Twilio (NYSE:TWLO) Director Sells $129,000,000.00 in Stock

Twilio Inc. (NYSE:TWLO) Director Andrew Stafman sold 1,000,000 shares of the business’s stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $129.00, for a total transaction of $129,000,000.00. Following the sale, the director owned 2,295,000 shares of the company’s stock, valued at approximately $296,055,000. The trade was a 30.35% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website.

Twilio Stock Performance

Shares of Twilio stock traded up $2.13 during trading hours on Tuesday, reaching $129.69. The company’s stock had a trading volume of 2,005,551 shares, compared to its average volume of 1,754,308. Twilio Inc. has a one year low of $77.51 and a one year high of $151.95. The company’s 50 day simple moving average is $116.82 and its 200 day simple moving average is $115.67. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.68 and a current ratio of 4.68. The stock has a market cap of $19.90 billion, a P/E ratio of 316.32, a price-to-earnings-growth ratio of 3.42 and a beta of 1.32.

Twilio (NYSE:TWLO) last released its quarterly earnings data on Thursday, October 30th. The technology company reported $1.25 earnings per share for the quarter, topping the consensus estimate of $1.07 by $0.18. Twilio had a net margin of 1.37% and a return on equity of 3.36%. The firm had revenue of $1.30 billion for the quarter, compared to analyst estimates of $1.25 billion. During the same quarter in the prior year, the business earned $1.02 earnings per share. Twilio’s quarterly revenue was up 14.7% on a year-over-year basis. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. As a group, analysts expect that Twilio Inc. will post 1.44 EPS for the current fiscal year.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently modified their holdings of the business. Brighton Jones LLC raised its stake in shares of Twilio by 6.6% in the 4th 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. XTX Topco Ltd grew its holdings in Twilio by 68.3% during the first quarter. XTX Topco Ltd now owns 8,396 shares of the technology company’s stock worth $822,000 after acquiring an additional 3,408 shares during the period. US Bancorp DE grew its holdings in Twilio by 6.6% during the first quarter. US Bancorp DE now owns 6,298 shares of the technology company’s stock worth $617,000 after acquiring an additional 391 shares during the period. Jefferies Financial Group Inc. bought a new stake in Twilio in the first quarter worth about $281,000. Finally, Commerce Bank lifted its holdings in Twilio by 1.0% in the 1st quarter. Commerce Bank now owns 27,537 shares of the technology company’s stock valued at $2,696,000 after acquiring an additional 264 shares during the last quarter. Institutional investors own 84.27% of the company’s stock.

Analyst Ratings Changes

TWLO has been the topic of several recent research reports. Wall Street Zen downgraded Twilio from a “strong-buy” rating to a “buy” rating in a report on Tuesday, November 11th. Rosenblatt Securities reaffirmed a “buy” rating and issued a $140.00 target price on shares of Twilio in a research report on Friday, October 31st. Needham & Company LLC raised their target price on Twilio from $125.00 to $145.00 and gave the company a “buy” rating in a research note on Friday, October 31st. Oppenheimer set a $145.00 price target on shares of Twilio and gave the company an “outperform” rating in a report on Friday, October 31st. Finally, Cowen reaffirmed a “hold” rating on shares of Twilio in a report on Friday, October 31st. Two analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, seven have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, Twilio presently has a consensus rating of “Moderate Buy” and a consensus price target of $139.26.

About Twilio

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.