BARINGTON CAPITAL GROUP CALLS FOR CHANGES AT BILL HOLDINGS, INC. TO IMPROVE LONG-TERM SHAREHOLDER VALUE

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.

PRNewsWire • Dec 4, 2025

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

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

Seeking Alpha • Dec 3, 2025

BILL to Participate in Upcoming Investor Conference

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.

Business Wire • Nov 25, 2025

BILL Holdings: Standalone Or Acquired, Investors Can Benefit From Cheap Multiples

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.

Seeking Alpha • Nov 20, 2025

BILL Holdings, Inc. (BILL) Presents at Citi's 14th Annual FinTech Conference Transcript

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.

Seeking Alpha • Nov 18, 2025

Starboard Value Takes a Hefty 8% Stake in Bill Holdings: Should Investors Buy Too?

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.

The Motley Fool • Nov 17, 2025

Barington Companies Management Opens Bill Holdings Position: Should Investors Follow?

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).

The Motley Fool • Nov 13, 2025

Why BILL Holdings (BILL) Might be Well Poised for a Surge

BILL Holdings (BILL) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Zacks Investment Research • Nov 13, 2025

BILL Holdings: Sale Rumors, Activist Pressure, And Why I'm Only Upgrading To Hold

BILL Holdings, Inc. shows improved governance and strategic options, but fundamentals remain challenged with slowing growth and pressured margins. Core revenue growth held steady at 14% year-over-year, but net dollar retention and take rates have not reached bullish thresholds. High stock-based compensation continues to inflate free cash flow, raising concerns about true shareholder returns and valuation sustainability for BILL.

Seeking Alpha • Nov 13, 2025

Why Bill Holdings Stock Leaped Nearly 12% Higher Today

According to a media report, it's considering putting itself up for sale. This is apparently one of several options for its future.

The Motley Fool • Nov 12, 2025