Voya Investment Management LLC Buys 666,448 Shares of Twilio Inc. $TWLO

Voya Investment Management LLC lifted its position in Twilio Inc. (NYSE:TWLO) by 752.5% in the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 755,015 shares of the technology company’s stock after purchasing an additional 666,448 shares during the period. Voya Investment Management LLC owned 0.49% of Twilio worth $75,569,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of the company. Norges Bank purchased a new stake in shares of Twilio in the 2nd quarter worth $228,877,000. Ninety One UK Ltd purchased a new stake in Twilio in the second quarter worth about $212,059,000. Nordea Investment Management AB lifted its stake in Twilio by 4,231.2% in the second quarter. Nordea Investment Management AB now owns 1,123,638 shares of the technology company’s stock worth $139,736,000 after acquiring an additional 1,097,695 shares during the period. Atreides Management LP grew its holdings in Twilio by 533.1% during the 2nd quarter. Atreides Management LP now owns 730,300 shares of the technology company’s stock worth $90,820,000 after acquiring an additional 614,943 shares in the last quarter. Finally, Alyeska Investment Group L.P. increased its position in Twilio by 36.4% during the 1st quarter. Alyeska Investment Group L.P. now owns 2,071,826 shares of the technology company’s stock valued at $202,852,000 after purchasing an additional 553,043 shares during the period. 84.27% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, CEO Khozema Shipchandler sold 12,922 shares of Twilio stock in a transaction that occurred on Friday, October 3rd. The shares were sold at an average price of $104.09, for a total value of $1,345,050.98. Following the completion of the sale, the chief executive officer directly owned 220,383 shares in the company, valued at $22,939,666.47. This trade represents a 5.54% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CFO Aidan Viggiano sold 1,514 shares of the company’s stock in a transaction that occurred on Monday, November 17th. The shares were sold at an average price of $123.28, for a total transaction of $186,645.92. Following the transaction, the chief financial officer owned 128,104 shares in the company, valued at $15,792,661.12. The trade was a 1.17% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,044,515 shares of company stock worth $133,673,128 in the last three months. Corporate insiders own 0.21% of the company’s stock.

Twilio News Roundup

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: BTIG initiated coverage on Twilio with a Buy rating and a $165 price target, citing execution and a large addressable market — this is the main catalyst behind the intraday strength. BTIG Starts Coverage on Twilio (InsiderMonkey)
• Positive Sentiment: Two separate Globe and Mail press pieces flagged new “Buy” recommendations for Twilio, reinforcing the positive narrative among institutional and retail investors. New Buy Rating for Twilio (Globe and Mail)
• Positive Sentiment: Twilio was listed among the “12 Best Long Term US Stocks to Buy Now,” a pick that can attract longer‑term buyers and support higher multiples. 12 Best Long Term US Stocks to Buy Now (InsiderMonkey)
• Neutral Sentiment: Yahoo Finance notes analysts and investors are reassessing Twilio’s valuation after a ~30% three‑month share rebound, suggesting some may view the rally as a reason to trim exposure or wait for earnings proof. Reassessing Valuation After a 30% Three-Month Share Price Rebound (Yahoo)
• Neutral Sentiment: Market watchers at Zacks highlight growing investor attention and bullish analyst commentary but frame it as part of ongoing debate about growth vs. valuation. Wall Street Bulls Look Optimistic About Twilio (Zacks)
• Neutral Sentiment: Another Zacks piece flags Twilio as drawing increased search/interest activity — a sign of liquidity and attention but not an earnings or fundamental surprise. Twilio Attracting Investor Attention (Zacks)

Twilio Stock Up 2.2%

Twilio stock opened at $141.96 on Friday. Twilio Inc. has a 1-year low of $77.51 and a 1-year high of $151.95. The business has a fifty day moving average price of $124.00 and a 200-day moving average price of $117.20. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.68 and a quick ratio of 4.68. The stock has a market capitalization of $21.78 billion, a price-to-earnings ratio of 346.24, a PEG ratio of 3.72 and a beta of 1.32.

Twilio (NYSE:TWLO) last announced its earnings results on Thursday, October 30th. The technology company reported $1.25 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.07 by $0.18. The company had revenue of $1.30 billion for the quarter, compared to analyst estimates of $1.25 billion. Twilio had a return on equity of 3.36% and a net margin of 1.37%.The firm’s quarterly revenue was up 14.7% compared to the same quarter last year. During the same period in the prior year, the company posted $1.02 EPS. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. Equities research analysts forecast that Twilio Inc. will post 1.44 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several equities research analysts have recently weighed in on the stock. KeyCorp upped their price target on shares of Twilio from $146.00 to $156.00 and gave the stock an “overweight” rating in a research report on Friday, October 31st. Piper Sandler upped their target price on Twilio from $144.00 to $145.00 and gave the stock an “overweight” rating in a report on Friday, October 31st. Wall Street Zen downgraded Twilio from a “strong-buy” rating to a “buy” rating in a report on Tuesday, November 11th. Mizuho set a $150.00 price objective on Twilio in a research note on Monday. Finally, BTIG Research started coverage on Twilio in a research note on Tuesday. They issued a “buy” rating and a $165.00 target price on the stock. Two analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, seven have given a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $140.33.

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.