Seaport Res Ptn Analysts Boost Earnings Estimates for BILL

BILL Holdings, Inc. (NYSE:BILL) – Research analysts at Seaport Res Ptn increased their Q4 2025 EPS estimates for BILL in a note issued to investors on Tuesday, January 14th. Seaport Res Ptn analyst J. Cantwell now anticipates that the company will earn ($0.07) per share for the quarter, up from their prior forecast of ($0.08). The consensus estimate for BILL’s current full-year earnings is $0.07 per share. Seaport Res Ptn also issued estimates for BILL’s Q3 2026 earnings at ($0.06) EPS and Q4 2026 earnings at ($0.08) EPS.

A number of other research firms have also recently commented on BILL. Piper Sandler raised their target price on BILL from $60.00 to $85.00 and gave the company an “overweight” rating in a research note on Friday, November 8th. Keefe, Bruyette & Woods lowered their price objective on BILL from $100.00 to $95.00 and set a “market perform” rating for the company in a research report on Monday, January 6th. Oppenheimer boosted their target price on shares of BILL from $70.00 to $83.00 and gave the company an “outperform” rating in a report on Friday, November 8th. The Goldman Sachs Group upgraded shares of BILL from a “neutral” rating to a “buy” rating and increased their price target for the stock from $96.00 to $104.00 in a research note on Thursday, January 9th. Finally, Morgan Stanley raised shares of BILL from an “equal weight” rating to an “overweight” rating and set a $95.00 price target for the company in a research report on Thursday. One investment analyst has rated the stock with a sell rating, seven have assigned a hold rating and thirteen have assigned a buy rating to the company. According to MarketBeat, BILL currently has a consensus rating of “Moderate Buy” and a consensus target price of $85.00.

BILL Stock Performance

BILL stock opened at $88.19 on Thursday. BILL has a fifty-two week low of $43.11 and a fifty-two week high of $97.86. The stock’s 50 day simple moving average is $87.24 and its two-hundred day simple moving average is $64.89. The company has a debt-to-equity ratio of 0.23, a quick ratio of 1.53 and a current ratio of 1.53. The stock has a market cap of $9.13 billion, a price-to-earnings ratio of -267.25, a PEG ratio of 83.30 and a beta of 1.72.

Insider Activity at BILL

In other news, Director Alison Wagonfeld sold 519 shares of the firm’s stock in a transaction dated Monday, October 21st. The shares were sold at an average price of $57.50, for a total transaction of $29,842.50. Following the sale, the director now owns 1,038 shares of the company’s stock, valued at $59,685. This trade represents a 33.33 % decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, SVP Germaine Cota sold 1,525 shares of the business’s stock in a transaction that occurred on Friday, November 8th. The shares were sold at an average price of $77.99, for a total transaction of $118,934.75. Following the transaction, the senior vice president now directly owns 5,348 shares of the company’s stock, valued at $417,090.52. The trade was a 22.19 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders have sold 2,823 shares of company stock valued at $218,887. 4.20% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On BILL

A number of large investors have recently added to or reduced their stakes in the stock. Abdiel Capital Advisors LP lifted its holdings in shares of BILL by 48.2% during the 3rd quarter. Abdiel Capital Advisors LP now owns 5,121,139 shares of the company’s stock valued at $270,191,000 after buying an additional 1,666,316 shares during the period. Dimensional Fund Advisors LP increased its position in BILL by 70.7% during the second quarter. Dimensional Fund Advisors LP now owns 1,388,441 shares of the company’s stock valued at $73,049,000 after acquiring an additional 575,084 shares during the last quarter. Charles Schwab Investment Management Inc. lifted its holdings in BILL by 45.3% in the third quarter. Charles Schwab Investment Management Inc. now owns 895,833 shares of the company’s stock valued at $47,264,000 after acquiring an additional 279,256 shares during the period. Two Sigma Advisers LP boosted its position in BILL by 87.0% in the third quarter. Two Sigma Advisers LP now owns 690,800 shares of the company’s stock worth $36,447,000 after purchasing an additional 321,400 shares during the last quarter. Finally, Marshall Wace LLP boosted its position in BILL by 13.9% in the second quarter. Marshall Wace LLP now owns 635,937 shares of the company’s stock worth $33,463,000 after purchasing an additional 77,508 shares during the last quarter. Institutional investors own 97.99% of the company’s stock.

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.