Insider Selling: Twilio (NYSE:TWLO) CEO Sells 13,681 Shares of Stock

Twilio Inc. (NYSE:TWLO) CEO Khozema Shipchandler sold 13,681 shares of Twilio stock in a transaction that occurred on Tuesday, September 30th. The shares were sold at an average price of $100.59, for a total transaction of $1,376,171.79. Following the completion of the transaction, the chief executive officer owned 233,305 shares of the company’s stock, valued at $23,468,149.95. This represents a 5.54% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink.

Twilio Trading Down 2.4%

NYSE:TWLO opened at $102.84 on Friday. Twilio Inc. has a 1 year low of $66.50 and a 1 year high of $151.95. The stock’s fifty day moving average price is $107.84 and its two-hundred day moving average price is $108.61. The company has a debt-to-equity ratio of 0.12, a current ratio of 4.90 and a quick ratio of 4.90. The company has a market cap of $15.78 billion, a P/E ratio of 857.09, a P/E/G ratio of 3.33 and a beta of 1.25.

Twilio (NYSE:TWLO) last announced its quarterly earnings results on Thursday, August 7th. The technology company reported $1.19 earnings per share for the quarter, beating the consensus estimate of $1.02 by $0.17. The company had revenue of $1.23 billion during the quarter, compared to analysts’ expectations of $1.19 billion. Twilio had a return on equity of 2.78% and a net margin of 0.43%.The firm’s quarterly revenue was up 13.5% compared to the same quarter last year. During the same period in the previous year, the business earned $0.87 earnings per share. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. As a group, analysts expect that Twilio Inc. will post 1.44 EPS for the current year.

Analysts Set New Price Targets

Several equities analysts recently commented on TWLO shares. Jefferies Financial Group set a $132.00 price objective on shares of Twilio and gave the company a “hold” rating in a research note on Sunday, June 15th. KeyCorp initiated coverage on shares of Twilio in a research report on Friday, June 6th. They set an “overweight” rating and a $146.00 price target for the company. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Twilio in a report on Saturday, September 27th. UBS Group lowered their price objective on Twilio from $150.00 to $135.00 and set a “buy” rating on the stock in a research report on Friday, August 8th. Finally, Wells Fargo & Company began coverage on Twilio in a research report on Tuesday. They set an “overweight” rating and a $130.00 target price for the company. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, Twilio currently has a consensus rating of “Moderate Buy” and a consensus price target of $130.22.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the company. Concurrent Investment Advisors LLC raised its holdings in Twilio by 211.8% during the 1st quarter. Concurrent Investment Advisors LLC now owns 5,878 shares of the technology company’s stock valued at $575,000 after buying an additional 3,993 shares during the last quarter. Wellington Management Group LLP increased its position in shares of Twilio by 4,280.5% in the first quarter. Wellington Management Group LLP now owns 260,069 shares of the technology company’s stock valued at $25,463,000 after acquiring an additional 254,132 shares during the period. Bank of Nova Scotia increased its position in shares of Twilio by 502.1% in the first quarter. Bank of Nova Scotia now owns 32,341 shares of the technology company’s stock valued at $3,167,000 after acquiring an additional 26,970 shares during the period. ASR Vermogensbeheer N.V. bought a new position in shares of Twilio during the first quarter valued at about $716,000. Finally, Horizon Financial Services LLC boosted its holdings in shares of Twilio by 9,692.0% during the first quarter. Horizon Financial Services LLC now owns 2,448 shares of the technology company’s stock worth $240,000 after purchasing an additional 2,423 shares during the period. Institutional investors own 84.27% of the company’s stock.

About Twilio

Twilio Inc, together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally. It operates through two segments, Twilio Communications and Twilio Segment. The company provides various application programming interfaces and software solutions for communications between customers and end users, including messaging, voice, email, flex, marketing campaigns, and user identity and authentication.