Jackson Square Partners LLC Sells 48,879 Shares of BILL Holdings, Inc. $BILL

Jackson Square Partners LLC decreased its position in shares of BILL Holdings, Inc. (NYSE:BILL) by 63.4% in the third quarter, HoldingsChannel reports. The fund owned 28,197 shares of the company’s stock after selling 48,879 shares during the quarter. Jackson Square Partners LLC’s holdings in BILL were worth $1,494,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the company. Carlson Capital L.P. purchased a new position in BILL in the third quarter worth $297,000. Ceera Investments LLC increased its position in BILL by 96.5% during the 3rd quarter. Ceera Investments LLC now owns 47,190 shares of the company’s stock valued at $2,500,000 after buying an additional 23,180 shares in the last quarter. Envestnet Asset Management Inc. acquired a new position in BILL during the 3rd quarter valued at about $354,000. Hantz Financial Services Inc. raised its stake in 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 buying an additional 821 shares during the last quarter. Finally, AlphaQuest LLC acquired a new stake in BILL in the third quarter worth about $180,000. 97.99% of the stock is currently owned by institutional investors and hedge funds.

BILL Trading Up 37.1%

Shares of BILL stock opened at $48.92 on Friday. BILL Holdings, Inc. has a 1 year low of $35.46 and a 1 year high of $67.54. The company has a debt-to-equity ratio of 0.47, a current ratio of 1.67 and a quick ratio of 1.67. The stock has a market cap 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. The firm has a fifty day moving average price of $50.74 and a 200 day moving average price of $48.98.

BILL (NYSE:BILL) last announced its quarterly earnings results on Thursday, February 5th. The company reported $0.64 earnings per share for the quarter, topping the consensus estimate of $0.56 by $0.08. The company had revenue of $414.67 million for the quarter, compared to the consensus estimate of $399.71 million. BILL had a positive return on equity of 1.69% and a negative net margin of 1.56%.The firm’s revenue for the quarter was up 14.4% compared to the same quarter last year. During the same period last year, the firm earned $0.56 EPS. 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 research analysts predict that BILL Holdings, Inc. will post 0.12 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on BILL shares. Weiss Ratings restated a “sell (d+)” rating on shares of BILL in a report on Monday, December 29th. Truist Financial set a $58.00 price target on shares of BILL in a research note on Tuesday, January 20th. Jefferies Financial Group reiterated a “buy” rating on shares of BILL in a research note on Friday. BMO Capital Markets cut their target price on BILL from $50.00 to $46.00 and set a “market perform” rating on the stock in a research report on Friday. Finally, Oppenheimer lifted their price target on BILL from $55.00 to $60.00 and gave the stock an “outperform” rating in a research report on Friday, October 24th. One investment analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, nine have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $56.61.

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

Insiders Place Their Bets

In other BILL news, SVP Germaine Cota sold 1,104 shares of the business’s stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $51.23, for a total value of $56,557.92. Following the completion of the transaction, the senior vice president directly owned 10,812 shares of the company’s stock, valued at approximately $553,898.76. The trade was a 9.26% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Corporate insiders own 13.20% of the company’s stock.

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.