Insider Selling: Twilio (NYSE:TWLO) Director Sells 1,000,000 Shares of Stock

by · The Cerbat Gem

Twilio Inc. (NYSE:TWLO – Get Free Report) Director Andrew Stafman sold 1,000,000 shares of the company’s stock in a transaction on Wednesday, May 27th. The shares were sold at an average price of $184.14, for a total value of $184,140,000.00. Following the sale, the director owned 620,000 shares of the company’s stock, valued at approximately $114,166,800. The trade was a 61.73% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at 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 shares were sold at an average price of $193.54, for a total value of $130,639,500.00.

Twilio Price Performance

Shares of NYSE:TWLO traded down $8.09 during trading on Wednesday, reaching $181.56. 2,395,034 shares of the company traded hands, compared to its average volume of 3,062,305. The company’s 50 day moving average is $152.77 and its two-hundred day moving average is $135.68. The firm has a market capitalization of $27.56 billion, a PE ratio of 283.69, a PEG ratio of 3.94 and a beta of 1.32. The company has a quick ratio of 4.66, a current ratio of 4.66 and a debt-to-equity ratio of 0.13. Twilio Inc. has a 52 week low of $91.84 and a 52 week high of $203.71.

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

Institutional Trading of Twilio

Institutional investors and hedge funds have recently modified their holdings of the business. Norges Bank acquired a new position in Twilio in the 4th quarter worth about $273,862,000. State Street Corp increased its holdings in Twilio by 47.8% in the 3rd quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock worth $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 holdings in Twilio by 225.0% in the 3rd quarter. Invesco Ltd. now owns 2,009,237 shares of the technology company’s stock worth $201,105,000 after purchasing an additional 1,391,013 shares in the last quarter. Finally, Alyeska Investment Group L.P. increased its holdings in Twilio by 39.7% in the 3rd quarter. Alyeska Investment Group L.P. now owns 2,643,859 shares of the technology company’s stock worth $264,624,000 after purchasing an additional 750,951 shares in the last quarter. 84.27% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several analysts recently weighed in on TWLO shares. TD Cowen upped their price objective on Twilio from $160.00 to $210.00 and gave the stock a “buy” rating in a research report on Friday, May 1st. Monness Crespi & Hardt upped their price objective on Twilio from $200.00 to $246.00 and gave the stock a “buy” rating in a research report on Monday, May 11th. Weiss Ratings upgraded Twilio from a “sell (d+)” rating to a “hold (c)” rating in a research report on Wednesday, May 6th. Piper Sandler upped their price objective on Twilio from $130.00 to $192.00 and gave the stock a “neutral” rating in a research report on Friday, May 1st. Finally, KeyCorp upped their price objective on Twilio from $156.00 to $200.00 and gave the stock an “overweight” rating in a research report on Friday, May 1st. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $195.40.

Read Our Latest Report on TWLO

About Twilio

(Get Free Report)

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.

Read More