Khozema Shipchandler Sells 13,881 Shares of Twilio (NYSE:TWLO) Stock

Twilio Inc. (NYSE:TWLO) CEO Khozema Shipchandler sold 13,881 shares of the firm’s stock in a transaction on Tuesday, June 30th. The shares were sold at an average price of $201.26, for a total value of $2,793,690.06. Following the completion of the sale, the chief executive officer directly owned 221,661 shares in the company, valued at approximately $44,611,492.86. This represents a 5.89% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

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

• On Thursday, June 4th, Khozema Shipchandler sold 44,158 shares of Twilio stock. The shares were sold at an average price of $235.88, for a total value 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.
• On Monday, April 6th, Khozema Shipchandler sold 15,715 shares of Twilio stock. The stock was sold at an average price of $133.39, for a total value of $2,096,223.85.

Twilio Stock Performance

NYSE:TWLO opened at $209.31 on Friday. The stock’s 50-day simple moving average is $192.49 and its 200 day simple moving average is $150.00. The firm has a market capitalization of $31.77 billion, a PE ratio of 327.06, a price-to-earnings-growth ratio of 4.16 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 Inc. has a twelve month low of $91.84 and a twelve month high of $238.48.

Twilio (NYSE:TWLO) last released its earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.27 by $0.23. The firm had revenue of $1.41 billion for the quarter, compared to analysts’ expectations of $1.34 billion. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The business’s revenue for the quarter was up 20.0% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.14 earnings per share. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. On average, analysts anticipate that Twilio Inc. will post 2.79 EPS for the current fiscal year.

Analyst Ratings Changes

A number of equities analysts recently issued reports on TWLO shares. The Goldman Sachs Group assumed coverage on shares of Twilio in a research report on Wednesday, June 24th. They set a “buy” rating and a $300.00 price objective for the company. Rosenblatt Securities restated a “buy” rating and issued a $230.00 target price on shares of Twilio in a research report on Thursday, June 18th. Robert W. Baird set a $200.00 target price on shares of Twilio in a research note on Friday, May 1st. Oppenheimer boosted 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. Finally, Tigress Financial upped their price target on shares of Twilio from $170.00 to $255.00 and gave the stock a “buy” rating in a report on Thursday, June 11th. Three research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $207.41.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in TWLO. New York State Teachers Retirement System grew its stake in shares of Twilio by 10.8% in the fourth quarter. New York State Teachers Retirement System now owns 116,494 shares of the technology company’s stock worth $16,570,000 after purchasing an additional 11,370 shares during the last quarter. Nordea Investment Management AB increased its holdings in Twilio by 2.1% in the fourth quarter. Nordea Investment Management AB now owns 1,176,896 shares of the technology company’s stock valued at $168,849,000 after purchasing an additional 24,169 shares during the period. Fifth Third Bancorp increased its holdings in Twilio by 339.6% in the fourth quarter. Fifth Third Bancorp now owns 14,024 shares of the technology company’s stock valued at $1,995,000 after purchasing an additional 10,834 shares during the period. Principal Financial Group Inc. raised its position in Twilio by 19.7% during the 4th quarter. Principal Financial Group Inc. now owns 596,438 shares of the technology company’s stock worth $84,837,000 after purchasing an additional 98,092 shares during the last quarter. Finally, Teachers Retirement System of The State of Kentucky bought a new position in Twilio during the 3rd quarter worth $4,654,000. Institutional investors and hedge funds own 84.27% of the company’s stock.

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.