Twin Capital Management Inc. Decreases Stock Holdings in BILL Holdings, Inc. $BILL

Twin Capital Management Inc. lowered its position in shares of BILL Holdings, Inc. (NYSE:BILL) by 48.7% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 19,057 shares of the company’s stock after selling 18,102 shares during the period. Twin Capital Management Inc.’s holdings in BILL were worth $1,009,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Nomura Holdings Inc. raised its stake in shares of BILL by 7,753.6% during the second quarter. Nomura Holdings Inc. now owns 1,486,762 shares of the company’s stock valued at $68,778,000 after acquiring an additional 1,467,831 shares during the last quarter. Norges Bank bought a new position in BILL during the 2nd quarter valued at approximately $52,908,000. Senvest Management LLC lifted its holdings in BILL by 96.2% in the 2nd quarter. Senvest Management LLC now owns 1,827,889 shares of the company’s stock worth $84,558,000 after buying an additional 896,393 shares during the period. Federated Hermes Inc. lifted its holdings in BILL by 96.3% in the 2nd quarter. Federated Hermes Inc. now owns 1,303,473 shares of the company’s stock worth $60,299,000 after buying an additional 639,502 shares during the period. Finally, Parnassus Investments LLC boosted its holdings in BILL by 191.5% in the third quarter. Parnassus Investments LLC now owns 905,585 shares of the company’s stock valued at $47,969,000 after acquiring an additional 594,939 shares in the last quarter. Institutional investors own 97.99% of the company’s stock.

BILL Price Performance

BILL stock opened at $48.92 on Friday. The company has a market capitalization of $4.90 billion, a PE ratio of -203.83, a price-to-earnings-growth ratio of 6.79 and a beta of 1.30. BILL Holdings, Inc. has a one year low of $35.46 and a one year high of $67.54. The company has a debt-to-equity ratio of 0.47, a quick ratio of 1.67 and a current ratio of 1.67. The company’s fifty day moving average price is $50.74 and its 200-day moving average price is $48.98.

BILL (NYSE:BILL) last issued its quarterly earnings data on Thursday, February 5th. The company reported $0.64 earnings per share 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 analyst estimates of $399.71 million. BILL had a positive return on equity of 1.69% and a negative net margin of 1.56%.The business’s quarterly revenue was up 14.4% compared to the same quarter last year. During the same quarter last year, the business posted $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. On average, equities analysts anticipate that BILL Holdings, Inc. will post 0.12 EPS for the current fiscal year.

Key Headlines Impacting BILL

Here are the key news stories impacting BILL this week:

• Positive Sentiment: Q2 results: BILL reported revenue and EPS above Street estimates and emphasized stronger profitability and TPV growth; management raised FY26 and Q3 guidance, signaling better-than-expected near-term momentum. BILL Reports Second Quarter Fiscal Year 2026 Financial Results
• Positive Sentiment: Analysts/coverage note: Zacks highlights the Q2 beat driven by core platform strength and higher total payment volume (TPV), reinforcing the narrative that billing and payments momentum is re-accelerating. BILL Holdings Q2 Earnings Beat Estimates on Core Strength & Higher TPV
• Positive Sentiment: Bullish research piece argues BILL’s valuation and margin profile look attractive after the quarter, pointing to durable subscription revenue, expanding customer base and raised FY26 guidance as a buy thesis. BILL Holdings: Muscle Past AI Fears And Buy This Stock For Value
• Positive Sentiment: Broker support: Needham reaffirmed a “buy” rating and $75 price target, providing a strong bullish anchor and a sizable upside case versus the current share price. Needham & Company LLC Reaffirms Buy
• Neutral Sentiment: Earnings call/transcript published — useful for hearing management detail on TPV, customer trends, and margin drivers but not additional headline moves beyond the release. BILL Q2 2026 Earnings Call Transcript
• Neutral Sentiment: Analytical breakdowns (Zacks follow-ups) review key metrics vs. estimates — helpful context but largely restates the beat and guidance details. Here’s What Key Metrics Tell Us About BILL Q2 Earnings
• Negative Sentiment: Price-target cuts: Keefe, Bruyette & Woods trimmed their target to $49 and moved to “market perform,” reducing an upside driver and signaling more cautious near-term expectations from some shops. Keefe, Bruyette & Woods Lowers Price Target
• Negative Sentiment: Another sell-side trim: BMO cut its target to $46 and classified the stock as “market perform,” which may cap further rallies until more evidence of sustained growth appears. BILL Price Target Lowered at BMO Capital Markets

Wall Street Analysts Forecast Growth

Several analysts have commented on BILL shares. Truist Financial set a $58.00 price objective on shares of BILL in a report on Tuesday, January 20th. BTIG Research reissued a “buy” rating and issued a $60.00 target price on shares of BILL in a report on Monday, February 2nd. Jefferies Financial Group reiterated a “buy” rating on shares of BILL in a research note on Friday. Evercore ISI set a $42.00 price objective on BILL in a research report on Friday. Finally, Susquehanna dropped their target price on shares of BILL from $89.00 to $84.00 and set a “positive” rating on the stock in a report on Friday, November 7th. One research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, nine have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $56.61.

Insider Activity

In other news, SVP Germaine Cota sold 1,104 shares of the company’s stock in a transaction dated Tuesday, December 2nd. The shares were sold at an average price of $51.23, for a total transaction of $56,557.92. Following the sale, the senior vice president directly owned 10,812 shares in the company, valued at approximately $553,898.76. This represents a 9.26% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Corporate insiders own 13.20% of the company’s stock.

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.