Insider Selling: Twilio (NYSE:TWLO) CEO Sells $1,790,758.08 in Stock

Twilio Inc. (NYSE:TWLO) CEO Khozema Shipchandler sold 13,336 shares of Twilio stock in a transaction on Tuesday, January 6th. The shares were sold at an average price of $134.28, for a total value of $1,790,758.08. Following the completion of the transaction, the chief executive officer owned 193,781 shares of the company’s stock, valued at approximately $26,020,912.68. The trade was a 6.44% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website.

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

• On Wednesday, December 31st, Khozema Shipchandler sold 13,266 shares of Twilio stock. The stock was sold at an average price of $143.37, for a total value of $1,901,946.42.

Twilio Stock Performance

Twilio stock opened at $131.39 on Friday. The stock has a 50-day simple moving average of $132.38 and a 200 day simple moving average of $119.48. The stock has a market capitalization of $20.16 billion, a price-to-earnings ratio of 320.45, a P/E/G ratio of 2.57 and a beta of 1.30. The company has a quick ratio of 4.68, a current ratio of 4.68 and a debt-to-equity ratio of 0.13. Twilio Inc. has a 12-month low of $77.51 and a 12-month high of $151.95.

Twilio (NYSE:TWLO) last issued its quarterly earnings data on Thursday, October 30th. The technology company reported $1.25 EPS for the quarter, topping analysts’ consensus estimates of $1.07 by $0.18. Twilio had a net margin of 1.37% and a return on equity of 3.36%. The firm had revenue of $1.30 billion for the quarter, compared to analyst estimates of $1.25 billion. During the same quarter in the prior year, the firm earned $1.02 EPS. The company’s revenue was up 14.7% on a year-over-year basis. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. On average, research analysts anticipate that Twilio Inc. will post 1.44 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

TWLO has been the subject of several research reports. Stifel Nicolaus lifted their target price on Twilio from $110.00 to $120.00 and gave the company a “hold” rating in a research note on Friday, October 31st. Wall Street Zen lowered Twilio from a “strong-buy” rating to a “buy” rating in a research report on Tuesday, November 11th. Rosenblatt Securities upped their target price on shares of Twilio from $140.00 to $180.00 and gave the company a “buy” rating in a research report on Wednesday. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $150.00 target price on shares of Twilio in a research note on Friday, October 31st. Finally, Weiss Ratings reissued a “hold (c-)” rating on shares of Twilio in a research note on Wednesday, October 8th. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, nine have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $145.84.

Institutional Trading of Twilio

A number of hedge funds have recently modified their holdings of TWLO. Vanguard Group Inc. increased its stake in Twilio by 2.6% in the third quarter. Vanguard Group Inc. now owns 15,305,989 shares of the technology company’s stock valued at $1,531,976,000 after purchasing an additional 392,023 shares in the last quarter. State Street Corp boosted its position in shares of Twilio by 47.8% during the third quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock worth $588,469,000 after purchasing an additional 1,900,551 shares in the last quarter. Alyeska Investment Group L.P. grew its holdings in shares of Twilio by 39.7% in the 3rd quarter. Alyeska Investment Group L.P. now owns 2,643,859 shares of the technology company’s stock valued at $264,624,000 after buying an additional 750,951 shares during the period. Invesco Ltd. increased its position in shares of Twilio by 225.0% in the 3rd quarter. Invesco Ltd. now owns 2,009,237 shares of the technology company’s stock valued at $201,105,000 after buying an additional 1,391,013 shares in the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its stake in Twilio by 19.8% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,920,443 shares of the technology company’s stock worth $188,031,000 after buying an additional 318,015 shares during the period. 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.