Twilio (NYSE:TWLO) CEO Sells $1,901,946.42 in Stock

Twilio Inc. (NYSE:TWLO) CEO Khozema Shipchandler sold 13,266 shares of Twilio stock in a transaction on Wednesday, December 31st. The shares were sold at an average price of $143.37, for a total value of $1,901,946.42. Following the completion of the sale, the chief executive officer owned 207,117 shares in the company, valued at $29,694,364.29. This represents a 6.02% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website.

Twilio Trading Down 1.3%

Shares of NYSE TWLO traded down $1.77 during mid-day trading on Monday, reaching $136.59. 2,837,919 shares of the company’s stock were exchanged, compared to its average volume of 2,447,402. The firm has a market capitalization of $20.96 billion, a price-to-earnings ratio of 333.15, a PEG ratio of 2.70 and a beta of 1.30. Twilio Inc. has a 52-week low of $77.51 and a 52-week high of $151.95. The company’s 50-day moving average is $130.39 and its 200-day moving average is $118.81. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.68 and a current ratio of 4.68.

Twilio (NYSE:TWLO) last announced its earnings results on Thursday, October 30th. The technology company reported $1.25 earnings per share for the quarter, topping the consensus estimate of $1.07 by $0.18. The company had revenue of $1.30 billion during the quarter, compared to analyst estimates of $1.25 billion. Twilio had a net margin of 1.37% and a return on equity of 3.36%. Twilio’s revenue was up 14.7% compared to the same quarter last year. During the same quarter last year, the firm posted $1.02 earnings per share. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. Analysts expect that Twilio Inc. will post 1.44 EPS for the current fiscal year.

Analysts Set New Price Targets

TWLO has been the subject of a number of research analyst reports. JPMorgan Chase & Co. raised their target price on Twilio from $140.00 to $145.00 and gave the company an “overweight” rating in a report on Friday, October 31st. Cowen reissued a “hold” rating on shares of Twilio in a research note on Friday, October 31st. Royal Bank Of Canada upped their target price on shares of Twilio from $75.00 to $100.00 and gave the stock an “underperform” rating in a research note on Monday. The Goldman Sachs Group reissued a “buy” rating and issued a $150.00 price target on shares of Twilio in a research report on Friday, October 31st. Finally, BTIG Research initiated coverage on shares of Twilio in a research note on Monday. They issued a “buy” rating and a $165.00 price target for the company. Two research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, nine have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $144.24.

Institutional Investors Weigh In On Twilio

Hedge funds and other institutional investors have recently bought and sold shares of the stock. GFG Capital LLC purchased a new position in shares of Twilio during the second quarter worth about $25,000. CENTRAL TRUST Co acquired a new position in Twilio during the second quarter worth approximately $25,000. Hilltop National Bank purchased a new stake in Twilio in the second quarter valued at approximately $26,000. SJS Investment Consulting Inc. lifted its stake in Twilio by 1,564.7% in the third quarter. SJS Investment Consulting Inc. now owns 283 shares of the technology company’s stock valued at $28,000 after buying an additional 266 shares during the last quarter. Finally, First Horizon Corp acquired a new stake in shares of Twilio in the third quarter valued at approximately $28,000. 84.27% of the stock is currently owned by institutional investors and hedge funds.

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.