KBC Group NV Has $99.47 Million Stock Position in Twilio Inc. $TWLO

KBC Group NV increased its holdings in Twilio Inc. (NYSE:TWLO) by 1.4% in the 1st quarter, Holdings Channel reports. The fund owned 790,548 shares of the technology company’s stock after purchasing an additional 11,014 shares during the period. KBC Group NV’s holdings in Twilio were worth $99,466,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. New York State Teachers Retirement System grew its position in Twilio by 10.8% during the fourth quarter. New York State Teachers Retirement System now owns 116,494 shares of the technology company’s stock valued at $16,570,000 after purchasing an additional 11,370 shares in the last quarter. Nordea Investment Management AB lifted its position in Twilio by 2.1% in the 4th quarter. Nordea Investment Management AB now owns 1,176,896 shares of the technology company’s stock worth $168,849,000 after buying an additional 24,169 shares in the last quarter. Fifth Third Bancorp lifted its position in Twilio by 339.6% in the 4th quarter. Fifth Third Bancorp now owns 14,024 shares of the technology company’s stock worth $1,995,000 after buying an additional 10,834 shares in the last quarter. Principal Financial Group Inc. boosted its stake in shares of Twilio by 19.7% during the 4th quarter. Principal Financial Group Inc. now owns 596,438 shares of the technology company’s stock valued at $84,837,000 after buying an additional 98,092 shares during the period. Finally, National Pension Service boosted its stake in shares of Twilio by 184.4% during the 4th quarter. National Pension Service now owns 18,545 shares of the technology company’s stock valued at $2,638,000 after buying an additional 12,025 shares during the period. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, CFO Aidan Viggiano sold 9,093 shares of the company’s stock in a transaction dated Tuesday, June 30th. The stock was sold at an average price of $201.25, for a total transaction of $1,829,966.25. Following the completion of the sale, the chief financial officer owned 118,252 shares in the company, valued at approximately $23,798,215. This represents a 7.14% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Andrew Stafman sold 1,000,000 shares of the 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 transaction, the director directly owned 620,000 shares in the company, valued at approximately $114,166,800. This represents a 61.73% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,805,780 shares of company stock valued at $342,166,703 in the last three months. 0.21% of the stock is currently owned by corporate insiders.

Twilio Stock Performance

Shares of TWLO opened at $207.54 on Monday. The firm has a market cap of $31.50 billion, a price-to-earnings ratio of 324.29, a price-to-earnings-growth ratio of 4.11 and a beta of 1.36. The company’s fifty day moving average is $202.24 and its 200-day moving average is $155.26. The company has a quick ratio of 4.66, a current ratio of 4.66 and a debt-to-equity ratio of 0.13. Twilio Inc. has a 12 month low of $91.84 and a 12 month high of $238.48.

Twilio (NYSE:TWLO) last released its quarterly earnings data on Thursday, April 30th. The technology company reported $1.50 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.27 by $0.23. Twilio had a net margin of 1.96% and a return on equity of 4.64%. The business had revenue of $1.41 billion during the quarter, compared to analyst estimates of $1.34 billion. During the same quarter in the previous year, the business earned $1.14 EPS. Twilio’s quarterly 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. Equities analysts expect that Twilio Inc. will post 2.79 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

TWLO has been the topic of a number of research reports. Needham & Company LLC upped their price target 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. UBS Group lifted their price objective on Twilio from $180.00 to $200.00 and gave the company a “buy” rating in a research report on Friday, May 1st. Bank of America upgraded Twilio from an “underperform” rating to a “buy” rating and boosted their target price for the company from $110.00 to $190.00 in a research note on Wednesday, April 22nd. Wells Fargo & Company upped their target price on Twilio from $147.00 to $200.00 and gave the stock an “overweight” rating in a research report on Friday, May 1st. Finally, Citigroup reaffirmed an “outperform” rating on shares of Twilio in a research note on Friday, May 1st. Four equities research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, Twilio currently has a consensus rating of “Buy” and an average target price of $216.27.

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.