Barington Companies Management LLC Purchases Shares of 65,000 BILL Holdings, Inc. $BILL

Barington Companies Management LLC purchased a new position in shares of BILL Holdings, Inc. (NYSE:BILL) during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 65,000 shares of the company’s stock, valued at approximately $3,443,000. BILL makes up about 2.6% of Barington Companies Management LLC’s holdings, making the stock its 8th biggest position. Barington Companies Management LLC owned approximately 0.06% of BILL at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the business. Vanguard Group Inc. boosted its position in BILL by 3.5% during the third 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 last quarter. Greenhouse Funds LLLP increased its position in shares of BILL by 23.0% during the 2nd quarter. Greenhouse Funds LLLP now owns 2,889,979 shares of the company’s stock worth $133,690,000 after purchasing an additional 541,213 shares during the last quarter. Senvest Management LLC raised its stake in shares of BILL by 96.2% during the 2nd quarter. Senvest Management LLC now owns 1,827,889 shares of the company’s stock worth $84,558,000 after purchasing an additional 896,393 shares in the last quarter. Nomura Holdings Inc. raised its stake in shares of BILL by 7,753.6% during the 2nd quarter. Nomura Holdings Inc. now owns 1,486,762 shares of the company’s stock worth $68,778,000 after purchasing an additional 1,467,831 shares in the last quarter. Finally, Federated Hermes Inc. boosted its holdings in shares of BILL by 96.3% in the 2nd quarter. Federated Hermes Inc. now owns 1,303,473 shares of the company’s stock valued at $60,299,000 after buying an additional 639,502 shares during the last quarter. 97.99% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

BILL has been the subject of several analyst reports. Citigroup decreased their target price on shares of BILL from $71.00 to $62.00 and set a “buy” rating for the company in a research note on Thursday, January 22nd. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of BILL in a research report on Monday, December 29th. The Goldman Sachs Group cut their price target on shares of BILL from $65.00 to $52.00 and set a “buy” rating for the company in a research note on Monday, February 9th. Robert W. Baird set a $50.00 target price on shares of BILL in a report on Friday, February 6th. Finally, BTIG Research reissued a “buy” rating and set a $60.00 price target on shares of BILL in a research report on Monday, February 2nd. Thirteen research analysts have rated the stock with a Buy rating, ten have given a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $56.95.

Key Stories Impacting BILL

Here are the key news stories impacting BILL this week:

• Neutral Sentiment: Analysts have a consensus “Hold” on BILL, indicating lukewarm professional sentiment that can limit upside momentum even after recent beats; this rating was reported by American Banking News. BILL Holdings, Inc. (NYSE:BILL) Receives Consensus Rating of “Hold” from Analysts
• Neutral Sentiment: A U.S. crypto bill hit a new impasse in Congress, raising doubts about the regulatory path for crypto businesses and related fintech services; regulatory uncertainty can weigh on fintech valuations and potential partnerships or product expansion for payments vendors. Crypto bill hits new impasse, raising doubts over its future
• Neutral Sentiment: State-level AI and industry-protection bills (for example, a New York bill aimed at protecting lawyers from AI competition) highlight rising regulatory scrutiny around AI and professional services—an evolving policy backdrop that could influence adoption timelines for automation tools in some customer segments. This Bill in New York State Would Protect Lawyers From AI Competition

BILL Price Performance

NYSE:BILL opened at $45.13 on Friday. The company has a market cap of $4.47 billion, a P/E ratio of -188.04, a P/E/G ratio of 5.30 and a beta of 1.25. The firm’s fifty day moving average price is $47.28 and its two-hundred day moving average price is $49.40. BILL Holdings, Inc. has a one year low of $35.46 and a one year high of $57.21. The company has a debt-to-equity ratio of 0.48, a current ratio of 1.65 and a quick ratio of 1.65.

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

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.