Khozema Shipchandler Sells 13,336 Shares of Twilio (NYSE:TWLO) Stock

Twilio Inc. (NYSE:TWLO) CEO Khozema Shipchandler sold 13,336 shares of the stock in a transaction that occurred on Tuesday, January 6th. The stock was sold at an average price of $134.28, for a total value of $1,790,758.08. Following the completion of the sale, the chief executive officer directly owned 193,781 shares of the company’s stock, valued at approximately $26,020,912.68. This trade represents a 6.44% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link.

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

• On Wednesday, December 31st, Khozema Shipchandler sold 13,266 shares of Twilio stock. The shares were sold at an average price of $143.37, for a total value of $1,901,946.42.

Twilio Trading Down 4.4%

Shares of Twilio stock opened at $131.39 on Friday. The company has a market capitalization of $20.16 billion, a P/E ratio of 320.45, a price-to-earnings-growth ratio of 2.68 and a beta of 1.30. The stock has a fifty day simple moving average of $132.38 and a 200 day simple moving average of $119.50. Twilio Inc. has a 12-month low of $77.51 and a 12-month high of $151.95. The company has a current ratio of 4.68, a quick ratio of 4.68 and a debt-to-equity ratio of 0.13.

Twilio (NYSE:TWLO) last issued its quarterly earnings data 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. The business had revenue of $1.30 billion for the quarter, compared to analysts’ expectations of $1.25 billion. Twilio had a return on equity of 3.36% and a net margin of 1.37%.The business’s revenue was up 14.7% on a year-over-year basis. During the same period last year, the business earned $1.02 EPS. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. On average, sell-side analysts anticipate that Twilio Inc. will post 1.44 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Twilio

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the company. CENTRAL TRUST Co bought a new position in Twilio during the second quarter worth about $25,000. GFG Capital LLC purchased a new stake in shares of Twilio during the 2nd quarter valued at approximately $25,000. Hilltop National Bank bought a new position in Twilio in the 2nd quarter worth approximately $26,000. Estabrook Capital Management purchased a new position in Twilio in the 2nd quarter valued at approximately $31,000. Finally, Park Place Capital Corp purchased a new position in Twilio in the 4th quarter valued at approximately $39,000. 84.27% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several equities research analysts have commented on the stock. BTIG Research assumed coverage on shares of Twilio in a research note on Monday, January 5th. They issued a “buy” rating and a $165.00 price objective for the company. Needham & Company LLC upped their target price on Twilio from $125.00 to $145.00 and gave the company a “buy” rating in a report on Friday, October 31st. Cowen reiterated a “hold” rating on shares of Twilio in a report on Friday, October 31st. Mizuho set a $150.00 price objective on Twilio in a research report on Monday, December 15th. Finally, TD Cowen upped their price objective on Twilio from $117.00 to $125.00 and gave the company a “hold” rating in a research note on Friday, October 31st. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, nine have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, Twilio presently has a consensus rating of “Moderate Buy” and a consensus price target of $145.84.

About Twilio

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.