Shepherd Financial Partners LLC Purchases Shares of 11,918 BILL Holdings, Inc. $BILL

Shepherd Financial Partners LLC acquired a new position in shares of BILL Holdings, Inc. (NYSE:BILL) during the 2nd quarter, Holdings Channel.com reports. The fund acquired 11,918 shares of the company’s stock, valued at approximately $431,000.

Several other hedge funds also recently modified their holdings of BILL. Versant Capital Management Inc grew its position in BILL by 147.3% during 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 during the last quarter. Caitong International Asset Management Co. Ltd raised its position in BILL by 972.0% in the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 536 shares of the company’s stock valued at $28,000 after purchasing an additional 486 shares during the last quarter. 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 shares of BILL during the first quarter worth $32,000. Finally, Rockefeller Capital Management L.P. increased its stake in shares of BILL by 173.8% in the fourth quarter. Rockefeller Capital Management L.P. now owns 712 shares of the company’s stock valued at $39,000 after buying an additional 452 shares in the last quarter. Institutional investors and hedge funds own 97.99% of the company’s stock.

BILL Trading Down 3.2%

NYSE BILL opened at $47.62 on Thursday. BILL Holdings, Inc. has a 12 month low of $31.41 and a 12 month high of $57.21. The stock has a 50-day simple moving average of $41.73 and a 200 day simple moving average of $40.56. The company has a current ratio of 1.66, a quick ratio of 1.66 and a debt-to-equity ratio of 0.48. The company has a market capitalization of $4.74 billion, a PE ratio of -4,757.24, a P/E/G ratio of 1.11 and a beta of 1.13.

BILL (NYSE:BILL) last posted its earnings results on Wednesday, August 19th. The company reported $0.84 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.71 by $0.13. The company had revenue of $436.19 million during the quarter, compared to analyst estimates of $430.55 million. BILL had a return on equity of 2.40% and a net margin of 0.01%.The company’s revenue for the quarter was up 13.8% compared to the same quarter last year. During the same period in the previous year, the company earned $0.53 EPS. BILL has set its Q1 2027 guidance at 0.960-1.000 EPS and its FY 2027 guidance at 3.560-3.790 EPS. Research analysts forecast that BILL Holdings, Inc. will post 0.95 EPS for the current year.

Wall Street Analyst Weigh In

Several research analysts recently issued reports on BILL shares. JPMorgan Chase & Co. reduced their price target on shares of BILL from $60.00 to $50.00 and set an “overweight” rating on the stock in a research report on Friday, June 5th. Zacks Research cut BILL from a “strong-buy” rating to a “hold” rating in a report on Monday, July 20th. Truist Financial raised their target price on shares of BILL from $38.00 to $44.00 and gave the company a “hold” rating in a research note on Friday, July 24th. Oppenheimer set a $55.00 price target on shares of BILL and gave the stock an “outperform” rating in a research note on Friday, May 8th. Finally, BMO Capital Markets increased their price objective on shares of BILL from $43.00 to $46.00 and gave the company a “market perform” rating in a report on Friday, May 8th. Twelve analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $55.95.

Trending Headlines about BILL

Here are the key news stories impacting BILL this week:

• Positive Sentiment: Q4 earnings beat estimates: BILL reported adjusted earnings of $0.84 per share, up from $0.53 a year earlier and above Wall Street estimates of approximately $0.69–$0.71. BILL Holdings Surpasses Q4 Earnings and Revenue Estimates
• Positive Sentiment: Revenue also topped expectations: Quarterly revenue rose 13.8% year over year to $436.19 million, exceeding the $430.55 million analyst consensus. The top- and bottom-line beats support the view that BILL’s business momentum remains healthy. Bill Holdings Shares Climb on Strong Q4 Report
• Positive Sentiment: Full-year profit outlook was well above consensus: BILL projected fiscal 2027 EPS of $3.56–$3.79, compared with analysts’ $3.00 estimate. Revenue guidance of $1.8–$1.9 billion was broadly consistent with expectations, making the earnings outlook the primary bullish catalyst.
• Positive Sentiment: Near-term EPS guidance was strong: Fiscal first-quarter 2027 EPS guidance of $0.96–$1.00 was well above the $0.67 consensus, suggesting management expects improved profitability. Compared to Estimates, BILL Holdings Q4 Earnings
• Negative Sentiment: First-quarter revenue guidance was slightly below expectations: BILL forecast revenue of $432.5–$442.5 million versus the $443 million consensus. The modest shortfall may limit enthusiasm, although it was outweighed by the stronger EPS outlook.

BILL 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.