BILL Holdings, Inc. $BILL Shares Acquired by Ceera Investments LLC

Ceera Investments LLC raised its stake in shares of BILL Holdings, Inc. (NYSE:BILL) by 319.0% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 24,010 shares of the company’s stock after acquiring an additional 18,280 shares during the period. Ceera Investments LLC’s holdings in BILL were worth $1,111,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in BILL. Taylor Frigon Capital Management LLC grew its holdings in shares of BILL by 21.8% in the second quarter. Taylor Frigon Capital Management LLC now owns 45,414 shares of the company’s stock valued at $2,101,000 after purchasing an additional 8,131 shares in the last quarter. Acadian Asset Management LLC grew its holdings in shares of BILL by 230.4% in the first quarter. Acadian Asset Management LLC now owns 38,237 shares of the company’s stock valued at $1,754,000 after purchasing an additional 26,664 shares in the last quarter. Jacobs Levy Equity Management Inc. acquired a new position in shares of BILL in the first quarter valued at approximately $1,207,000. Mirae Asset Global Investments Co. Ltd. grew its holdings in shares of BILL by 3,947.7% in the first quarter. Mirae Asset Global Investments Co. Ltd. now owns 15,098 shares of the company’s stock valued at $693,000 after purchasing an additional 14,725 shares in the last quarter. Finally, Strs Ohio acquired a new position in shares of BILL in the first quarter valued at approximately $10,892,000. 97.99% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of brokerages recently weighed in on BILL. Mizuho dropped their price objective on shares of BILL from $50.00 to $43.00 and set a “neutral” rating for the company in a report on Thursday, August 28th. Truist Financial decreased their price target on shares of BILL from $63.00 to $61.00 and set a “buy” rating for the company in a research note on Friday, October 24th. Citigroup upgraded shares of BILL to a “strong-buy” rating in a research note on Thursday, October 23rd. Weiss Ratings reiterated a “sell (d+)” rating on shares of BILL in a research note on Wednesday, October 8th. Finally, The Goldman Sachs Group lifted their price target on shares of BILL from $54.00 to $62.00 and gave the stock a “buy” rating in a research note on Monday, October 13th. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, nine have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $60.10.

BILL Stock Up 1.4%

BILL stock opened at $49.67 on Monday. The company has a fifty day moving average price of $50.49 and a 200 day moving average price of $46.55. BILL Holdings, Inc. has a 12 month low of $36.55 and a 12 month high of $100.19. The company has a market cap of $4.99 billion, a price-to-earnings ratio of -310.40, a price-to-earnings-growth ratio of 13.04 and a beta of 1.43. The company has a debt-to-equity ratio of 0.38, a current ratio of 1.58 and a quick ratio of 1.58.

BILL (NYSE:BILL) last announced its quarterly earnings data on Wednesday, August 27th. The company reported $0.53 EPS for the quarter, topping analysts’ consensus estimates of $0.41 by $0.12. The company had revenue of $383.35 million during the quarter, compared to the consensus estimate of $376.43 million. BILL had a net margin of 1.63% and a return on equity of 1.16%. BILL’s quarterly revenue was up 11.5% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.57 EPS. BILL has set its FY 2026 guidance at 2.000-2.200 EPS. Q1 2026 guidance at 0.490-0.520 EPS. Sell-side analysts expect that BILL Holdings, Inc. will post 0.12 earnings per share for the current year.

BILL declared that its Board of Directors has approved a share buyback program on Wednesday, August 27th that permits the company to buyback $300.00 million in shares. This buyback authorization permits the company to buy up to 7.2% of its stock through open market purchases. Stock buyback programs are generally an indication that the company’s board believes its shares are undervalued.

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.