KeyCorp Weighs in on BILL’s Q2 Earnings (NYSE:BILL)

BILL Holdings, Inc. (NYSE:BILL) – Investment analysts at KeyCorp issued their Q2 2025 earnings per share (EPS) estimates for BILL in a note issued to investors on Wednesday, December 18th. KeyCorp analyst A. Markgraff expects that the company will post earnings of $0.03 per share for the quarter. KeyCorp has a “Overweight” rating and a $115.00 price objective on the stock. The consensus estimate for BILL’s current full-year earnings is ($0.10) per share. KeyCorp also issued estimates for BILL’s Q3 2025 earnings at ($0.09) EPS, Q4 2025 earnings at ($0.11) EPS, FY2025 earnings at $0.05 EPS, Q1 2026 earnings at ($0.06) EPS and FY2026 earnings at ($0.01) EPS.

BILL has been the subject of a number of other reports. The Goldman Sachs Group raised their price objective on shares of BILL from $77.00 to $96.00 and gave the company a “neutral” rating in a research note on Monday, December 2nd. Oppenheimer boosted their target price on BILL from $70.00 to $83.00 and gave the stock an “outperform” rating in a research report on Friday, November 8th. Piper Sandler lifted their price target on shares of BILL from $60.00 to $85.00 and gave the stock an “overweight” rating in a research note on Friday, November 8th. Morgan Stanley increased their price objective on shares of BILL from $58.00 to $95.00 and gave the company an “equal weight” rating in a research report on Tuesday, November 26th. Finally, BNP Paribas upgraded BILL from a “neutral” rating to an “outperform” rating and set a $90.00 price objective for the company in a research note on Thursday, September 12th. One analyst has rated the stock with a sell rating, nine have assigned a hold rating and eleven have assigned a buy rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $83.79.

BILL Price Performance

BILL opened at $89.52 on Monday. The firm has a market cap of $9.27 billion, a PE ratio of -271.27 and a beta of 1.72. The stock has a 50-day moving average price of $77.11 and a 200-day moving average price of $60.38. BILL has a 1 year low of $43.11 and a 1 year high of $97.86. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.53 and a quick ratio of 1.53.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in BILL. Abdiel Capital Advisors LP lifted its position in BILL by 48.2% in the third quarter. Abdiel Capital Advisors LP now owns 5,121,139 shares of the company’s stock worth $270,191,000 after buying an additional 1,666,316 shares during the last quarter. Dimensional Fund Advisors LP raised its stake in shares of BILL by 70.7% in 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 period. Two Sigma Advisers LP lifted its holdings in shares of BILL by 87.0% in the 3rd quarter. Two Sigma Advisers LP now owns 690,800 shares of the company’s stock worth $36,447,000 after acquiring an additional 321,400 shares during the last quarter. Assenagon Asset Management S.A. boosted its stake in shares of BILL by 297.7% during the 3rd quarter. Assenagon Asset Management S.A. now owns 380,640 shares of the company’s stock worth $20,083,000 after purchasing an additional 284,935 shares during the period. Finally, Charles Schwab Investment Management Inc. grew its holdings in BILL by 45.3% during the 3rd quarter. Charles Schwab Investment Management Inc. now owns 895,833 shares of the company’s stock valued at $47,264,000 after purchasing an additional 279,256 shares during the last quarter. Institutional investors own 97.99% of the company’s stock.

Insider Activity

In related news, SVP Germaine Cota sold 1,525 shares of the company’s stock in a transaction 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 sale, the senior vice president now owns 5,348 shares of the company’s stock, valued at $417,090.52. This represents a 22.19 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Alison Wagonfeld sold 519 shares of BILL stock in a transaction on Monday, October 21st. The stock was sold at an average price of $57.50, for a total transaction of $29,842.50. Following the completion of the transaction, the director now directly owns 1,038 shares of the company’s stock, valued at $59,685. The trade was a 33.33 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 2,823 shares of company stock worth $218,887 over the last 90 days. Corporate insiders own 4.20% of the company’s stock.

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.