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

BILL Holdings, Inc. (NYSE:BILL) has been assigned a consensus rating of “Hold” from the twenty-five brokerages that are covering the firm, Marketbeat.com reports. Two investment analysts have rated the stock with a sell recommendation, ten have assigned a hold recommendation and thirteen have given a buy recommendation to the company. The average 1 year price target among brokerages that have issued a report on the stock in the last year is $56.9545.

BILL has been the subject of a number of research reports. BMO Capital Markets cut their price target on shares of BILL from $50.00 to $46.00 and set a “market perform” rating for the company in a research note on Friday, February 6th. Evercore set a $42.00 target price on shares of BILL in a research report on Friday, February 6th. Canaccord Genuity Group raised their price target on BILL from $75.00 to $77.00 and gave the company a “buy” rating in a research report on Tuesday, February 10th. Truist Financial set a $59.00 price target on BILL in a research note on Tuesday, February 10th. Finally, Robert W. Baird set a $50.00 price objective on BILL in a research report on Friday, February 6th.

BILL News Summary

Here are the key news stories impacting BILL this week:

• Positive Sentiment: Quarterly results and guidance: BILL beat Q (reported) revenue and EPS, with revenue up ~14.4% y/y and Q3 / FY26 EPS guidance issued (FY26: 2.330–2.410). Those fundamentals and upward guidance support longer-term revenue growth and profit expansion.
• Positive Sentiment: Management presentation at Morgan Stanley — investor Q&A and transcript provide additional color on product adoption, margin trajectory and go‑to‑market execution; could help reduce uncertainty if comments reinforce guidance. BILL Presents at Morgan Stanley TMT Conference (Transcript)
• Neutral Sentiment: Newsflow in the supplied list is largely political/legislative and not specific to BILL’s payments/B2B software business, so little direct incremental impact from those items on near-term revenue or regulation for BILL.
• Negative Sentiment: Technical and valuation headwinds: shares are trading under the 50- and 200-day moving averages, volume is below average, and the stock carries a high P/E (~109) with modest net margin — making it vulnerable to profit-taking or short-term market rotation away from richly valued growth names.

BILL Price Performance

Shares of NYSE BILL opened at $43.56 on Thursday. The stock’s 50-day simple moving average is $47.68 and its two-hundred day simple moving average is $49.35. BILL has a twelve month low of $35.46 and a twelve month high of $57.21. The firm has a market capitalization of $4.31 billion, a P/E ratio of -181.50, a P/E/G ratio of 5.14 and a beta of 1.25. The company has a quick ratio of 1.65, a current ratio of 1.65 and a debt-to-equity ratio of 0.48.

BILL (NYSE:BILL) last issued its quarterly earnings data on Thursday, February 5th. The company reported $0.64 EPS for the quarter, topping the consensus estimate of $0.56 by $0.08. The company had revenue of $414.67 million during the quarter, compared to analyst estimates of $399.71 million. BILL had a positive return on equity of 1.70% and a negative net margin of 1.56%.BILL’s revenue was up 14.4% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.56 earnings per share. BILL has set its Q3 2026 guidance at 0.530-0.570 EPS and its FY 2026 guidance at 2.330-2.410 EPS. As a group, equities analysts anticipate that BILL will post 0.12 EPS for the current fiscal year.

Institutional Investors Weigh In On BILL

A number of hedge funds have recently made changes to their positions in BILL. Pacer Advisors Inc. grew its holdings in shares of BILL by 49.1% during the 4th quarter. Pacer Advisors Inc. now owns 18,023 shares of the company’s stock valued at $983,000 after purchasing an additional 5,933 shares during the last quarter. Alberta Investment Management Corp bought a new position in shares of BILL during the fourth quarter valued at about $1,505,000. XTX Topco Ltd bought a new position in shares of BILL during the fourth quarter valued at about $1,839,000. Susquehanna Fundamental Investments LLC purchased a new position in shares of BILL in the fourth quarter worth about $9,579,000. Finally, Quadrature Capital Ltd bought a new stake in shares of BILL in the 4th quarter valued at about $1,389,000. 97.99% of the stock is currently owned by institutional investors.

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.