Rep. Robert Bresnahan, Jr. Buys Twilio Inc. (NYSE:TWLO) Shares

Representative Robert Bresnahan, Jr. (R-Pennsylvania) recently bought shares of Twilio Inc. (NYSE:TWLO). In a filing disclosed on March 27th, the Representative disclosed that they had bought between $1,001 and $15,000 in Twilio stock on February 25th. The trade occurred in the Representative’s “JP MORGAN BROKERAGE ACCOUNT #2” account.

Representative Robert Bresnahan, Jr. also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of Intuit (NASDAQ:INTU) on 3/7/2025.
• Sold $1,001 – $15,000 in shares of Tesla (NASDAQ:TSLA) on 3/6/2025.
• Purchased $1,001 – $15,000 in shares of SEA (NYSE:SE) on 3/5/2025.
• Sold $1,001 – $15,000 in shares of Credo Technology Group (NASDAQ:CRDO) on 3/4/2025.
• Purchased $1,001 – $15,000 in shares of Meta Platforms (NASDAQ:META) on 3/4/2025.
• Purchased $1,001 – $15,000 in shares of Twilio (NYSE:TWLO) on 3/4/2025.
• Sold $15,001 – $50,000 in shares of Alibaba Group (NYSE:BABA) on 3/4/2025.
• Purchased $1,001 – $15,000 in shares of Zoom Video Communications (NASDAQ:ZM) on 3/4/2025.
• Purchased $1,001 – $15,000 in shares of Intel (NASDAQ:INTC) on 3/3/2025.
• Purchased $1,001 – $15,000 in shares of Snowflake (NYSE:SNOW) on 3/3/2025.

Twilio Trading Down 2.9 %

Twilio stock opened at $98.86 on Friday. The stock has a 50-day moving average price of $120.55 and a 200 day moving average price of $100.67. Twilio Inc. has a 52 week low of $52.51 and a 52 week high of $151.95. The stock has a market cap of $15.09 billion, a PE ratio of -154.47, a P/E/G ratio of 4.30 and a beta of 1.47. The company has a current ratio of 5.06, a quick ratio of 5.06 and a debt-to-equity ratio of 0.12.

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

Insider Activity at Twilio

In other news, CFO Aidan Viggiano sold 1,391 shares of the stock in a transaction dated Tuesday, February 18th. The shares were sold at an average price of $124.51, for a total transaction of $173,193.41. Following the transaction, the chief financial officer now owns 152,519 shares of the company’s stock, valued at approximately $18,990,140.69. This trade represents a 0.90 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Khozema Shipchandler sold 10,834 shares of Twilio stock in a transaction dated 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 transaction, the chief executive officer now owns 244,971 shares of the company’s stock, valued at $27,823,806.18. This trade represents a 4.24 % decrease in their ownership of the stock. 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. Insiders own 4.50% of the company’s stock.

Institutional Trading of Twilio

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

Analyst Ratings Changes

A number of research analysts have weighed in on the company. Mizuho increased their price target on Twilio from $140.00 to $150.00 and gave the stock an “outperform” rating in a research note on Friday, January 24th. Piper Sandler reiterated an “overweight” rating and set a $142.00 target price (up from $94.00) on shares of Twilio in a research report on Friday, January 24th. The Goldman Sachs Group upgraded Twilio from a “neutral” rating to a “buy” rating and lifted their price target for the company from $77.00 to $185.00 in a report on Monday, January 27th. Barclays upped their price objective on shares of Twilio from $120.00 to $140.00 and gave the company an “equal weight” rating in a research note on Friday, February 14th. Finally, Stifel Nicolaus raised their target price on shares of Twilio from $130.00 to $135.00 and gave the stock a “hold” rating in a research report on Friday, February 14th. One research analyst has rated the stock with a sell rating, eight have issued a hold rating, sixteen have given a buy rating and one has given a strong buy rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $135.35.

About Representative Bresnahan

Rob Bresnahan Jr. (Republican Party) is a member of the U.S. House, representing Pennsylvania’s 8th Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Bresnahan (Republican Party) is running for re-election to the U.S. House to represent Pennsylvania’s 8th Congressional District. He declared candidacy for the 2026 election.

Rob Bresnahan Jr. was born in Kingston, Pennsylvania. He earned a B.S. in business administration, management and operations from the University of Scranton in 2012. His career experience includes working as the chief financial officer and CEO of a family business, an electrical contracting company.

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.