Federated Hermes Inc. Lowers Stake in BILL Holdings, Inc. $BILL

Federated Hermes Inc. cut its position in shares of BILL Holdings, Inc. (NYSE:BILL) by 82.2% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 232,462 shares of the company’s stock after selling 1,071,011 shares during the quarter. Federated Hermes Inc.’s holdings in BILL were worth $12,314,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also modified their holdings of the company. Empowered Funds LLC grew its holdings in shares of BILL by 50.3% during the 1st quarter. Empowered Funds LLC now owns 8,002 shares of the company’s stock worth $367,000 after purchasing an additional 2,678 shares during the period. Inlight Wealth Management LLC acquired a new position in BILL during the second quarter valued at approximately $1,876,000. KLP Kapitalforvaltning AS lifted its position in BILL by 9.1% during the second quarter. KLP Kapitalforvaltning AS now owns 20,400 shares of the company’s stock valued at $944,000 after buying an additional 1,700 shares in the last quarter. WoodTrust Financial Corp grew its stake in BILL by 140.0% during the second quarter. WoodTrust Financial Corp now owns 42,955 shares of the company’s stock worth $1,987,000 after buying an additional 25,055 shares during the period. Finally, Fluent Financial LLC increased its position in shares of BILL by 15.5% in the second quarter. Fluent Financial LLC now owns 23,059 shares of the company’s stock worth $1,067,000 after acquiring an additional 3,089 shares in the last quarter. 97.99% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on BILL. JPMorgan Chase & Co. lifted their target price on shares of BILL from $55.00 to $60.00 and gave the company an “overweight” rating in a report on Friday, November 7th. William Blair reissued a “market perform” rating on shares of BILL in a research report on Friday, November 7th. Susquehanna reduced their price objective on BILL from $89.00 to $84.00 and set a “positive” rating on the stock in a research note on Friday, November 7th. Zacks Research upgraded BILL from a “hold” rating to a “strong-buy” rating in a research note on Friday, January 9th. Finally, The Goldman Sachs Group raised their target price on BILL from $54.00 to $62.00 and gave the company a “buy” rating in a report on Monday, October 13th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, nine have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, BILL currently has an average rating of “Moderate Buy” and a consensus target price of $58.90.

More BILL News

Here are the key news stories impacting BILL this week:

• Positive Sentiment: Recent fundamentals: BILL beat the last quarter’s EPS estimate ($0.61 vs. $0.51) and reported revenue of $395.7M (+10.4% y/y). Management set FY2026 EPS guidance of $2.110–2.250 and Q2 guidance of $0.540–0.570 — guidance and the prior beat are supportive for the stock.
• Neutral Sentiment: Upcoming earnings: BILL is expected to announce quarterly results this Thursday; the print and any guidance commentary will likely be the immediate stock catalyst. BILL (BILL) Expected to Announce Earnings on Thursday
• Neutral Sentiment: Crypto regulation moves: A Senate panel passed a measure to give the CFTC broader authority over some crypto markets — this could affect fintech and payments sector sentiment if it changes market structure or counterparty risk, but effects on BILL are indirect and uncertain. Senate panel passes crypto CFTC regulation bill
• Neutral Sentiment: Crypto bill progress and hurdles: Related coverage notes the crypto bill is advancing but faces obstacles in the Senate — ongoing legislative uncertainty can create episodic volatility for fintech stocks. Crypto bill advances in US Senate but faces obstacles
• Negative Sentiment: Federal funding risk: A funding bill failed a key Senate procedural vote ahead of a shutdown deadline — increased risk of a government shutdown raises short-term market volatility that can pressure cyclical and growth stocks, including fintech names. Funding bill fails to clear key Senate procedural vote before shutdown deadline
• Neutral Sentiment: State/local policy items and other bills in the news (Indiana stadium financing, VA accounting changes, local governance pay, immigration/polling-place bills) are unlikely to materially affect BILL’s business but contribute to overall market noise. Indiana Senate approves bill to finance NFL stadium with eye on Chicago Bears VA Bill Calls For Change To How Veteran Costs, Benefits Are Accounted For Democrats push bill blocking ICE near polling places Bill seeks to increase school board directors’ pay

BILL Stock Performance

NYSE:BILL opened at $43.14 on Friday. The firm has a 50-day moving average of $51.69 and a two-hundred day moving average of $49.19. The company has a debt-to-equity ratio of 0.47, a current ratio of 1.67 and a quick ratio of 1.67. The stock has a market cap of $4.32 billion, a P/E ratio of -159.77, a PEG ratio of 6.12 and a beta of 1.32. BILL Holdings, Inc. has a 1-year low of $36.55 and a 1-year high of $100.19.

BILL (NYSE:BILL) last announced its earnings results on Thursday, November 6th. The company reported $0.61 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.51 by $0.10. The business had revenue of $395.74 million for the quarter, compared to analyst estimates of $390.91 million. BILL had a return on equity of 1.39% and a net margin of 0.79%.The company’s revenue for the quarter was up 10.4% compared to the same quarter last year. During the same period in the previous year, the company earned $0.63 earnings per share. BILL has set its FY 2026 guidance at 2.110-2.250 EPS and its Q2 2026 guidance at 0.540-0.570 EPS. On average, research analysts expect that BILL Holdings, Inc. will post 0.12 earnings per share for the current fiscal year.

Insider Activity

In other BILL news, SVP Germaine Cota sold 1,104 shares of the company’s stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $51.23, for a total value of $56,557.92. Following the transaction, the senior vice president directly owned 10,812 shares of the company’s stock, valued at $553,898.76. This represents a 9.26% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. 13.20% of the stock is currently owned by insiders.

BILL Profile

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. It also offers onboarding implementation support, and ongoing support and training services.