Assenagon Asset Management S.A. Boosts Holdings in BILL Holdings, Inc. $BILL

Assenagon Asset Management S.A. boosted its holdings in shares of BILL Holdings, Inc. (NYSE:BILL) by 1,237.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 643,045 shares of the company’s stock after acquiring an additional 594,974 shares during the period. Assenagon Asset Management S.A. owned about 0.64% of BILL worth $35,072,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of BILL. Caitong International Asset Management Co. Ltd raised its position in shares of BILL by 972.0% during the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 536 shares of the company’s stock worth $28,000 after purchasing an additional 486 shares during the last quarter. GAMMA Investing LLC increased its position in BILL by 27.2% during the fourth quarter. GAMMA Investing LLC now owns 1,243 shares of the company’s stock worth $68,000 after buying an additional 266 shares in the last quarter. Hantz Financial Services Inc. increased its position in BILL by 189.2% during the third quarter. Hantz Financial Services Inc. now owns 1,255 shares of the company’s stock worth $66,000 after buying an additional 821 shares in the last quarter. AlphaQuest LLC acquired a new position in shares of BILL in the third quarter worth $180,000. Finally, Tower Research Capital LLC TRC raised its holdings in shares of BILL by 43.5% in the second quarter. Tower Research Capital LLC TRC now owns 3,469 shares of the company’s stock worth $160,000 after acquiring an additional 1,052 shares during the last quarter. 97.99% of the stock is currently owned by institutional investors and hedge funds.

More BILL News

Here are the key news stories impacting BILL this week:

• Positive Sentiment: Independent coverage/stock review highlighting BILL alongside peer UiPath, which can increase investor attention and liquidity for the name. Reviewing UiPath (NYSE:PATH) and BILL (NYSE:BILL)
• Neutral Sentiment: Federal and state legislative developments reported (homeland security funding, voting and other bills) are broadly market/ political news but not directly tied to Bill.com’s business model. Monitor for any wider market volatility that could affect software/high-PE names. Bill to fund US homeland security fails again as concern grows about airport lines
• Neutral Sentiment: Coverage of unrelated consumer, sports, and legal stories (tax advice, coaching farewells, high‑profile legal rulings) — unlikely to affect BILL’s fundamentals. Here’s What To Do If You Can’t Pay Your Tax Bill, According to an Expert
• Negative Sentiment: Louisiana bill to ban merchant debit‑card surcharges advanced — such state-level restrictions can compress merchant pricing flexibility and, over time, affect payment economics for some processors and fintech partners. Impact on Bill.com (BILL) is likely indirect but worth monitoring for edge-case merchant behavior or pricing pressure. Bill to ban debit card surcharges passes out La. Senate
• Negative Sentiment: Alabama measure to round cash purchases passed a chamber — small consumer-payment rule changes can slowly shift merchant operations or pricing decisions; direct impact on Bill.com is limited but cumulative regulatory changes across states can matter for payment routing/merchant acceptance. Bill to round cash purchases passes Alabama House

BILL Trading Down 0.9%

Shares of BILL stock opened at $38.15 on Thursday. The firm has a market cap of $3.78 billion, a P/E ratio of -158.97, a PEG ratio of 4.53 and a beta of 1.25. BILL Holdings, Inc. has a 1-year low of $35.46 and a 1-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. The firm’s 50-day simple moving average is $43.80 and its 200-day simple moving average is $49.01.

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

Analyst Ratings Changes

A number of research firms recently commented on BILL. Needham & Company LLC reaffirmed a “buy” rating and set a $75.00 price objective on shares of BILL in a research note on Friday, February 6th. BTIG Research reissued a “buy” rating and issued a $60.00 target price on shares of BILL in a research note on Monday, February 2nd. Jefferies Financial Group reaffirmed a “buy” rating on shares of BILL in a research note on Friday, February 6th. Keefe, Bruyette & Woods cut their price objective on shares of BILL from $60.00 to $49.00 and set a “market perform” rating for the company in a research report on Friday, February 6th. Finally, Wall Street Zen downgraded shares of BILL from a “buy” rating to a “hold” rating in a research note on Thursday. Thirteen equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat, BILL presently has an average rating of “Hold” and an average price target of $56.95.

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.