BILL Holdings, Inc. (NYSE:BILL) Given Average Recommendation of “Hold” by Brokerages

Shares of BILL Holdings, Inc. (NYSE:BILL) have received an average rating of “Hold” from the twenty-five ratings firms that are presently covering the company, MarketBeat Ratings reports. Two investment analysts have rated the stock with a sell recommendation, ten have given a hold recommendation and thirteen have assigned a buy recommendation to the company. The average 12 month price objective among analysts that have issued a report on the stock in the last year is $56.9545.

BILL has been the subject of several recent analyst reports. Truist Financial set a $59.00 target price on shares of BILL in a research note on Tuesday, February 10th. Zacks Research downgraded BILL from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, February 10th. Needham & Company LLC reiterated a “buy” rating and set a $75.00 price objective on shares of BILL in a report on Friday, February 6th. Keefe, Bruyette & Woods lowered their price objective on BILL from $60.00 to $49.00 and set a “market perform” rating for the company in a research report on Friday, February 6th. Finally, Jefferies Financial Group restated a “buy” rating on shares of BILL in a research note on Friday, February 6th.

Institutional Investors Weigh In On BILL

Large investors have recently modified their holdings of the business. ER Collective Holdings LLC acquired a new position in shares of BILL during the fourth quarter valued at about $464,588,000. Senvest Management LLC boosted its stake in BILL by 155.8% in the 4th quarter. Senvest Management LLC now owns 2,573,261 shares of the company’s stock worth $140,346,000 after purchasing an additional 1,567,186 shares in the last quarter. Contour Asset Management LLC grew its position in BILL by 45.5% during the 4th quarter. Contour Asset Management LLC now owns 4,710,570 shares of the company’s stock worth $256,914,000 after purchasing an additional 1,472,132 shares during the last quarter. Nomura Holdings Inc. grew its position in 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 purchasing an additional 1,467,831 shares during the last quarter. Finally, Marshall Wace LLP increased its stake in BILL by 190.8% during the 3rd 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 in the last quarter. Hedge funds and other institutional investors own 97.99% of the company’s stock.

Trending Headlines about BILL

Here are the key news stories impacting BILL this week:

• Positive Sentiment: BILL is marketing AI features to enhance accounting workflows and its go‑to‑market strategy, which could improve product differentiation and revenue per customer over time. BILL Holdings, Inc. (BILL) Turns to AI to Enhance Accounting amid go-to Market Strategy
• Neutral Sentiment: Congressional fights over DHS funding are creating short‑term political and market noise that can increase volatility across the market but have no direct link to BILL’s business fundamentals. House GOP rejects DHS funding bill passed by Senate, drafts alternative
• Neutral Sentiment: Legislation targeting Chinese robotics for government use may shift procurement dynamics for some tech suppliers, but it’s peripheral to BILL’s SaaS payments and accounting focus. US lawmakers to introduce bill to ban government use of Chinese robots
• Negative Sentiment: An analyst downgrade to “Hold” by Wall Street Zen is weighing on sentiment and may trigger selling by momentum and quant funds. Wall Street Zen Downgrades BILL (NYSE:BILL) to Hold
• Negative Sentiment: Institutional selling (ARK fully exited its position) and a YTD underperformance signal weaker investor confidence despite product initiatives, increasing downside risk until execution improves. BILL Holdings, Inc. (BILL) Turns to AI to Enhance Accounting amid go-to Market Strategy
• Negative Sentiment: Proposed legislation to pause AI data‑center construction could tighten infrastructure growth and raise costs/constraints for AI rollouts across the sector, a potential headwind for companies banking on AI product adoption. AOC and Bernie Sanders have a bill to pause AI data center construction. Here’s what’s in it.

BILL Stock Performance

Shares of BILL stock opened at $37.02 on Monday. The company has a market capitalization of $3.66 billion, a PE ratio of -154.23, a P/E/G ratio of 4.35 and a beta of 1.25. The company has a 50-day simple moving average of $43.41 and a two-hundred day simple moving average of $48.80. BILL has a one year low of $35.46 and a one year high of $57.21. The company has a debt-to-equity ratio of 0.48, a quick ratio of 1.65 and a current ratio of 1.65.

BILL (NYSE:BILL) last released its quarterly earnings results on Thursday, February 5th. The company reported $0.64 earnings per share for the quarter, beating analysts’ consensus estimates of $0.56 by $0.08. BILL had a negative net margin of 1.56% and a positive return on equity of 1.70%. The business had revenue of $414.67 million for the quarter, compared to analysts’ expectations of $399.71 million. During the same period last year, the business earned $0.56 EPS. The company’s revenue was up 14.4% compared to the same quarter last year. BILL has set its Q3 2026 guidance at 0.530-0.570 EPS and its FY 2026 guidance at 2.330-2.410 EPS. Research analysts expect that BILL will post 0.12 EPS for the current fiscal year.

About BILL

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.