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

Twilio Inc. (NYSE:TWLO) Director Andrew Stafman sold 1,000,000 shares of the stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $129.00, for a total value of $129,000,000.00. Following the completion of the sale, the director owned 2,295,000 shares in the company, valued at approximately $296,055,000. The trade was a 30.35% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink.

Twilio Price Performance

Shares of TWLO stock opened at $128.08 on Thursday. The company has a market capitalization of $19.65 billion, a P/E ratio of 312.39, a P/E/G ratio of 3.48 and a beta of 1.32. The company’s 50-day simple moving average is $117.32 and its two-hundred day simple moving average is $115.75. Twilio Inc. has a one year low of $77.51 and a one year high of $151.95. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.68 and a quick ratio of 4.68.

Twilio (NYSE:TWLO) last posted its quarterly earnings results on Thursday, October 30th. The technology company reported $1.25 earnings per share for the quarter, beating 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 during the quarter, compared to the consensus estimate of $1.25 billion. During the same quarter in the previous year, the firm posted $1.02 earnings per share. The company’s 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, equities analysts anticipate that Twilio Inc. will post 1.44 EPS for the current year.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the company. Brighton Jones LLC grew its holdings in Twilio by 6.6% in the fourth quarter. Brighton Jones LLC now owns 10,051 shares of the technology company’s stock worth $1,086,000 after purchasing an additional 623 shares during the last quarter. XTX Topco Ltd lifted its holdings in shares of Twilio by 68.3% during the 1st quarter. XTX Topco Ltd now owns 8,396 shares of the technology company’s stock valued at $822,000 after purchasing an additional 3,408 shares during the last quarter. US Bancorp DE boosted its position in shares of Twilio by 6.6% in the 1st quarter. US Bancorp DE now owns 6,298 shares of the technology company’s stock worth $617,000 after purchasing an additional 391 shares in the last quarter. Jefferies Financial Group Inc. purchased a new position in Twilio during the 1st quarter worth $281,000. Finally, Commerce Bank increased its position in Twilio by 1.0% during the 1st quarter. Commerce Bank now owns 27,537 shares of the technology company’s stock valued at $2,696,000 after buying an additional 264 shares in the last quarter. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently commented on TWLO shares. Wall Street Zen lowered Twilio from a “strong-buy” rating to a “buy” rating in a research note on Tuesday, November 11th. UBS Group increased their target price on shares of Twilio from $135.00 to $150.00 and gave the stock a “buy” rating in a report on Friday, October 31st. Bank of America boosted their price target on shares of Twilio from $100.00 to $110.00 and gave the company an “underperform” rating in a report on Friday, October 31st. Monness Crespi & Hardt upped their price target on shares of Twilio from $165.00 to $175.00 and gave the stock a “buy” rating in a research report on Friday, October 31st. Finally, Wells Fargo & Company lifted their price objective on shares of Twilio from $130.00 to $147.00 and gave the company an “overweight” rating in a report on Friday, October 31st. Two investment 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 issued a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average 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.