Khozema Shipchandler Sells 14,458 Shares of Twilio (NYSE:TWLO) Stock

Twilio Inc. (NYSE:TWLO) CEO Khozema Shipchandler sold 14,458 shares of the business’s stock in a transaction dated Monday, July 6th. The stock was sold at an average price of $210.43, for a total transaction of $3,042,396.94. Following the completion of the sale, the chief executive officer directly owned 207,203 shares of the company’s stock, valued at $43,601,727.29. The trade was a 6.52% decrease in their position. The transaction was disclosed in a legal filing with the SEC, 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, June 30th, Khozema Shipchandler sold 13,881 shares of Twilio stock. The stock was sold at an average price of $201.26, for a total transaction of $2,793,690.06.
• On Thursday, June 4th, Khozema Shipchandler sold 44,158 shares of Twilio stock. The stock was sold at an average price of $235.88, for a total transaction of $10,415,989.04.
• 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 value of $5,971,740.60.

Twilio Stock Up 1.2%

Shares of Twilio stock opened at $218.08 on Friday. The business has a 50-day moving average price of $198.18 and a 200 day moving average price of $152.21. Twilio Inc. has a fifty-two week low of $91.84 and a fifty-two week high of $238.48. The firm has a market cap of $33.10 billion, a P/E ratio of 340.76, a P/E/G ratio of 4.29 and a beta of 1.36. 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 earnings results on Thursday, April 30th. The technology company reported $1.50 EPS for the quarter, topping analysts’ consensus estimates of $1.27 by $0.23. The company had revenue of $1.41 billion for the quarter, compared to the consensus estimate of $1.34 billion. Twilio had a return on equity of 4.64% and a net margin of 1.96%.Twilio’s quarterly revenue was up 20.0% compared to the same quarter last year. During the same quarter last year, the business posted $1.14 EPS. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. On average, sell-side analysts forecast that Twilio Inc. will post 2.79 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Twilio

Several institutional investors have recently bought and sold shares of TWLO. Vanguard Group Inc. increased its stake in Twilio by 0.9% during the 4th quarter. Vanguard Group Inc. now owns 15,449,586 shares of the technology company’s stock valued at $2,197,549,000 after buying an additional 143,597 shares during the period. State Street Corp lifted its stake in shares of Twilio by 47.8% in the 3rd quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock worth $588,469,000 after acquiring an additional 1,900,551 shares during the period. Royal Bank of Canada lifted its stake in shares of Twilio by 10.8% in the 1st quarter. Royal Bank of Canada now owns 3,261,235 shares of the technology company’s stock worth $410,330,000 after acquiring an additional 316,858 shares during the period. Invesco Ltd. boosted its holdings in shares of Twilio by 56.9% in the fourth quarter. Invesco Ltd. now owns 3,151,546 shares of the technology company’s stock valued at $448,276,000 after acquiring an additional 1,142,309 shares in the last quarter. Finally, Alyeska Investment Group L.P. boosted its holdings in shares of Twilio by 39.7% in the third quarter. Alyeska Investment Group L.P. now owns 2,643,859 shares of the technology company’s stock valued at $264,624,000 after acquiring an additional 750,951 shares in the last quarter. Institutional investors and hedge funds own 84.27% of the company’s stock.

More Twilio News

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Twilio continues to draw optimistic analyst coverage, including recent “Buy” and “Outperform” calls and higher price targets from firms such as Goldman Sachs, Needham, Monness Crespi, Rosenblatt, UBS, and Bank of America. Article Title
• Positive Sentiment: Investor attention remains elevated, with TWLO trending on Zacks and drawing more searches, which can support momentum in the shares. Article Title
• Positive Sentiment: Twilio’s recent earnings beat and 20% year-over-year revenue growth continue to underpin the bullish case, with management also guiding to solid Q2 2026 earnings. Article Title
• Neutral Sentiment: Twilio’s shares also posted another gain in the latest session, extending the recent upward move. Article Title
• Negative Sentiment: CEO Khozema Shipchandler sold 14,458 shares, and CFO Aidan Viggiano sold 8,528 shares, which may be viewed cautiously by some investors even though both sales were made under pre-arranged 10b5-1 plans. Article Title

Analyst Upgrades and Downgrades

A number of equities analysts have commented on TWLO shares. BTIG Research reaffirmed a “buy” rating and issued a $215.00 price objective on shares of Twilio in a report on Tuesday, May 12th. Citigroup reissued an “outperform” rating on shares of Twilio in a report on Friday, May 1st. KGI Securities assumed coverage on shares of Twilio in a research report on Thursday, July 2nd. They issued an “outperform” rating and a $250.00 price target on the stock. Wells Fargo & Company lifted their price target on shares of Twilio from $147.00 to $200.00 and gave the company an “overweight” rating in a report on Friday, May 1st. Finally, Morgan Stanley reaffirmed an “overweight” rating and set a $200.00 price objective on shares of Twilio in a research report on Friday, May 1st. Three equities research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $211.27.

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.