Twilio (NYSE:TWLO) CEO Khozema Shipchandler Sells 44,158 Shares

Twilio Inc. (NYSE:TWLO) CEO Khozema Shipchandler sold 44,158 shares of the firm’s stock in a transaction on Thursday, June 4th. The shares were sold at an average price of $235.88, for a total transaction of $10,415,989.04. Following the completion of the transaction, the chief executive officer directly owned 235,542 shares of the company’s stock, valued at approximately $55,559,646.96. The trade was a 15.79% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, 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 Tuesday, May 26th, Khozema Shipchandler sold 32,158 shares of Twilio stock. The shares were sold at an average price of $185.70, for a total transaction of $5,971,740.60.
• On Monday, April 6th, Khozema Shipchandler sold 15,715 shares of Twilio stock. The shares were 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 shares were sold at an average price of $122.81, for a total transaction of $1,550,353.44.

Twilio Price Performance

NYSE:TWLO traded down $13.09 during trading hours on Monday, hitting $212.90. The stock had a trading volume of 2,954,163 shares, compared to its average volume of 2,631,248. The company has a 50 day simple moving average of $165.62 and a two-hundred day simple moving average of $140.16. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.66 and a quick ratio of 4.66. Twilio Inc. has a one year low of $91.84 and a one year high of $238.48. The firm has a market capitalization of $32.31 billion, a price-to-earnings ratio of 332.66, a P/E/G ratio of 4.53 and a beta of 1.39.

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

Analyst Ratings Changes

TWLO has been the subject of a number of research analyst reports. Wells Fargo & Company lifted their price objective on shares of Twilio from $147.00 to $200.00 and gave the stock an “overweight” rating in a report on Friday, May 1st. Jefferies Financial Group reaffirmed a “buy” rating and set a $195.00 price objective on shares of Twilio in a report on Friday, May 1st. Oppenheimer lifted their price objective on shares of Twilio from $200.00 to $235.00 and gave the stock an “outperform” rating in a report on Monday, May 18th. Morgan Stanley reaffirmed an “overweight” rating and set a $200.00 price objective on shares of Twilio in a report on Friday, May 1st. Finally, Citizens Jmp lifted their price objective on shares of Twilio from $185.00 to $210.00 and gave the stock a “market outperform” rating in a report on Friday, May 1st. Two equities 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 given a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $195.40.

Institutional Trading of Twilio

Several hedge funds have recently added to or reduced their stakes in the business. Vanguard Group Inc. lifted its stake in Twilio by 0.9% in the fourth quarter. Vanguard Group Inc. now owns 15,449,586 shares of the technology company’s stock worth $2,197,549,000 after purchasing an additional 143,597 shares during the last quarter. State Street Corp lifted its stake in 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 purchasing an additional 1,900,551 shares during the last quarter. Royal Bank of Canada lifted its stake in Twilio by 10.8% in the first quarter. Royal Bank of Canada now owns 3,261,235 shares of the technology company’s stock worth $410,330,000 after purchasing an additional 316,858 shares during the last quarter. Invesco Ltd. lifted its stake in Twilio by 56.9% in the fourth quarter. Invesco Ltd. now owns 3,151,546 shares of the technology company’s stock worth $448,276,000 after purchasing an additional 1,142,309 shares during the last quarter. Finally, Alyeska Investment Group L.P. lifted its stake in 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 purchasing an additional 750,951 shares during the last quarter. 84.27% of the stock is owned by institutional investors.

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.