Principal Financial Group Inc. Purchases 98,092 Shares of Twilio Inc. $TWLO

Principal Financial Group Inc. grew its position in shares of Twilio Inc. (NYSE:TWLO) by 19.7% in the fourth quarter, Holdings Channel reports. The firm owned 596,438 shares of the technology company’s stock after purchasing an additional 98,092 shares during the period. Principal Financial Group Inc.’s holdings in Twilio were worth $84,837,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in the company. MassMutual Private Wealth & Trust FSB boosted its stake in Twilio by 34.7% during the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 303 shares of the technology company’s stock valued at $43,000 after buying an additional 78 shares during the period. GHP Investment Advisors Inc. increased its stake in Twilio by 6.3% in the 4th quarter. GHP Investment Advisors Inc. now owns 1,459 shares of the technology company’s stock worth $208,000 after acquiring an additional 86 shares during the last quarter. Centaurus Financial Inc. increased its stake in Twilio by 0.7% in the 3rd quarter. Centaurus Financial Inc. now owns 13,587 shares of the technology company’s stock worth $1,360,000 after acquiring an additional 94 shares during the last quarter. Versant Capital Management Inc raised its holdings in shares of Twilio by 4.5% in the 3rd quarter. Versant Capital Management Inc now owns 2,281 shares of the technology company’s stock valued at $228,000 after acquiring an additional 98 shares in the last quarter. Finally, Lansforsakringar Fondforvaltning AB publ boosted its position in shares of Twilio by 0.3% during the 3rd quarter. Lansforsakringar Fondforvaltning AB publ now owns 42,224 shares of the technology company’s stock valued at $4,226,000 after acquiring an additional 108 shares during the last quarter. Institutional investors own 84.27% of the company’s stock.

Insider Buying and Selling

In related news, CFO Aidan Viggiano sold 9,389 shares of Twilio stock in a transaction on Thursday, April 2nd. The shares were sold at an average price of $127.51, for a total value of $1,197,191.39. Following the transaction, the chief financial officer directly owned 130,341 shares of the company’s stock, valued at $16,619,780.91. The trade was a 6.72% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Erika Rottenberg sold 1,800 shares of the company’s stock in a transaction 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 owned 34,495 shares of the company’s stock, valued at $5,140,444.90. This 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 51,088 shares of company stock worth $6,614,624 in the last ninety days. 0.21% of the stock is owned by insiders.

Key Twilio News

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Q1 results topped estimates and management said demand from AI is “unprecedented,” a near-term growth catalyst that traders are crediting for the rally. This supports revenue and gross‑profit momentum. Read More.
• Positive Sentiment: Twilio launched a next‑generation platform at SIGNAL (Conversation Memory, Orchestrator, Conversation Intelligence, Agent Connect) now generally available — productized AI features that improve monetization potential for enterprise customers. Read More.
• Positive Sentiment: Rosenblatt raised its price target from $210 to $230 and kept a Buy rating; other brokers have also lifted targets or reiterated Buy, adding analyst momentum that can attract buyers. Read More.
• Neutral Sentiment: Northland made mixed estimate changes: it raised FY2026–FY2027 EPS forecasts materially while trimming some near‑term quarterly estimates — a signal of optimism on the medium term but caution around quarter‑to‑quarter timing. Read More.
• Neutral Sentiment: TWLO is a trending retail/coverage stock (Zacks and others). More attention increases liquidity and volatility; that can amplify moves in either direction without changing the fundamental drivers. Read More.
• Negative Sentiment: RBC warned generative AI gains for Twilio may be volume‑driven and unlikely to produce durable long‑term uplift — a reminder that some analysts view AI tailwinds as overstated, which can cap multiple expansion. Read More.
• Negative Sentiment: A director sold 1,500 shares under a pre‑arranged 10b5‑1 plan (around $185/share); while planned, insider sales can add short‑term selling pressure and be interpreted negatively by some investors. Read More.

Twilio Trading Up 2.9%

Shares of TWLO opened at $197.05 on Friday. Twilio Inc. has a fifty-two week low of $91.84 and a fifty-two week high of $201.40. The firm has a market cap of $29.85 billion, a price-to-earnings ratio of 307.89, a PEG ratio of 3.98 and a beta of 1.32. The firm has a 50 day moving average price of $133.63 and a 200-day moving average price of $128.44. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.03 and a current ratio of 4.66.

Twilio (NYSE:TWLO) last issued its earnings results on Thursday, April 30th. The technology company reported $1.50 EPS for the quarter, topping analysts’ consensus estimates of $1.27 by $0.23. Twilio had a net margin of 1.96% and a return on equity of 4.64%. The company had revenue of $1.41 billion for the quarter, compared to analysts’ expectations of $1.34 billion. During the same quarter last year, the company earned $1.14 EPS. The firm’s 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. As a group, equities research analysts forecast that Twilio Inc. will post 2.77 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on the stock. Bank of America upgraded shares of Twilio from an “underperform” rating to a “buy” rating and upped their price objective for the stock from $110.00 to $190.00 in a research report on Wednesday, April 22nd. Wells Fargo & Company lifted their target price on shares of Twilio from $147.00 to $200.00 and gave the company an “overweight” rating in a research report on Friday, May 1st. Robert W. Baird set a $200.00 price target on shares of Twilio in a report on Friday, May 1st. Monness Crespi & Hardt raised their price objective on shares of Twilio from $175.00 to $200.00 and gave the company a “buy” rating in a research report on Friday, May 1st. Finally, UBS Group lifted their price objective on shares of Twilio from $180.00 to $200.00 and gave the stock a “buy” rating in a report on Friday, May 1st. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, Twilio currently has an average rating of “Moderate Buy” and an average price target of $188.85.

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.