Prescott Group Capital Management L.L.C. Has $2.07 Million Stake in BILL Holdings, Inc. $BILL

Prescott Group Capital Management L.L.C. grew its holdings in shares of BILL Holdings, Inc. (NYSE:BILL) by 90.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 38,000 shares of the company’s stock after acquiring an additional 18,000 shares during the quarter. Prescott Group Capital Management L.L.C.’s holdings in BILL were worth $2,073,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of BILL. Marshall Wace LLP raised its stake in BILL by 190.8% during the third quarter. Marshall Wace LLP now owns 2,166,899 shares of the company’s stock worth $114,781,000 after acquiring an additional 1,421,785 shares in the last quarter. National Bank of Canada FI acquired a new position in BILL during the third quarter worth about $42,376,000. Assenagon Asset Management S.A. raised its stake in BILL by 1,237.7% during the fourth quarter. Assenagon Asset Management S.A. now owns 643,045 shares of the company’s stock worth $35,072,000 after acquiring an additional 594,974 shares in the last quarter. Mangrove Partners IM LLC acquired a new position in BILL during the third quarter worth about $31,147,000. Finally, ING Groep NV acquired a new position in BILL during the third quarter worth about $26,485,000. Institutional investors and hedge funds own 97.99% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have commented on BILL. Truist Financial lowered their target price on BILL from $46.00 to $45.00 and set a “buy” rating for the company in a research note on Tuesday. BMO Capital Markets boosted their target price on BILL from $43.00 to $46.00 and gave the stock a “market perform” rating in a research note on Friday, May 8th. Zacks Research raised BILL from a “hold” rating to a “strong-buy” rating in a research note on Thursday, May 7th. Weiss Ratings reissued a “sell (d)” rating on shares of BILL in a research note on Wednesday, May 6th. Finally, BTIG Research reissued a “buy” rating and set a $60.00 target price on shares of BILL in a research note on Monday, February 2nd. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $56.80.

Key Stories Impacting BILL

Here are the key news stories impacting BILL this week:

• Positive Sentiment: Truist lowered its price target on BILL slightly to $45 from $46 but kept a Buy rating, which still implies meaningful upside from current levels. Benzinga
• Positive Sentiment: Brokerage coverage remains supportive overall, with BILL reported to have a Moderate Buy consensus from analysts, reinforcing investor confidence in the name. American Banking News
• Positive Sentiment: A new Seeking Alpha piece argues BILL is ramping profitability through layoffs and efficiency efforts, which could help margins and support a turnaround thesis if execution improves. Seeking Alpha
• Neutral Sentiment: At a J.P. Morgan technology conference, BILL presented alongside other software and AI-adjacent companies, but no major new catalyst was disclosed in the transcript summary. Seeking Alpha transcript
• Neutral Sentiment: Recent articles highlighted BILL as a discounted mid-cap AI/infrastructure-related stock, which may help valuation sentiment but does not signal a near-term business change. Zacks

BILL Price Performance

BILL stock opened at $38.25 on Thursday. The stock has a market capitalization of $3.81 billion, a price-to-earnings ratio of -3,821.28, a PEG ratio of 1.95 and a beta of 1.22. BILL Holdings, Inc. has a 52-week low of $34.44 and a 52-week high of $57.21. The stock’s 50 day moving average price is $38.77 and its two-hundred day moving average price is $45.41. 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 (NYSE:BILL) last posted its quarterly earnings results on Thursday, May 7th. The company reported $0.68 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.55 by $0.13. The firm had revenue of $406.56 million for the quarter, compared to analysts’ expectations of $403.76 million. BILL had a return on equity of 2.40% and a net margin of 0.01%.The company’s revenue for the quarter was up 13.5% compared to the same quarter last year. During the same period in the prior year, the business earned $0.50 EPS. BILL has set its FY 2026 guidance at 2.610-2.640 EPS and its Q4 2026 guidance at 0.690-0.720 EPS. On average, equities analysts predict that BILL Holdings, Inc. will post 0.65 earnings per share 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.