Twilio (NYSE:TWLO) Stock: Insider Khozema Shipchandler Sells 13,898 Shares

Twilio Inc. (NYSE:TWLO) CEO Khozema Shipchandler sold 13,898 shares of the stock in a transaction that occurred on Wednesday, September 30th. The shares were sold at an average price of $294.08, for a total value of $4,087,123.84. Following the transaction, the chief executive officer owned 193,305 shares in the company, valued at approximately $56,847,134.40. This trade represents a 6.71% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 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 Monday, July 6th, Khozema Shipchandler sold 14,458 shares of Twilio stock. The stock was sold at an average price of $210.43, for a total transaction of $3,042,396.94.

Twilio Stock Performance

NYSE:TWLO traded down $6.04 during midday trading on Friday, reaching $295.23. The stock had a trading volume of 3,672,114 shares, compared to its average volume of 2,475,288. The stock has a market capitalization of $45.34 billion, a P/E ratio of 41.12, a PEG ratio of 6.00 and a beta of 1.35. Twilio Inc. has a 1-year low of $99.22 and a 1-year high of $305.95. The company has a debt-to-equity ratio of 0.11, a current ratio of 4.62 and a quick ratio of 4.62. The firm’s fifty day simple moving average is $235.91 and its 200-day simple moving average is $196.83.

Twilio (NYSE:TWLO) last released its earnings results on Thursday, August 6th. The technology company reported $1.47 earnings per share for the quarter, topping analysts’ consensus estimates of $1.32 by $0.15. The firm had revenue of $1.50 billion during the quarter, compared to analyst estimates of $1.43 billion. Twilio had a net margin of 20.61% and a return on equity of 5.09%. The business’s revenue was up 22.0% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.19 EPS. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. On average, equities research analysts forecast that Twilio Inc. will post 3.12 EPS for the current fiscal year.

More Twilio News

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: S&P 500 inclusion is the main catalyst. Twilio will replace Warner Bros. Discovery in the S&P 500 effective October 6. Index funds that track the benchmark are expected to purchase shares, potentially increasing demand and liquidity. Twilio And Vylor Stocks Added To The S&P 500
• Positive Sentiment: Investors are also focusing on AI-related growth prospects. Coverage surrounding the index addition highlights analysts’ expectations that Twilio’s communications platform and artificial-intelligence initiatives could support further growth. The stock has risen substantially from its 52-week low ahead of the index change. S&P 500 Addition Fuels Twilio Rally
• Neutral Sentiment: CEO Khozema Shipchandler sold $4.1 million of shares, while CFO Aidan Viggiano sold $2.7 million. Both transactions reduced their holdings, but the filings state the sales were made to cover tax-withholding obligations tied to vested equity awards. That makes them less concerning than discretionary insider selling, although the transactions may attract investor attention. Twilio CEO Form 4 Filing

Institutional Investors Weigh In On Twilio

Institutional investors have recently bought and sold shares of the business. CX Institutional grew its position in Twilio by 9.5% during the second quarter. CX Institutional now owns 701 shares of the technology company’s stock worth $145,000 after buying an additional 61 shares in the last quarter. Affinity Capital Advisors LLC raised its holdings in Twilio by 2.6% in the 2nd quarter. Affinity Capital Advisors LLC now owns 2,869 shares of the technology company’s stock valued at $600,000 after acquiring an additional 74 shares in the last quarter. Wedmont Private Capital lifted its position in shares of Twilio by 2.1% during the 2nd quarter. Wedmont Private Capital now owns 3,691 shares of the technology company’s stock valued at $792,000 after acquiring an additional 75 shares during the period. Everhart Financial Group Inc. grew its holdings in shares of Twilio by 4.3% during the 2nd quarter. Everhart Financial Group Inc. now owns 1,896 shares of the technology company’s stock worth $391,000 after purchasing an additional 79 shares in the last quarter. Finally, SJS Investment Consulting Inc. grew its holdings in shares of Twilio by 27.7% during the 1st quarter. SJS Investment Consulting Inc. now owns 429 shares of the technology company’s stock worth $54,000 after purchasing an additional 93 shares in the last quarter. Institutional investors and hedge funds own 84.27% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on TWLO shares. Jefferies Financial Group reissued a “buy” rating and issued a $240.00 price objective on shares of Twilio in a research report on Friday, August 7th. UBS Group increased their price target on shares of Twilio from $200.00 to $285.00 and gave the company a “buy” rating in a report on Friday, August 7th. Morgan Stanley restated an “overweight” rating and issued a $261.00 price target on shares of Twilio in a research report on Friday, August 7th. TD Cowen boosted their price objective on shares of Twilio from $260.00 to $300.00 and gave the stock a “buy” rating in a report on Tuesday, September 22nd. Finally, Rosenblatt Securities upped their price objective on shares of Twilio from $275.00 to $290.00 and gave the company a “buy” rating in a research report on Tuesday, September 22nd. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, two have issued a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, Twilio presently has a consensus rating of “Moderate Buy” and an average target price of $250.39.

Twilio Company Profile

Twilio Inc is a communications technology company that provides a cloud-based platform for businesses to engage with customers through digital channels. Its software and application programming interfaces (APIs) support communications capabilities such as voice calling, messaging, video, email, authentication and contact-center interactions.

The company’s offerings include programmable communications services, customer data and engagement tools, and contact-center solutions. Twilio also provides email services through SendGrid and customer data platform capabilities through Segment, which it acquired in 2020.