Forsta AP Fonden Has $11.01 Million Stock Position in Twilio Inc. $TWLO

Forsta AP Fonden trimmed its position in Twilio Inc. (NYSE:TWLO) by 23.6% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 77,400 shares of the technology company’s stock after selling 23,900 shares during the period. Forsta AP Fonden’s holdings in Twilio were worth $11,009,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Norges Bank acquired a new stake in shares of Twilio during the fourth quarter worth approximately $273,862,000. Eurizon Capital SGR S.p.A. acquired a new stake in shares of Twilio during the fourth quarter worth approximately $2,741,000. National Pension Service boosted its holdings in shares of Twilio by 184.4% during the fourth quarter. National Pension Service now owns 18,545 shares of the technology company’s stock worth $2,638,000 after purchasing an additional 12,025 shares during the period. Northwestern Mutual Wealth Management Co. boosted its holdings in shares of Twilio by 13.6% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 29,937 shares of the technology company’s stock worth $4,258,000 after purchasing an additional 3,591 shares during the period. Finally, Ilmarinen Mutual Pension Insurance Co boosted its holdings in shares of Twilio by 14.5% during the fourth quarter. Ilmarinen Mutual Pension Insurance Co now owns 31,533 shares of the technology company’s stock worth $4,485,000 after purchasing an additional 4,000 shares during the period. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Twilio Stock Down 0.1%

TWLO opened at $190.48 on Monday. Twilio Inc. has a fifty-two week low of $91.84 and a fifty-two week high of $203.71. 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 firm’s fifty day moving average price is $155.20 and its two-hundred day moving average price is $136.51. The company has a market capitalization of $28.91 billion, a P/E ratio of 297.63, a P/E/G ratio of 3.79 and a beta of 1.39.

Twilio (NYSE:TWLO) last posted its quarterly earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share for the quarter, topping analysts’ consensus estimates of $1.27 by $0.23. Twilio had a net margin of 1.96% and a return on equity of 4.64%. The firm had revenue of $1.41 billion for the quarter, compared to the consensus estimate of $1.34 billion. During the same quarter in the previous year, the company earned $1.14 earnings per share. The business’s revenue was up 20.0% compared to the same quarter last year. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. On average, analysts anticipate that Twilio Inc. will post 2.79 EPS for the current year.

Insider Activity

In other news, Director Erika Rottenberg sold 1,500 shares of the business’s stock in a transaction on Monday, May 4th. The shares were sold at an average price of $185.32, for a total value of $277,980.00. Following the sale, the director owned 32,995 shares in the company, valued at approximately $6,114,633.40. The trade was a 4.35% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Andrew Stafman sold 1,000,000 shares of Twilio stock in a transaction dated 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 transaction, the director directly owned 620,000 shares of the company’s stock, valued at $114,166,800. This represents a 61.73% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 1,759,621 shares of company stock worth $327,789,187 over the last 90 days. 0.21% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

Several analysts recently commented on TWLO shares. BTIG Research restated a “buy” rating and set a $215.00 price target on shares of Twilio in a report on Tuesday, May 12th. Jefferies Financial Group reaffirmed a “buy” rating and set a $195.00 price objective on shares of Twilio in a research report on Friday, May 1st. Robert W. Baird set a $200.00 price target on shares of Twilio in a research report on Friday, May 1st. Rosenblatt Securities lifted their price target on shares of Twilio from $210.00 to $230.00 and gave the company a “buy” rating in a research report on Thursday, May 7th. Finally, Morgan Stanley reissued an “overweight” rating and issued a $200.00 price target on shares of Twilio in a research report on Friday, May 1st. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Twilio presently has a consensus rating of “Moderate Buy” and an average target price of $195.40.

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.