11,491 Shares in Twilio Inc. $TWLO Acquired by Securian Asset Management Inc.

Securian Asset Management Inc. bought a new stake in Twilio Inc. (NYSE:TWLO) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 11,491 shares of the technology company’s stock, valued at approximately $1,150,000.

A number of other hedge funds and other institutional investors have also modified their holdings of TWLO. GFG Capital LLC purchased a new position in shares of Twilio during the 2nd quarter worth $25,000. CENTRAL TRUST Co acquired a new stake in Twilio during the second quarter worth about $25,000. Hilltop National Bank purchased a new position in Twilio during the second quarter worth about $26,000. SJS Investment Consulting Inc. boosted its holdings in Twilio by 1,564.7% in the 3rd quarter. SJS Investment Consulting Inc. now owns 283 shares of the technology company’s stock valued at $28,000 after purchasing an additional 266 shares during the last quarter. Finally, Estabrook Capital Management acquired a new position in Twilio in the 2nd quarter valued at about $31,000. 84.27% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on TWLO. Morgan Stanley restated an “overweight” rating and set a $154.00 price target on shares of Twilio in a report on Friday, October 31st. Oppenheimer reissued an “outperform” rating and set a $170.00 target price on shares of Twilio in a research note on Monday. Citigroup reaffirmed a “market perform” rating on shares of Twilio in a research note on Tuesday, December 30th. Cowen reiterated a “hold” rating on shares of Twilio in a report on Friday, October 31st. Finally, Weiss Ratings restated a “hold (c-)” rating on shares of Twilio in a report on Wednesday, October 8th. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, nine have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $145.84.

Insider Transactions at Twilio

In other Twilio 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 sale, the chief executive officer directly owned 193,781 shares in the company, 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 filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Andrew Stafman sold 1,000,000 shares of Twilio stock in a transaction dated 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 sale, the director directly owned 2,295,000 shares of the company’s stock, valued at $296,055,000. This trade represents a 30.35% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 1,043,438 shares of company stock valued at $135,022,770. Insiders own 0.21% of the company’s stock.

Twilio Stock Performance

Shares of Twilio stock opened at $131.39 on Friday. The business has a 50-day simple moving average of $132.38 and a 200-day simple moving average of $119.50. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.68 and a current ratio of 4.68. Twilio Inc. has a one year low of $77.51 and a one year high of $151.95. The company has a market cap of $20.16 billion, a PE ratio of 320.45, a P/E/G ratio of 2.68 and a beta of 1.30.

Twilio (NYSE:TWLO) last issued its earnings results on Thursday, October 30th. The technology company reported $1.25 earnings per share 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 firm had revenue of $1.30 billion for the quarter, compared to analysts’ expectations of $1.25 billion. During the same quarter last year, the company earned $1.02 earnings per share. The firm’s revenue was up 14.7% compared to the same quarter last year. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. On average, equities research analysts forecast that Twilio Inc. will post 1.44 EPS for the current fiscal year.

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.