BILL (NYSE:BILL) Shares Acquired Rep. Lisa C. McClain

Key Points

• Representative Lisa C. McClain recently purchased shares of BILL Holdings, Inc. (NYSE:BILL), with investments ranging between $1,001 and $15,000 shown in a filing dated August 13th.
• The company's stock is currently priced at approximately $41.68, showing a market capitalization of $4.29 billion and a significant price fluctuation over the past year with a low of $36.55 and a high of $100.19.
• Institutional investors hold approximately 97.99% of BILL's stock, indicating strong interest and confidence from larger financial entities in the company's performance.

Representative Lisa C. McClain (R-Michigan) recently bought shares of BILL Holdings, Inc. NYSE: BILL. In a filing disclosed on August 13th, the Representative disclosed that they had bought between $1,001 and $15,000 in BILL stock on June 17th. The trade occurred in the Representative's "CHARLES SCHWAB BROKERAGE ACCOUNT 924" account.

Representative Lisa C. McClain also recently made the following trade(s):

• Sold $1,001 - $15,000 in shares of Autoliv NYSE: ALV on 8/4/2025.
• Sold $1,001 - $15,000 in shares of Amazon.com NASDAQ: AMZN on 8/4/2025.
• Sold $1,001 - $15,000 in shares of Applied Materials NASDAQ: AMAT on 8/4/2025.
• Sold $1,001 - $15,000 in shares of Arthur J. Gallagher & Co. NYSE: AJG on 8/4/2025.
• Sold $1,001 - $15,000 in shares of SAP NYSE: SAP on 7/22/2025.
• Purchased $1,001 - $15,000 in shares of XPO NYSE: XPO on 7/22/2025.
• Purchased $1,001 - $15,000 in shares of Lithia Motors NYSE: LAD on 7/22/2025.
• Sold $1,001 - $15,000 in shares of Sanofi NASDAQ: SNY on 7/22/2025.
• Sold $1,001 - $15,000 in shares of Waters NYSE: WAT on 7/22/2025.
• Purchased $1,001 - $15,000 in shares of Group 1 Automotive NYSE: GPI on 7/22/2025.

BILL Stock Up 2.4%

Shares of BILL stock traded up $0.9770 on Friday, hitting $42.2270. 2,721,502 shares of the company's stock traded hands, compared to its average volume of 2,853,224. The stock has a market cap of $4.35 billion, a P/E ratio of -351.86, a PEG ratio of 9.39 and a beta of 1.35. The company has a quick ratio of 1.69, a current ratio of 1.69 and a debt-to-equity ratio of 0.43. The firm's 50-day moving average is $44.08 and its 200 day moving average is $46.83. BILL Holdings, Inc. has a 52-week low of $36.55 and a 52-week high of $100.19.

Institutional Investors Weigh In On BILL

Several institutional investors and hedge funds have recently made changes to their positions in the company. Nomura Holdings Inc. raised its position in shares of BILL by 7,753.6% during the 2nd 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 in the last quarter. Caxton Associates LLP acquired a new stake in shares of BILL during the 2nd quarter valued at approximately $2,793,000. FORA Capital LLC acquired a new stake in shares of BILL during the 2nd quarter valued at approximately $867,000. Headlands Technologies LLC acquired a new stake in shares of BILL during the 2nd quarter valued at approximately $487,000. Finally, Tower Research Capital LLC TRC raised its position in shares of BILL by 43.5% during the 2nd quarter. Tower Research Capital LLC TRC now owns 3,469 shares of the company's stock valued at $160,000 after acquiring an additional 1,052 shares in the last quarter. 97.99% of the stock is owned by institutional investors and hedge funds.

Insider Activity at BILL

In other BILL news, insider Rajesh A. Aji sold 1,780 shares of the stock in a transaction on Tuesday, June 24th. The stock was sold at an average price of $45.25, for a total value of $80,545.00. Following the sale, the insider directly owned 9,298 shares of the company's stock, valued at $420,734.50. This trade represents a 16.07% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, SVP Germaine Cota sold 1,718 shares of the stock in a transaction on Friday, May 30th. The stock was sold at an average price of $42.55, for a total value of $73,100.90. Following the completion of the sale, the senior vice president directly owned 9,512 shares in the company, valued at $404,735.60. This represents a 15.30% decrease in their ownership of the stock. The disclosure for this sale can be found here. Corporate insiders own 4.20% of the company's stock.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on BILL shares. Wells Fargo & Company reduced their target price on BILL from $43.00 to $40.00 and set an "underweight" rating for the company in a research note on Friday, May 9th. Citigroup reduced their target price on BILL from $88.00 to $67.00 and set a "buy" rating for the company in a research note on Thursday, May 22nd. Morgan Stanley cut BILL from an "overweight" rating to an "equal weight" rating and reduced their target price for the company from $60.00 to $55.00 in a research note on Wednesday, June 11th. Truist Financial increased their target price on BILL from $47.00 to $50.00 and gave the company a "hold" rating in a research note on Thursday, July 17th. Finally, Mizuho reduced their target price on BILL from $53.00 to $50.00 and set a "neutral" rating for the company in a research note on Monday, May 12th. Eleven equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $62.32.

About Representative McClain

Lisa McClain (Republican Party) is a member of the U.S. House, representing Michigan's 9th Congressional District. She assumed office on January 3, 2023. Her current term ends on January 3, 2027. McClain (Republican Party) is running for re-election to the U.S. House to represent Michigan's 9th Congressional District. She declared candidacy for the 2026 election. Lisa McClain lives in Romeo, Michigan. McClain earned a bachelor's degree in business administration from Northwood University. Her career experience includes founding and working as the president of North End Support Team.

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.