Northwestern Mutual Wealth Management Co. Acquires 3,591 Shares of Twilio Inc. $TWLO

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

A number of other large investors have also recently made changes to their positions in TWLO. Brighton Jones LLC increased its holdings 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 worth $1,086,000 after buying an additional 623 shares during the last quarter. Sivia Capital Partners LLC bought a new position in Twilio during the 2nd quarter valued at about $251,000. Daiwa Securities Group Inc. grew its holdings in Twilio by 70.6% during the 2nd quarter. Daiwa Securities Group Inc. now owns 24,653 shares of the technology company’s stock valued at $3,066,000 after purchasing an additional 10,200 shares during the last quarter. NewEdge Advisors LLC grew its holdings in Twilio by 46.9% during the 2nd quarter. NewEdge Advisors LLC now owns 5,770 shares of the technology company’s stock valued at $718,000 after purchasing an additional 1,841 shares during the last quarter. Finally, Sei Investments Co. grew its holdings in Twilio by 55.1% during the 2nd quarter. Sei Investments Co. now owns 90,128 shares of the technology company’s stock valued at $11,208,000 after purchasing an additional 32,027 shares during the last quarter. 84.27% of the stock is currently owned by institutional investors.

Key Headlines Impacting Twilio

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 Activity at Twilio

In other Twilio news, CFO Aidan Viggiano sold 1,828 shares of the business’s stock in a transaction dated Tuesday, May 19th. The shares were sold at an average price of $200.00, for a total value of $365,600.00. Following the completion of the sale, the chief financial officer directly owned 127,345 shares of the company’s stock, valued at $25,469,000. The trade was a 1.42% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Andrew Stafman sold 1,000,000 shares of the business’s stock in a transaction dated Wednesday, May 27th. The shares were sold at an average price of $184.14, for a total transaction of $184,140,000.00. Following the completion of the sale, the director directly owned 620,000 shares of the company’s stock, valued at approximately $114,166,800. This trade represents a 61.73% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,761,621 shares of company stock valued at $328,187,207 in the last quarter. Corporate insiders own 0.21% of the company’s stock.

Analyst Ratings Changes

Several brokerages recently commented on TWLO. Mizuho upped their price target on shares of Twilio from $150.00 to $165.00 and gave the company an “outperform” rating in a report on Tuesday, April 21st. Weiss Ratings upgraded shares of Twilio from a “sell (d+)” rating to a “hold (c)” rating in a report on Wednesday, May 6th. Bank of America upgraded shares of Twilio from an “underperform” rating to a “buy” rating and upped their price target for the company from $110.00 to $190.00 in a report on Wednesday, April 22nd. KeyCorp upped their price target on shares of Twilio from $156.00 to $200.00 and gave the company an “overweight” rating in a report on Friday, May 1st. Finally, UBS Group upped their price target on shares of Twilio from $180.00 to $200.00 and gave the company 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 assigned a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $195.40.

Twilio Price Performance

Twilio stock opened at $237.14 on Friday. The stock has a market cap of $35.99 billion, a price-to-earnings ratio of 370.54, a price-to-earnings-growth ratio of 4.56 and a beta of 1.39. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.66 and a quick ratio of 4.66. Twilio Inc. has a 1 year low of $91.84 and a 1 year high of $238.48. The firm has a 50-day moving average of $163.60 and a two-hundred day moving average of $139.42.

Twilio (NYSE:TWLO) last released its quarterly earnings data on Thursday, April 30th. The technology company reported $1.50 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.27 by $0.23. The company had revenue of $1.41 billion during the quarter, compared to analysts’ expectations of $1.34 billion. Twilio had a net margin of 1.96% and a return on equity of 4.64%. The firm’s quarterly revenue was up 20.0% on a year-over-year basis. During the same period in the previous year, the company earned $1.14 EPS. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. On average, research analysts forecast that Twilio Inc. will post 2.77 earnings per share for the current year.

Twilio Company 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.