Twilio (NYSE:TWLO) Shares Acquired Rep. Josh Gottheimer

Representative Josh Gottheimer (D-New Jersey) recently bought shares of Twilio Inc. (NYSE:TWLO). In a filing disclosed on March 06th, the Representative disclosed that they had bought between $1,001 and $15,000 in Twilio stock on February 6th. The trade occurred in the Representative’s “MORGAN STANLEY – SELECT UMA ACCOUNT # 1” account.

Representative Josh Gottheimer also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of The Goldman Sachs Group (NYSE:GS) on 2/28/2025.
• Purchased $1,001 – $15,000 in shares of Visa (NYSE:V) on 2/28/2025.
• Sold $1,001 – $15,000 in shares of Block (NYSE:XYZ) on 2/27/2025.
• Sold $1,001 – $15,000 in shares of KKR & Co. Inc. (NYSE:KKR) on 2/27/2025.
• Sold $1,001 – $15,000 in shares of Blackstone (NYSE:BX) on 2/27/2025.
• Sold $1,001 – $15,000 in shares of Paragon 28 (NYSE:FNA) on 2/27/2025.
• Sold $1,001 – $15,000 in shares of KKR & Co. Inc. (NYSE:KKR) on 2/26/2025.
• Purchased $1,001 – $15,000 in shares of Fiserv (NYSE:FI) on 2/26/2025.
• Sold $1,001 – $15,000 in shares of Blackstone (NYSE:BX) on 2/26/2025.
• Sold $1,001 – $15,000 in shares of Vertiv (NYSE:VRT) on 2/25/2025.

Twilio Price Performance

NYSE:TWLO traded down $2.73 during trading hours on Friday, hitting $106.08. The company’s stock had a trading volume of 5,235,260 shares, compared to its average volume of 3,765,060. The business’s 50-day moving average is $123.26 and its two-hundred day moving average is $96.15. The company has a market capitalization of $16.27 billion, a PE ratio of -165.75, a PEG ratio of 4.30 and a beta of 1.47. The company has a debt-to-equity ratio of 0.12, a quick ratio of 5.06 and a current ratio of 5.06. Twilio Inc. has a 52-week low of $52.51 and a 52-week high of $151.95.

Twilio (NYSE:TWLO) last released its quarterly earnings data on Thursday, February 13th. The technology company reported $0.22 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.99 by ($0.77). Twilio had a positive return on equity of 1.38% and a negative net margin of 2.45%. The business had revenue of $1.19 billion during the quarter, compared to analysts’ expectations of $1.19 billion. As a group, research analysts anticipate that Twilio Inc. will post 1.44 EPS for the current fiscal year.

Hedge Funds Weigh In On Twilio

Several hedge funds and other institutional investors have recently bought and sold shares of TWLO. True Wealth Design LLC lifted its position in Twilio by 5,200.0% during the 3rd quarter. True Wealth Design LLC now owns 424 shares of the technology company’s stock worth $28,000 after acquiring an additional 416 shares in the last quarter. JFS Wealth Advisors LLC increased its holdings in Twilio by 244.0% during the 4th quarter. JFS Wealth Advisors LLC now owns 375 shares of the technology company’s stock worth $41,000 after purchasing an additional 266 shares during the last quarter. Parkside Financial Bank & Trust increased its holdings in Twilio by 79.4% during the 4th quarter. Parkside Financial Bank & Trust now owns 375 shares of the technology company’s stock worth $41,000 after purchasing an additional 166 shares during the last quarter. Centricity Wealth Management LLC purchased a new stake in Twilio during the 4th quarter worth approximately $44,000. Finally, Brooklyn Investment Group purchased a new stake in Twilio during the 3rd quarter worth approximately $46,000. 84.27% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, CEO Khozema Shipchandler sold 10,834 shares of the business’s stock in a transaction that occurred on Monday, January 6th. The stock was sold at an average price of $113.58, for a total value of $1,230,525.72. Following the completion of the sale, the chief executive officer now directly owns 244,971 shares in the company, valued at approximately $27,823,806.18. The trade was a 4.24 % decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Aidan Viggiano sold 6,552 shares of the business’s stock in a transaction that occurred on Monday, January 6th. The shares were sold at an average price of $113.55, for a total value of $743,979.60. Following the completion of the sale, the chief financial officer now owns 153,910 shares of the company’s stock, valued at $17,476,480.50. This trade represents a 4.08 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 21,277 shares of company stock worth $2,441,324 in the last three months. 4.50% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

A number of brokerages have recently weighed in on TWLO. StockNews.com cut Twilio from a “buy” rating to a “hold” rating in a research report on Friday, February 28th. Piper Sandler restated an “overweight” rating and issued a $142.00 price target (up previously from $94.00) on shares of Twilio in a research report on Friday, January 24th. Tigress Financial raised their price target on Twilio from $135.00 to $170.00 and gave the company a “buy” rating in a research report on Tuesday, February 25th. Monness Crespi & Hardt lifted their price objective on Twilio from $135.00 to $152.00 and gave the stock a “buy” rating in a research report on Monday, January 27th. Finally, Jefferies Financial Group lifted their price objective on Twilio from $105.00 to $145.00 and gave the stock a “hold” rating in a research report on Friday, February 14th. One equities research analyst has rated the stock with a sell rating, eight have given a hold rating, sixteen have given a buy rating and one has given a strong buy rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $134.26.

About Representative Gottheimer

Josh Gottheimer (Democratic Party) is a member of the U.S. House, representing New Jersey’s 5th Congressional District. He assumed office on January 3, 2017. His current term ends on January 3, 2027.

Gottheimer (Democratic Party) is running for re-election to the U.S. House to represent New Jersey’s 5th Congressional District. He declared candidacy for the 2026 election.

Gottheimer is also running for election for Governor of New Jersey. He declared candidacy for the Democratic primary scheduled on June 10, 2025.

Gottheimer attended the University of Pennsylvania for his undergraduate degree. He became a Thouron Fellow at Oxford and attended Harvard Law School. Gottheimer worked as a speech writer under former President Bill Clinton (D), assisting with two State of the Union addresses, among other projects. Before running for Congress, he worked for Microsoft as a general manager for corporate strategy.

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.