Amova Asset Management Americas Inc. Sells 12,890 Shares of BILL Holdings, Inc. $BILL

Amova Asset Management Americas Inc. cut its holdings in BILL Holdings, Inc. (NYSE:BILL) by 5.1% in 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. Amova Asset Management Americas Inc. owned about 0.24% of BILL worth $12,703,000 at the end of the most recent quarter.

Other hedge funds have also bought and sold shares of the company. Vanguard Group Inc. grew its stake in BILL by 3.5% in the 3rd quarter. Vanguard Group Inc. now owns 10,843,612 shares of the company’s stock valued at $574,386,000 after purchasing an additional 371,265 shares during the period. Greenhouse Funds LLLP increased its holdings in BILL by 23.0% during the second quarter. Greenhouse Funds LLLP now owns 2,889,979 shares of the company’s stock worth $133,690,000 after buying an additional 541,213 shares during the last quarter. Senvest Management LLC increased its holdings in BILL by 96.2% during the second quarter. Senvest Management LLC now owns 1,827,889 shares of the company’s stock worth $84,558,000 after buying an additional 896,393 shares during the last quarter. Nomura Holdings Inc. boosted its stake in BILL by 7,753.6% in the second quarter. Nomura Holdings Inc. now owns 1,486,762 shares of the company’s stock valued at $68,778,000 after acquiring an additional 1,467,831 shares during the last quarter. Finally, Federated Hermes Inc. boosted its stake in BILL by 96.3% in the second quarter. Federated Hermes Inc. now owns 1,303,473 shares of the company’s stock valued at $60,299,000 after acquiring an additional 639,502 shares during the last quarter. 97.99% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

BILL has been the subject of several research analyst reports. Robert W. Baird set a $50.00 price target on shares of BILL in a research note on Friday, February 6th. Evercore set a $42.00 target price on BILL in a research report on Friday, February 6th. BTIG Research restated a “buy” rating and issued a $60.00 target price on shares of BILL in a research note on Monday, February 2nd. William Blair reiterated a “market perform” rating on shares of BILL in a research note on Friday, November 7th. Finally, Jefferies Financial Group reissued a “buy” rating on shares of BILL in a report on Friday, February 6th. Thirteen analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $56.95.

BILL Trading Down 0.4%

Shares of BILL stock opened at $43.56 on Thursday. The company’s 50-day moving average price is $47.68 and its 200-day moving average price is $49.35. The company has a current ratio of 1.65, a quick ratio of 1.65 and a debt-to-equity ratio of 0.48. BILL Holdings, Inc. has a 12-month low of $35.46 and a 12-month high of $57.21. The company has a market cap of $4.31 billion, a price-to-earnings ratio of -181.50, a PEG ratio of 5.14 and a beta of 1.25.

BILL (NYSE:BILL) last posted its earnings results on Thursday, February 5th. The company reported $0.64 earnings per share for the quarter, topping analysts’ consensus estimates of $0.56 by $0.08. BILL had a negative net margin of 1.56% and a positive return on equity of 1.70%. The business had revenue of $414.67 million for the quarter, compared to analyst estimates of $399.71 million. During the same quarter in the prior year, the firm posted $0.56 EPS. BILL’s revenue was up 14.4% on a year-over-year basis. BILL has set its Q3 2026 guidance at 0.530-0.570 EPS and its FY 2026 guidance at 2.330-2.410 EPS. On average, equities analysts expect that BILL Holdings, Inc. will post 0.12 earnings per share for the current fiscal year.

Key BILL News

Here are the key news stories impacting BILL this week:

• Positive Sentiment: Quarterly results and guidance: BILL beat Q (reported) revenue and EPS, with revenue up ~14.4% y/y and Q3 / FY26 EPS guidance issued (FY26: 2.330–2.410). Those fundamentals and upward guidance support longer-term revenue growth and profit expansion.
• Positive Sentiment: Management presentation at Morgan Stanley — investor Q&A and transcript provide additional color on product adoption, margin trajectory and go‑to‑market execution; could help reduce uncertainty if comments reinforce guidance. BILL Presents at Morgan Stanley TMT Conference (Transcript)
• Neutral Sentiment: Newsflow in the supplied list is largely political/legislative and not specific to BILL’s payments/B2B software business, so little direct incremental impact from those items on near-term revenue or regulation for BILL.
• Negative Sentiment: Technical and valuation headwinds: shares are trading under the 50- and 200-day moving averages, volume is below average, and the stock carries a high P/E (~109) with modest net margin — making it vulnerable to profit-taking or short-term market rotation away from richly valued growth names.

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.