Blair William & Co. IL Raises Stake in BILL Holdings, Inc. $BILL

Blair William & Co. IL raised its position in shares of BILL Holdings, Inc. (NYSE:BILL) by 48.6% during the 2nd quarter, Holdings Channel.com reports. The firm owned 294,573 shares of the company’s stock after purchasing an additional 96,279 shares during the period. Blair William & Co. IL’s holdings in BILL were worth $13,627,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in BILL. Contour Asset Management LLC purchased a new position in BILL during the first quarter valued at approximately $65,783,000. Dimensional Fund Advisors LP lifted its holdings in BILL by 110.9% during the first quarter. Dimensional Fund Advisors LP now owns 2,489,918 shares of the company’s stock valued at $114,265,000 after purchasing an additional 1,309,337 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in BILL by 133.5% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 2,038,609 shares of the company’s stock valued at $93,552,000 after purchasing an additional 1,165,398 shares in the last quarter. Temasek Holdings Private Ltd lifted its holdings in shares of BILL by 36.4% in the first quarter. Temasek Holdings Private Ltd now owns 3,719,895 shares of the company’s stock worth $170,706,000 after buying an additional 992,591 shares in the last quarter. Finally, Greenhouse Funds LLLP lifted its holdings in shares of BILL by 68.2% in the first quarter. Greenhouse Funds LLLP now owns 2,348,766 shares of the company’s stock worth $107,785,000 after buying an additional 952,149 shares in the last quarter. Hedge funds and other institutional investors own 97.99% of the company’s stock.

BILL Price Performance

BILL stock opened at $49.44 on Friday. The company has a market cap of $5.02 billion, a price-to-earnings ratio of -308.98, a PEG ratio of 13.63 and a beta of 1.42. The firm’s fifty day moving average is $47.66 and its 200 day moving average is $45.71. The company has a quick ratio of 1.58, a current ratio of 1.58 and a debt-to-equity ratio of 0.38. BILL Holdings, Inc. has a 52-week low of $36.55 and a 52-week high of $100.19.

BILL (NYSE:BILL) last released its quarterly earnings results on Wednesday, August 27th. The company reported $0.53 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.41 by $0.12. The company had revenue of $383.35 million for the quarter, compared to the consensus estimate of $376.43 million. BILL had a net margin of 1.63% and a return on equity of 1.16%. BILL’s revenue was up 11.5% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.57 earnings per share. BILL has set its FY 2026 guidance at 2.000-2.200 EPS. Q1 2026 guidance at 0.490-0.520 EPS. Sell-side analysts forecast that BILL Holdings, Inc. will post 0.12 EPS for the current fiscal year.

BILL declared that its board has authorized a share buyback plan on Wednesday, August 27th that permits the company to buyback $300.00 million in outstanding shares. This buyback authorization permits the company to buy up to 7.2% of its stock through open market purchases. Stock buyback plans are usually a sign that the company’s leadership believes its stock is undervalued.

Analyst Ratings Changes

Several equities analysts have recently commented on BILL shares. Keefe, Bruyette & Woods boosted their target price on shares of BILL from $46.00 to $56.00 and gave the stock a “market perform” rating in a report on Wednesday, October 1st. Truist Financial raised shares of BILL from a “hold” rating to a “buy” rating and boosted their target price for the stock from $50.00 to $63.00 in a report on Friday, September 19th. Mizuho lowered their target price on shares of BILL from $50.00 to $43.00 and set a “neutral” rating on the stock in a report on Thursday, August 28th. BMO Capital Markets lowered their target price on shares of BILL from $52.00 to $50.00 and set a “market perform” rating on the stock in a report on Thursday, August 28th. Finally, Wolfe Research raised shares of BILL from a “peer perform” rating to an “outperform” rating and set a $70.00 target price on the stock in a report on Thursday, September 11th. Eleven equities research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $59.65.

About BILL

BILL Holdings, Inc provides financial automation software for small and midsize businesses worldwide. The company provides software-as-a-service, cloud-based payments, and spend management products, which allow users to automate accounts payable and accounts receivable transactions, as well as enable users to connect with their suppliers and/or customers to do business, eliminate expense reports, manage cash flows, and improve office efficiency.