Twilio (NYSE:TWLO) CEO Khozema Shipchandler Sells 44,158 Shares of Stock

Twilio Inc. (NYSE:TWLO) CEO Khozema Shipchandler sold 44,158 shares of the company’s stock in a transaction that occurred on Thursday, June 4th. The shares were sold at an average price of $235.88, for a total value of $10,415,989.04. Following the completion of the sale, the chief executive officer owned 235,542 shares in the company, valued at approximately $55,559,646.96. This represents a 15.79% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Khozema Shipchandler also recently made the following trade(s):

• On Tuesday, May 26th, Khozema Shipchandler sold 32,158 shares of Twilio stock. The shares were sold at an average price of $185.70, for a total value of $5,971,740.60.
• On Monday, April 6th, Khozema Shipchandler sold 15,715 shares of Twilio stock. The stock was sold at an average price of $133.39, for a total value of $2,096,223.85.
• On Tuesday, March 31st, Khozema Shipchandler sold 12,624 shares of Twilio stock. The stock was sold at an average price of $122.81, for a total value of $1,550,353.44.

Twilio Stock Down 5.8%

Shares of TWLO opened at $212.90 on Tuesday. The company has a market capitalization of $32.31 billion, a P/E ratio of 332.66, a PEG ratio of 4.53 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 one year low of $91.84 and a one year high of $238.48. The business’s 50 day simple moving average is $167.36 and its 200-day simple moving average is $140.81.

Twilio (NYSE:TWLO) last announced its earnings results on Thursday, April 30th. The technology company reported $1.50 EPS for the quarter, topping the consensus estimate of $1.27 by $0.23. The business had revenue of $1.41 billion for 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 period in the previous year, the business earned $1.14 EPS. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. As a group, sell-side analysts predict that Twilio Inc. will post 2.77 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several brokerages have recently commented on TWLO. Citizens Jmp boosted their target price on Twilio from $185.00 to $210.00 and gave the stock a “market outperform” rating in a report on Friday, May 1st. Needham & Company LLC boosted their target price on Twilio from $200.00 to $250.00 and gave the stock a “buy” rating in a report on Monday, May 11th. Jefferies Financial Group reissued a “buy” rating and issued a $195.00 target price on shares of Twilio in a report on Friday, May 1st. Stifel Nicolaus set a $175.00 target price on Twilio in a report on Friday, May 1st. Finally, Bank of America raised Twilio from an “underperform” rating to a “buy” rating and boosted their target price for the stock from $110.00 to $190.00 in a report on Wednesday, April 22nd. Two 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 issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $195.40.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of the company. MassMutual Private Wealth & Trust FSB lifted its holdings in Twilio by 34.7% during the 4th quarter. MassMutual Private Wealth & Trust FSB now owns 303 shares of the technology company’s stock worth $43,000 after buying an additional 78 shares in the last quarter. GHP Investment Advisors Inc. lifted its stake in shares of Twilio by 6.3% in the 4th quarter. GHP Investment Advisors Inc. now owns 1,459 shares of the technology company’s stock valued at $208,000 after purchasing an additional 86 shares during the period. SJS Investment Consulting Inc. lifted its stake in shares of Twilio by 27.7% in the 1st quarter. SJS Investment Consulting Inc. now owns 429 shares of the technology company’s stock valued at $54,000 after purchasing an additional 93 shares during the period. Centaurus Financial Inc. lifted its stake in shares of Twilio by 0.7% in the 3rd quarter. Centaurus Financial Inc. now owns 13,587 shares of the technology company’s stock valued at $1,360,000 after purchasing an additional 94 shares during the period. Finally, NewEdge Advisors LLC lifted its stake in shares of Twilio by 1.7% in the 4th quarter. NewEdge Advisors LLC now owns 5,911 shares of the technology company’s stock valued at $841,000 after purchasing an additional 99 shares during the period. Institutional investors and hedge funds own 84.27% of the company’s stock.

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.