Insider Selling: Twilio (NYSE:TWLO) CEO Sells $1,376,171.79 in Stock

Twilio Inc. (NYSE:TWLO) CEO Khozema Shipchandler sold 13,681 shares of the stock in a transaction dated Tuesday, September 30th. The shares were sold at an average price of $100.59, for a total value of $1,376,171.79. Following the completion of the transaction, the chief executive officer directly owned 233,305 shares of the company’s stock, valued at $23,468,149.95. This represents a 5.54% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through the SEC website.

Twilio Trading Down 2.4%

Shares of TWLO opened at $102.84 on Friday. The company has a market capitalization of $15.78 billion, a P/E ratio of 857.09, a P/E/G ratio of 3.25 and a beta of 1.25. Twilio Inc. has a one year low of $66.50 and a one year high of $151.95. The company has a debt-to-equity ratio of 0.12, a quick ratio of 4.90 and a current ratio of 4.90. The stock has a 50-day moving average price of $107.84 and a 200 day moving average price of $108.65.

Twilio (NYSE:TWLO) last issued its quarterly earnings results on Thursday, August 7th. The technology company reported $1.19 EPS for the quarter, beating analysts’ consensus estimates of $1.02 by $0.17. The firm had revenue of $1.23 billion during the quarter, compared to the consensus estimate of $1.19 billion. Twilio had a return on equity of 2.78% and a net margin of 0.43%.Twilio’s revenue for the quarter was up 13.5% on a year-over-year basis. During the same quarter in the prior year, the business posted $0.87 earnings per share. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. Sell-side analysts forecast that Twilio Inc. will post 1.44 EPS for the current fiscal year.

Institutional Investors Weigh In On Twilio

Several large investors have recently added to or reduced their stakes in TWLO. LRI Investments LLC acquired a new stake in Twilio in the first quarter worth $25,000. GFG Capital LLC acquired a new stake in Twilio in the second quarter worth $25,000. CENTRAL TRUST Co acquired a new stake in Twilio in the second quarter worth $25,000. Hilltop National Bank acquired a new stake in Twilio in the second quarter worth $26,000. Finally, Financial Gravity Asset Management Inc. acquired a new stake in Twilio in the first quarter worth $28,000. 84.27% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of research analysts recently commented on TWLO shares. Piper Sandler increased their price target on Twilio from $140.00 to $144.00 and gave the company an “overweight” rating in a report on Friday, August 8th. Royal Bank Of Canada reaffirmed an “underperform” rating and set a $75.00 target price on shares of Twilio in a report on Wednesday, September 17th. Wells Fargo & Company initiated coverage on Twilio in a report on Tuesday. They set an “overweight” rating and a $130.00 target price on the stock. Rosenblatt Securities reaffirmed a “buy” rating and set a $140.00 target price on shares of Twilio in a report on Friday, September 26th. Finally, Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Twilio in a report on Saturday, September 27th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $130.22.

Twilio Company Profile

Twilio Inc, together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally. It operates through two segments, Twilio Communications and Twilio Segment. The company provides various application programming interfaces and software solutions for communications between customers and end users, including messaging, voice, email, flex, marketing campaigns, and user identity and authentication.