Insider Selling: Twilio (NYSE:TWLO) CEO Sells $1,550,353.44 in Stock

Twilio Inc. (NYSE:TWLO) CEO Khozema Shipchandler sold 12,624 shares of the firm’s stock in a transaction that occurred on Tuesday, March 31st. The stock was sold at an average price of $122.81, for a total transaction of $1,550,353.44. Following the transaction, the chief executive officer directly owned 251,257 shares of the company’s stock, valued at $30,856,872.17. This represents a 4.78% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link.

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

• On Tuesday, January 6th, Khozema Shipchandler sold 13,336 shares of Twilio stock. The stock was sold at an average price of $134.28, for a total transaction of $1,790,758.08.

Twilio Stock Performance

Shares of TWLO opened at $130.88 on Friday. The stock has a market capitalization of $19.83 billion, a price-to-earnings ratio of 688.87, a PEG ratio of 5.37 and a beta of 1.28. Twilio Inc. has a 12 month low of $77.51 and a 12 month high of $145.90. The firm has a fifty day simple moving average of $121.25 and a 200 day simple moving average of $122.38. The company has a current ratio of 4.03, a quick ratio of 4.03 and a debt-to-equity ratio of 0.13.

Twilio (NYSE:TWLO) last issued its quarterly earnings results on Thursday, February 12th. The technology company reported $1.33 earnings per share (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 firm had revenue of $1.37 billion for the quarter, compared to analyst estimates of $1.32 billion. During the same period in the previous year, the business earned $1.00 EPS. The company’s revenue was up 14.3% compared to the same quarter last year. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. Research analysts forecast that Twilio Inc. will post 1.44 EPS for the current fiscal year.

Hedge Funds Weigh In On Twilio

Institutional investors have recently bought and sold shares of the business. Raleigh Capital Management Inc. acquired a new stake in shares of Twilio in the fourth quarter valued at approximately $26,000. SHP Wealth Management acquired a new position in shares of Twilio during the 4th quarter worth approximately $26,000. SJS Investment Consulting Inc. raised its stake in Twilio by 1,564.7% in 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 stake in Twilio in the 3rd quarter valued at $28,000. Finally, Zions Bancorporation National Association UT acquired a new stake in Twilio during the 4th quarter valued at $29,000. Institutional investors and hedge funds own 84.27% of the company’s stock.

Wall Street Analysts Forecast Growth

TWLO has been the subject of several recent research reports. BTIG Research reduced their price target on Twilio from $165.00 to $155.00 and set a “buy” rating for the company in a research report on Friday, February 13th. Oppenheimer reaffirmed an “outperform” rating and set a $170.00 price target on shares of Twilio in a research report on Monday, January 5th. Morgan Stanley set a $153.00 price objective on Twilio in a research note on Friday, February 13th. Weiss Ratings cut shares of Twilio from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Friday, February 27th. Finally, Citizens Jmp boosted their target price on shares of Twilio from $165.00 to $185.00 and gave the stock a “market outperform” rating in a report on Tuesday, December 30th. Two research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, five have assigned a Hold rating and three have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $145.22.

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.