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 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 Trading Down 1.0 %

NYSE:TWLO opened at $143.04 on Wednesday. The company has a market cap of $21.94 billion, a PE ratio of -55.66, a P/E/G ratio of 3.60 and a beta of 1.43. The business’s 50 day moving average is $119.53 and its two-hundred day moving average is $88.95. The company has a quick ratio of 5.06, a current ratio of 5.06 and a debt-to-equity ratio of 0.12. Twilio Inc. has a 52 week low of $52.51 and a 52 week high of $151.95.

Institutional Investors Weigh In On Twilio

A number of institutional investors have recently added to or reduced their stakes in the company. JFS Wealth Advisors LLC raised its holdings in shares of Twilio by 244.0% in 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 in the last quarter. Parkside Financial Bank & Trust grew its position in Twilio by 79.4% in the fourth quarter. Parkside Financial Bank & Trust now owns 375 shares of the technology company’s stock worth $41,000 after buying an additional 166 shares during the last quarter. Centricity Wealth Management LLC bought a new position in shares of Twilio in the fourth quarter valued at $44,000. True Wealth Design LLC lifted its position in shares of 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 acquiring an additional 416 shares during the last quarter. Finally, Private Trust Co. NA boosted its stake in shares of Twilio by 395.6% during the 4th quarter. Private Trust Co. NA now owns 451 shares of the technology company’s stock worth $49,000 after acquiring an additional 360 shares in the last quarter. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several equities analysts recently issued reports on the company. 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. Robert W. Baird upgraded shares of Twilio from a “neutral” rating to an “outperform” rating and raised their price target for the stock from $115.00 to $160.00 in a research report on Friday, January 24th. Northland Securities boosted their price objective on shares of Twilio from $66.00 to $86.00 and gave the company a “market perform” rating in a research report on Thursday, October 31st. Mizuho raised their target price on shares of Twilio from $140.00 to $150.00 and gave the stock an “outperform” rating in a report on Friday, January 24th. Finally, Oppenheimer lifted their target price on Twilio from $90.00 to $160.00 and gave the company an “outperform” rating in a research note on Friday, January 24th. Two equities 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 given a strong buy rating to the company’s stock. Based on data from MarketBeat.com, Twilio currently has a consensus rating of “Moderate Buy” and an average price target of $119.25.

Insider Buying and Selling

In other news, CEO Khozema Shipchandler sold 10,834 shares of the stock in a transaction 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 owns 244,971 shares in the company, valued at $27,823,806.18. This represents a 4.24 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Dana Wagner sold 4,629 shares of Twilio stock in a transaction 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 transaction, the insider now owns 125,576 shares in the company, valued at $13,813,360. This represents 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. 4.50% of the stock is currently owned by insiders.

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.