North Star Asset Management Inc. Takes Position in BILL Holdings, Inc. $BILL

North Star Asset Management Inc. bought a new stake in BILL Holdings, Inc. (NYSE:BILL) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 14,622 shares of the company’s stock, valued at approximately $529,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of BILL. Pier Capital LLC bought a new position in BILL during the 4th quarter valued at about $5,064,000. Pacer Advisors Inc. raised its stake in shares of BILL by 1,775.9% in the first quarter. Pacer Advisors Inc. now owns 338,085 shares of the company’s stock valued at $12,949,000 after acquiring an additional 320,062 shares during the last quarter. Arrowstreet Capital Limited Partnership boosted its holdings in shares of BILL by 743.4% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 264,036 shares of the company’s stock worth $10,113,000 after acquiring an additional 232,731 shares in the last quarter. NewEdge Wealth LLC bought a new stake in BILL during the 4th quarter worth approximately $15,778,000. Finally, Empowered Funds LLC grew its position in BILL by 1,331.3% during the 1st quarter. Empowered Funds LLC now owns 115,145 shares of the company’s stock worth $4,410,000 after acquiring an additional 107,100 shares during the last quarter. 97.99% of the stock is owned by institutional investors.

Key Stories Impacting BILL

Here are the key news stories impacting BILL this week:

• Positive Sentiment: Rising earnings estimates: Zacks reported that recent estimate revisions could support further near-term strength in BILL shares, suggesting analysts are becoming more confident in the company’s earnings outlook. Can BILL Holdings (BILL) Run Higher on Rising Earnings Estimates?
• Positive Sentiment: Strong-buy upgrade: Zacks Research upgraded BILL from “hold” to “strong buy,” adding positive analyst momentum around the stock.
• Positive Sentiment: Solid quarterly performance and growth prospects: A Seeking Alpha analysis said BILL exceeded fiscal fourth-quarter 2026 revenue and EPS guidance and consensus, while showing meaningful improvement in operating profitability. The analysis also highlighted BILL’s proprietary financial data, 9-million-member network and developing AI capabilities as potential competitive advantages. Share repurchases have reduced the share count by roughly 15 million, and the contributor views the stock as undervalued, assigning an $86 price target. BILL Holdings: Good Progress, No Drama
• Neutral Sentiment: Analyst consensus remains cautious: A separate report said BILL has an average analyst recommendation of “hold,” indicating that the bullish Zacks upgrade has not yet translated into broad consensus optimism. BILL Holdings Receives Average Recommendation of Hold

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on BILL shares. Oppenheimer set a $55.00 price target on BILL and gave the company an “outperform” rating in a report on Friday, May 8th. Robert W. Baird raised their price objective on shares of BILL from $50.00 to $54.00 and gave the company a “neutral” rating in a research report on Monday, May 11th. TD Cowen assumed coverage on shares of BILL in a research note on Monday, June 22nd. They issued a “buy” rating and a $43.00 target price for the company. The Goldman Sachs Group upped their target price on shares of BILL from $50.00 to $57.00 and gave the stock a “buy” rating in a research report on Thursday, August 20th. Finally, UBS Group increased their price target on shares of BILL from $55.00 to $60.00 and gave the company a “buy” rating in a research note on Thursday, August 20th. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, BILL presently has a consensus rating of “Moderate Buy” and an average price target of $58.22.

BILL Stock Performance

Shares of BILL stock opened at $50.25 on Friday. The company has a market capitalization of $4.29 billion, a PE ratio of -386.54, a PEG ratio of 0.75 and a beta of 1.13. BILL Holdings, Inc. has a 12 month low of $31.41 and a 12 month high of $57.21. The company has a current ratio of 1.51, a quick ratio of 1.51 and a debt-to-equity ratio of 0.49. The stock’s fifty day simple moving average is $43.90 and its 200 day simple moving average is $40.93.

BILL (NYSE:BILL) last announced its earnings results on Wednesday, August 19th. The company reported $0.84 EPS for the quarter, topping the consensus estimate of $0.71 by $0.13. The firm had revenue of $436.19 million for the quarter, compared to the consensus estimate of $430.55 million. BILL had a negative net margin of 0.68% and a positive return on equity of 3.74%. The business’s quarterly revenue was up 13.8% on a year-over-year basis. During the same period last year, the company posted $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. On average, research analysts predict that BILL Holdings, Inc. will post 2.17 EPS for the current year.

About BILL

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.