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

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 March 4th. 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.
• 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.
• Purchased $1,001 – $15,000 in shares of Alibaba Group (NYSE:BABA) on 3/3/2025.

Twilio Stock Down 2.9 %

Shares of NYSE:TWLO opened at $98.86 on Friday. The company has a debt-to-equity ratio of 0.12, a current ratio of 5.06 and a quick ratio of 5.06. The stock has a market cap of $15.09 billion, a P/E ratio of -154.47, a P/E/G ratio of 4.30 and a beta of 1.47. Twilio Inc. has a 1-year low of $52.51 and a 1-year high of $151.95. The firm has a fifty day moving average price of $120.55 and a 200 day moving average price of $100.37.

Twilio (NYSE:TWLO) last released its quarterly earnings results on Thursday, February 13th. The technology company reported $0.22 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.99 by ($0.77). The company 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%. Sell-side analysts predict that Twilio Inc. will post 1.44 EPS for the current year.

Hedge Funds Weigh In On Twilio

Several hedge funds and other institutional investors have recently modified their holdings of the company. True Wealth Design LLC raised its holdings in Twilio by 5,200.0% in the third quarter. True Wealth Design LLC now owns 424 shares of the technology company’s stock valued at $28,000 after buying an additional 416 shares during the period. JFS Wealth Advisors LLC boosted its position in Twilio by 244.0% during 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 during the period. Parkside Financial Bank & Trust increased its holdings in Twilio by 79.4% in the 4th quarter. Parkside Financial Bank & Trust now owns 375 shares of the technology company’s stock valued at $41,000 after purchasing an additional 166 shares in the last quarter. Centricity Wealth Management LLC purchased a new position in Twilio in the fourth quarter valued at about $44,000. Finally, Brooklyn Investment Group acquired a new position in shares of Twilio during the third quarter worth about $46,000. 84.27% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Twilio

In other news, CFO Aidan Viggiano sold 6,552 shares of Twilio 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 trade represents a 4.08 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Khozema Shipchandler sold 10,834 shares of the business’s stock in a transaction on 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 in the company, valued at $27,823,806.18. This represents a 4.24 % decrease in their position. The disclosure for this sale can be found here. Insiders sold 21,277 shares of company stock valued at $2,441,324 over the last quarter. Company insiders own 4.50% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages recently weighed in on TWLO. Stifel Nicolaus increased their price target on Twilio from $130.00 to $135.00 and gave the stock a “hold” rating in a report on Friday, February 14th. JMP Securities reissued a “market outperform” rating and set a $165.00 target price on shares of Twilio in a research note on Friday, February 14th. StockNews.com cut Twilio from a “buy” rating to a “hold” rating in a research report on Monday, March 24th. Mizuho boosted their target price on shares of Twilio from $140.00 to $150.00 and gave the stock an “outperform” rating in a research report on Friday, January 24th. Finally, Oppenheimer increased their price target on shares of Twilio from $90.00 to $160.00 and gave the company an “outperform” rating in a report on Friday, January 24th. One research analyst has rated the stock with a sell rating, eight have issued a hold rating, sixteen have issued a buy rating and one has given a strong buy rating to the stock. Based on data from MarketBeat.com, Twilio currently has an average rating of “Moderate Buy” and an average target price 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.

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.