Insider Selling: Twilio (NYSE:TWLO) CEO Sells 13,881 Shares of Stock

Twilio Inc. (NYSE:TWLO) CEO Khozema Shipchandler sold 13,881 shares of Twilio stock in a transaction that occurred on Tuesday, June 30th. The shares were sold at an average price of $201.26, for a total value of $2,793,690.06. Following the completion of the sale, the chief executive officer owned 221,661 shares in the company, valued at approximately $44,611,492.86. This trade represents a 5.89% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

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

• On Thursday, June 4th, Khozema Shipchandler sold 44,158 shares of Twilio stock. The stock was sold at an average price of $235.88, for a total value of $10,415,989.04.
• On Tuesday, May 26th, Khozema Shipchandler sold 32,158 shares of Twilio stock. The stock was 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.

Twilio Price Performance

Twilio stock traded up $0.03 during midday trading on Thursday, reaching $209.31. The company’s stock had a trading volume of 1,644,304 shares, compared to its average volume of 2,564,137. Twilio Inc. has a fifty-two week low of $91.84 and a fifty-two week high of $238.48. 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 stock’s 50 day simple moving average is $190.02 and its 200 day simple moving average is $149.05. The firm has a market capitalization of $31.77 billion, a PE ratio of 327.06, a P/E/G ratio of 4.10 and a beta of 1.36.

Twilio (NYSE:TWLO) last posted its quarterly earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share for the quarter, topping analysts’ consensus estimates of $1.27 by $0.23. The business had revenue of $1.41 billion for 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 business’s revenue for the quarter was up 20.0% on a year-over-year basis. During the same period in the prior year, the company posted $1.14 EPS. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. On average, equities research analysts forecast that Twilio Inc. will post 2.79 earnings per share for the current year.

Analyst Ratings Changes

A number of brokerages recently commented on TWLO. Citigroup reissued an “outperform” rating on shares of Twilio in a research note on Friday, May 1st. Bank of America raised Twilio from an “underperform” rating to a “buy” rating and boosted their price target for the stock from $110.00 to $190.00 in a report on Wednesday, April 22nd. Wells Fargo & Company upped their price objective on Twilio from $147.00 to $200.00 and gave the company an “overweight” rating in a research report on Friday, May 1st. Rosenblatt Securities reaffirmed a “buy” rating and set a $230.00 price objective on shares of Twilio in a research note on Thursday, June 18th. Finally, Tigress Financial lifted their price objective on Twilio from $170.00 to $255.00 and gave the stock a “buy” rating in a research report on Thursday, June 11th. Three research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $207.41.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the stock. New York State Teachers Retirement System increased its position in shares of Twilio by 10.8% in 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 purchasing an additional 11,370 shares during the last quarter. Nordea Investment Management AB lifted its position in shares of Twilio by 2.1% during the fourth quarter. Nordea Investment Management AB now owns 1,176,896 shares of the technology company’s stock worth $168,849,000 after purchasing an additional 24,169 shares during the last quarter. 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 worth $1,995,000 after purchasing an additional 10,834 shares in the last quarter. Principal Financial Group Inc. grew its stake in Twilio by 19.7% in the fourth quarter. Principal Financial Group Inc. now owns 596,438 shares of the technology company’s stock worth $84,837,000 after purchasing an additional 98,092 shares in the last quarter. Finally, Teachers Retirement System of The State of Kentucky bought a new stake in Twilio in the third quarter valued at about $4,654,000. 84.27% of the stock is currently owned by hedge funds and other institutional investors.

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.