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

BILL Holdings, Inc. (NYSE:BILL) has earned a consensus rating of “Hold” from the twenty-five research firms that are currently covering the stock, Marketbeat Ratings reports. Two equities research analysts have rated the stock with a sell rating, eleven have issued a hold rating, eleven have assigned a buy rating and one has given a strong buy rating to the company. The average 12-month target price among brokerages that have issued ratings on the stock in the last year is $58.8571.

Several equities analysts recently commented on the company. Piper Sandler lowered BILL from an “overweight” rating to a “neutral” rating and reduced their price target for the stock from $70.00 to $50.00 in a research report on Thursday, August 28th. Keefe, Bruyette & Woods dropped 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. Evercore ISI reduced their target price on shares of BILL from $50.00 to $48.00 and set an “in-line” rating on the stock in a research report on Thursday, August 28th. Truist Financial decreased their target price on shares of BILL from $61.00 to $60.00 and set a “buy” rating for the company in a research note on Wednesday, November 19th. Finally, The Goldman Sachs Group lifted their price target on shares of BILL from $54.00 to $62.00 and gave the stock a “buy” rating in a research note on Monday, October 13th.

Insider Activity

In related news, SVP Germaine Cota sold 1,104 shares of the business’s stock in a transaction dated Tuesday, December 2nd. The stock was sold at an average price of $51.23, for a total value of $56,557.92. Following the transaction, the senior vice president 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 transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Insiders own 13.20% of the company’s stock.

Institutional Investors Weigh In On BILL

Several hedge funds and other institutional investors have recently bought and sold shares of BILL. Taylor Frigon Capital Management LLC raised its position in shares of BILL by 21.8% during the 2nd quarter. Taylor Frigon Capital Management LLC now owns 45,414 shares of the company’s stock worth $2,101,000 after purchasing an additional 8,131 shares during the period. Acadian Asset Management LLC increased its position in BILL by 230.4% in the first quarter. Acadian Asset Management LLC now owns 38,237 shares of the company’s stock worth $1,754,000 after buying an additional 26,664 shares during the period. Jacobs Levy Equity Management Inc. bought a new stake in BILL in the first quarter valued at $1,207,000. Oak Thistle LLC acquired a new position in shares of BILL during the third quarter valued at $2,737,000. Finally, United Services Automobile Association bought a new position in shares of BILL during the first quarter worth about $287,000. 97.99% of the stock is currently owned by hedge funds and other institutional investors.

Key Stores Impacting BILL

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

BILL Stock Performance

NYSE:BILL opened at $55.86 on Friday. The firm’s fifty day simple moving average is $50.62 and its 200 day simple moving average is $47.95. The company has a current ratio of 1.67, a quick ratio of 1.67 and a debt-to-equity ratio of 0.47. BILL has a twelve month low of $36.55 and a twelve month high of $100.19. The firm has a market capitalization of $5.59 billion, a price-to-earnings ratio of -206.88, a PEG ratio of 7.75 and a beta of 1.35.

BILL (NYSE:BILL) last released its quarterly earnings data on Thursday, November 6th. The company reported $0.61 EPS for the quarter, beating the consensus estimate of $0.51 by $0.10. BILL had a return on equity of 1.39% and a net margin of 0.79%.The company had revenue of $395.74 million for the quarter, compared to analyst estimates of $390.91 million. During the same period last year, the company posted $0.63 earnings per share. The firm’s revenue was up 10.4% compared to the same quarter last year. 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, equities research analysts expect that BILL will post 0.12 earnings per share for the current fiscal year.

BILL announced that its Board of Directors has authorized a stock repurchase plan on Wednesday, August 27th that allows the company to buyback $300.00 million in shares. This buyback authorization allows the company to purchase up to 7.2% of its stock through open market purchases. Stock buyback plans are typically a sign that the company’s board of directors believes its shares are 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.