Insider Selling: Twilio (NYSE:TWLO) CEO Sells $2,793,690.06 in Stock

Twilio Inc. (NYSE:TWLO) CEO Khozema Shipchandler sold 13,881 shares of the stock in a transaction on Tuesday, June 30th. The stock was sold at an average price of $201.26, for a total transaction of $2,793,690.06. Following the transaction, the chief executive officer directly owned 221,661 shares in the company, valued at approximately $44,611,492.86. This represents a 5.89% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

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

• On Thursday, June 4th, Khozema Shipchandler sold 44,158 shares of Twilio stock. The stock was sold at an average price of $235.88, for a total transaction of $10,415,989.04.
• 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.

Twilio Price Performance

TWLO stock opened at $209.31 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 company’s 50-day moving average is $192.49 and its 200-day moving average is $150.00. The stock has a market capitalization of $31.77 billion, a PE ratio of 327.06, a price-to-earnings-growth ratio of 4.16 and a beta of 1.36. Twilio Inc. has a 1 year low of $91.84 and a 1 year high of $238.48.

Twilio (NYSE:TWLO) last issued its earnings results on Thursday, April 30th. The technology company reported $1.50 EPS for the quarter, beating analysts’ consensus estimates of $1.27 by $0.23. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The business had revenue of $1.41 billion during the quarter, compared to analyst estimates of $1.34 billion. During the same period in the previous year, the company posted $1.14 EPS. The firm’s 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. Equities research analysts expect that Twilio Inc. will post 2.79 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

TWLO has been the topic of a number of research reports. Stifel Nicolaus set a $175.00 target price on Twilio in a research report on Friday, May 1st. Rosenblatt Securities reissued a “buy” rating and issued a $230.00 price target on shares of Twilio in a research report on Thursday, June 18th. Weiss Ratings upgraded shares of Twilio from a “sell (d+)” rating to a “hold (c)” rating in a research note on Wednesday, May 6th. Monness Crespi & Hardt upped their price objective on shares of Twilio from $200.00 to $246.00 and gave the stock a “buy” rating in a report on Monday, May 11th. Finally, Morgan Stanley reaffirmed an “overweight” rating and issued a $200.00 price objective on shares of Twilio in a research note on Friday, May 1st. Three research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, Twilio has a consensus rating of “Moderate Buy” and an average target price of $207.41.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of the stock. Raleigh Capital Management Inc. purchased a new stake in Twilio in the 4th quarter valued at $26,000. SHP Wealth Management purchased a new position in Twilio during the 4th quarter worth $26,000. Zions Bancorporation National Association UT bought a new stake in shares of Twilio in the 4th quarter worth $29,000. Aster Capital Management DIFC Ltd bought a new stake in shares of Twilio in the 4th quarter worth $29,000. Finally, Strategic Advocates LLC purchased a new stake in shares of Twilio in the third quarter valued at about $30,000. Institutional investors own 84.27% of the company’s stock.

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.