BILL Holdings, Inc. (NYSE:BILL) Receives Consensus Recommendation of “Hold” from Brokerages

BILL Holdings, Inc. (NYSE:BILL) has received an average rating of “Hold” from the twenty-five brokerages that are covering the firm, MarketBeat reports. Two analysts have rated the stock with a sell recommendation, eleven have given a hold recommendation, eleven have assigned a buy recommendation and one has given a strong buy recommendation to the company. The average twelve-month target price among brokerages that have issued ratings on the stock in the last year is $58.8571.

A number of brokerages recently issued reports on BILL. JPMorgan Chase & Co. increased their target price on shares of BILL from $55.00 to $60.00 and gave the company an “overweight” rating in a research report on Friday, November 7th. Wolfe Research raised shares of BILL from a “peer perform” rating to an “outperform” rating and set a $70.00 price target for the company in a research note on Thursday, September 11th. Piper Sandler cut shares of BILL from an “overweight” rating to a “neutral” rating and decreased their price objective for the company from $70.00 to $50.00 in a report on Thursday, August 28th. Keefe, Bruyette & Woods lowered their price objective on shares of BILL from $56.00 to $48.00 and set a “market perform” rating on the stock in a research note on Friday, November 7th. Finally, UBS Group cut their target price on BILL from $65.00 to $60.00 and set a “buy” rating for the company in a research report on Friday, November 7th.

Key BILL News

Here are the key news stories impacting BILL this week:

• Positive Sentiment: Bipartisan $901B defense/military funding legislation cleared Congress and was signed — large defense package includes troop pay, Ukraine support and other provisions; passage reduces a major source of legislative uncertainty and tends to lift industrial and risk-sensitive sectors, which can modestly improve market sentiment and SMB confidence. Reuters: Massive defense bill passes US Congress MSN: Trump quietly signs $901B defense bill
• Neutral Sentiment: House and Senate action on gender‑affirming care and Medicaid funding for minors (multiple bills and votes) — a flurry of bills and votes criminalizing or restricting gender‑affirming care and blocking Medicaid funding is generating headlines and state/federal policy shifts, but direct impact on BILL’s core SaaS/payment business is limited. MSN: GOP-led House passes Medicaid restriction
• Neutral Sentiment: House Democrats released new Epstein-era photos featuring public figures — political media noise that can drive short-term headlines but is unlikely to move BILL’s business metrics. MSN: New Epstein photos released
• Neutral Sentiment: Other social/healthcare policy stories (right‑to‑die bill in NY, bills on residential treatment centers, school milk policy) — policy changes are sector‑specific and unlikely to materially affect BILL’s AP/payments platform in the near term. NYT: N.Y. right-to-die bill USA Today: Whole milk bill
• Negative Sentiment: House passage of GOP healthcare legislation without ACA extension and closely contested healthcare votes — these moves increase policy uncertainty around health coverage and employer benefit rules; if they materially change employer benefits or compliance costs, small businesses (Bill’s core customer base) could face added administrative burdens or spending shifts that would be a modest negative for BILL’s payment volumes and margin exposure. CBS: House passes GOP health care bill without ACA extension MSN: Speaker Johnson healthcare bill vote

Insider Transactions at BILL

In other BILL news, SVP Germaine Cota sold 1,104 shares of the business’s stock in a transaction dated Tuesday, December 2nd. The shares were sold at an average price of $51.23, for a total value of $56,557.92. Following the sale, the senior vice president directly owned 10,812 shares in the company, valued at approximately $553,898.76. The trade was a 9.26% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 13.20% of the stock is currently owned by insiders.

Institutional Trading of BILL

A number of hedge funds and other institutional investors have recently made changes to their positions in the business. Nomura Holdings Inc. boosted its stake in shares of BILL by 7,753.6% during the 2nd quarter. Nomura Holdings Inc. now owns 1,486,762 shares of the company’s stock worth $68,778,000 after acquiring an additional 1,467,831 shares in the last quarter. Contour Asset Management LLC acquired a new stake in shares of BILL during the first quarter worth $65,783,000. Marshall Wace LLP lifted its holdings in shares of BILL by 190.8% during the third quarter. Marshall Wace LLP now owns 2,166,899 shares of the company’s stock valued at $114,781,000 after purchasing an additional 1,421,785 shares during the last quarter. Dimensional Fund Advisors LP boosted its position in shares of BILL by 110.9% in the 1st quarter. Dimensional Fund Advisors LP now owns 2,489,918 shares of the company’s stock valued at $114,265,000 after purchasing an additional 1,309,337 shares during the period. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its stake in BILL by 133.5% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 2,038,609 shares of the company’s stock worth $93,552,000 after purchasing an additional 1,165,398 shares in the last quarter. 97.99% of the stock is currently owned by institutional investors.

BILL Stock Up 1.7%

BILL opened at $55.86 on Friday. The stock’s 50 day moving average price is $50.62 and its 200 day moving average price is $47.95. The company has a debt-to-equity ratio of 0.47, a current ratio of 1.67 and a quick ratio of 1.67. The stock has a market cap of $5.59 billion, a P/E ratio of -206.88, a P/E/G ratio of 7.75 and a beta of 1.35. BILL has a 12 month low of $36.55 and a 12 month high of $100.19.

BILL (NYSE:BILL) last released its quarterly earnings results on Thursday, November 6th. The company reported $0.61 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.51 by $0.10. The company had revenue of $395.74 million during the quarter, compared to analysts’ expectations of $390.91 million. BILL had a return on equity of 1.39% and a net margin of 0.79%.The company’s revenue for the quarter was up 10.4% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.63 earnings per share. BILL has set its FY 2026 guidance at 2.110-2.250 EPS and its Q2 2026 guidance at 0.540-0.570 EPS. As a group, research analysts predict that BILL will post 0.12 earnings per share for the current year.

BILL announced that its Board of Directors has authorized a stock buyback plan on Wednesday, August 27th that permits the company to repurchase $300.00 million in shares. This repurchase authorization permits the company to reacquire up to 7.2% of its stock through open market purchases. Stock repurchase plans are usually an indication that the company’s leadership believes its stock is undervalued.

BILL Company Profile

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. It also offers onboarding implementation support, and ongoing support and training services.