Keefe, Bruyette & Woods Has Lowered Expectations for BILL (NYSE:BILL) Stock Price

BILL (NYSE:BILL) had its price target dropped by Keefe, Bruyette & Woods from $60.00 to $49.00 in a research report issued on Friday,Benzinga reports. The firm currently has a “market perform” rating on the stock. Keefe, Bruyette & Woods’ target price points to a potential upside of 0.16% from the company’s previous close.

A number of other equities research analysts have also weighed in on the company. BMO Capital Markets dropped their price target on BILL from $50.00 to $46.00 and set a “market perform” rating on the stock in a research note on Friday. Susquehanna lowered their target price on shares of BILL from $89.00 to $84.00 and set a “positive” rating for the company in a research note on Friday, November 7th. JPMorgan Chase & Co. boosted their target price on shares of BILL from $55.00 to $60.00 and gave the stock an “overweight” rating in a research report on Friday, November 7th. Needham & Company LLC restated a “buy” rating and set a $75.00 price target on shares of BILL in a research note on Friday. Finally, Oppenheimer lifted their price objective on shares of BILL from $55.00 to $60.00 and gave the stock an “outperform” rating in a research note on Friday, October 24th. One investment analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating, nine have given a Hold rating and two have given a Sell rating to the company. According to MarketBeat, BILL has an average rating of “Moderate Buy” and an average price target of $56.61.

BILL Price Performance

Shares of BILL opened at $48.92 on Friday. The company has a 50 day moving average of $50.74 and a two-hundred day moving average of $48.98. The company has a market cap of $4.90 billion, a price-to-earnings ratio of -203.83, a price-to-earnings-growth ratio of 6.79 and a beta of 1.30. The company has a quick ratio of 1.67, a current ratio of 1.67 and a debt-to-equity ratio of 0.47. BILL has a twelve month low of $35.46 and a twelve month high of $67.54.

BILL (NYSE:BILL) last posted its quarterly earnings data on Thursday, February 5th. The company reported $0.64 earnings per share for the quarter, topping analysts’ consensus estimates of $0.56 by $0.08. BILL had a positive return on equity of 1.69% and a negative net margin of 1.56%.The firm had revenue of $414.67 million during the quarter, compared to analysts’ expectations of $399.71 million. During the same quarter last year, the firm earned $0.56 EPS. The business’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. As a group, analysts predict that BILL will post 0.12 earnings per share for the current fiscal year.

Insider Activity

In related news, SVP Germaine Cota sold 1,104 shares of the firm’s stock in a transaction 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 completion of the transaction, the senior vice president owned 10,812 shares of the company’s stock, valued at $553,898.76. This trade represents a 9.26% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 13.20% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On BILL

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Nomura Holdings Inc. lifted its holdings in shares of BILL by 7,753.6% in the 2nd quarter. Nomura Holdings Inc. now owns 1,486,762 shares of the company’s stock valued at $68,778,000 after buying an additional 1,467,831 shares during the period. Marshall Wace LLP raised its position in BILL by 190.8% during the third quarter. Marshall Wace LLP now owns 2,166,899 shares of the company’s stock valued at $114,781,000 after acquiring an additional 1,421,785 shares in the last quarter. Norges Bank acquired a new position in BILL in the second quarter valued at approximately $52,908,000. Senvest Management LLC lifted its holdings in BILL by 96.2% in the second quarter. Senvest Management LLC now owns 1,827,889 shares of the company’s stock valued at $84,558,000 after acquiring an additional 896,393 shares during the period. Finally, National Bank of Canada FI purchased a new stake in BILL in the 3rd quarter worth approximately $42,376,000. 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: Q2 results: BILL reported revenue and EPS above Street estimates and emphasized stronger profitability and TPV growth; management raised FY26 and Q3 guidance, signaling better-than-expected near-term momentum. BILL Reports Second Quarter Fiscal Year 2026 Financial Results
• Positive Sentiment: Analysts/coverage note: Zacks highlights the Q2 beat driven by core platform strength and higher total payment volume (TPV), reinforcing the narrative that billing and payments momentum is re-accelerating. BILL Holdings Q2 Earnings Beat Estimates on Core Strength & Higher TPV
• Positive Sentiment: Bullish research piece argues BILL’s valuation and margin profile look attractive after the quarter, pointing to durable subscription revenue, expanding customer base and raised FY26 guidance as a buy thesis. BILL Holdings: Muscle Past AI Fears And Buy This Stock For Value
• Positive Sentiment: Broker support: Needham reaffirmed a “buy” rating and $75 price target, providing a strong bullish anchor and a sizable upside case versus the current share price. Needham & Company LLC Reaffirms Buy
• Neutral Sentiment: Earnings call/transcript published — useful for hearing management detail on TPV, customer trends, and margin drivers but not additional headline moves beyond the release. BILL Q2 2026 Earnings Call Transcript
• Neutral Sentiment: Analytical breakdowns (Zacks follow-ups) review key metrics vs. estimates — helpful context but largely restates the beat and guidance details. Here’s What Key Metrics Tell Us About BILL Q2 Earnings
• Negative Sentiment: Price-target cuts: Keefe, Bruyette & Woods trimmed their target to $49 and moved to “market perform,” reducing an upside driver and signaling more cautious near-term expectations from some shops. Keefe, Bruyette & Woods Lowers Price Target
• Negative Sentiment: Another sell-side trim: BMO cut its target to $46 and classified the stock as “market perform,” which may cap further rallies until more evidence of sustained growth appears. BILL Price Target Lowered at BMO Capital Markets

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.