Twilio (NYSE:TWLO) CEO Khozema Shipchandler Sells 12,624 Shares

Twilio Inc. (NYSE:TWLO) CEO Khozema Shipchandler sold 12,624 shares of the business’s stock in a transaction dated Tuesday, March 31st. The stock was sold at an average price of $122.81, for a total value of $1,550,353.44. Following the sale, the chief executive officer owned 251,257 shares in the company, valued at $30,856,872.17. The trade was a 4.78% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink.

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

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

Twilio Stock Up 0.3%

NYSE:TWLO opened at $130.88 on Friday. The company’s 50 day moving average is $121.20 and its two-hundred day moving average is $122.06. The company has a market cap of $19.83 billion, a PE ratio of 688.87, a P/E/G ratio of 5.35 and a beta of 1.28. Twilio Inc. has a twelve month low of $77.51 and a twelve month high of $145.90. 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 posted its quarterly earnings data on Thursday, February 12th. The technology company reported $1.33 EPS for the quarter, topping 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 business had revenue of $1.37 billion during the quarter, compared to the consensus estimate of $1.32 billion. During the same period in the previous year, the firm posted $1.00 earnings per share. The business’s revenue for the quarter was up 14.3% compared to the same quarter last year. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. Analysts anticipate that Twilio Inc. will post 1.44 EPS for the current year.

Institutional Trading of Twilio

A number of hedge funds have recently added to or reduced their stakes in the company. Norges Bank purchased a new position in Twilio in the fourth quarter valued at $273,862,000. State Street Corp increased its stake in shares of Twilio by 47.8% in the 3rd quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock valued at $588,469,000 after purchasing an additional 1,900,551 shares in the last quarter. SRS Investment Management LLC acquired a new position in Twilio in the 4th quarter worth about $257,494,000. Invesco Ltd. increased its position in shares of Twilio by 225.0% in the third quarter. Invesco Ltd. now owns 2,009,237 shares of the technology company’s stock valued at $201,105,000 after buying an additional 1,391,013 shares in the last quarter. Finally, Alyeska Investment Group L.P. lifted its position in shares of Twilio by 39.7% during the 3rd quarter. Alyeska Investment Group L.P. now owns 2,643,859 shares of the technology company’s stock valued at $264,624,000 after buying an additional 750,951 shares in the last quarter. 84.27% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on the company. Argus upgraded Twilio to a “strong-buy” rating in a research note on Thursday, February 19th. Citizens Jmp raised their price target on shares of Twilio from $165.00 to $185.00 and gave the stock a “market outperform” rating in a research report on Tuesday, December 30th. Needham & Company LLC reaffirmed a “buy” rating on shares of Twilio in a report on Friday, March 13th. Morgan Stanley set a $153.00 price objective on shares of Twilio in a research note on Friday, February 13th. Finally, Mizuho set a $150.00 target price on shares of Twilio in a research report on Monday, December 15th. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, five have assigned a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price 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.