Twilio (NYSE:TWLO) CEO Khozema Shipchandler Sells 14,458 Shares

Twilio Inc. (NYSE:TWLO) CEO Khozema Shipchandler sold 14,458 shares of Twilio stock in a transaction dated Monday, July 6th. The stock was sold at an average price of $210.43, for a total value of $3,042,396.94. Following the sale, the chief executive officer directly owned 207,203 shares of the company’s stock, valued at approximately $43,601,727.29. This represents a 6.52% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

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

• On Tuesday, June 30th, Khozema Shipchandler sold 13,881 shares of Twilio stock. The shares were sold at an average price of $201.26, for a total value of $2,793,690.06.
• 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 value of $10,415,989.04.
• On Tuesday, May 26th, Khozema Shipchandler sold 32,158 shares of Twilio stock. The stock was sold at an average price of $185.70, for a total value of $5,971,740.60.

Twilio Price Performance

Shares of NYSE TWLO opened at $216.03 on Thursday. The business’s 50 day moving average price is $196.67 and its 200 day moving average price is $151.68. The firm has a market cap of $32.79 billion, a P/E ratio of 337.55, a P/E/G ratio of 4.22 and a beta of 1.36. Twilio Inc. has a 52 week low of $91.84 and a 52 week high of $238.48. The company has a quick ratio of 4.66, a current ratio of 4.66 and a debt-to-equity ratio of 0.13.

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 analysts’ consensus estimates of $1.27 by $0.23. Twilio had a net margin of 1.96% and a return on equity of 4.64%. The company had revenue of $1.41 billion during the quarter, compared to analyst estimates of $1.34 billion. During the same period last year, the firm posted $1.14 EPS. Twilio’s revenue for the quarter was up 20.0% compared to the same quarter last year. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. On average, sell-side analysts expect that Twilio Inc. will post 2.79 earnings per share for the current year.

Wall Street Analyst Weigh In

TWLO has been the topic of several analyst reports. BTIG Research reaffirmed a “buy” rating and set a $215.00 price target on shares of Twilio in a research report on Tuesday, May 12th. The Goldman Sachs Group assumed coverage on Twilio in a report on Wednesday, June 24th. They issued a “buy” rating and a $300.00 price objective for the company. Tigress Financial raised their target price on Twilio from $170.00 to $255.00 and gave the stock a “buy” rating in a report on Thursday, June 11th. KeyCorp lifted their price target on Twilio from $156.00 to $200.00 and gave the company an “overweight” rating in a research report on Friday, May 1st. Finally, Needham & Company LLC boosted their price target on Twilio from $200.00 to $250.00 and gave the company a “buy” rating in a report on Monday, May 11th. Three investment analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, three have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $207.41.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the company. Hennion & Walsh Asset Management Inc. increased its stake in shares of Twilio by 5.6% in the 2nd quarter. Hennion & Walsh Asset Management Inc. now owns 3,022 shares of the technology company’s stock valued at $624,000 after purchasing an additional 161 shares in the last quarter. Affinity Capital Advisors LLC grew its holdings in Twilio by 2.6% in the second quarter. Affinity Capital Advisors LLC now owns 2,869 shares of the technology company’s stock valued at $600,000 after purchasing an additional 74 shares during the period. Valeo Financial Advisors LLC acquired a new stake in Twilio in the second quarter valued at approximately $492,000. FNY Investment Advisers LLC purchased a new stake in shares of Twilio in the second quarter valued at approximately $722,000. Finally, Elevation Wealth Partners LLC increased its position in shares of Twilio by 38.9% in the second quarter. Elevation Wealth Partners LLC now owns 986 shares of the technology company’s stock valued at $203,000 after buying an additional 276 shares in the last quarter. Institutional investors and hedge funds own 84.27% of the company’s stock.

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.