Insider Selling: Twilio (NYSE:TWLO) Director Sells $123,540,000.00 in Stock

Twilio Inc. (NYSE:TWLO) Director Andrew Stafman sold 500,000 shares of the company’s stock in a transaction on Wednesday, August 12th. The shares were sold at an average price of $247.08, for a total value of $123,540,000.00. Following the completion of the sale, the director owned 120,000 shares of the company’s stock, valued at approximately $29,649,600. This trade represents a 80.65% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink.

Andrew Stafman also recently made the following trade(s):

• On Wednesday, May 27th, Andrew Stafman sold 1,000,000 shares of Twilio stock. The shares were sold at an average price of $184.14, for a total value of $184,140,000.00.

Twilio Price Performance

NYSE:TWLO opened at $237.64 on Friday. The company has a quick ratio of 4.66, a current ratio of 4.62 and a debt-to-equity ratio of 0.11. The business’s 50-day moving average price is $205.63 and its 200 day moving average price is $166.02. Twilio Inc. has a 52-week low of $98.44 and a 52-week high of $258.35. The firm has a market cap of $36.07 billion, a P/E ratio of 33.10, a PEG ratio of 4.60 and a beta of 1.37.

Twilio (NYSE:TWLO) last issued its quarterly earnings results on Thursday, August 6th. The technology company reported $1.47 earnings per share for the quarter, beating analysts’ consensus estimates of $1.32 by $0.15. The company had revenue of $1.50 billion during the quarter, compared to the consensus estimate of $1.43 billion. Twilio had a net margin of 20.61% and a return on equity of 5.09%. Twilio’s revenue was up 22.0% on a year-over-year basis. During the same period in the prior year, the company earned $1.19 EPS. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. As a group, sell-side analysts predict that Twilio Inc. will post 2.82 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several research firms have issued reports on TWLO. Stifel Nicolaus set a $275.00 price target on shares of Twilio in a research report on Friday, August 7th. Weiss Ratings reiterated a “hold (c)” rating on shares of Twilio in a research report on Monday, August 3rd. Piper Sandler raised their price objective on Twilio from $192.00 to $247.00 and gave the stock a “neutral” rating in a research note on Friday, August 7th. Robert W. Baird set a $200.00 target price on Twilio in a report on Friday, May 1st. Finally, Oppenheimer boosted their target price on Twilio from $235.00 to $275.00 and gave the stock an “outperform” rating in a research report on Friday, August 7th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Twilio has an average rating of “Moderate Buy” and a consensus target price of $249.68.

Institutional Investors Weigh In On Twilio

A number of large investors have recently made changes to their positions in TWLO. Norges Bank acquired a new position in Twilio in the 4th quarter worth approximately $273,862,000. State Street Corp raised its stake in 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 purchasing an additional 1,900,551 shares during the period. SRS Investment Management LLC purchased a new stake in shares of Twilio in the fourth quarter valued at $257,494,000. Invesco Ltd. lifted its holdings in shares of Twilio by 225.0% in the third quarter. Invesco Ltd. now owns 2,009,237 shares of the technology company’s stock valued at $201,105,000 after purchasing an additional 1,391,013 shares in the last quarter. Finally, Alyeska Investment Group L.P. boosted its position in shares of Twilio by 39.7% in the third quarter. Alyeska Investment Group L.P. now owns 2,643,859 shares of the technology company’s stock worth $264,624,000 after buying an additional 750,951 shares during the period. Institutional investors and hedge funds own 84.27% of the company’s stock.

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.