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

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 Stock Up 0.8 %

Shares of TWLO opened at $144.41 on Thursday. 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 12-month low of $52.51 and a 12-month high of $151.95. The business’s fifty day moving average price is $119.53 and its 200 day moving average price is $88.95.

Institutional Trading of Twilio

Several institutional investors have recently modified their holdings of TWLO. FMR LLC raised its position in Twilio by 0.8% in the third quarter. FMR LLC now owns 9,206,488 shares of the technology company’s stock worth $600,447,000 after acquiring an additional 77,436 shares in the last quarter. Arrowstreet Capital Limited Partnership grew its stake in shares of Twilio by 718.7% in the 4th quarter. Arrowstreet Capital Limited Partnership now owns 3,262,765 shares of the technology company’s stock worth $352,640,000 after purchasing an additional 2,864,235 shares during the last quarter. Pacer Advisors Inc. raised its holdings in shares of Twilio by 18.3% in the 3rd quarter. Pacer Advisors Inc. now owns 2,867,623 shares of the technology company’s stock worth $187,026,000 after purchasing an additional 444,295 shares in the last quarter. Geode Capital Management LLC lifted its stake in Twilio by 1.3% during the third quarter. Geode Capital Management LLC now owns 2,724,406 shares of the technology company’s stock valued at $177,622,000 after purchasing an additional 33,824 shares during the last quarter. Finally, Norges Bank bought a new stake in Twilio during the fourth quarter worth approximately $222,146,000. Institutional investors and hedge funds own 84.27% of the company’s stock.

Insiders Place Their Bets

In other news, insider Dana Wagner sold 4,629 shares of Twilio 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 transaction, the insider now directly owns 125,576 shares of the company’s stock, valued at $13,813,360. This trade represents a 3.56 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 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 transaction of $743,979.60. Following the sale, the chief financial officer now owns 153,910 shares in the company, valued at $17,476,480.50. This represents a 4.08 % decrease in their position. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 22,015 shares of company stock worth $2,483,695. 4.50% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

Several research analysts have recently commented on the stock. Royal Bank of Canada reaffirmed an “underperform” rating and issued a $50.00 price target on shares of Twilio in a report on Tuesday, January 21st. Jefferies Financial Group lifted their target price on Twilio from $60.00 to $85.00 and gave the company a “hold” rating in a research note on Thursday, October 31st. Needham & Company LLC increased their price target on Twilio from $91.00 to $165.00 and gave the stock a “buy” rating in a research report on Tuesday, January 28th. William Blair restated an “outperform” rating on shares of Twilio in a research report on Friday, January 24th. Finally, Scotiabank increased their target price on Twilio from $90.00 to $160.00 and gave the stock a “sector outperform” rating in a research report on Friday, January 24th. Two investment analysts have rated the stock with a sell rating, eight have issued a hold rating, sixteen have given a buy rating and one has assigned a strong buy rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $119.25.

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.

Twilio Company Profile

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.