BILL Holdings, Inc. $BILL Shares Sold by Sumitomo Mitsui Trust Group Inc.

Sumitomo Mitsui Trust Group Inc. trimmed its stake in shares of BILL Holdings, Inc. (NYSE:BILL) by 5.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 239,858 shares of the company’s stock after selling 12,890 shares during the period. Sumitomo Mitsui Trust Group Inc. owned 0.24% of BILL worth $12,705,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. Taylor Frigon Capital Management LLC raised its position in shares of BILL by 21.8% during the 2nd quarter. Taylor Frigon Capital Management LLC now owns 45,414 shares of the company’s stock worth $2,101,000 after purchasing an additional 8,131 shares during the last quarter. Oak Thistle LLC purchased a new stake in BILL during the 3rd quarter worth approximately $2,737,000. Senvest Management LLC raised its holdings in shares of BILL by 96.2% during the second quarter. Senvest Management LLC now owns 1,827,889 shares of the company’s stock valued at $84,558,000 after acquiring an additional 896,393 shares during the last quarter. Texas Permanent School Fund Corp raised its holdings in shares of BILL by 43.2% during the second quarter. Texas Permanent School Fund Corp now owns 60,448 shares of the company’s stock valued at $2,796,000 after acquiring an additional 18,232 shares during the last quarter. Finally, Voya Investment Management LLC boosted its stake in shares of BILL by 29.7% in the first quarter. Voya Investment Management LLC now owns 58,463 shares of the company’s stock worth $2,683,000 after acquiring an additional 13,375 shares during the last quarter. Institutional investors and hedge funds own 97.99% of the company’s stock.

BILL Price Performance

NYSE:BILL opened at $46.61 on Friday. The company has a market capitalization of $4.67 billion, a P/E ratio of -172.62, a P/E/G ratio of 6.57 and a beta of 1.32. The company has a quick ratio of 1.67, a current ratio of 1.67 and a debt-to-equity ratio of 0.47. BILL Holdings, Inc. has a 52 week low of $36.55 and a 52 week high of $100.19. The stock’s fifty day moving average is $52.24 and its two-hundred day moving average is $49.26.

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

Analysts Set New Price Targets

BILL has been the subject of several recent research reports. Susquehanna reduced their price objective on BILL from $89.00 to $84.00 and set a “positive” rating for the company in a research note on Friday, November 7th. Keefe, Bruyette & Woods upped their target price on shares of BILL from $52.00 to $60.00 and gave the stock a “market perform” rating in a report on Friday, January 2nd. BTIG Research reissued a “buy” rating and issued a $60.00 price target on shares of BILL in a research note on Friday, December 12th. Oppenheimer boosted their price target on shares of BILL from $55.00 to $60.00 and gave the stock an “outperform” rating in a research report on Friday, October 24th. Finally, Truist Financial cut their price objective on shares of BILL from $61.00 to $60.00 and set a “buy” rating for the company in a report on Wednesday, November 19th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating, ten have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $59.43.

BILL News Roundup

Here are the key news stories impacting BILL this week:

• Positive Sentiment: Company fundamentals: BILL reported a quarterly beat (EPS and revenue topped estimates) and issued FY2026 guidance (FY EPS range 2.110–2.250; Q2 guidance 0.540–0.570). Those results and forward targets are supportive for longer‑term earnings expectations.
• Neutral Sentiment: Congress funds science agencies — general fiscal and policy news that is unlikely to directly affect BILL’s business but can influence broader market sentiment. Article Title
• Neutral Sentiment: Other U.S. legislative items (litigation funding bill stalling; various unrelated state bills) are part of the noisy policy backdrop but have limited direct impact on BILL’s core AP/AR and SMB software business. Reuters coverage of stalled litigation funding legislation. Article Title
• Negative Sentiment: Crypto regulation uncertainty: U.S. Senate committee delays key crypto legislation after opposition from Coinbase’s CEO, prolonging regulatory uncertainty in the fintech sector. Market uncertainty around crypto/fintech regulation can depress investor appetite for fintech names, including BILL. Article Title
• Negative Sentiment: Payments policy risk: A proposed federal cap on “predatory” credit card late fees (Sen. Fetterman) could pressure parts of the payments ecosystem and change merchant/payment dynamics. While BILL is primarily a B2B payments and bill-pay platform (not a card issuer), changes that affect card economics or merchant/service cash flow could weigh on fintech multiples and investor sentiment. Article Title

Insider Activity at BILL

In other news, SVP Germaine Cota sold 1,104 shares of the company’s stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $51.23, for a total transaction of $56,557.92. Following the sale, the senior vice president owned 10,812 shares of the company’s stock, valued at approximately $553,898.76. This represents a 9.26% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 13.20% of the stock is currently owned by company insiders.

BILL Company 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.