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

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

A number of research firms have recently weighed in on BILL. The Goldman Sachs Group dropped their target price on BILL from $65.00 to $52.00 and set a “buy” rating on the stock in a report on Monday, February 9th. Jefferies Financial Group restated a “buy” rating on shares of BILL in a research note on Friday, February 6th. BMO Capital Markets reduced their target price 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. William Blair reiterated a “market perform” rating on shares of BILL in a report on Friday, November 7th. Finally, Robert W. Baird set a $50.00 price target on shares of BILL in a report on Friday, February 6th.

Trending Headlines about BILL

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.

Institutional Trading of BILL

A number of institutional investors and hedge funds have recently modified their holdings of BILL. UMB Bank n.a. boosted its holdings in shares of BILL by 21.8% in the fourth quarter. UMB Bank n.a. now owns 1,336 shares of the company’s stock worth $73,000 after acquiring an additional 239 shares during the period. GAMMA Investing LLC lifted its holdings in BILL by 27.2% during the 4th quarter. GAMMA Investing LLC now owns 1,243 shares of the company’s stock worth $68,000 after purchasing an additional 266 shares in the last quarter. Thrivent Financial for Lutherans boosted its stake in BILL by 1.3% in the 2nd quarter. Thrivent Financial for Lutherans now owns 25,175 shares of the company’s stock worth $1,165,000 after purchasing an additional 327 shares during the period. Inlight Wealth Management LLC grew its holdings in BILL by 0.8% during the 3rd quarter. Inlight Wealth Management LLC now owns 40,881 shares of the company’s stock valued at $2,165,000 after buying an additional 334 shares in the last quarter. Finally, State of Michigan Retirement System increased its position in shares of BILL by 1.8% during the second quarter. State of Michigan Retirement System now owns 22,800 shares of the company’s stock valued at $1,055,000 after buying an additional 400 shares during the period. 97.99% of the stock is owned by hedge funds and other institutional investors.

BILL Price Performance

Shares of BILL opened at $43.56 on Thursday. The business’s fifty day moving average is $47.68 and its 200 day moving average is $49.35. BILL has a 12-month low of $35.46 and a 12-month high of $57.21. The company has a quick ratio of 1.65, a current ratio of 1.65 and a debt-to-equity ratio of 0.48. The stock has a market cap 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.

BILL (NYSE:BILL) last released its quarterly earnings data on Thursday, February 5th. The company reported $0.64 earnings per share for the quarter, topping the consensus estimate 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 firm had revenue of $414.67 million for the quarter, compared to the consensus estimate of $399.71 million. During the same quarter in the prior year, the company posted $0.56 earnings per share. The business’s 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. Sell-side analysts anticipate that BILL will post 0.12 earnings per share for the current fiscal year.

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.