Twilio (NYSE:TWLO) Director Andrew Stafman Sells 1,000,000 Shares of Stock

Twilio Inc. (NYSE:TWLO) Director Andrew Stafman sold 1,000,000 shares of the stock in a transaction that occurred on Wednesday, May 27th. The stock was sold at an average price of $184.14, for a total value of $184,140,000.00. Following the completion of the transaction, the director directly owned 620,000 shares of the company’s stock, valued at $114,166,800. This represents a 61.73% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink.

Andrew Stafman also recently made the following trade(s):

• On Tuesday, May 12th, Andrew Stafman sold 675,000 shares of Twilio stock. The stock was sold at an average price of $193.54, for a total value of $130,639,500.00.

Twilio Stock Down 4.3%

Shares of NYSE:TWLO opened at $181.56 on Thursday. Twilio Inc. has a 52-week low of $91.84 and a 52-week high of $203.71. The firm has a market capitalization of $27.56 billion, a P/E ratio of 283.69, a P/E/G ratio of 3.94 and a beta of 1.32. The stock has a 50 day moving average price of $152.77 and a 200-day moving average price of $135.68. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.66 and a current ratio of 4.66.

Twilio (NYSE:TWLO) last announced its earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.27 by $0.23. The firm had revenue of $1.41 billion during the quarter, compared to analyst estimates of $1.34 billion. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The business’s revenue was up 20.0% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.14 EPS. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. As a group, equities research analysts anticipate that Twilio Inc. will post 2.77 EPS for the current fiscal year.

Analyst Ratings Changes

A number of analysts have recently weighed in on the stock. Stifel Nicolaus set a $175.00 target price on shares of Twilio in a research report on Friday, May 1st. Monness Crespi & Hardt upped their target price on shares of Twilio from $200.00 to $246.00 and gave the stock a “buy” rating in a research report on Monday, May 11th. TD Cowen boosted their price target on Twilio from $160.00 to $210.00 and gave the stock a “buy” rating in a research report on Friday, May 1st. Citizens Jmp boosted their price target on Twilio from $185.00 to $210.00 and gave the stock a “market outperform” rating in a research report on Friday, May 1st. Finally, Bank of America raised Twilio from an “underperform” rating to a “buy” rating and boosted their price target for the stock from $110.00 to $190.00 in a research report on Wednesday, April 22nd. Two analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $195.40.

Hedge Funds Weigh In On Twilio

Several large investors have recently modified their holdings of the stock. Northwestern Mutual Investment Management Company LLC bought a new stake in shares of Twilio during the third quarter valued at approximately $3,423,000. Bank of New York Mellon Corp increased its position in shares of Twilio by 57.0% during the third quarter. Bank of New York Mellon Corp now owns 1,212,436 shares of the technology company’s stock valued at $121,353,000 after acquiring an additional 440,423 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. increased its position in shares of Twilio by 54.5% during the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 90,517 shares of the technology company’s stock valued at $9,060,000 after acquiring an additional 31,938 shares in the last quarter. Federated Hermes Inc. increased its position in shares of Twilio by 19.7% during the third quarter. Federated Hermes Inc. now owns 70,294 shares of the technology company’s stock valued at $7,036,000 after acquiring an additional 11,577 shares in the last quarter. Finally, Thrivent Financial for Lutherans increased its position in shares of Twilio by 253.6% during the third quarter. Thrivent Financial for Lutherans now owns 40,086 shares of the technology company’s stock valued at $4,028,000 after acquiring an additional 28,748 shares in the last quarter. Hedge funds and other 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.