BILL Holdings

BILL

Market cap $5.04B

SAN JOSE, Calif.--(BUSINESS WIRE)--BILL (NYSE:BILL), the intelligent finance platform trusted by half a million businesses to manage, move and maximize their money, announced today it will report financial results for its fiscal second quarter ended December 31, 2025 on Thursday, February 5, 2026 after the close of market. Management will conduct a conference call to discuss these results at 1:30 p.m. PT. The news release with financial results and a live webcast of the call will be accessible.

We are entering a new earnings season. Earnings reports are crucial to understanding a company's outlook for revenue and profit in the coming quarters, especially as headwinds still exist in many sectors of the economy.

New York City-based Totem Point Management added 71,225 shares of BILL Holdings in the third quarter. The new stake was worth an estimated $3.77 million at quarter-end.

Recommends the Company Implement a Comprehensive Cost Reduction Plan and Explore All Strategic Alternatives , Including a Potential Sale, Merger or other Business Combination NEW YORK , Dec. 4, 2025 /PRNewswire/ -- Barington Capital Group, L.P., a shareholder of BILL Holdings, Inc. (NYSE: BILL) ("BILL" or the "Company"), announced today that it has sent a letter to Allie Kline, the Lead Independent Director of BILL, urging the Company to reduce operating costs and calling on the Board to explore all strategic alternatives in light of BILL's slowing fundamentals, inability to deliver operating profitability and prolonged share price underperformance.

BILL Holdings, Inc. (BILL) Presents at UBS Global Technology and AI Conference 2025 Transcript

SAN JOSE, Calif.--(BUSINESS WIRE)--BILL (NYSE: BILL), the intelligent finance platform trusted by half a million businesses to manage, move and maximize their money, announced today its participation in the UBS Global Technology and AI Conference in Scottsdale, Arizona on Wednesday, December 3, 2025 at 9:55 a.m. PST. A live webcast of the event will be accessible at https://investor.bill.com. Webcast replays can be accessed from BILL's Investor Relations website for approximately thirty days. P.

BILL Holdings is a compelling value opportunity amid a risk-off market, with shares down ~40% this year despite continued growth. BILL is rumored to be exploring a sale, and recent M&A activity in enterprise software highlights the potential for BILL's sales given attractive multiples and recurring revenue. At current prices, BILL trades at just 2.8x FY26 revenue and 13x FY27 FCF, rare for a still-growing software company.

BILL Holdings, Inc. ( BILL ) Citi's 14th Annual FinTech Conference November 18, 2025 10:30 AM EST Company Participants Rohini Jain - Chief Financial Officer Conference Call Participants Bryan Keane - Citigroup Inc., Research Division Presentation Bryan Keane Citigroup Inc., Research Division [Audio Gap] fintech practice here at Citi, and we're excited to have Rohini Jain, who's the CEO at BILL to go through the latest and greatest at BILL. Question-and-Answer Session Bryan Keane Citigroup Inc., Research Division So with that, Rohini, maybe you could first -- before you dive into the business, you're obviously relatively new as the CFO.

Starboard Value purchased 7,024,848 shares in Bill Holdings, increasing reported holdings by $372.11 million. The transaction represents 7% of Starboard Value's 13F reportable assets under management.

Barington initiated stake of 65,000 shares, an estimated $3.44 million increase in position value. The transaction represents a new position equal to 2.59% of reportable assets under management (AUM).