Twilio (NYSE:TWLO) Director Erika Rottenberg Sells 2,000 Shares of Stock

Twilio Inc. (NYSE:TWLO) Director Erika Rottenberg sold 2,000 shares of the stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $199.01, for a total value of $398,020.00. Following the transaction, the director owned 30,995 shares in the company, valued at approximately $6,168,314.95. This trade represents a 6.06% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Erika Rottenberg also recently made the following trade(s):

• On Monday, May 4th, Erika Rottenberg sold 1,500 shares of Twilio stock. The shares were sold at an average price of $185.32, for a total value of $277,980.00.
• On Tuesday, April 21st, Erika Rottenberg sold 1,800 shares of Twilio stock. The shares were sold at an average price of $149.02, for a total value of $268,236.00.

Twilio Trading Down 1.0%

Shares of TWLO stock opened at $227.06 on Thursday. Twilio Inc. has a 12 month low of $91.84 and a 12 month high of $231.36. The company has a quick ratio of 4.66, a current ratio of 4.66 and a debt-to-equity ratio of 0.13. The business’s 50 day moving average is $161.31 and its two-hundred day moving average is $138.63. The company has a market cap of $34.46 billion, a PE ratio of 354.79, a price-to-earnings-growth ratio of 4.60 and a beta of 1.39.

Twilio (NYSE:TWLO) last issued its quarterly earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.27 by $0.23. The company had revenue of $1.41 billion for 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 firm’s revenue was up 20.0% compared to the same quarter last year. During the same period last year, the business posted $1.14 earnings per share. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. Equities analysts predict that Twilio Inc. will post 2.77 EPS for the current year.

Wall Street Analyst Weigh In

Several equities research analysts have recently issued reports on TWLO shares. Jefferies Financial Group reaffirmed a “buy” rating and issued a $195.00 price target on shares of Twilio in a research report on Friday, May 1st. Oppenheimer raised their price target on Twilio from $200.00 to $235.00 and gave the company an “outperform” rating in a research report on Monday, May 18th. Monness Crespi & Hardt boosted their target price on shares of Twilio from $200.00 to $246.00 and gave the stock a “buy” rating in a research report on Monday, May 11th. Weiss Ratings raised shares of Twilio from a “sell (d+)” rating to a “hold (c)” rating in a research report on Wednesday, May 6th. Finally, Piper Sandler boosted their target price on shares of Twilio from $130.00 to $192.00 and gave the stock a “neutral” rating in a research report on Friday, May 1st. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $195.40.

Institutional Investors Weigh In On Twilio

A number of institutional investors have recently added to or reduced their stakes in the stock. Northwestern Mutual Investment Management Company LLC acquired a new stake in shares of Twilio in the 3rd quarter valued at $3,423,000. Federated Hermes Inc. boosted its stake in shares of Twilio by 19.7% in the 3rd quarter. Federated Hermes Inc. now owns 70,294 shares of the technology company’s stock valued at $7,036,000 after purchasing an additional 11,577 shares in the last quarter. Thrivent Financial for Lutherans boosted its stake in shares of Twilio by 253.6% in the 3rd quarter. Thrivent Financial for Lutherans now owns 40,086 shares of the technology company’s stock valued at $4,028,000 after purchasing an additional 28,748 shares in the last quarter. New York State Teachers Retirement System boosted its holdings in shares of Twilio by 10.8% in the 4th quarter. New York State Teachers Retirement System now owns 116,494 shares of the technology company’s stock worth $16,570,000 after acquiring an additional 11,370 shares in the last quarter. Finally, Nordea Investment Management AB boosted its holdings in shares of Twilio by 2.1% in the 4th quarter. Nordea Investment Management AB now owns 1,176,896 shares of the technology company’s stock worth $168,849,000 after acquiring an additional 24,169 shares in the last quarter. 84.27% of the stock is owned by institutional investors and hedge funds.

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.