BILL Holdings, Inc.
49.14-1.23 (-2.44%)
Oct 29, 4:00:02 PM EDT · NYSE · BILL · USD
Key Stats
Market Cap
4.93BP/E (TTM)
-Basic EPS (TTM)
-0.07Dividend Yield
0%Recent Filings
8-K
Board adds finance experts
BILL Holdings expanded its board to 13 members on October 17, 2025, appointing Peter A. Feld and Lee Kirkpatrick as Class II directors through 2027. Feld, a Starboard Value managing member with deep finance and governance expertise, joins the Nominating and Corporate Governance Committee; Kirkpatrick, ex-Twilio CFO who steered its IPO, takes the Audit Committee chair post-2025 annual meeting. This bolsters oversight amid the recent Starboard cooperation pact. No conflicting interests disclosed.
8-K
BILL adds four directors via Starboard pact
BILL Holdings struck a cooperation deal with Starboard Value on October 15, 2025, accepting Stephen Fisher's resignation and appointing Peter Feld and Lee Kirkpatrick as Class II directors, while nominating Beth Johnson and Natalie Derse for Class III seats at the 2025 annual meeting. This board refresh, expanding from 12 to 13 members, follows Starboard's withdrawn nomination notice and includes standstill provisions curbing activism through mid-2026. New directors bring fintech and operational expertise to sharpen growth and profitability. BILL plans an investor day in early 2026 to detail its Rule of 40 path.
8-K
CLO Aji to retire post-leave
BILL Holdings' Chief Legal Officer and Chief Compliance Officer, Raj Aji, starts medical leave on October 13, 2025, and plans to retire later, with the exact date undecided. This leadership shift leaves a key compliance role vacant amid the company's growth. No interim arrangements disclosed. Succession remains unresolved.
10-K
FY2025 results
BILL Holdings delivered FY2025 revenue of $1.5B, up 13% y/y, with subscription and transaction fees rising 16% to $1.3B on 13% TPV growth to $330B, while interest on customer funds dipped 3% to $162M amid lower rates. Q4 momentum accelerated, contributing 26% of annual revenue with sequential TPV up 5% from Q3, driven by BILL AP/AR's 4% customer addition to 494K businesses and 17% transaction surge to 121M, though spend and expense card volume grew modestly at 13% y/y. Margins held steady at 81%, but operating loss narrowed 54% to $81M on cost controls post-restructuring; free cash flow strengthened 21% to $313M. Liquidity remains robust with $2.2B in cash and equivalents, supporting $437M in share repurchases and $1.6B in convertible notes, yet economic headwinds for SMBs pose risks to quarterly growth.
8-K
BILL's FY25 results and buyback
BILL Holdings reported fiscal year 2025 revenue of $1.5 billion, up 13% year-over-year, with core revenue hitting $1.3 billion, a 16% rise, while non-GAAP operating income climbed 22% to $239.5 million. The board authorized a $300 million share repurchase program, signaling confidence amid strong cash flows. Repurchases can flex with market conditions. Yet, float revenue dipped as interest rates eased.
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