Principal Financial Group Inc. Has $77.27 Million Position in Twilio Inc. $TWLO

Principal Financial Group Inc. increased its stake in shares of Twilio Inc. (NYSE:TWLO) by 3.0% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 614,114 shares of the technology company’s stock after acquiring an additional 17,676 shares during the quarter. Principal Financial Group Inc.’s holdings in Twilio were worth $77,268,000 at the end of the most recent quarter.

A number of other large investors have also bought and sold shares of TWLO. New York State Teachers Retirement System raised its stake in Twilio by 10.8% during the 4th quarter. New York State Teachers Retirement System now owns 116,494 shares of the technology company’s stock worth $16,570,000 after buying an additional 11,370 shares during the period. Nordea Investment Management AB grew its stake in Twilio by 2.1% in the fourth quarter. Nordea Investment Management AB now owns 1,176,896 shares of the technology company’s stock valued at $168,849,000 after acquiring an additional 24,169 shares during the period. Fifth Third Bancorp grew its stake in Twilio by 339.6% in the fourth quarter. Fifth Third Bancorp now owns 14,024 shares of the technology company’s stock valued at $1,995,000 after acquiring an additional 10,834 shares during the period. National Pension Service grew its stake in Twilio by 184.4% in the fourth quarter. National Pension Service now owns 18,545 shares of the technology company’s stock valued at $2,638,000 after acquiring an additional 12,025 shares during the period. Finally, Jefferies Financial Group Inc. bought a new stake in shares of Twilio during the fourth quarter valued at approximately $895,000. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other news, 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 completion of the sale, the director owned 620,000 shares in the company, valued at $114,166,800. This represents a 61.73% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Khozema Shipchandler sold 14,458 shares of the firm’s stock in a transaction dated Monday, July 6th. The shares were sold at an average price of $210.43, for a total transaction of $3,042,396.94. Following the transaction, the chief executive officer directly owned 207,203 shares in the company, valued at $43,601,727.29. The trade was a 6.52% 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. In the last 90 days, insiders have sold 1,805,780 shares of company stock worth $342,166,703. 0.21% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

A number of equities analysts have recently weighed in on TWLO shares. Morgan Stanley reaffirmed an “overweight” rating and set a $200.00 target price on shares of Twilio in a research report on Friday, May 1st. TD Cowen restated a “buy” rating on shares of Twilio in a research note on Monday, June 1st. Citizens Jmp boosted their price target on shares of Twilio from $185.00 to $210.00 and gave the company a “market outperform” rating in a research note on Friday, May 1st. The Goldman Sachs Group started coverage on shares of Twilio in a report on Wednesday, June 24th. They set a “buy” rating and a $300.00 price objective on the stock. Finally, Weiss Ratings raised shares of Twilio from a “sell (d+)” rating to a “hold (c)” rating in a research note on Wednesday, May 6th. Four research analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Buy” and a consensus target price of $211.27.

Twilio Stock Performance

Shares of Twilio stock opened at $206.77 on Friday. The company has a market cap of $31.38 billion, a PE ratio of 323.09, a price-to-earnings-growth ratio of 4.21 and a beta of 1.36. 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 52 week low of $91.84 and a 52 week high of $238.48. The business has a 50 day moving average price of $202.12 and a 200-day moving average price of $154.79.

Twilio (NYSE:TWLO) last announced its quarterly earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.27 by $0.23. The business had revenue of $1.41 billion during the quarter, compared to the consensus estimate of $1.34 billion. Twilio had a return on equity of 4.64% and a net margin of 1.96%.Twilio’s revenue was up 20.0% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.14 earnings per share. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. Equities analysts anticipate that Twilio Inc. will post 2.79 earnings per share for the current fiscal year.

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.