Seaport Res Ptn Forecasts BILL’s Q2 Earnings (NYSE:BILL)

BILL Holdings, Inc. (NYSE:BILL) – Research analysts at Seaport Res Ptn raised their Q2 2025 earnings estimates for shares of BILL in a research note issued on Monday, December 2nd. Seaport Res Ptn analyst J. Cantwell now forecasts that the company will post earnings per share of $0.01 for the quarter, up from their prior forecast of ($0.11). The consensus estimate for BILL’s current full-year earnings is ($0.18) per share. Seaport Res Ptn also issued estimates for BILL’s Q3 2025 earnings at ($0.09) EPS, Q4 2025 earnings at ($0.08) EPS, FY2025 earnings at $0.06 EPS, Q1 2026 earnings at $0.15 EPS, Q2 2026 earnings at $0.04 EPS, Q3 2026 earnings at ($0.07) EPS, Q4 2026 earnings at ($0.09) EPS and FY2026 earnings at $0.05 EPS.

Several other equities analysts have also recently issued reports on the stock. UBS Group reduced their price target on shares of BILL from $85.00 to $65.00 and set a “buy” rating on the stock in a research report on Thursday, August 15th. Susquehanna restated a “positive” rating and issued a $100.00 price objective on shares of BILL in a report on Monday, August 19th. Keefe, Bruyette & Woods cut their price objective on shares of BILL from $60.00 to $55.00 and set a “market perform” rating on the stock in a report on Friday, August 23rd. Oppenheimer upped their price objective on shares of BILL from $70.00 to $83.00 and gave the stock an “outperform” rating in a report on Friday, November 8th. Finally, Robert W. Baird upped their price objective on shares of BILL from $74.00 to $100.00 and gave the stock a “neutral” rating in a report on Tuesday. One investment analyst has rated the stock with a sell rating, nine have assigned a hold rating and ten have given a buy rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $78.28.

BILL Stock Performance

Shares of NYSE:BILL opened at $95.61 on Thursday. The company has a market cap of $9.90 billion, a price-to-earnings ratio of -289.73 and a beta of 1.72. The company has a 50-day moving average price of $69.24 and a 200-day moving average price of $57.54. The company has a current ratio of 1.53, a quick ratio of 1.53 and a debt-to-equity ratio of 0.23. BILL has a 12 month low of $43.11 and a 12 month high of $97.21.

Institutional Investors Weigh In On BILL

Institutional investors have recently made changes to their positions in the company. Abdiel Capital Advisors LP lifted its holdings in BILL by 48.2% during the 3rd quarter. Abdiel Capital Advisors LP now owns 5,121,139 shares of the company’s stock valued at $270,191,000 after buying an additional 1,666,316 shares in the last quarter. Dimensional Fund Advisors LP lifted its holdings in BILL by 70.7% during the 2nd quarter. Dimensional Fund Advisors LP now owns 1,388,441 shares of the company’s stock valued at $73,049,000 after buying an additional 575,084 shares in the last quarter. Two Sigma Advisers LP lifted its holdings in BILL by 87.0% during the 3rd quarter. Two Sigma Advisers LP now owns 690,800 shares of the company’s stock valued at $36,447,000 after buying an additional 321,400 shares in the last quarter. Assenagon Asset Management S.A. lifted its holdings in BILL by 297.7% during the 3rd quarter. Assenagon Asset Management S.A. now owns 380,640 shares of the company’s stock valued at $20,083,000 after buying an additional 284,935 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. lifted its holdings in BILL by 45.3% during the 3rd quarter. Charles Schwab Investment Management Inc. now owns 895,833 shares of the company’s stock valued at $47,264,000 after buying an additional 279,256 shares in the last quarter. Institutional investors own 97.99% of the company’s stock.

Insider Activity at BILL

In other BILL news, Director Alison Wagonfeld sold 779 shares of BILL stock in a transaction on Tuesday, November 12th. The shares were sold at an average price of $90.00, for a total value of $70,110.00. Following the completion of the transaction, the director now directly owns 259 shares of the company’s stock, valued at $23,310. This trade represents a 75.05 % decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, SVP Germaine Cota sold 1,525 shares of BILL stock in a transaction on Friday, November 8th. The stock was sold at an average price of $77.99, for a total transaction of $118,934.75. Following the completion of the transaction, the senior vice president now directly owns 5,348 shares of the company’s stock, valued at $417,090.52. The trade was a 22.19 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 2,823 shares of company stock valued at $218,887. Corporate insiders own 4.20% of the company’s stock.

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.