SG Americas Securities LLC Boosts Stock Position in BILL Holdings, Inc. $BILL

SG Americas Securities LLC increased its holdings in BILL Holdings, Inc. (NYSE:BILL) by 898.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 202,621 shares of the company’s stock after purchasing an additional 182,332 shares during the quarter. SG Americas Securities LLC owned approximately 0.20% of BILL worth $11,051,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds also recently bought and sold shares of the business. Empowered Funds LLC lifted its holdings in BILL by 50.3% in the 1st quarter. Empowered Funds LLC now owns 8,002 shares of the company’s stock worth $367,000 after buying an additional 2,678 shares during the period. Legal & General Group Plc grew its position in shares of BILL by 2.2% in the 2nd quarter. Legal & General Group Plc now owns 158,810 shares of the company’s stock worth $7,347,000 after buying an additional 3,378 shares during the last quarter. Prudential Financial Inc. increased its stake in shares of BILL by 19.6% during the second quarter. Prudential Financial Inc. now owns 9,992 shares of the company’s stock valued at $462,000 after buying an additional 1,637 shares during the period. Quadrant Capital Group LLC increased its stake in shares of BILL by 114.3% during the second quarter. Quadrant Capital Group LLC now owns 8,102 shares of the company’s stock valued at $375,000 after buying an additional 4,321 shares during the period. Finally, State Board of Administration of Florida Retirement System raised its holdings in shares of BILL by 0.5% during the second quarter. State Board of Administration of Florida Retirement System now owns 101,302 shares of the company’s stock valued at $4,686,000 after acquiring an additional 470 shares in the last quarter. Hedge funds and other institutional investors own 97.99% of the company’s stock.

BILL Price Performance

Shares of NYSE BILL opened at $37.02 on Monday. The company has a 50 day simple moving average of $43.41 and a two-hundred day simple moving average of $48.80. BILL Holdings, Inc. has a fifty-two week low of $35.46 and a fifty-two week high of $57.21. The company has a market capitalization of $3.66 billion, a price-to-earnings ratio of -154.23, a P/E/G ratio of 4.35 and a beta of 1.25. The company has a debt-to-equity ratio of 0.48, a quick ratio of 1.65 and a current ratio of 1.65.

BILL (NYSE:BILL) last issued its quarterly earnings results on Thursday, February 5th. The company reported $0.64 EPS for the quarter, topping analysts’ consensus estimates of $0.56 by $0.08. The firm had revenue of $414.67 million for the quarter, compared to analysts’ expectations of $399.71 million. BILL had a positive return on equity of 1.70% and a negative net margin of 1.56%.The business’s revenue for the quarter was up 14.4% compared to the same quarter last year. During the same period in the previous year, the firm 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. Analysts expect that BILL Holdings, Inc. will post 0.12 EPS for the current fiscal year.

BILL News Roundup

Here are the key news stories impacting BILL this week:

• Positive Sentiment: BILL is marketing AI features to enhance accounting workflows and its go‑to‑market strategy, which could improve product differentiation and revenue per customer over time. BILL Holdings, Inc. (BILL) Turns to AI to Enhance Accounting amid go-to Market Strategy
• Neutral Sentiment: Congressional fights over DHS funding are creating short‑term political and market noise that can increase volatility across the market but have no direct link to BILL’s business fundamentals. House GOP rejects DHS funding bill passed by Senate, drafts alternative
• Neutral Sentiment: Legislation targeting Chinese robotics for government use may shift procurement dynamics for some tech suppliers, but it’s peripheral to BILL’s SaaS payments and accounting focus. US lawmakers to introduce bill to ban government use of Chinese robots
• Negative Sentiment: An analyst downgrade to “Hold” by Wall Street Zen is weighing on sentiment and may trigger selling by momentum and quant funds. Wall Street Zen Downgrades BILL (NYSE:BILL) to Hold
• Negative Sentiment: Institutional selling (ARK fully exited its position) and a YTD underperformance signal weaker investor confidence despite product initiatives, increasing downside risk until execution improves. BILL Holdings, Inc. (BILL) Turns to AI to Enhance Accounting amid go-to Market Strategy
• Negative Sentiment: Proposed legislation to pause AI data‑center construction could tighten infrastructure growth and raise costs/constraints for AI rollouts across the sector, a potential headwind for companies banking on AI product adoption. AOC and Bernie Sanders have a bill to pause AI data center construction. Here’s what’s in it.

Wall Street Analysts Forecast Growth

BILL has been the topic of several recent analyst reports. Evercore set a $42.00 price target on shares of BILL in a report on Friday, February 6th. Jefferies Financial Group restated a “buy” rating on shares of BILL in a report on Friday, February 6th. Robert W. Baird set a $50.00 target price on shares of BILL in a research report on Friday, February 6th. Canaccord Genuity Group lifted their target price on shares of BILL from $75.00 to $77.00 and gave the company a “buy” rating in a research note on Tuesday, February 10th. Finally, Needham & Company LLC reiterated a “buy” rating and set a $75.00 price target on shares of BILL in a research report on Friday, February 6th. 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 stock. According to MarketBeat, BILL currently has a consensus rating of “Hold” and a consensus 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.