Shepherd Financial Partners LLC Purchases New Holdings in BILL Holdings, Inc. $BILL

Shepherd Financial Partners LLC purchased a new stake in BILL Holdings, Inc. (NYSE:BILL) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 11,918 shares of the company’s stock, valued at approximately $431,000.

Several other large investors have also recently added to or reduced their stakes in the company. Altiora Financial Group LLC bought a new stake in shares of BILL in the 2nd quarter worth approximately $687,000. Deutsche Bank AG bought a new stake in shares of BILL during the second quarter valued at approximately $632,000. Mitsubishi UFJ Asset Management Co. Ltd. bought a new stake in shares of BILL during the second quarter valued at approximately $194,000. Plato Investment Management Ltd bought a new stake in shares of BILL during the second quarter valued at approximately $71,000. Finally, Private Advisory Group LLC acquired a new position in shares of BILL in the second quarter valued at $339,000. Institutional investors and hedge funds own 97.99% of the company’s stock.

BILL Trading Down 3.2%

Shares of BILL opened at $47.62 on Thursday. BILL Holdings, Inc. has a 1 year low of $31.41 and a 1 year high of $57.21. The company has a current ratio of 1.66, a quick ratio of 1.66 and a debt-to-equity ratio of 0.48. The stock has a 50 day simple moving average of $41.73 and a 200-day simple moving average of $40.56. The stock has a market cap of $4.74 billion, a PE ratio of -4,757.24, a PEG ratio of 1.11 and a beta of 1.13.

BILL (NYSE:BILL) last posted 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 business had revenue of $436.19 million during the quarter, compared to the consensus estimate of $430.55 million. BILL had a return on equity of 2.40% and a net margin of 0.01%.BILL’s revenue was up 13.8% on a year-over-year basis. During the same quarter last year, the company earned $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, sell-side analysts predict that BILL Holdings, Inc. will post 0.95 EPS for the current fiscal year.

More BILL News

Here are the key news stories impacting BILL this week:

• Positive Sentiment: Q4 earnings beat estimates: BILL reported adjusted earnings of $0.84 per share, up from $0.53 a year earlier and above Wall Street estimates of approximately $0.69–$0.71. BILL Holdings Surpasses Q4 Earnings and Revenue Estimates
• Positive Sentiment: Revenue also topped expectations: Quarterly revenue rose 13.8% year over year to $436.19 million, exceeding the $430.55 million analyst consensus. The top- and bottom-line beats support the view that BILL’s business momentum remains healthy. Bill Holdings Shares Climb on Strong Q4 Report
• Positive Sentiment: Full-year profit outlook was well above consensus: BILL projected fiscal 2027 EPS of $3.56–$3.79, compared with analysts’ $3.00 estimate. Revenue guidance of $1.8–$1.9 billion was broadly consistent with expectations, making the earnings outlook the primary bullish catalyst.
• Positive Sentiment: Near-term EPS guidance was strong: Fiscal first-quarter 2027 EPS guidance of $0.96–$1.00 was well above the $0.67 consensus, suggesting management expects improved profitability. Compared to Estimates, BILL Holdings Q4 Earnings
• Negative Sentiment: First-quarter revenue guidance was slightly below expectations: BILL forecast revenue of $432.5–$442.5 million versus the $443 million consensus. The modest shortfall may limit enthusiasm, although it was outweighed by the stronger EPS outlook.

Analysts Set New Price Targets

Several research analysts recently commented on BILL shares. JPMorgan Chase & Co. reduced their target price on BILL from $60.00 to $50.00 and set an “overweight” rating for the company in a research report on Friday, June 5th. Robert W. Baird boosted their price target on shares of BILL from $50.00 to $54.00 and gave the company a “neutral” rating in a report on Monday, May 11th. Wall Street Zen cut shares of BILL from a “buy” rating to a “hold” rating in a research note on Monday, July 13th. Keefe, Bruyette & Woods raised their price objective on shares of BILL from $42.00 to $49.00 and gave the stock a “market perform” rating in a report on Tuesday, May 12th. Finally, Weiss Ratings reiterated a “sell (d+)” rating on shares of BILL in a research report on Monday. Twelve analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $55.95.

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.