Twilio (NYSE:TWLO) CEO Sells $10,415,989.04 in Stock

Twilio Inc. (NYSE:TWLO) CEO Khozema Shipchandler sold 44,158 shares of Twilio stock in a transaction that occurred on Thursday, June 4th. The shares were sold at an average price of $235.88, for a total transaction of $10,415,989.04. Following the completion of the sale, the chief executive officer owned 235,542 shares of the company’s stock, valued at $55,559,646.96. This trade represents a 15.79% decrease in their ownership of the stock. The transaction was disclosed in a legal 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.

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

• 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 transaction 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 transaction 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 transaction of $1,550,353.44.

Twilio Price Performance

Shares of Twilio stock opened at $207.59 on Thursday. The firm has a fifty day simple moving average of $170.79 and a 200-day simple moving average of $142.03. The company has a current ratio of 4.66, a quick ratio of 4.66 and a debt-to-equity ratio of 0.13. Twilio Inc. has a 1-year low of $91.84 and a 1-year high of $238.48. The stock has a market capitalization of $31.51 billion, a price-to-earnings ratio of 324.36, a PEG ratio of 4.10 and a beta of 1.39.

Twilio (NYSE:TWLO) last issued its quarterly earnings data 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. Twilio had a net margin of 1.96% and a return on equity of 4.64%. The business had revenue of $1.41 billion during the quarter, compared to analysts’ expectations of $1.34 billion. During the same period in the previous year, the company earned $1.14 earnings per share. Twilio’s revenue for the quarter was up 20.0% on a year-over-year basis. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. On average, sell-side analysts expect that Twilio Inc. will post 2.77 earnings per share for the current year.

Hedge Funds Weigh In On Twilio

Institutional investors and hedge funds have recently bought and sold shares of the stock. Raleigh Capital Management Inc. bought a new position in Twilio during the fourth quarter worth $26,000. SHP Wealth Management bought a new position in Twilio during the fourth quarter worth $26,000. Zions Bancorporation National Association UT bought a new position in Twilio during the fourth quarter worth $29,000. Aster Capital Management DIFC Ltd bought a new position in Twilio during the fourth quarter worth $29,000. Finally, Strategic Advocates LLC bought a new position in Twilio during the third quarter worth $30,000. Institutional investors own 84.27% of the company’s stock.

Analyst Ratings Changes

TWLO has been the subject of a number of analyst reports. Robert W. Baird set a $200.00 price objective on shares of Twilio in a research note on Friday, May 1st. Oppenheimer boosted their price objective on shares of Twilio from $200.00 to $235.00 and gave the stock an “outperform” rating in a research note on Monday, May 18th. Monness Crespi & Hardt boosted their price objective on shares of Twilio from $200.00 to $246.00 and gave the stock a “buy” rating in a research note on Monday, May 11th. Citizens Jmp boosted their price objective on shares of Twilio from $185.00 to $210.00 and gave the stock a “market outperform” rating in a research note on Friday, May 1st. Finally, Piper Sandler boosted their target price on shares of Twilio from $130.00 to $192.00 and gave the stock a “neutral” rating in a research report on Friday, May 1st. Two 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 issued a Sell rating to the stock. According to MarketBeat, Twilio currently has a consensus 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.