Rep. Josh Gottheimer Buys Twilio Inc. (NYSE:TWLO) Shares

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

Shares of NYSE:TWLO opened at $106.08 on Friday. The company has a current ratio of 5.06, a quick ratio of 5.06 and a debt-to-equity ratio of 0.12. The stock’s fifty day simple moving average is $123.26 and its two-hundred day simple moving average is $96.15. Twilio Inc. has a 1-year low of $52.51 and a 1-year high of $151.95. The stock has a market cap of $16.27 billion, a PE ratio of -165.75, a price-to-earnings-growth ratio of 4.30 and a beta of 1.47.

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

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in the stock. M&T Bank Corp grew its holdings in Twilio by 1.0% during the 4th quarter. M&T Bank Corp now owns 8,727 shares of the technology company’s stock valued at $943,000 after buying an additional 85 shares in the last quarter. Allworth Financial LP grew its holdings in Twilio by 6.9% during the 4th quarter. Allworth Financial LP now owns 1,465 shares of the technology company’s stock valued at $165,000 after buying an additional 94 shares in the last quarter. GHP Investment Advisors Inc. grew its holdings in Twilio by 10.4% during the 4th quarter. GHP Investment Advisors Inc. now owns 1,107 shares of the technology company’s stock valued at $120,000 after buying an additional 104 shares in the last quarter. Tidal Investments LLC grew its holdings in shares of Twilio by 0.6% during the third quarter. Tidal Investments LLC now owns 17,666 shares of the technology company’s stock worth $1,152,000 after purchasing an additional 112 shares in the last quarter. Finally, Freestone Capital Holdings LLC grew its holdings in shares of Twilio by 3.3% during the fourth quarter. Freestone Capital Holdings LLC now owns 3,918 shares of the technology company’s stock worth $423,000 after purchasing an additional 124 shares in the last quarter. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Insider Transactions at Twilio

In other news, CEO Khozema Shipchandler sold 10,834 shares of the business’s stock in a transaction dated Monday, January 6th. The stock was sold at an average price of $113.58, for a total transaction of $1,230,525.72. Following the completion of the transaction, the chief executive officer now owns 244,971 shares of the company’s stock, valued at approximately $27,823,806.18. The trade was a 4.24 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Aidan Viggiano sold 6,552 shares of the business’s stock in a transaction dated Monday, January 6th. The stock was sold at an average price of $113.55, for a total value of $743,979.60. Following the transaction, the chief financial officer now directly owns 153,910 shares of the company’s stock, valued at $17,476,480.50. The trade was a 4.08 % decrease in their position. The disclosure for this sale can be found here. Over the last 90 days, insiders sold 21,277 shares of company stock valued at $2,441,324. 4.50% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

TWLO has been the topic of several recent analyst reports. Morgan Stanley upgraded Twilio from an “equal weight” rating to an “overweight” rating and raised their price objective for the company from $144.00 to $160.00 in a research note on Monday, February 24th. Baird R W upgraded Twilio from a “hold” rating to a “strong-buy” rating in a research note on Friday, January 24th. JMP Securities reiterated a “market outperform” rating and set a $165.00 target price on shares of Twilio in a research note on Friday, February 14th. William Blair reiterated an “outperform” rating on shares of Twilio in a research note on Friday, February 14th. Finally, Piper Sandler reiterated an “overweight” rating and set a $142.00 target price (up from $94.00) on shares of Twilio in a research note on Friday, January 24th. One analyst has rated the stock with a sell rating, eight have assigned a hold rating, sixteen have issued a buy rating and one has issued a strong buy rating to the company’s stock. According to MarketBeat, Twilio presently has an average rating of “Moderate Buy” and a consensus price target 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.