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

Twilio Inc. (NYSE:TWLO) CEO Khozema Shipchandler sold 14,458 shares of the 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 owned 207,203 shares of the company’s stock, valued at approximately $43,601,727.29. The trade was a 6.52% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible 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 stock was 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 shares were 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 shares were sold at an average price of $185.70, for a total value of $5,971,740.60.

Twilio Trading Up 1.9%

NYSE TWLO traded up $4.06 during trading hours on Wednesday, hitting $216.03. 1,497,292 shares of the company’s stock were exchanged, compared to its average volume of 2,544,340. The firm has a market cap of $32.79 billion, a price-to-earnings ratio of 337.55, a PEG ratio of 4.16 and a beta of 1.36. The stock has a 50-day simple moving average of $195.20 and a 200 day simple moving average of $151.13. The company has a current ratio of 4.66, a quick ratio of 4.66 and a debt-to-equity ratio of 0.13. Twilio Inc. has a 1-year low of $91.84 and a 1-year high of $238.48.

Twilio (NYSE:TWLO) last issued its quarterly earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.27 by $0.23. The firm had revenue of $1.41 billion for the quarter, compared to analyst estimates of $1.34 billion. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The company’s revenue was up 20.0% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.14 earnings per share. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. On average, equities analysts forecast that Twilio Inc. will post 2.79 EPS for the current fiscal year.

Analysts Set New Price Targets

Several research firms have weighed in on TWLO. Stifel Nicolaus set a $175.00 price target on shares of Twilio in a research note on Friday, May 1st. UBS Group increased their price objective on shares of Twilio from $180.00 to $200.00 and gave the stock a “buy” rating in a research report on Friday, May 1st. Jefferies Financial Group restated a “buy” rating and issued a $195.00 target price on shares of Twilio in a research note on Friday, May 1st. Piper Sandler boosted their target price on Twilio from $130.00 to $192.00 and gave the company a “neutral” rating in a research report on Friday, May 1st. Finally, KGI Securities began coverage on Twilio in a research note on Thursday, July 2nd. They set an “outperform” rating and a $250.00 price target on the stock. Three equities research 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 assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $207.41.

Hedge Funds Weigh In On Twilio

Several large investors have recently added to or reduced their stakes in TWLO. Norges Bank acquired a new position in Twilio during the 4th quarter valued at about $273,862,000. State Street Corp lifted its holdings in shares of Twilio by 47.8% in the third quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock valued at $588,469,000 after purchasing an additional 1,900,551 shares in the last quarter. SRS Investment Management LLC purchased a new position in shares of Twilio during the fourth quarter valued at approximately $257,494,000. Invesco Ltd. boosted its position in shares of Twilio by 225.0% during the third quarter. Invesco Ltd. now owns 2,009,237 shares of the technology company’s stock valued at $201,105,000 after buying an additional 1,391,013 shares during the last quarter. Finally, Alyeska Investment Group L.P. grew its holdings in Twilio by 39.7% during 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 buying an additional 750,951 shares in the last quarter. Institutional investors 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.