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

Key Points

• Principal Financial Group increased its Twilio stake by 19.7% in the fourth quarter, buying 98,092 additional shares and bringing its total holding to 596,438 shares valued at about $84.8 million.
• Twilio reported strong Q1 results, with EPS of $1.50 beating estimates and revenue rising 20% year over year to $1.41 billion. Management also said AI demand is “unprecedented,” which has helped fuel the stock’s rally.
• Analysts have turned more bullish, with multiple firms raising price targets and reiterating buy ratings. Twilio’s shares were also noted as having gained recently, while insider selling and some cautious AI-related commentary remain potential headwinds.

Principal Financial Group Inc. increased its stake in shares of Twilio Inc. (NYSE:TWLO - Free Report) by 19.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 596,438 shares of the technology company's stock after acquiring an additional 98,092 shares during the quarter. Principal Financial Group Inc. owned approximately 0.39% of Twilio worth $84,837,000 at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. Brighton Jones LLC grew its stake in shares of Twilio by 6.6% in the 4th quarter. Brighton Jones LLC now owns 10,051 shares of the technology company's stock valued at $1,086,000 after buying an additional 623 shares during the period. Sivia Capital Partners LLC bought a new position in Twilio in the second quarter worth approximately $251,000. Daiwa Securities Group Inc. boosted its holdings in Twilio by 70.6% in the second quarter. Daiwa Securities Group Inc. now owns 24,653 shares of the technology company's stock worth $3,066,000 after acquiring an additional 10,200 shares in the last quarter. NewEdge Advisors LLC grew its stake in Twilio by 46.9% in the second quarter. NewEdge Advisors LLC now owns 5,770 shares of the technology company's stock valued at $718,000 after acquiring an additional 1,841 shares during the period. Finally, Sei Investments Co. grew its stake in Twilio by 55.1% in the second quarter. Sei Investments Co. now owns 90,128 shares of the technology company's stock valued at $11,208,000 after acquiring an additional 32,027 shares during the period. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Twilio

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 Stock Up 2.9%

TWLO stock opened at $197.05 on Friday. The stock has a market cap of $29.85 billion, a P/E ratio of 307.89, a P/E/G ratio of 3.98 and a beta of 1.32. The company has a current ratio of 4.66, a quick ratio of 4.03 and a debt-to-equity ratio of 0.13. The stock's fifty day simple moving average is $133.63 and its two-hundred day simple moving average is $128.44. Twilio Inc. has a 1-year low of $91.84 and a 1-year high of $201.40.

Twilio (NYSE:TWLO - Get Free Report) 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. Analysts expect that Twilio Inc. will post 2.77 EPS for the current year.

Analysts Set New Price Targets

A number of equities analysts have recently weighed in on the company. BTIG Research upped their target price on Twilio from $175.00 to $215.00 and gave the stock a "buy" rating in a research report on Friday, May 1st. Robert W. Baird set a $200.00 price target on shares of Twilio in a research report on Friday, May 1st. Morgan Stanley restated an "overweight" rating and set a $200.00 price objective on shares of Twilio in a report on Friday, May 1st. Argus raised shares of Twilio to a "strong-buy" rating in a research note on Thursday, February 19th. Finally, Jefferies Financial Group reiterated a "buy" rating and set a $195.00 price objective on shares of Twilio in a report on Friday, May 1st. Two analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat, the stock has an average rating of "Moderate Buy" and an average price target of $188.85.

Insider Activity

In other Twilio news, CFO Aidan Viggiano sold 9,389 shares of Twilio stock in a transaction dated Thursday, April 2nd. The stock was sold at an average price of $127.51, for a total transaction of $1,197,191.39. Following the completion of the transaction, the chief financial officer owned 130,341 shares of the company's stock, valued at $16,619,780.91. The trade was a 6.72% decrease in their position. The transaction 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, CEO Khozema Shipchandler sold 15,715 shares of the company's stock in a transaction dated Monday, April 6th. The shares were sold at an average price of $133.39, for a total value of $2,096,223.85. Following the sale, the chief executive officer owned 235,542 shares in the company, valued at approximately $31,418,947.38. This represents a 6.25% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 51,088 shares of company stock worth $6,614,624. 0.21% of the stock is owned by corporate insiders.

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.

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