BILL Holdings, Inc. $BILL is Barington Companies Management LLC’s 4th Largest Position

Barington Companies Management LLC increased its stake in shares of BILL Holdings, Inc. (NYSE:BILL) by 500.0% in the fourth quarter, HoldingsChannel reports. The firm owned 390,000 shares of the company’s stock after buying an additional 325,000 shares during the period. BILL makes up approximately 14.0% of Barington Companies Management LLC’s investment portfolio, making the stock its 4th largest position. Barington Companies Management LLC’s holdings in BILL were worth $21,271,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in the stock. GAMMA Investing LLC lifted its stake in shares of BILL by 27.2% during the 4th quarter. GAMMA Investing LLC now owns 1,243 shares of the company’s stock worth $68,000 after purchasing an additional 266 shares during the last quarter. Thrivent Financial for Lutherans increased its position in BILL by 1.3% during the 2nd quarter. Thrivent Financial for Lutherans now owns 25,175 shares of the company’s stock valued at $1,165,000 after buying an additional 327 shares in the last quarter. SBI Securities Co. Ltd. increased its position in BILL by 46.3% during the 4th quarter. SBI Securities Co. Ltd. now owns 1,267 shares of the company’s stock valued at $69,000 after buying an additional 401 shares in the last quarter. Public Employees Retirement System of Ohio increased its position in BILL by 1.7% during the 3rd quarter. Public Employees Retirement System of Ohio now owns 29,099 shares of the company’s stock valued at $1,541,000 after buying an additional 484 shares in the last quarter. Finally, Caitong International Asset Management Co. Ltd increased its position in BILL by 972.0% during the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 536 shares of the company’s stock valued at $28,000 after buying an additional 486 shares in the last quarter. 97.99% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several research analysts recently issued reports on the company. Wall Street Zen raised BILL from a “hold” rating to a “buy” rating in a research report on Saturday, May 30th. JPMorgan Chase & Co. reduced their target price on BILL from $60.00 to $50.00 and set an “overweight” rating on the stock in a research report on Friday, June 5th. Robert W. Baird upped their target price on BILL from $50.00 to $54.00 and gave the company a “neutral” rating in a research report on Monday, May 11th. Morgan Stanley set a $55.00 target price on BILL in a research report on Friday, May 8th. Finally, Weiss Ratings raised BILL from a “sell (d)” rating to a “sell (d+)” rating in a research report on Wednesday, May 20th. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $55.80.

BILL Stock Up 3.1%

Shares of BILL opened at $33.13 on Friday. The company has a debt-to-equity ratio of 0.48, a quick ratio of 1.66 and a current ratio of 1.66. BILL Holdings, Inc. has a one year low of $31.52 and a one year high of $57.21. The stock has a market capitalization of $3.30 billion, a price-to-earnings ratio of -3,309.29, a PEG ratio of 1.13 and a beta of 1.20. The stock has a 50 day moving average price of $37.41 and a 200 day moving average price of $43.91.

BILL (NYSE:BILL) last issued its quarterly earnings results on Thursday, May 7th. The company reported $0.68 EPS for the quarter, topping the consensus estimate of $0.55 by $0.13. BILL had a return on equity of 2.40% and a net margin of 0.01%.The firm had revenue of $406.56 million during the quarter, compared to analysts’ expectations of $403.76 million. During the same period in the previous year, the business earned $0.50 earnings per share. The firm’s revenue for the quarter was up 13.5% on a year-over-year basis. BILL has set its FY 2026 guidance at 2.610-2.640 EPS and its Q4 2026 guidance at 0.690-0.720 EPS. Equities research analysts forecast that BILL Holdings, Inc. will post 0.95 earnings per share 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.