Khozema Shipchandler Sells 32,158 Shares of Twilio (NYSE:TWLO) Stock

Twilio Inc. (NYSE:TWLO) CEO Khozema Shipchandler sold 32,158 shares of Twilio stock in a transaction on Tuesday, May 26th. The shares were sold at an average price of $185.70, for a total transaction of $5,971,740.60. Following the completion of the sale, the chief executive officer owned 235,542 shares in the company, valued at $43,740,149.40. The trade was a 12.01% decrease in their ownership of the stock. The sale 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 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 Up 3.2%

Shares of TWLO stock opened at $190.48 on Friday. The company has a current ratio of 4.66, a quick ratio of 4.66 and a debt-to-equity ratio of 0.13. Twilio Inc. has a 1 year low of $91.84 and a 1 year high of $203.71. The firm’s fifty day moving average price is $155.20 and its two-hundred day moving average price is $136.47. The firm has a market capitalization of $28.91 billion, a P/E ratio of 297.63, a PEG ratio of 3.70 and a beta of 1.32.

Twilio (NYSE:TWLO) last issued its quarterly earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.27 by $0.23. Twilio had a net margin of 1.96% and a return on equity of 4.64%. The firm had revenue of $1.41 billion for the quarter, compared to analyst estimates of $1.34 billion. During the same period in the previous year, the business earned $1.14 EPS. The company’s revenue was up 20.0% compared to the same quarter last year. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. On average, equities analysts predict that Twilio Inc. will post 2.77 EPS for the current fiscal year.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the company. Norges Bank acquired a new position in Twilio in the 4th quarter valued at about $273,862,000. State Street Corp lifted its position in 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 acquiring an additional 1,900,551 shares during the last quarter. SRS Investment Management LLC acquired a new stake in Twilio during the fourth quarter worth approximately $257,494,000. Invesco Ltd. boosted its holdings in shares of Twilio by 225.0% during the third quarter. Invesco Ltd. now owns 2,009,237 shares of the technology company’s stock worth $201,105,000 after acquiring an additional 1,391,013 shares during the period. Finally, Alyeska Investment Group L.P. boosted its holdings in shares of Twilio by 39.7% during the third quarter. Alyeska Investment Group L.P. now owns 2,643,859 shares of the technology company’s stock worth $264,624,000 after acquiring an additional 750,951 shares during the period. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

TWLO has been the topic of several recent analyst reports. Oppenheimer boosted their price objective 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. Stifel Nicolaus set a $175.00 price objective on shares of Twilio in a research note on Friday, May 1st. TD Cowen boosted their price objective 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. BTIG Research restated a “buy” rating and set a $215.00 price objective on shares of Twilio in a research note on Tuesday, May 12th. Finally, Bank of America upgraded shares of Twilio from an “underperform” rating to a “buy” rating and boosted their price objective for the stock from $110.00 to $190.00 in a research note on Wednesday, April 22nd. Two research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus 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.