BILL HOLDINGS, INC Stock Price, News & Analysis

Paychex (Nasdaq: PAYX) has announced a strategic partnership with BILL (NYSE: BILL) to launch Bill Pay, a new financial management solution for accounts payable integrated into Paychex Flex®. This solution combines payroll, HR, and payments into a single platform, addressing the needs of small and midsize businesses (SMBs).

According to the 2025 BILL Report, 40% of SMBs plan to automate their financial operations within six months, while 62% lack immediate visibility of their cash position across accounts. The new solution offers automated bill payments, access to BILL's network of over 8 million businesses, and real-time payment insights. The partnership aims to streamline operations and improve financial visibility for SMBs, with plans to expand beyond Paychex Flex in the future.

BILL (NYSE:BILL), a financial operations platform for SMBs, has responded to engagement with activist investor Starboard Value. The company emphasized its commitment to driving sustainable growth and value creation, highlighting its recently announced $300 million share repurchase program as evidence of this commitment.

The company acknowledged that Starboard plans to nominate directors for election to BILL's Board at the 2025 Annual Meeting. BILL's management has engaged in discussions with Starboard representatives and plans to continue dialogue while evaluating their board nominees through established processes.

BILL (NYSE:BILL), a financial operations platform provider for SMBs, will participate in the Goldman Sachs Communacopia + Technology Conference in San Francisco. The presentation is scheduled for September 10, 2025, at 10:50 a.m. PDT.

Investors can access the live webcast at investor.bill.com, with replay availability for approximately 30 days following the event.

BILL (NYSE:BILL) reported strong financial results for Q4 and FY2025, with total revenue reaching $1.46 billion, up 13% year-over-year. The company's Q4 total revenue grew 12% to $383.3 million, while core revenue increased 15% to $345.9 million.

Key operational metrics show BILL serving 493,800 businesses, processing $86 billion in payment volume (up 13% YoY), and handling 33 million transactions (up 18% YoY) in Q4. The company's network expanded to 8.3 million members.

Notably, BILL announced a new $300 million share repurchase program and provided FY2026 guidance projecting total revenue growth of 9-11% to $1.59-1.63 billion. The company also welcomed new CFO Rohini Jain and demonstrated improved profitability with non-GAAP operating income of $239.5 million for FY2025, up 22% year-over-year.

BILL (NYSE:BILL), a financial operations platform for SMBs, has scheduled its fiscal fourth quarter and full year 2025 earnings release for August 27, 2025 after market close. The company will host a conference call at 1:30 p.m. PT to discuss the results.

Investors can access the earnings release and live webcast through BILL's investor relations website. The webcast replay will remain available for approximately one year after the call.

BILL (NYSE:BILL) has launched Supplier Payments Plus, a new solution designed to streamline payment processing between enterprise suppliers and small and midsize businesses (SMBs). The platform aims to simplify the handling of high-volume payments from thousands of SMBs, addressing challenges in payment processing and reconciliation.

The solution features customizable remittance advice, integration with existing Enterprise Resource Planning (ERP) systems, and can be implemented within weeks without IT support. Key functionalities include custom reports and the ability to convert checks to digital payments. BILL's network currently connects over seven million members.

BILL (NYSE: BILL) released its 2025 report revealing the dual impact of AI on business finance operations. The survey of 1,000 business leaders highlights that while 54% report AI improving fraud detection, 46% indicate it increases fraud risk. Key findings show 92% of businesses are concerned about fraud, with 56% noting increased fraud attempts in the past year. Established businesses show greater AI adoption, with 70% of 20+ year-old companies believing in AI's potential for financial forecasting. The report also reveals significant operational trends: 40% plan to diversify suppliers, 39% will increase prices, and 38% aim to accelerate automation. Notable challenges include cash flow visibility issues, with two-thirds unable to access real-time financial positions, and 77% expecting higher accounting service costs due to talent shortages.

BILL (NYSE: BILL) has announced significant leadership changes with the appointment of Rohini Jain as Chief Financial Officer and the expansion of John Rettig's role to President and Chief Operating Officer. Jain, who will join on July 7th and report to CEO René Lacerte, brings over 20 years of experience from PayPal, eBay, Walmart, and General Electric. Most recently, she served as CFO and SVP of PayPal's Large Enterprise and Merchant platforms. Jain holds a Masters of Finance from the London School of Economics and is a Chartered Accountant. The leadership changes aim to accelerate BILL's growth in providing financial operations technology for small and midsize businesses (SMBs), with a focus on leveraging AI and innovation to enhance their platform's capabilities.

BILL (NYSE: BILL), a financial operations platform for SMBs, has announced its participation in two upcoming investor conferences. The company will present at the Jefferies Public Technology Conference in Newport Coast on May 28, 2025, at 1:00 p.m. PDT, and at the BofA Securities Global Technology Conference in San Francisco on June 4, 2025, at 2:00 p.m. PDT.

Live webcasts of both presentations will be available at investor.bill.com, with replays accessible for approximately 30 days afterward.