Northwestern Mutual Wealth Management Co. Grows Stock Holdings in Twilio Inc. $TWLO

Northwestern Mutual Wealth Management Co. lifted its position in shares of Twilio Inc. (NYSE:TWLO) by 13.6% during the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 29,937 shares of the technology company’s stock after buying an additional 3,591 shares during the quarter. Northwestern Mutual Wealth Management Co.’s holdings in Twilio were worth $4,258,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the company. Vanguard Group Inc. lifted its stake in shares of Twilio by 0.9% during 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 buying an additional 143,597 shares in the last quarter. State Street Corp lifted its stake in shares of Twilio by 47.8% during the 3rd quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock valued at $588,469,000 after buying an additional 1,900,551 shares in the last quarter. Alyeska Investment Group L.P. lifted its stake in shares of Twilio by 39.7% during 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 buying an additional 750,951 shares in the last quarter. Invesco Ltd. lifted its stake in shares of Twilio by 225.0% during the 3rd quarter. Invesco Ltd. now owns 2,009,237 shares of the technology company’s stock valued at $201,105,000 after buying an additional 1,391,013 shares in the last quarter. Finally, Northern Trust Corp lifted its stake in shares of Twilio by 40.4% during the 3rd quarter. Northern Trust Corp now owns 1,673,339 shares of the technology company’s stock valued at $167,485,000 after buying an additional 481,257 shares in the last quarter. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Twilio News Summary

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Twilio drew bullish attention after a Seeking Alpha piece argued that AI-driven demand, multi-product adoption, and margin expansion could support further upside, citing record revenue and gross-profit growth, non-GAAP operating income growth, and 2026 free-cash-flow guidance above $1 billion. Article Title
• Positive Sentiment: Zacks noted that Twilio is a trending stock, reflecting elevated investor interest and momentum following its strong post-earnings performance. Article Title
• Positive Sentiment: Another bullish note highlighted Twilio’s AI demand and margin expansion, with a $251 price target and the view that the company’s platform and AI adoption could drive continued multiple expansion. Article Title
• Neutral Sentiment: MarketBeat and Zacks commentary reiterated generally favorable analyst sentiment, with most coverage still showing a Moderate Buy/Buy stance, reinforcing a constructive but not newly changed outlook. Article Title
• Negative Sentiment: Investor sentiment may be slightly tempered by insider selling, as director Erika Rottenberg sold 2,000 shares under a pre-arranged Rule 10b5-1 plan, which can sometimes be viewed cautiously even when routine. Article Title

Insider Buying and Selling at Twilio

In other news, CEO Khozema Shipchandler sold 32,158 shares of the business’s stock in a transaction dated Tuesday, May 26th. The shares were sold at an average price of $185.70, for a total value of $5,971,740.60. Following the sale, the chief executive officer directly owned 235,542 shares in the company, valued at $43,740,149.40. The trade was a 12.01% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Aidan Viggiano sold 1,828 shares of the business’s stock in a transaction dated Tuesday, May 19th. The stock was sold at an average price of $200.00, for a total transaction of $365,600.00. Following the completion of the sale, the chief financial officer owned 127,345 shares in the company, valued at approximately $25,469,000. This trade represents a 1.42% 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 1,761,621 shares of company stock valued at $328,187,207. Corporate insiders own 0.21% of the company’s stock.

Twilio Stock Performance

Shares of NYSE TWLO opened at $237.14 on Friday. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.66 and a current ratio of 4.66. The company has a market cap of $35.99 billion, a P/E ratio of 370.54, a P/E/G ratio of 4.56 and a beta of 1.39. The firm’s fifty day moving average is $163.60 and its two-hundred day moving average is $139.42. Twilio Inc. has a 52-week low of $91.84 and a 52-week high of $238.48.

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, beating analysts’ consensus estimates of $1.27 by $0.23. The company had revenue of $1.41 billion for the quarter, compared to the consensus estimate of $1.34 billion. Twilio had a net margin of 1.96% and a return on equity of 4.64%. Twilio’s revenue for the quarter was up 20.0% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.14 EPS. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. As a group, analysts anticipate that Twilio Inc. will post 2.77 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of research analysts recently weighed in on the stock. Citizens Jmp lifted their target price 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. Piper Sandler lifted their target price on shares of Twilio from $130.00 to $192.00 and gave the company a “neutral” rating in a research note on Friday, May 1st. Citigroup restated an “outperform” rating on shares of Twilio in a research note on Friday, May 1st. Stifel Nicolaus set a $175.00 price target on shares of Twilio in a report on Friday, May 1st. Finally, Bank of America upgraded shares of Twilio from an “underperform” rating to a “buy” rating and lifted their price target for the company from $110.00 to $190.00 in a report on Wednesday, April 22nd. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $195.40.

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.