Insider Selling: Twilio (NYSE:TWLO) CFO Sells $365,600.00 in Stock

Twilio Inc. (NYSE:TWLO) CFO Aidan Viggiano sold 1,828 shares of Twilio stock in a transaction that occurred on Tuesday, May 19th. The shares were sold at an average price of $200.00, for a total transaction of $365,600.00. Following the transaction, the chief financial officer directly owned 127,345 shares of the company’s stock, valued at approximately $25,469,000. This trade represents a 1.42% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Aidan Viggiano also recently made the following trade(s):

• On Friday, May 15th, Aidan Viggiano sold 1,376 shares of Twilio stock. The stock was sold at an average price of $197.44, for a total transaction of $271,677.44.
• On Thursday, April 2nd, Aidan Viggiano sold 9,389 shares of Twilio stock. The stock was sold at an average price of $127.51, for a total transaction of $1,197,191.39.
• On Tuesday, March 31st, Aidan Viggiano sold 8,231 shares of Twilio stock. The stock was sold at an average price of $122.79, for a total transaction of $1,010,684.49.
• On Monday, March 2nd, Aidan Viggiano sold 806 shares of Twilio stock. The stock was sold at an average price of $125.00, for a total transaction of $100,750.00.

Twilio Price Performance

Shares of NYSE TWLO opened at $187.95 on Friday. The firm has a market cap of $28.52 billion, a PE ratio of 293.67, a PEG ratio of 3.91 and a beta of 1.32. The firm has a fifty day moving average of $149.11 and a 200 day moving average of $134.49. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.66 and a current ratio of 4.66. Twilio Inc. has a one year low of $91.84 and a one year high of $203.71.

Twilio (NYSE:TWLO) last issued its quarterly 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 company had revenue of $1.41 billion during the quarter, compared to analyst estimates of $1.34 billion. Twilio had a net margin of 1.96% and a return on equity of 4.64%. The firm’s revenue was up 20.0% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.14 EPS. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. As a group, research analysts predict that Twilio Inc. will post 2.77 EPS for the current fiscal year.

Institutional Investors Weigh In On Twilio

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Brighton Jones LLC grew its holdings in shares of Twilio by 6.6% in the fourth quarter. Brighton Jones LLC now owns 10,051 shares of the technology company’s stock valued at $1,086,000 after purchasing an additional 623 shares during the period. Sivia Capital Partners LLC purchased a new stake in shares of Twilio in the second quarter valued at about $251,000. Daiwa Securities Group Inc. grew its holdings in shares of Twilio by 70.6% in the second quarter. Daiwa Securities Group Inc. now owns 24,653 shares of the technology company’s stock valued at $3,066,000 after purchasing an additional 10,200 shares during the period. NewEdge Advisors LLC grew its holdings in shares of Twilio by 46.9% in the second quarter. NewEdge Advisors LLC now owns 5,770 shares of the technology company’s stock valued at $718,000 after purchasing an additional 1,841 shares during the period. Finally, Sei Investments Co. grew its holdings in shares of Twilio by 55.1% in the second quarter. Sei Investments Co. now owns 90,128 shares of the technology company’s stock valued at $11,208,000 after purchasing an additional 32,027 shares during the period. Institutional investors and hedge funds own 84.27% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on the stock. Morgan Stanley reissued an “overweight” rating and issued a $200.00 price target on shares of Twilio in a report on Friday, May 1st. Weiss Ratings raised shares of Twilio from a “sell (d+)” rating to a “hold (c)” rating in a research note on Wednesday, May 6th. Oppenheimer lifted their target price 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. Mizuho lifted their target price on shares of Twilio from $150.00 to $165.00 and gave the stock an “outperform” rating in a research note on Tuesday, April 21st. Finally, TD Cowen lifted their target price on shares of Twilio from $160.00 to $210.00 and gave the stock a “buy” rating in a research note on Friday, May 1st. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average 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.