Insider Selling: Twilio (NYSE:TWLO) CFO Sells $1,829,966.25 in Stock

Twilio Inc. (NYSE:TWLO) CFO Aidan Viggiano sold 9,093 shares of the firm’s stock in a transaction that occurred on Tuesday, June 30th. The stock was sold at an average price of $201.25, for a total transaction of $1,829,966.25. Following the sale, the chief financial officer directly owned 118,252 shares of the company’s stock, valued at approximately $23,798,215. This trade represents a 7.14% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Aidan Viggiano also recently made the following trade(s):

• On Tuesday, May 19th, Aidan Viggiano sold 1,828 shares of Twilio stock. The shares were sold at an average price of $200.00, for a total transaction of $365,600.00.
• On Friday, May 15th, Aidan Viggiano sold 1,376 shares of Twilio stock. The shares were sold at an average price of $197.44, for a total transaction of $271,677.44.

Twilio Stock Up 0.0%

Shares of NYSE TWLO opened at $209.31 on Friday. The firm has a market cap of $31.77 billion, a PE ratio of 327.06, a P/E/G ratio of 4.16 and a beta of 1.36. Twilio Inc. has a 12-month low of $91.84 and a 12-month high of $238.48. The company’s fifty day simple moving average is $192.49 and its 200 day simple moving average is $150.00. 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 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 business had revenue of $1.41 billion during the quarter, compared to analysts’ expectations of $1.34 billion. During the same period last year, the company posted $1.14 earnings per share. The business’s quarterly revenue was up 20.0% on a year-over-year basis. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. As a group, sell-side analysts forecast that Twilio Inc. will post 2.79 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

TWLO has been the subject of a number of research analyst reports. Bank of America raised Twilio from an “underperform” rating to a “buy” rating and boosted their target price for the company from $110.00 to $190.00 in a research report on Wednesday, April 22nd. KGI Securities began coverage on Twilio in a report on Thursday. They issued an “outperform” rating and a $250.00 price target on the stock. Wells Fargo & Company raised their price objective on Twilio from $147.00 to $200.00 and gave the company an “overweight” rating in a research note on Friday, May 1st. BTIG Research restated a “buy” rating and set a $215.00 price objective on shares of Twilio in a report on Tuesday, May 12th. Finally, Morgan Stanley reaffirmed an “overweight” rating and set a $200.00 target price on shares of Twilio in a research report on Friday, May 1st. Three investment analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $207.41.

Institutional Trading of Twilio

Institutional investors and hedge funds have recently modified their holdings of the stock. Brighton Jones LLC grew its holdings in Twilio by 6.6% during the fourth quarter. Brighton Jones LLC now owns 10,051 shares of the technology company’s stock worth $1,086,000 after buying an additional 623 shares in the last quarter. Sivia Capital Partners LLC purchased a new position in Twilio during the 2nd quarter worth $251,000. Daiwa Securities Group Inc. boosted its holdings in Twilio by 70.6% during the 2nd quarter. Daiwa Securities Group Inc. now owns 24,653 shares of the technology company’s stock worth $3,066,000 after acquiring an additional 10,200 shares during the last quarter. NewEdge Advisors LLC grew its stake in shares of Twilio by 46.9% in the 2nd quarter. NewEdge Advisors LLC now owns 5,770 shares of the technology company’s stock worth $718,000 after acquiring an additional 1,841 shares in the last quarter. Finally, Sei Investments Co. grew its stake in shares of Twilio by 55.1% in the 2nd quarter. Sei Investments Co. now owns 90,128 shares of the technology company’s stock worth $11,208,000 after acquiring an additional 32,027 shares in the last quarter. 84.27% of the stock is owned by hedge funds and other institutional investors.

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.