BILL Holdings, Inc. $BILL Stock Holdings Decreased by UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC decreased its stake in shares of BILL Holdings, Inc. (NYSE:BILL) by 28.3% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 241,431 shares of the company’s stock after selling 95,398 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC owned about 0.24% of BILL worth $8,730,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also recently bought and sold shares of BILL. Versant Capital Management Inc grew its position in shares of BILL by 147.3% in the 2nd quarter. Versant Capital Management Inc now owns 722 shares of the company’s stock worth $26,000 after acquiring an additional 430 shares in the last quarter. Caitong International Asset Management Co. Ltd boosted its holdings in BILL by 972.0% in the third 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 period. Aster Capital Management DIFC Ltd acquired a new position in BILL in the fourth quarter worth $28,000. State of Wyoming bought a new stake in BILL during the first quarter valued at $32,000. Finally, Rockefeller Capital Management L.P. increased its stake in BILL by 173.8% during the fourth quarter. Rockefeller Capital Management L.P. now owns 712 shares of the company’s stock valued at $39,000 after purchasing an additional 452 shares during the last quarter. 97.99% of the stock is owned by institutional investors.

BILL Stock Performance

Shares of BILL opened at $49.11 on Tuesday. The firm has a market capitalization of $4.19 billion, a PE ratio of -377.77, a P/E/G ratio of 0.74 and a beta of 1.10. The company has a quick ratio of 1.51, a current ratio of 1.51 and a debt-to-equity ratio of 0.49. The firm has a 50-day moving average price of $45.73 and a 200 day moving average price of $40.94. BILL Holdings, Inc. has a 52-week low of $31.41 and a 52-week high of $57.21.

BILL (NYSE:BILL) last issued its quarterly earnings results on Wednesday, August 19th. The company reported $0.84 earnings per share for the quarter, topping analysts’ consensus estimates of $0.71 by $0.13. BILL had a negative net margin of 0.68% and a positive return on equity of 3.74%. The company had revenue of $436.19 million during the quarter, compared to analyst estimates of $430.55 million. During the same period in the prior year, the business posted $0.53 EPS. The business’s revenue for the quarter was up 13.8% compared to the same quarter last year. BILL has set its Q1 2027 guidance at 0.960-1.000 EPS and its FY 2027 guidance at 3.560-3.790 EPS. On average, sell-side analysts anticipate that BILL Holdings, Inc. will post 2.22 earnings per share for the current fiscal year.

Insider Buying and Selling

In other BILL news, insider Michael Cieri sold 10,754 shares of the stock in a transaction on Monday, August 31st. The stock was sold at an average price of $49.13, for a total transaction of $528,344.02. Following the completion of the transaction, the insider directly owned 997 shares of the company’s stock, valued at approximately $48,982.61. This trade represents a 91.52% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Rene Lacerte sold 42,248 shares of BILL stock in a transaction on Thursday, September 3rd. The shares were sold at an average price of $50.17, for a total value of $2,119,582.16. Following the transaction, the chief executive officer owned 163,125 shares in the company, valued at approximately $8,183,981.25. This trade represents a 20.57% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 267,997 shares of company stock valued at $13,057,984 over the last 90 days. 13.20% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

A number of research firms have recently issued reports on BILL. Robert W. Baird raised their price target on shares of BILL from $50.00 to $54.00 and gave the stock a “neutral” rating in a research report on Monday, May 11th. Weiss Ratings cut shares of BILL from a “sell (d+)” rating to a “sell (d)” rating in a report on Monday, August 31st. Zacks Research upgraded BILL from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, August 26th. Truist Financial upped their target price on BILL from $44.00 to $52.00 and gave the company a “hold” rating in a report on Tuesday, September 1st. Finally, Morgan Stanley increased their price target on BILL from $55.00 to $60.00 and gave the stock an “equal weight” rating in a research report on Thursday, August 20th. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $58.67.

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.