BILL (NYSE:BILL – Get Free Report) was upgraded by research analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a note issued to investors on Monday.
A number of other equities analysts also recently weighed in on BILL. Jefferies Financial Group reaffirmed a “buy” rating on shares of BILL in a research note on Friday, February 6th. Needham & Company LLC restated a “buy” rating and set a $75.00 price objective on shares of BILL in a report on Friday, February 6th. William Blair reiterated a “market perform” rating on shares of BILL in a report on Friday, November 7th. BTIG Research reissued a “buy” rating and set a $60.00 price target on shares of BILL in a research report on Monday, February 2nd. Finally, Keefe, Bruyette & Woods dropped their price target on BILL from $60.00 to $49.00 and set a “market perform” rating for the company in a research note on Friday, February 6th. Thirteen research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $56.95.
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BILL Price Performance
BILL (NYSE:BILL – Get Free Report) last issued its quarterly earnings results on Thursday, February 5th. The company reported $0.64 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.56 by $0.08. BILL had a positive return on equity of 1.70% and a negative net margin of 1.56%.The firm had revenue of $414.67 million for the quarter, compared to analyst estimates of $399.71 million. During the same period last year, the company earned $0.56 EPS. The firm’s quarterly revenue was up 14.4% on a year-over-year basis. BILL has set its Q3 2026 guidance at 0.530-0.570 EPS and its FY 2026 guidance at 2.330-2.410 EPS. Equities research analysts forecast that BILL will post 0.12 EPS for the current year.
Insider Activity
In other news, SVP Germaine Cota sold 1,104 shares of BILL stock in a transaction that occurred on Tuesday, December 2nd. The shares were sold at an average price of $51.23, for a total transaction of $56,557.92. Following the sale, the senior vice president owned 10,812 shares in the company, valued at $553,898.76. This trade represents a 9.26% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Company insiders own 13.20% of the company’s stock.
Hedge Funds Weigh In On BILL
A number of institutional investors have recently made changes to their positions in the business. Empowered Funds LLC increased its stake in shares of BILL by 50.3% in the first quarter. Empowered Funds LLC now owns 8,002 shares of the company’s stock worth $367,000 after buying an additional 2,678 shares during the last quarter. Versor Investments LP grew its holdings in BILL by 117.2% during the 2nd quarter. Versor Investments LP now owns 20,768 shares of the company’s stock worth $961,000 after acquiring an additional 11,205 shares in the last quarter. State of Michigan Retirement System grew its holdings in BILL by 1.8% during the 2nd quarter. State of Michigan Retirement System now owns 22,800 shares of the company’s stock worth $1,055,000 after acquiring an additional 400 shares in the last quarter. Ceera Investments LLC increased its position in shares of BILL by 319.0% in the 2nd quarter. Ceera Investments LLC now owns 24,010 shares of the company’s stock worth $1,111,000 after purchasing an additional 18,280 shares during the last quarter. Finally, Twin Capital Management Inc. raised its stake in shares of BILL by 98.5% in the 2nd quarter. Twin Capital Management Inc. now owns 37,159 shares of the company’s stock valued at $1,719,000 after purchasing an additional 18,441 shares in the last quarter. 97.99% of the stock is owned by institutional investors and hedge funds.
Key Headlines Impacting BILL
Here are the key news stories impacting BILL this week:
- Positive Sentiment: Zacks publishes a bullish note calling BILL a “top momentum stock” for the long term — this type of analyst/market commentary can attract momentum-driven buyers and support the stock after recent earnings and guidance. Why BILL Holdings (BILL) is a Top Momentum Stock for the Long-Term
- Neutral Sentiment: How Indiana’s new utility law could change electricity bills — likely no direct impact on BILL (payments/accounting software focus) but worth monitoring if it changes billing infrastructure or utility payment behavior. How Indiana’s new utility law could change your electricity bill
- Neutral Sentiment: Connecticut Senate passes an emergency bill on warehouse workers, nonprofits, taxes and bottle returns — policy news unlikely to move BILL’s payments/SMB-focused business directly. CT Senate clashes, passes ’emergency’ bill on warehouse workers, nonprofits, taxes, bottle returns
- Neutral Sentiment: Profiles and political coverage about Bill and Hillary Clinton — high public interest but no material effect on BILL Holdings’ business fundamentals. Bill and Hillary Clinton, battle-tested, gear up for another Washington fight
- Neutral Sentiment: NYT report on air-safety legislation failing in the House — sector-specific aviation policy, not tied to BILL’s payments/product set. Victims’ Families Stunned by Failure of Air Safety Bill in House
- Neutral Sentiment: Local coverage of Bill Clinton defending his past ties — political news without clear relevance to BILL Holdings. Bill Clinton says he ‘did nothing wrong’ with Epstein as he faces grilling over their relationship
- Neutral Sentiment: Timeline piece on Hillary and Bill Clinton’s marriage — general interest; no material impact on BILL. Hillary and Bill Clinton have been married for over 50 years. Here’s a timeline of their relationship.
- Neutral Sentiment: Bill Gates discussion of past Epstein ties — reputational story for a public figure, not connected to BILL Holdings’ operations. Bill Gates ‘took responsibility’ over Epstein ties in staff meeting, foundation says
- Neutral Sentiment: Oregon ski-area bill debate — regional/industry policy, unlikely to affect BILL’s payments platform materially. Oregon ski areas hate a bill that some lawmakers say will help save them
- Neutral Sentiment: Kansas “bathroom bill” takes effect — social/policy issue with no direct link to BILL’s financials. ‘Bathroom Bill’: Law impacting transgender Kansans takes effect
- Neutral Sentiment: New bill to prohibit DHS from using full-body restraints — criminal-justice policy, not relevant to BILL’s business. New bill seeks to prohibit DHS from using full-body restraints
- Neutral Sentiment: Ohio bill could cut university funding tied to DEI — higher-education funding policy, remote relevance to BILL’s SMB/customer base. Ohio universities could lose state funding under bill tracking ex-DEI employees, SB 1 compliance
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.
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