Twilio (NYSE:TWLO) CEO Khozema Shipchandler Sells 13,898 Shares of Company Stock

Twilio Inc. (NYSE:TWLO) CEO Khozema Shipchandler sold 13,898 shares of the firm’s stock in a transaction dated Wednesday, September 30th. The shares were sold at an average price of $294.08, for a total transaction of $4,087,123.84. Following the completion of the transaction, the chief executive officer directly owned 193,305 shares in the company, valued at approximately $56,847,134.40. This represents a 6.71% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

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

• On Monday, July 6th, Khozema Shipchandler sold 14,458 shares of Twilio stock. The stock was sold at an average price of $210.43, for a total transaction of $3,042,396.94.

Twilio Price Performance

NYSE:TWLO traded down $6.04 during mid-day trading on Friday, reaching $295.23. The stock had a trading volume of 3,672,114 shares, compared to its average volume of 2,475,288. The stock has a 50-day simple moving average of $235.91 and a two-hundred day simple moving average of $196.83. The stock has a market capitalization of $45.34 billion, a PE ratio of 41.12, a P/E/G ratio of 6.00 and a beta of 1.35. The company has a debt-to-equity ratio of 0.11, a current ratio of 4.62 and a quick ratio of 4.62. Twilio Inc. has a 12 month low of $99.22 and a 12 month high of $305.95.

Twilio (NYSE:TWLO) last announced its quarterly earnings data on Thursday, August 6th. The technology company reported $1.47 EPS for the quarter, beating the consensus estimate of $1.32 by $0.15. Twilio had a net margin of 20.61% and a return on equity of 5.09%. The business had revenue of $1.50 billion during the quarter, compared to the consensus estimate of $1.43 billion. During the same period in the previous year, the business earned $1.19 earnings per share. The company’s revenue was up 22.0% on a year-over-year basis. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. On average, equities analysts anticipate that Twilio Inc. will post 3.12 earnings per share for the current year.

Key Headlines Impacting Twilio

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: S&P 500 inclusion is the main catalyst. Twilio will replace Warner Bros. Discovery in the S&P 500 effective October 6. Index funds that track the benchmark are expected to purchase shares, potentially increasing demand and liquidity. Twilio And Vylor Stocks Added To The S&P 500
• Positive Sentiment: Investors are also focusing on AI-related growth prospects. Coverage surrounding the index addition highlights analysts’ expectations that Twilio’s communications platform and artificial-intelligence initiatives could support further growth. The stock has risen substantially from its 52-week low ahead of the index change. S&P 500 Addition Fuels Twilio Rally
• Neutral Sentiment: CEO Khozema Shipchandler sold $4.1 million of shares, while CFO Aidan Viggiano sold $2.7 million. Both transactions reduced their holdings, but the filings state the sales were made to cover tax-withholding obligations tied to vested equity awards. That makes them less concerning than discretionary insider selling, although the transactions may attract investor attention. Twilio CEO Form 4 Filing

Hedge Funds Weigh In On Twilio

Several large investors have recently bought and sold shares of the company. SHP Wealth Management bought a new stake in shares of Twilio during the fourth quarter worth about $26,000. Osbon Capital Management LLC bought a new position in Twilio in the 4th quarter valued at approximately $30,000. Ascentis Independent Advisors acquired a new stake in Twilio during the 1st quarter worth approximately $33,000. Continuum Advisory LLC bought a new stake in Twilio during the 2nd quarter worth approximately $33,000. Finally, Reflection Asset Management bought a new stake in Twilio during the 4th quarter worth approximately $37,000. 84.27% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of research firms have issued reports on TWLO. Jefferies Financial Group reiterated a “buy” rating and issued a $240.00 target price on shares of Twilio in a research report on Friday, August 7th. Weiss Ratings upgraded shares of Twilio from a “buy (b-)” rating to a “buy (b)” rating in a research note on Tuesday. TD Cowen lifted their price target on shares of Twilio from $260.00 to $300.00 and gave the company a “buy” rating in a report on Tuesday, September 22nd. Rosenblatt Securities lifted their price target on shares of Twilio from $275.00 to $290.00 and gave the company a “buy” rating in a report on Tuesday, September 22nd. Finally, Zacks Research cut shares of Twilio from a “strong-buy” rating to a “hold” rating in a research report on Monday, September 7th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, two have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $250.39.

Twilio Company Profile

Twilio Inc is a communications technology company that provides a cloud-based platform for businesses to engage with customers through digital channels. Its software and application programming interfaces (APIs) support communications capabilities such as voice calling, messaging, video, email, authentication and contact-center interactions.

The company’s offerings include programmable communications services, customer data and engagement tools, and contact-center solutions. Twilio also provides email services through SendGrid and customer data platform capabilities through Segment, which it acquired in 2020.