Norges Bank Takes $273.86 Million Position in Twilio Inc. $TWLO

Norges Bank acquired a new stake in Twilio Inc. (NYSE:TWLO) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm acquired 1,925,354 shares of the technology company’s stock, valued at approximately $273,862,000.

A number of other institutional investors and hedge funds also recently modified their holdings of TWLO. Vanguard Group Inc. lifted its stake in Twilio by 0.9% in the 4th quarter. Vanguard Group Inc. now owns 15,449,586 shares of the technology company’s stock valued at $2,197,549,000 after purchasing an additional 143,597 shares during the last quarter. State Street Corp lifted its stake in Twilio by 47.8% in the 3rd quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock valued at $588,469,000 after purchasing an additional 1,900,551 shares during the last quarter. Alyeska Investment Group L.P. lifted its stake in Twilio by 39.7% in the 3rd quarter. Alyeska Investment Group L.P. now owns 2,643,859 shares of the technology company’s stock valued at $264,624,000 after purchasing an additional 750,951 shares during the last quarter. Invesco Ltd. lifted its stake in Twilio by 225.0% in the 3rd 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. Finally, Northern Trust Corp lifted its stake in Twilio by 40.4% in the 3rd quarter. Northern Trust Corp now owns 1,673,339 shares of the technology company’s stock valued at $167,485,000 after purchasing an additional 481,257 shares during the last quarter. 84.27% of the stock is owned by institutional investors.

Insider Activity

In related news, CFO Aidan Viggiano sold 9,389 shares of Twilio stock in a transaction that occurred on Thursday, April 2nd. The shares were sold at an average price of $127.51, for a total transaction of $1,197,191.39. Following the sale, the chief financial officer directly owned 130,341 shares of the company’s stock, valued at approximately $16,619,780.91. The trade was a 6.72% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Erika Rottenberg sold 1,800 shares of Twilio stock in a transaction that occurred on Tuesday, April 21st. The shares were sold at an average price of $149.02, for a total transaction of $268,236.00. Following the sale, the director directly owned 34,495 shares in the company, valued at $5,140,444.90. This trade represents a 4.96% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 1,759,621 shares of company stock valued at $327,789,187 over the last quarter. 0.21% of the stock is owned by corporate insiders.

Twilio Price Performance

Shares of Twilio stock opened at $229.25 on Wednesday. Twilio Inc. has a twelve month low of $91.84 and a twelve month high of $231.36. The company has a quick ratio of 4.66, a current ratio of 4.66 and a debt-to-equity ratio of 0.13. The company has a 50-day simple moving average of $157.21 and a two-hundred day simple moving average of $137.19. The stock has a market capitalization of $34.79 billion, a price-to-earnings ratio of 358.21, a price-to-earnings-growth ratio of 4.56 and a beta of 1.39.

Twilio (NYSE:TWLO) last issued its earnings results on Thursday, April 30th. The technology company reported $1.50 EPS for the quarter, beating the consensus estimate of $1.27 by $0.23. The company 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% compared to the same quarter last year. During the same period in the previous year, the company earned $1.14 EPS. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. Analysts forecast that Twilio Inc. will post 2.77 EPS for the current year.

Analyst Ratings Changes

A number of analysts have recently issued reports on the stock. Needham & Company LLC raised their target price on shares of Twilio from $200.00 to $250.00 and gave the stock a “buy” rating in a research note on Monday, May 11th. Morgan Stanley restated an “overweight” rating and set a $200.00 target price on shares of Twilio in a research note on Friday, May 1st. TD Cowen restated a “buy” rating on shares of Twilio in a research note on Monday. Stifel Nicolaus set a $175.00 target price on shares of Twilio in a research note on Friday, May 1st. Finally, Robert W. Baird set a $200.00 target price on shares of Twilio in a research note on Friday, May 1st. Two analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, Twilio presently has an average rating of “Moderate Buy” and an average target price of $195.40.

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.