Khozema Shipchandler Sells 15,715 Shares of Twilio (NYSE:TWLO) Stock

Twilio Inc. (NYSE:TWLO) CEO Khozema Shipchandler sold 15,715 shares of the company’s stock in a transaction on Monday, April 6th. The shares were sold at an average price of $133.39, for a total transaction of $2,096,223.85. Following the sale, the chief executive officer owned 235,542 shares of the company’s stock, valued at $31,418,947.38. This represents a 6.25% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through 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, 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 Trading Down 2.3%

NYSE:TWLO traded down $2.99 during midday trading on Wednesday, reaching $129.57. 2,926,779 shares of the stock traded hands, compared to its average volume of 2,389,821. The company has a fifty day moving average of $121.18 and a 200 day moving average of $122.86. Twilio Inc. has a 12 month low of $78.39 and a 12 month high of $145.90. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.03 and a current ratio of 4.03. The stock has a market capitalization of $19.63 billion, a P/E ratio of 681.97, a PEG ratio of 5.37 and a beta of 1.28.

Twilio (NYSE:TWLO) last posted its quarterly earnings results on Thursday, February 12th. The technology company reported $1.33 EPS for the quarter, beating analysts’ consensus estimates of $1.24 by $0.09. Twilio had a net margin of 0.67% and a return on equity of 3.93%. The company had revenue of $1.37 billion during the quarter, compared to analyst estimates of $1.32 billion. During the same period in the prior year, the business posted $1.00 EPS. The firm’s revenue was up 14.3% compared to the same quarter last year. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. On average, research analysts predict that Twilio Inc. will post 1.44 EPS for the current year.

Wall Street Analysts Forecast Growth

Several brokerages have commented on TWLO. Royal Bank Of Canada upped their price objective on shares of Twilio from $75.00 to $100.00 and gave the stock an “underperform” rating in a report on Monday, January 5th. TD Cowen upgraded shares of Twilio from a “hold” rating to a “buy” rating and upped their price objective for the stock from $125.00 to $160.00 in a report on Monday, March 2nd. Morgan Stanley set a $153.00 price objective on shares of Twilio in a report on Friday, February 13th. Citigroup restated a “market perform” rating on shares of Twilio in a report on Tuesday, December 30th. Finally, Piper Sandler restated a “neutral” rating and issued a $130.00 price objective (down from $148.00) on shares of Twilio in a report on Friday, February 13th. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, four have assigned a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $146.74.

Institutional Trading of Twilio

Hedge funds and other institutional investors have recently modified their holdings of the business. Northwestern Mutual Investment Management Company LLC purchased a new stake in shares of Twilio in the 3rd quarter worth about $3,423,000. Bank of New York Mellon Corp grew its position in shares of Twilio by 57.0% in the 3rd quarter. Bank of New York Mellon Corp now owns 1,212,436 shares of the technology company’s stock worth $121,353,000 after buying an additional 440,423 shares during the period. Mirae Asset Global Investments Co. Ltd. grew its position in shares of Twilio by 54.5% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 90,517 shares of the technology company’s stock worth $9,060,000 after buying an additional 31,938 shares during the period. Federated Hermes Inc. grew its position in shares of Twilio by 19.7% in the 3rd quarter. Federated Hermes Inc. now owns 70,294 shares of the technology company’s stock worth $7,036,000 after buying an additional 11,577 shares during the period. Finally, Hood River Capital Management LLC grew its position in shares of Twilio by 36.2% in the 2nd quarter. Hood River Capital Management LLC now owns 133,529 shares of the technology company’s stock worth $16,606,000 after buying an additional 35,468 shares during the period. 84.27% of the stock is owned by hedge funds and other institutional investors.

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.