BILL Holdings, Inc. $BILL Shares Purchased by Texas Permanent School Fund Corp

Texas Permanent School Fund Corp boosted its position in shares of BILL Holdings, Inc. (NYSE:BILL) by 43.2% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 60,448 shares of the company’s stock after acquiring an additional 18,232 shares during the period. Texas Permanent School Fund Corp’s holdings in BILL were worth $2,796,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Deutsche Bank AG lifted its position in shares of BILL by 57.8% during the 1st quarter. Deutsche Bank AG now owns 17,592 shares of the company’s stock worth $807,000 after purchasing an additional 6,444 shares during the last quarter. Nuveen LLC acquired a new stake in BILL in the first quarter valued at $4,275,000. HighTower Advisors LLC lifted its holdings in BILL by 15.0% during the 1st quarter. HighTower Advisors LLC now owns 8,925 shares of the company’s stock worth $410,000 after buying an additional 1,166 shares during the last quarter. Dimensional Fund Advisors LP boosted its position in shares of BILL by 110.9% during the 1st quarter. Dimensional Fund Advisors LP now owns 2,489,918 shares of the company’s stock worth $114,265,000 after acquiring an additional 1,309,337 shares in the last quarter. Finally, American Century Companies Inc. increased its holdings in shares of BILL by 12.0% in the 1st quarter. American Century Companies Inc. now owns 18,797 shares of the company’s stock valued at $863,000 after acquiring an additional 2,012 shares during the last quarter. 97.99% of the stock is owned by hedge funds and other institutional investors.

BILL Trading Up 1.7%

Shares of BILL stock opened at $55.86 on Friday. The company has a debt-to-equity ratio of 0.47, a quick ratio of 1.67 and a current ratio of 1.67. The company has a market capitalization of $5.59 billion, a P/E ratio of -206.88, a PEG ratio of 7.90 and a beta of 1.35. BILL Holdings, Inc. has a 1 year low of $36.55 and a 1 year high of $100.19. The company’s fifty day moving average is $50.62 and its two-hundred day moving average is $47.97.

BILL (NYSE:BILL) last announced its earnings results on Thursday, November 6th. The company reported $0.61 earnings per share for the quarter, topping the consensus estimate of $0.51 by $0.10. BILL had a net margin of 0.79% and a return on equity of 1.39%. The business had revenue of $395.74 million during the quarter, compared to the consensus estimate of $390.91 million. During the same quarter in the prior year, the firm earned $0.63 earnings per share. The business’s quarterly revenue was up 10.4% compared to the same quarter last year. BILL has set its FY 2026 guidance at 2.110-2.250 EPS and its Q2 2026 guidance at 0.540-0.570 EPS. Analysts forecast that BILL Holdings, Inc. will post 0.12 earnings per share for the current year.

BILL declared that its board has authorized a share repurchase plan on Wednesday, August 27th that permits the company to repurchase $300.00 million in outstanding shares. This repurchase authorization permits the company to repurchase up to 7.2% of its stock through open market purchases. Stock repurchase plans are generally an indication that the company’s board of directors believes its stock is undervalued.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on BILL shares. BMO Capital Markets decreased their target price on BILL from $56.00 to $54.00 and set a “market perform” rating for the company in a research note on Friday, November 7th. Truist Financial lowered their target price on shares of BILL from $61.00 to $60.00 and set a “buy” rating for the company in a report on Wednesday, November 19th. The Goldman Sachs Group increased their target price on shares of BILL from $54.00 to $62.00 and gave the company a “buy” rating in a research report on Monday, October 13th. Susquehanna cut their price target on shares of BILL from $89.00 to $84.00 and set a “positive” rating on the stock in a research note on Friday, November 7th. Finally, Wolfe Research upgraded shares of BILL from a “peer perform” rating to an “outperform” rating and set a $70.00 price objective for the company in a research note on Thursday, September 11th. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, BILL has an average rating of “Hold” and a consensus price target of $58.86.

Key Stores Impacting BILL

Here are the key news stories impacting BILL this week:

• Positive Sentiment: Bipartisan $901B defense/military funding legislation cleared Congress and was signed — large defense package includes troop pay, Ukraine support and other provisions; passage reduces a major source of legislative uncertainty and tends to lift industrial and risk-sensitive sectors, which can modestly improve market sentiment and SMB confidence. Reuters: Massive defense bill passes US Congress MSN: Trump quietly signs $901B defense bill
• Neutral Sentiment: House and Senate action on gender‑affirming care and Medicaid funding for minors (multiple bills and votes) — a flurry of bills and votes criminalizing or restricting gender‑affirming care and blocking Medicaid funding is generating headlines and state/federal policy shifts, but direct impact on BILL’s core SaaS/payment business is limited. MSN: GOP-led House passes Medicaid restriction
• Neutral Sentiment: House Democrats released new Epstein-era photos featuring public figures — political media noise that can drive short-term headlines but is unlikely to move BILL’s business metrics. MSN: New Epstein photos released
• Neutral Sentiment: Other social/healthcare policy stories (right‑to‑die bill in NY, bills on residential treatment centers, school milk policy) — policy changes are sector‑specific and unlikely to materially affect BILL’s AP/payments platform in the near term. NYT: N.Y. right-to-die bill USA Today: Whole milk bill
• Negative Sentiment: House passage of GOP healthcare legislation without ACA extension and closely contested healthcare votes — these moves increase policy uncertainty around health coverage and employer benefit rules; if they materially change employer benefits or compliance costs, small businesses (Bill’s core customer base) could face added administrative burdens or spending shifts that would be a modest negative for BILL’s payment volumes and margin exposure. CBS: House passes GOP health care bill without ACA extension MSN: Speaker Johnson healthcare bill vote

Insiders Place Their Bets

In other BILL news, SVP Germaine Cota sold 1,104 shares of BILL 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 transaction, the senior vice president directly owned 10,812 shares in the company, valued at approximately $553,898.76. This trade represents a 9.26% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 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.