Ilmarinen Mutual Pension Insurance Co Has $4.49 Million Stake in Twilio Inc. $TWLO

Ilmarinen Mutual Pension Insurance Co raised its stake in shares of Twilio Inc. (NYSE:TWLO) by 14.5% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 31,533 shares of the technology company’s stock after purchasing an additional 4,000 shares during the period. Ilmarinen Mutual Pension Insurance Co’s holdings in Twilio were worth $4,485,000 as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in the stock. Vanguard Group Inc. boosted its stake in Twilio by 0.9% during 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 boosted its holdings 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. Alyeska Investment Group L.P. boosted its holdings in Twilio by 39.7% during the 3rd quarter. Alyeska Investment Group L.P. now owns 2,643,859 shares of the technology company’s stock worth $264,624,000 after acquiring an additional 750,951 shares during the last quarter. Invesco Ltd. boosted its holdings in Twilio by 225.0% during the 3rd quarter. Invesco Ltd. now owns 2,009,237 shares of the technology company’s stock worth $201,105,000 after acquiring an additional 1,391,013 shares during the last quarter. Finally, Northern Trust Corp boosted its holdings in Twilio by 40.4% during the 3rd quarter. Northern Trust Corp now owns 1,673,339 shares of the technology company’s stock worth $167,485,000 after acquiring an additional 481,257 shares during the last quarter. Institutional investors and hedge funds own 84.27% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have issued reports on TWLO. TD Cowen lifted their price objective on shares of Twilio from $160.00 to $210.00 and gave the stock a “buy” rating in a report on Friday, May 1st. Stifel Nicolaus set a $175.00 price objective on shares of Twilio in a report on Friday, May 1st. Jefferies Financial Group restated a “buy” rating and issued a $195.00 target price on shares of Twilio in a research note on Friday, May 1st. Morgan Stanley restated an “overweight” rating and issued a $200.00 target price on shares of Twilio in a research note on Friday, May 1st. Finally, Wells Fargo & Company boosted their target price on Twilio from $147.00 to $200.00 and gave the stock an “overweight” rating in a research note on Friday, May 1st. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $195.40.

Insider Transactions at Twilio

In other Twilio news, Director Andrew Stafman sold 1,000,000 shares of the company’s stock in a transaction dated Wednesday, May 27th. The shares were sold at an average price of $184.14, for a total transaction of $184,140,000.00. Following the sale, 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Erika Rottenberg sold 1,800 shares of the company’s stock in a transaction dated 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 approximately $5,140,444.90. This trade represents a 4.96% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 1,760,427 shares of company stock worth $327,889,937 in the last ninety days. Company insiders own 0.21% of the company’s stock.

Twilio Price Performance

Twilio stock opened at $190.48 on Friday. Twilio Inc. has a 12 month low of $91.84 and a 12 month high of $203.71. The company has a current ratio of 4.66, a quick ratio of 4.66 and a debt-to-equity ratio of 0.13. The business’s 50 day simple moving average is $155.20 and its 200 day simple moving average is $136.47. The company has a market cap of $28.91 billion, a price-to-earnings ratio of 297.63, a PEG ratio of 3.70 and a beta of 1.32.

Twilio (NYSE:TWLO) last posted its quarterly earnings data on Thursday, April 30th. The technology company reported $1.50 EPS for the quarter, beating the consensus estimate of $1.27 by $0.23. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The business had revenue of $1.41 billion for the quarter, compared to the consensus estimate of $1.34 billion. During the same quarter in the prior year, the business earned $1.14 earnings per share. Twilio’s revenue for the quarter was up 20.0% on a year-over-year basis. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. Sell-side analysts forecast that Twilio Inc. will post 2.77 EPS for the current year.

About Twilio

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.