Twilio Inc. $TWLO Stake Increased by Mitsubishi UFJ Trust & Banking Corp

Key Points

• Mitsubishi UFJ Trust & Banking raised its stake in Twilio by 24.9% in Q4, buying 15,694 shares to hold 78,697 shares (about 0.05% of the company) worth roughly $11.19 million at period end.
• Twilio posted a strong Q1 — revenue $1.41B (+20% YoY) and EPS $1.50 vs. $1.27 expected — and set Q2 guidance of $2.50–$2.60 EPS, triggering a ~23.5% stock jump and multiple analyst price‑target upgrades.
• Insider activity includes CEO Khozema Shipchandler selling 15,715 shares (~$2.1M) under a Rule 10b5‑1 plan; insiders sold 49,588 shares (~$6.34M) in the last 90 days while institutional investors own about 84.27% of the stock.

Mitsubishi UFJ Trust & Banking Corp increased its stake in Twilio Inc. (NYSE:TWLO - Free Report) by 24.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 78,697 shares of the technology company's stock after buying an additional 15,694 shares during the period. Mitsubishi UFJ Trust & Banking Corp owned about 0.05% of Twilio worth $11,194,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Vanguard Group Inc. increased its holdings in shares of Twilio by 0.9% in 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 acquiring an additional 143,597 shares during the last quarter. State Street Corp increased its holdings in shares of Twilio by 47.8% in the 3rd quarter. State Street Corp now owns 5,879,395 shares of the technology company's stock valued at $588,469,000 after acquiring an additional 1,900,551 shares during the last quarter. Alyeska Investment Group L.P. increased its holdings in shares of Twilio by 39.7% in the 3rd quarter. Alyeska Investment Group L.P. now owns 2,643,859 shares of the technology company's stock valued at $264,624,000 after acquiring an additional 750,951 shares during the last quarter. Invesco Ltd. increased its holdings in shares of Twilio by 225.0% in the 3rd quarter. Invesco Ltd. now owns 2,009,237 shares of the technology company's stock valued at $201,105,000 after acquiring an additional 1,391,013 shares during the last quarter. Finally, Northern Trust Corp increased its holdings in shares of Twilio by 40.4% in the 3rd quarter. Northern Trust Corp now owns 1,673,339 shares of the technology company's stock valued at $167,485,000 after acquiring an additional 481,257 shares during the last quarter. Institutional investors own 84.27% of the company's stock.

Insider Transactions at Twilio

In other news, CEO Khozema Shipchandler sold 15,715 shares of the business's stock in a transaction on Monday, April 6th. The stock was 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 of the company's stock, valued at approximately $31,418,947.38. The trade was a 6.25% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible 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 business's stock in a transaction on Tuesday, April 21st. The stock was sold at an average price of $149.02, for a total value of $268,236.00. Following the completion of the sale, the director directly owned 34,495 shares in the company, valued at $5,140,444.90. This represents a 4.96% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 49,588 shares of company stock valued at $6,336,644. Corporate insiders own 0.21% of the company's stock.

Twilio Trading Up 23.5%

Shares of TWLO stock opened at $182.91 on Friday. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.03 and a current ratio of 4.03. Twilio Inc. has a 1 year low of $91.84 and a 1 year high of $184.13. The stock has a fifty day moving average of $128.65 and a two-hundred day moving average of $126.34. The firm has a market capitalization of $27.71 billion, a PE ratio of 962.72, a price-to-earnings-growth ratio of 5.84 and a beta of 1.28.

Twilio (NYSE:TWLO - Get Free Report) last announced its quarterly earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.27 by $0.23. Twilio had a return on equity of 4.62% and a net margin of 1.96%.The company 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 firm posted $1.14 EPS. The firm's quarterly revenue was up 20.0% on a year-over-year basis. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. As a group, research analysts expect that Twilio Inc. will post 2.47 EPS for the current year.

Twilio News Summary

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Q1 beat and stronger guidance — Twilio reported ~20% revenue growth, EPS above estimates and raised full‑year outlook, driving the core fundamental move higher. Twilio's Q1 Earnings Surpass Expectations, Revenues Rise Y/Y
• Positive Sentiment: AI-driven demand cited by management — CEO commentary and the earnings call highlighted “unprecedented” demand for AI-voice and expanded channel adoption, supporting better revenue and margin trends. Twilio stock soared to its highest level in 4 years
• Positive Sentiment: Wall Street price-target lift — At least six firms raised targets (range ~$192–$225) and several upgraded ratings (UBS, Wells Fargo, Needham, Rosenblatt, Citizens JMP, etc.), reinforcing buy-side conviction and adding upside to the stock. Wall Street Floods Twilio With Price Target Hikes
• Positive Sentiment: Bullish options activity — Unusually large call buying was recorded (nearly 20k calls), indicating short‑term speculative or hedged bullish positioning by traders.
• Neutral Sentiment: Widespread media coverage and analyst note flow — Multiple outlets and research notes amplified the story, increasing attention and intraday liquidity; useful for momentum but not an earnings driver itself. Seeking Alpha coverage
• Negative Sentiment: Technical/resistance risk — Some commentators flag the stock approaching key technical levels that could act as resistance and pause the rally in the short term. Stock Of The Day: Is The Twilio Rally Over Already?
• Negative Sentiment: High valuation risk — The shares trade with a very high forward P/E and elevated PEG; if growth or AI adoption slows versus expectations, downside could be swift.

Analyst Upgrades and Downgrades

TWLO has been the subject of a number of research analyst reports. Stifel Nicolaus set a $175.00 price target on Twilio in a report on Friday. Piper Sandler boosted their price target on Twilio from $130.00 to $192.00 and gave the company a "neutral" rating in a report on Friday. Citigroup reiterated an "outperform" rating on shares of Twilio in a report on Friday. Argus upgraded Twilio to a "strong-buy" rating in a report on Thursday, February 19th. Finally, Wells Fargo & Company boosted their price target on Twilio from $147.00 to $200.00 and gave the company an "overweight" rating in a report on Friday. Two research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, three have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus target price of $183.00.

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.

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