Insider Selling: Twilio (NYSE:TWLO) CFO Sells $271,677.44 in Stock

Twilio Inc. (NYSE:TWLO) CFO Aidan Viggiano sold 1,376 shares of the firm’s stock in a transaction on Friday, May 15th. The stock was sold at an average price of $197.44, for a total transaction of $271,677.44. Following the completion of the sale, the chief financial officer owned 129,173 shares in the company, valued at $25,503,917.12. This represents a 1.05% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Aidan Viggiano also recently made the following trade(s):

• On Tuesday, May 19th, Aidan Viggiano sold 1,828 shares of Twilio stock. The stock was sold at an average price of $200.00, for a total transaction of $365,600.00.
• On Thursday, April 2nd, Aidan Viggiano sold 9,389 shares of Twilio stock. The stock was sold at an average price of $127.51, for a total transaction of $1,197,191.39.
• On Tuesday, March 31st, Aidan Viggiano sold 8,231 shares of Twilio stock. The stock was sold at an average price of $122.79, for a total transaction of $1,010,684.49.
• On Monday, March 2nd, Aidan Viggiano sold 806 shares of Twilio stock. The stock was sold at an average price of $125.00, for a total transaction of $100,750.00.

Twilio Stock Performance

NYSE TWLO opened at $183.14 on Friday. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.66 and a quick ratio of 4.66. The firm has a market capitalization of $27.80 billion, a price-to-earnings ratio of 286.16, a P/E/G ratio of 3.94 and a beta of 1.32. The company’s fifty day moving average is $147.89 and its two-hundred day moving average is $134.12. Twilio Inc. has a 52-week low of $91.84 and a 52-week high of $203.71.

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

Hedge Funds Weigh In On Twilio

A number of institutional investors have recently modified their holdings of TWLO. Norges Bank bought a new position in shares of Twilio in the fourth quarter worth about $273,862,000. State Street Corp raised its stake in shares of Twilio by 47.8% in 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 bought a new position in shares of Twilio in the fourth quarter worth about $257,494,000. Invesco Ltd. raised its stake in shares of Twilio by 225.0% in 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 last quarter. Finally, Alyeska Investment Group L.P. raised its stake in shares of Twilio by 39.7% in 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 last quarter. 84.27% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several research firms have issued reports on TWLO. Robert W. Baird set a $200.00 price target on shares of Twilio in a research report on Friday, May 1st. Stifel Nicolaus set a $175.00 target price on shares of Twilio in a research report on Friday, May 1st. TD Cowen lifted their target price on shares of Twilio from $160.00 to $210.00 and gave the company a “buy” rating in a research report on Friday, May 1st. Piper Sandler lifted their target price on shares of Twilio from $130.00 to $192.00 and gave the company a “neutral” rating in a research report on Friday, May 1st. Finally, Weiss Ratings upgraded shares of Twilio from a “sell (d+)” rating to a “hold (c)” rating in a research report on Wednesday, May 6th. Two research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus 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.