127,632 Shares in BILL Holdings, Inc. $BILL Acquired by Man Group plc

Man Group plc acquired a new stake in BILL Holdings, Inc. (NYSE:BILL) during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 127,632 shares of the company’s stock, valued at approximately $4,615,000. Man Group plc owned about 0.13% of BILL at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of BILL. ER Collective Holdings LLC bought a new stake in shares of BILL in the fourth quarter valued at $464,588,000. Senvest Management LLC increased its holdings in BILL by 155.8% in the 4th quarter. Senvest Management LLC now owns 2,573,261 shares of the company’s stock worth $140,346,000 after acquiring an additional 1,567,186 shares during the last quarter. Contour Asset Management LLC increased its holdings in BILL by 45.5% in the 4th quarter. Contour Asset Management LLC now owns 4,710,570 shares of the company’s stock worth $256,914,000 after acquiring an additional 1,472,132 shares during the last quarter. Marshall Wace LLP raised its stake in BILL by 190.8% in the 3rd quarter. Marshall Wace LLP now owns 2,166,899 shares of the company’s stock valued at $114,781,000 after acquiring an additional 1,421,785 shares during the period. Finally, Norges Bank bought a new stake in BILL in the 4th quarter valued at about $54,275,000. 97.99% of the stock is owned by institutional investors.

Trending Headlines about 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 equities analysts have weighed in on BILL shares. Oppenheimer set a $55.00 target price on shares of BILL and gave the stock an “outperform” rating in a research report on Friday, May 8th. Wall Street Zen raised shares of BILL from a “hold” rating to a “buy” rating in a research report on Saturday, August 22nd. TD Cowen initiated coverage on shares of BILL in a research note on Monday, June 22nd. They set a “buy” rating and a $43.00 price target on the stock. The Goldman Sachs Group raised their price objective on shares of BILL from $50.00 to $57.00 and gave the stock a “buy” rating in a report on Thursday, August 20th. Finally, UBS Group lifted their price objective 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 assigned a Sell rating to the company. According to MarketBeat, BILL presently has a consensus rating of “Moderate Buy” and a consensus target price of $58.22.

BILL Stock Down 0.1%

BILL stock opened at $50.25 on Monday. The company has a quick ratio of 1.51, a current ratio of 1.51 and a debt-to-equity ratio of 0.49. The firm has a market capitalization of $4.29 billion, a PE ratio of -386.54, a PEG ratio of 0.77 and a beta of 1.13. BILL Holdings, Inc. has a twelve month low of $31.41 and a twelve month high of $57.21. The stock has a 50-day simple moving average of $43.90 and a two-hundred day simple moving average of $40.86.

BILL (NYSE:BILL) last posted its earnings results on Wednesday, August 19th. The company reported $0.84 earnings per share for the quarter, topping analysts’ consensus estimates of $0.71 by $0.13. BILL had a negative net margin of 0.68% and a positive return on equity of 3.74%. The business had revenue of $436.19 million for the quarter, compared to analyst estimates of $430.55 million. During the same quarter in the prior year, the firm posted $0.53 EPS. BILL’s revenue was up 13.8% on a year-over-year basis. 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, equities analysts predict that BILL Holdings, Inc. will post 2.17 EPS for the current fiscal 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.