Insider Selling: Twilio (NYSE:TWLO) CEO Sells $1,901,946.42 in Stock

Twilio Inc. (NYSE:TWLO) CEO Khozema Shipchandler sold 13,266 shares of the stock in a transaction on Wednesday, December 31st. The shares were sold at an average price of $143.37, for a total value of $1,901,946.42. Following the sale, the chief executive officer directly owned 207,117 shares in the company, valued at $29,694,364.29. This trade represents a 6.02% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website.

Twilio Stock Down 1.3%

TWLO traded down $1.77 on Monday, hitting $136.59. The company had a trading volume of 2,837,919 shares, compared to its average volume of 2,447,402. The stock has a fifty day moving average price of $130.39 and a 200-day moving average price of $118.81. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.68 and a current ratio of 4.68. Twilio Inc. has a 12-month low of $77.51 and a 12-month high of $151.95. The stock has a market capitalization of $20.96 billion, a price-to-earnings ratio of 333.15, a P/E/G ratio of 2.70 and a beta of 1.30.

Twilio (NYSE:TWLO) last announced its earnings results on Thursday, October 30th. The technology company reported $1.25 earnings per share for the quarter, beating the consensus estimate of $1.07 by $0.18. Twilio had a net margin of 1.37% and a return on equity of 3.36%. The company had revenue of $1.30 billion during the quarter, compared to the consensus estimate of $1.25 billion. During the same period last year, the firm earned $1.02 earnings per share. Twilio’s revenue was up 14.7% compared to the same quarter last year. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. Analysts predict that Twilio Inc. will post 1.44 EPS for the current fiscal year.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in the business. State Street Corp boosted its position in shares of Twilio by 47.8% during the 3rd quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock valued at $588,469,000 after acquiring an additional 1,900,551 shares during the last quarter. Norges Bank acquired a new position in Twilio in the 2nd quarter valued at about $228,877,000. Ninety One UK Ltd purchased a new stake in shares of Twilio in the 2nd quarter valued at approximately $212,059,000. Invesco Ltd. increased its holdings in shares of Twilio by 225.0% during the 3rd quarter. Invesco Ltd. now owns 2,009,237 shares of the technology company’s stock worth $201,105,000 after buying an additional 1,391,013 shares during the last quarter. Finally, Nordea Investment Management AB raised its position in shares of Twilio by 4,231.2% during the 2nd quarter. Nordea Investment Management AB now owns 1,123,638 shares of the technology company’s stock valued at $139,736,000 after buying an additional 1,097,695 shares during the period. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Wall Street Analyst Weigh In

TWLO has been the topic of several recent analyst reports. Cowen restated a “hold” rating on shares of Twilio in a report on Friday, October 31st. Needham & Company LLC upped their price target on shares of Twilio from $125.00 to $145.00 and gave the company a “buy” rating in a research note on Friday, October 31st. Weiss Ratings reiterated a “hold (c-)” rating on shares of Twilio in a research note on Wednesday, October 8th. Piper Sandler reissued a “neutral” rating and set a $148.00 price objective (up from $145.00) on shares of Twilio in a report on Monday. Finally, Rosenblatt Securities restated a “buy” rating and issued a $140.00 target price on shares of Twilio in a research note on Friday, October 31st. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, nine have issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $144.24.

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.