Khozema Shipchandler Sells 44,158 Shares of Twilio (NYSE:TWLO) Stock

Twilio Inc. (NYSE:TWLO) CEO Khozema Shipchandler sold 44,158 shares of the firm’s 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 transaction, the chief executive officer directly owned 235,542 shares of the company’s stock, valued at $55,559,646.96. This represents a 15.79% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through 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 shares were 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 shares were 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 shares were sold at an average price of $122.81, for a total transaction of $1,550,353.44.

Twilio Stock Performance

Shares of TWLO stock opened at $204.66 on Wednesday. The stock has a market capitalization of $31.06 billion, a PE ratio of 319.79, a P/E/G ratio of 4.26 and a beta of 1.39. The firm has a 50 day moving average of $169.05 and a two-hundred day moving average of $141.41. Twilio Inc. has a 52 week low of $91.84 and a 52 week high of $238.48. The company has a quick ratio of 4.66, a current ratio of 4.66 and a debt-to-equity ratio of 0.13.

Twilio (NYSE:TWLO) last released its quarterly earnings data on Thursday, April 30th. The technology company reported $1.50 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.27 by $0.23. The business had revenue of $1.41 billion during 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 company’s revenue for the quarter was up 20.0% on a year-over-year basis. During the same period in the previous year, the company earned $1.14 EPS. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. On average, research analysts predict that Twilio Inc. will post 2.77 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

TWLO has been the subject of several recent analyst reports. Weiss Ratings raised shares of Twilio from a “sell (d+)” rating to a “hold (c)” rating in a research report on Wednesday, May 6th. Bank of America raised shares of Twilio from an “underperform” rating to a “buy” rating and lifted their price objective for the stock from $110.00 to $190.00 in a research report on Wednesday, April 22nd. Monness Crespi & Hardt lifted their price objective on shares of Twilio from $200.00 to $246.00 and gave the stock a “buy” rating in a research report on Monday, May 11th. Robert W. Baird set a $200.00 price objective on shares of Twilio in a research report on Friday, May 1st. Finally, Wells Fargo & Company lifted their price objective on shares of Twilio from $147.00 to $200.00 and gave the stock an “overweight” rating in a research report on Friday, May 1st. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Twilio currently has an average rating of “Moderate Buy” and a consensus price target of $195.40.

Institutional Investors Weigh In On Twilio

A number of institutional investors and hedge funds have recently bought and sold shares of the stock. MassMutual Private Wealth & Trust FSB lifted its position in Twilio by 34.7% in the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 303 shares of the technology company’s stock valued at $43,000 after acquiring an additional 78 shares during the last quarter. GHP Investment Advisors Inc. lifted its position in Twilio by 6.3% in the fourth quarter. GHP Investment Advisors Inc. now owns 1,459 shares of the technology company’s stock valued at $208,000 after acquiring an additional 86 shares during the last quarter. SJS Investment Consulting Inc. lifted its position in Twilio by 27.7% in the first quarter. SJS Investment Consulting Inc. now owns 429 shares of the technology company’s stock valued at $54,000 after acquiring an additional 93 shares during the last quarter. Centaurus Financial Inc. lifted its position in Twilio by 0.7% in the third quarter. Centaurus Financial Inc. now owns 13,587 shares of the technology company’s stock valued at $1,360,000 after acquiring an additional 94 shares during the last quarter. Finally, NewEdge Advisors LLC lifted its position in Twilio by 1.7% in the fourth quarter. NewEdge Advisors LLC now owns 5,911 shares of the technology company’s stock valued at $841,000 after acquiring an additional 99 shares during the last quarter. 84.27% of the stock is 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.