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

California First Leasing Corp lifted its stake in shares of Twilio Inc. (NYSE:TWLO) by 19.5% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 36,200 shares of the technology company’s stock after acquiring an additional 5,900 shares during the quarter. Twilio accounts for about 1.9% of California First Leasing Corp’s 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 filing with the Securities and Exchange Commission.

Several other hedge funds have also modified their holdings of the stock. GHP Investment Advisors Inc. grew its stake in Twilio by 7.3% during the 2nd quarter. GHP Investment Advisors Inc. now owns 1,274 shares of the technology company’s stock worth $158,000 after purchasing an additional 87 shares in the last quarter. Optimum Investment Advisors grew its position in shares of Twilio by 13.6% during the second quarter. Optimum Investment Advisors now owns 835 shares of the technology company’s stock worth $104,000 after buying an additional 100 shares in the last quarter. Integral Investment Advisors Inc. increased its stake in shares of Twilio by 4.0% during the second quarter. Integral Investment Advisors Inc. now owns 2,863 shares of the technology company’s stock worth $356,000 after buying an additional 111 shares during the period. Aaron Wealth Advisors LLC raised its holdings in Twilio by 2.9% in the second quarter. Aaron Wealth Advisors LLC now owns 3,980 shares of the technology company’s stock valued at $495,000 after acquiring an additional 113 shares in the last quarter. Finally, Nations Financial Group Inc. IA ADV lifted its stake in Twilio by 1.4% in the first quarter. Nations Financial Group Inc. IA ADV now owns 8,430 shares of the technology company’s stock worth $825,000 after acquiring an additional 114 shares during the last quarter. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Twilio

In other news, Director Andrew Stafman sold 1,000,000 shares of Twilio stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $129.00, for a total value of $129,000,000.00. Following the transaction, the director directly owned 2,295,000 shares of the company’s stock, valued at $296,055,000. The trade was a 30.35% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CFO Aidan Viggiano sold 1,514 shares of the company’s stock in a transaction on Monday, November 17th. The shares were sold at an average price of $123.28, for a total transaction of $186,645.92. Following the completion of the sale, the chief financial officer owned 128,104 shares of the company’s stock, valued at approximately $15,792,661.12. This trade represents a 1.17% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 1,044,515 shares of company stock worth $133,673,128. 0.21% of the stock is owned by insiders.

Twilio Stock Performance

NYSE TWLO opened at $127.32 on Friday. The company has a fifty day moving average of $118.29 and a two-hundred day moving average of $115.88. The company has a market capitalization of $19.53 billion, a PE ratio of 310.54, a P/E/G ratio of 3.41 and a beta of 1.32. Twilio Inc. has a 1 year low of $77.51 and a 1 year high of $151.95. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.68 and a quick ratio of 4.68.

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

Analyst Ratings Changes

A number of brokerages have commented on TWLO. Stifel Nicolaus increased their price objective on shares of Twilio from $110.00 to $120.00 and gave the company a “hold” rating in a research report on Friday, October 31st. Cowen reiterated a “hold” rating on shares of Twilio in a research note on Friday, October 31st. Wells Fargo & Company raised their price target on Twilio from $130.00 to $147.00 and gave the company an “overweight” rating in a research note on Friday, October 31st. Royal Bank Of Canada reaffirmed an “underperform” rating and set a $75.00 price target on shares of Twilio in a report on Wednesday, September 17th. Finally, FBN Securities upgraded Twilio to a “strong-buy” rating in a report on Wednesday, November 12th. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, seven have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, Twilio has an average rating of “Moderate Buy” and an average target price of $139.26.

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.