California First Leasing Corp Increases Position in Twilio Inc. $TWLO

California First Leasing Corp lifted its holdings in shares of Twilio Inc. (NYSE:TWLO) by 19.5% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 36,200 shares of the technology company’s stock after buying an additional 5,900 shares during the quarter. Twilio makes up approximately 1.9% of California First Leasing Corp’s investment portfolio, making the stock its 17th largest position. California First Leasing Corp’s holdings in Twilio were worth $4,502,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. GFG Capital LLC purchased a new stake in Twilio in the 2nd quarter worth $25,000. CENTRAL TRUST Co purchased a new stake in shares of Twilio during the second quarter worth about $25,000. Hilltop National Bank purchased a new stake in shares of Twilio during the second quarter worth about $26,000. Estabrook Capital Management acquired a new position in shares of Twilio during the 2nd quarter worth about $31,000. Finally, Financial Gravity Companies Inc. purchased a new position in Twilio in the 2nd quarter valued at about $35,000. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Insider Activity

In related news, CEO Khozema Shipchandler sold 12,922 shares of the stock in a transaction that occurred on Friday, October 3rd. The shares were sold at an average price of $104.09, for a total transaction of $1,345,050.98. Following the completion of the transaction, the chief executive officer owned 220,383 shares of the company’s stock, valued at approximately $22,939,666.47. This trade represents a 5.54% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CFO Aidan Viggiano sold 1,514 shares of the firm’s stock in a transaction on Monday, November 17th. The stock was sold at an average price of $123.28, for a total value of $186,645.92. Following the transaction, the chief financial officer owned 128,104 shares of the company’s stock, valued at approximately $15,792,661.12. This represents a 1.17% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 1,044,515 shares of company stock valued at $133,673,128. 0.21% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several equities research analysts have commented on the company. Needham & Company LLC boosted their price objective on Twilio from $125.00 to $145.00 and gave the stock a “buy” rating in a research note on Friday, October 31st. Piper Sandler lifted their price target on Twilio from $144.00 to $145.00 and gave the stock an “overweight” rating in a research note on Friday, October 31st. FBN Securities raised Twilio to a “strong-buy” rating in a research note on Wednesday, November 12th. Wall Street Zen lowered Twilio from a “strong-buy” rating to a “buy” rating in a report on Tuesday, November 11th. Finally, Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Twilio in a report on Wednesday, October 8th. Two research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, seven have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, Twilio has a consensus rating of “Moderate Buy” and an average target price of $139.26.

Twilio Stock Up 1.7%

Shares of NYSE:TWLO opened at $127.32 on Friday. Twilio Inc. has a 52-week low of $77.51 and a 52-week high of $151.95. The stock has a market cap of $19.53 billion, a P/E ratio of 310.54, a PEG ratio of 3.41 and a beta of 1.32. The business has a fifty day moving average of $118.29 and a two-hundred day moving average of $115.88. The company has a quick ratio of 4.68, a current ratio of 4.68 and a debt-to-equity ratio of 0.13.

Twilio (NYSE:TWLO) last announced its quarterly earnings results on Thursday, October 30th. The technology company reported $1.25 earnings per share for the quarter, beating the consensus estimate of $1.07 by $0.18. Twilio had a net margin of 1.37% and a return on equity of 3.36%. The firm had revenue of $1.30 billion for the quarter, compared to analysts’ expectations of $1.25 billion. During the same quarter in the previous year, the company posted $1.02 EPS. The company’s revenue was up 14.7% compared to the same quarter last year. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. On average, research analysts expect that Twilio Inc. will post 1.44 earnings per share for the current year.

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.