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

Representative Josh Gottheimer (D-New Jersey) recently bought shares of Twilio Inc. (NYSE:TWLO). In a filing disclosed on February 10th, the Representative disclosed that they had bought between $1,001 and $15,000 in Twilio stock on January 31st. 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 Microsoft (NASDAQ:MSFT) on 1/31/2025.
• Sold $1,001 – $15,000 in shares of Arista Networks (NYSE:ANET) on 1/31/2025.
• Purchased $1,001 – $15,000 in shares of Visa (NYSE:V) on 1/31/2025.
• Purchased $1,001 – $15,000 in shares of Tesla (NASDAQ:TSLA) on 1/31/2025.
• Purchased $1,001 – $15,000 in shares of Alibaba Group (NYSE:BABA) on 1/31/2025.
• Sold $1,001 – $15,000 in shares of ICF International (NASDAQ:ICFI) on 1/31/2025.
• Purchased $1,001 – $15,000 in shares of Mastercard (NYSE:MA) on 1/31/2025.
• Purchased $1,001 – $15,000 in shares of Visa (NYSE:V) on 1/30/2025.
• Purchased $1,001 – $15,000 in shares of 3M (NYSE:MMM) on 1/30/2025.
• Sold $1,001 – $15,000 in shares of Trane Technologies (NYSE:TT) on 1/30/2025.

Twilio Price Performance

Shares of Twilio stock traded down $1.19 on Wednesday, hitting $142.05. The company had a trading volume of 1,136,957 shares, compared to its average volume of 3,325,336. Twilio Inc. has a 52 week low of $52.51 and a 52 week high of $151.95. The company has a market cap of $21.79 billion, a PE ratio of -55.10, a PEG ratio of 3.60 and a beta of 1.43. The business has a 50-day simple moving average of $119.53 and a 200-day simple moving average of $88.95. The company has a debt-to-equity ratio of 0.12, a current ratio of 5.06 and a quick ratio of 5.06.

Analyst Ratings Changes

Several equities analysts have recently issued reports on the company. Wells Fargo & Company lifted their price target on Twilio from $140.00 to $155.00 and gave the company an “overweight” rating in a research report on Friday, January 24th. Royal Bank of Canada reiterated an “underperform” rating and issued a $50.00 price target on shares of Twilio in a research report on Tuesday, January 21st. TD Cowen lifted their price objective on shares of Twilio from $70.00 to $85.00 and gave the stock a “hold” rating in a research note on Thursday, October 31st. Baird R W raised Twilio from a “hold” rating to a “strong-buy” rating in a report on Friday, January 24th. Finally, UBS Group raised their price objective on Twilio from $140.00 to $145.00 and gave the stock a “buy” rating in a research note on Friday, January 24th. Two research analysts have rated the stock with a sell rating, eight have assigned a hold rating, sixteen have issued a buy rating and one has assigned a strong buy rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $119.25.

Insider Transactions at Twilio

In other news, CFO Aidan Viggiano sold 6,552 shares of the firm’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 completion of the transaction, the chief financial officer now owns 153,910 shares in the company, valued at $17,476,480.50. This trade represents a 4.08 % decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Dana Wagner sold 4,629 shares of the stock in a transaction that occurred on Wednesday, December 4th. The shares were sold at an average price of $110.00, for a total value of $509,190.00. Following the completion of the sale, the insider now directly owns 125,576 shares of the company’s stock, valued at approximately $13,813,360. The trade was a 3.56 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold 22,015 shares of company stock worth $2,483,695 in the last three months. Insiders own 4.50% of the company’s stock.

Hedge Funds Weigh In On Twilio

Institutional investors have recently modified their holdings of the stock. Allstate Corp bought a new position in Twilio in the fourth quarter valued at about $496,000. DnB Asset Management AS grew its position in shares of Twilio by 0.6% during the 4th quarter. DnB Asset Management AS now owns 29,906 shares of the technology company’s stock worth $3,232,000 after buying an additional 182 shares during the period. Level Four Advisory Services LLC lifted its holdings in Twilio by 2.0% in the fourth quarter. Level Four Advisory Services LLC now owns 79,349 shares of the technology company’s stock valued at $8,576,000 after buying an additional 1,555 shares during the period. Norges Bank acquired a new stake in Twilio during the 4th quarter worth $222,146,000. Finally, Blair William & Co. IL raised its position in shares of Twilio by 173.9% during the 4th quarter. Blair William & Co. IL now owns 224,073 shares of the technology company’s stock valued at $24,218,000 after acquiring an additional 142,253 shares during the last quarter. 84.27% of the stock is owned by institutional investors.

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.