Vanguard Group Inc. Lowers Stake in BILL Holdings, Inc. $BILL

Key Points

• Vanguard trimmed its stake in BILL by 6.0% in Q4 and now holds 10,195,136 shares (about 10.18% of the company) valued at roughly $556.0 million.
• Analyst coverage is mixed — the average rating is "Hold" with an average price target of $55.57 (12 Buy, 10 Hold, 2 Sell); some firms raised targets while others, notably Truist, cut its target to $46.
• BILL shares trade near $39.64 (12‑month range $34.44–$57.21) and the company recently beat EPS and revenue estimates with revenue up 14.4%, while guiding FY2026 EPS to 2.33–2.41.

Vanguard Group Inc. reduced its holdings in shares of BILL Holdings, Inc. (NYSE:BILL - Free Report) by 6.0% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 10,195,136 shares of the company's stock after selling 648,476 shares during the period. Vanguard Group Inc. owned approximately 10.18% of BILL worth $556,043,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Caitong International Asset Management Co. Ltd boosted its holdings in shares of BILL by 972.0% in the third quarter. Caitong International Asset Management Co. Ltd now owns 536 shares of the company's stock valued at $28,000 after acquiring an additional 486 shares in the last quarter. CWM LLC boosted its holdings in shares of BILL by 1,000.0% in the fourth quarter. CWM LLC now owns 803 shares of the company's stock valued at $44,000 after acquiring an additional 730 shares in the last quarter. GAMMA Investing LLC boosted its holdings in shares of BILL by 27.2% in the fourth quarter. GAMMA Investing LLC now owns 1,243 shares of the company's stock valued at $68,000 after acquiring an additional 266 shares in the last quarter. Hantz Financial Services Inc. boosted its holdings in shares of BILL by 189.2% in the third quarter. Hantz Financial Services Inc. now owns 1,255 shares of the company's stock valued at $66,000 after acquiring an additional 821 shares in the last quarter. Finally, AlphaQuest LLC purchased a new stake in shares of BILL in the third quarter valued at about $180,000. 97.99% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several brokerages have recently weighed in on BILL. BTIG Research reaffirmed a "buy" rating and issued a $60.00 target price on shares of BILL in a report on Monday, February 2nd. Needham & Company LLC reaffirmed a "buy" rating and issued a $75.00 target price on shares of BILL in a 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 report on Tuesday, February 10th. Zacks Research downgraded shares of BILL from a "strong-buy" rating to a "hold" rating in a report on Tuesday, February 10th. Finally, Truist Financial lowered their target price on shares of BILL from $59.00 to $46.00 and set a "buy" rating on the stock in a report on Friday, April 24th. Twelve analysts have rated the stock with a Buy rating, ten have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, BILL currently has an average rating of "Hold" and an average price target of $55.57.

BILL Stock Up 1.5%

Shares of NYSE BILL opened at $39.64 on Tuesday. BILL Holdings, Inc. has a 12-month low of $34.44 and a 12-month high of $57.21. The company has a market capitalization of $3.92 billion, a PE ratio of -165.16, a price-to-earnings-growth ratio of 3.51 and a beta of 1.22. 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 moving average is $39.90 and its two-hundred day moving average is $46.37.

BILL (NYSE:BILL - Get Free Report) last announced its quarterly earnings results on Thursday, February 5th. The company reported $0.64 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.56 by $0.08. BILL had a negative net margin of 1.56% and a positive return on equity of 1.70%. The company had revenue of $414.67 million for the quarter, compared to the consensus estimate of $399.71 million. During the same quarter in the prior year, the firm earned $0.56 earnings per share. The company's revenue for the quarter was up 14.4% compared to the same quarter last year. BILL has set its Q3 2026 guidance at 0.530-0.570 EPS and its FY 2026 guidance at 2.330-2.410 EPS. Equities analysts anticipate that BILL Holdings, Inc. will post 0.59 EPS for the current fiscal year.

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.

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