Insider Selling: Twilio (NYSE:TWLO) CEO Sells 15,715 Shares of Stock

Twilio Inc. (NYSE:TWLO) CEO Khozema Shipchandler sold 15,715 shares of the stock in a transaction dated Monday, April 6th. The shares were sold at an average price of $133.39, for a total transaction of $2,096,223.85. Following the sale, the chief executive officer directly owned 235,542 shares in the company, valued at $31,418,947.38. This trade represents a 6.25% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

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

• On Tuesday, March 31st, Khozema Shipchandler sold 12,624 shares of Twilio stock. The shares were sold at an average price of $122.81, for a total transaction of $1,550,353.44.

Twilio Stock Down 2.3%

TWLO stock traded down $2.99 during trading on Wednesday, hitting $129.57. 2,926,779 shares of the stock traded hands, compared to its average volume of 2,389,821. Twilio Inc. has a 1 year low of $78.39 and a 1 year high of $145.90. The firm’s 50 day moving average is $121.18 and its two-hundred day moving average is $122.86. The stock has a market cap of $19.63 billion, a price-to-earnings ratio of 681.97, a price-to-earnings-growth ratio of 5.37 and a beta of 1.28. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.03 and a quick ratio of 4.03.

Twilio (NYSE:TWLO) last announced its quarterly earnings data on Thursday, February 12th. The technology company reported $1.33 EPS for the quarter, beating the consensus estimate of $1.24 by $0.09. Twilio had a net margin of 0.67% and a return on equity of 3.93%. The company had revenue of $1.37 billion for the quarter, compared to the consensus estimate of $1.32 billion. During the same period in the prior year, the firm posted $1.00 EPS. Twilio’s revenue for the quarter was up 14.3% on a year-over-year basis. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. On average, sell-side analysts anticipate that Twilio Inc. will post 1.44 EPS for the current year.

Wall Street Analysts Forecast Growth

Several analysts recently commented on TWLO shares. Weiss Ratings downgraded shares of Twilio from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Friday, February 27th. BTIG Research cut their price objective on shares of Twilio from $165.00 to $155.00 and set a “buy” rating on the stock in a research report on Friday, February 13th. Mizuho set a $150.00 price objective on shares of Twilio in a research report on Monday, December 15th. Citigroup reissued a “market perform” rating on shares of Twilio in a research report on Tuesday, December 30th. Finally, Argus upgraded shares of Twilio to a “strong-buy” rating in a research note on Thursday, February 19th. Two research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, four have issued a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $146.74.

Hedge Funds Weigh In On Twilio

Several hedge funds and other institutional investors have recently bought and sold shares of TWLO. Raleigh Capital Management Inc. bought a new position in Twilio during the 4th quarter valued at about $26,000. SHP Wealth Management bought a new position in Twilio during the 4th quarter valued at about $26,000. SJS Investment Consulting Inc. lifted its stake in Twilio by 1,564.7% during the 3rd quarter. SJS Investment Consulting Inc. now owns 283 shares of the technology company’s stock valued at $28,000 after acquiring an additional 266 shares during the period. First Horizon Corp bought a new position in Twilio during the 3rd quarter valued at about $28,000. Finally, Zions Bancorporation National Association UT bought a new position in Twilio during the 4th quarter valued at about $29,000. Institutional investors own 84.27% of the company’s stock.

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.