130.00 price objective (down from $148.00) on shares of Twilio in a research note on Friday, February 13th. Two analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, five have issued a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $145.22.

Insider Buying and Selling at Twilio

In related news, CEO Khozema Shipchandler sold 13,336 shares of the firm’s stock in a transaction on Tuesday, January 6th. The stock was sold at an average price of $134.28, for a total value of $1,790,758.08. Following the completion of 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Aidan Viggiano sold 8,109 shares of Twilio stock in a transaction on Wednesday, December 31st. The stock was 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. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 43,753 shares of company stock valued at $6,050,080. 0.21% of the stock is owned by company insiders.

Twilio Trading Up 2.0%

Shares of TWLO opened at $125.29 on Thursday. Twilio Inc. has a 12-month low of $77.51 and a 12-month high of $145.90. 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 firm has a market capitalization of $18.98 billion, a price-to-earnings ratio of 659.46, a P/E/G ratio of 5.04 and a beta of 1.30. The stock’s 50-day moving average price is $120.60 and its 200 day moving average price is $121.32.

Twilio (NYSE:TWLO) last announced its quarterly earnings data on Thursday, February 12th. The technology company reported $1.33 EPS for the quarter, topping analysts’ consensus estimates of $1.24 by $0.09. Twilio had a return on equity of 3.93% and a net margin of 0.67%.The company had revenue of $1.37 billion during the quarter, compared to the consensus estimate of $1.32 billion. During the same quarter last year, the company earned $1.00 EPS. The company’s quarterly revenue was up 14.3% on a year-over-year basis. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. As a group, research analysts predict 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.