Twilio (NYSE:TWLO) CEO Sells $5,971,740.60 in Stock

Twilio Inc. (NYSE:TWLO) CEO Khozema Shipchandler sold 32,158 shares of the firm’s stock in a transaction on Tuesday, May 26th. The stock was sold at an average price of $185.70, for a total transaction of $5,971,740.60. Following the completion of the sale, the chief executive officer owned 235,542 shares of the company’s stock, valued at $43,740,149.40. The trade was a 12.01% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

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

• 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 transaction of $2,096,223.85.
• On Tuesday, March 31st, Khozema Shipchandler sold 12,624 shares of Twilio stock. The stock was sold at an average price of $122.81, for a total transaction of $1,550,353.44.

Twilio Trading Up 3.2%

NYSE:TWLO opened at $190.48 on Friday. The company has a current ratio of 4.66, a quick ratio of 4.66 and a debt-to-equity ratio of 0.13. The stock has a market capitalization of $28.91 billion, a price-to-earnings ratio of 297.63, a PEG ratio of 3.82 and a beta of 1.32. The firm has a fifty day simple moving average of $155.20 and a two-hundred day simple moving average of $136.47. Twilio Inc. has a 12 month low of $91.84 and a 12 month high of $203.71.

Twilio (NYSE:TWLO) last issued its quarterly earnings data 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 during the quarter, compared to analysts’ expectations of $1.34 billion. Twilio had a net margin of 1.96% and a return on equity of 4.64%. The business’s revenue was up 20.0% on a year-over-year basis. During the same period last year, the company earned $1.14 earnings per share. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. Analysts expect that Twilio Inc. will post 2.79 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on TWLO. Bank of America upgraded shares of Twilio from an “underperform” rating to a “buy” rating and lifted their price objective for the company from $110.00 to $190.00 in a report on Wednesday, April 22nd. TD Cowen lifted their price objective on shares of Twilio from $160.00 to $210.00 and gave the company a “buy” rating in a report on Friday, May 1st. Mizuho lifted their price objective on shares of Twilio from $150.00 to $165.00 and gave the company an “outperform” rating in a report on Tuesday, April 21st. Citigroup reiterated an “outperform” rating on shares of Twilio in a report on Friday, May 1st. Finally, Robert W. Baird set a $200.00 price objective on shares of Twilio in a report on Friday, May 1st. Two analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Twilio has a consensus rating of “Moderate Buy” and a consensus price target of $195.40.

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the company. Northwestern Mutual Investment Management Company LLC bought a new position in shares of Twilio during the third quarter valued at about $3,423,000. Bank of New York Mellon Corp raised its position in Twilio by 57.0% in the third quarter. Bank of New York Mellon Corp now owns 1,212,436 shares of the technology company’s stock worth $121,353,000 after acquiring an additional 440,423 shares during the period. Mirae Asset Global Investments Co. Ltd. raised its position in Twilio by 54.5% in the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 90,517 shares of the technology company’s stock worth $9,060,000 after acquiring an additional 31,938 shares during the period. Federated Hermes Inc. raised its position in Twilio by 19.7% in the third quarter. Federated Hermes Inc. now owns 70,294 shares of the technology company’s stock worth $7,036,000 after acquiring an additional 11,577 shares during the period. Finally, Thrivent Financial for Lutherans raised its position in Twilio by 253.6% in the third quarter. Thrivent Financial for Lutherans now owns 40,086 shares of the technology company’s stock worth $4,028,000 after acquiring an additional 28,748 shares during the period. 84.27% of the stock is owned by 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.