BILL Holdings, Inc. $BILL Stock Holdings Lifted by Barington Companies Management LLC

Barington Companies Management LLC boosted its position in BILL Holdings, Inc. (NYSE:BILL) by 500.0% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 390,000 shares of the company’s stock after purchasing an additional 325,000 shares during the period. BILL comprises 14.0% of Barington Companies Management LLC’s portfolio, making the stock its 4th biggest holding. Barington Companies Management LLC owned about 0.39% of BILL worth $21,271,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of BILL. Senvest Management LLC boosted its position in BILL by 155.8% in the fourth quarter. Senvest Management LLC now owns 2,573,261 shares of the company’s stock worth $140,346,000 after purchasing an additional 1,567,186 shares during the last quarter. Marshall Wace LLP lifted its position in shares of BILL by 190.8% during the 3rd quarter. Marshall Wace LLP now owns 2,166,899 shares of the company’s stock valued at $114,781,000 after buying an additional 1,421,785 shares in the last quarter. Norges Bank purchased a new position in shares of BILL during the 4th quarter valued at about $54,275,000. National Bank of Canada FI purchased a new position in shares of BILL during the 3rd quarter valued at about $42,376,000. Finally, Assenagon Asset Management S.A. lifted its position in shares of BILL by 1,237.7% during the 4th quarter. Assenagon Asset Management S.A. now owns 643,045 shares of the company’s stock valued at $35,072,000 after buying an additional 594,974 shares in the last quarter. 97.99% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of research firms have recently weighed in on BILL. Morgan Stanley set a $55.00 price objective on BILL in a research report on Friday, May 8th. Oppenheimer set a $55.00 price objective on BILL and gave the company an “outperform” rating in a research report on Friday, May 8th. Weiss Ratings raised BILL from a “sell (d)” rating to a “sell (d+)” rating in a research note on Wednesday, May 20th. Truist Financial downgraded BILL from a “buy” rating to a “hold” rating and decreased their target price for the company from $45.00 to $35.00 in a research note on Wednesday. Finally, The Goldman Sachs Group lifted their target price on BILL from $44.00 to $50.00 and gave the company a “buy” rating in a research note on Monday, May 11th. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $55.80.

BILL Stock Performance

Shares of BILL stock opened at $33.13 on Friday. The stock’s fifty day moving average is $37.41 and its two-hundred day moving average is $43.91. The company has a market capitalization of $3.30 billion, a PE ratio of -3,309.29, a price-to-earnings-growth ratio of 1.13 and a beta of 1.20. The company has a quick ratio of 1.66, a current ratio of 1.66 and a debt-to-equity ratio of 0.48. BILL Holdings, Inc. has a 52 week low of $31.52 and a 52 week high of $57.21.

BILL (NYSE:BILL) last issued its earnings results on Thursday, May 7th. The company reported $0.68 earnings per share for the quarter, topping the consensus estimate of $0.55 by $0.13. BILL had a return on equity of 2.40% and a net margin of 0.01%.The business had revenue of $406.56 million during the quarter, compared to analysts’ expectations of $403.76 million. During the same period in the prior year, the business earned $0.50 EPS. The business’s revenue for the quarter was up 13.5% compared to the same quarter last year. BILL has set its FY 2026 guidance at 2.610-2.640 EPS and its Q4 2026 guidance at 0.690-0.720 EPS. As a group, analysts expect that BILL Holdings, Inc. will post 0.95 earnings per share for the current year.

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