BILL (NYSE:BILL) Downgraded by Wall Street Zen to “Hold”

BILL (NYSE:BILL) was downgraded by investment analysts at Wall Street Zen from a “buy” rating to a “hold” rating in a research report issued to clients and investors on Thursday.

BILL has been the subject of several other reports. Citigroup decreased their price objective on shares of BILL from $71.00 to $62.00 and set a “buy” rating for the company in a report on Thursday, January 22nd. Canaccord Genuity Group lifted their target price on shares of BILL from $75.00 to $77.00 and gave the stock a “buy” rating in a research report on Tuesday, February 10th. BTIG Research reiterated a “buy” rating and set a $60.00 target price on shares of BILL in a research note on Monday, February 2nd. Keefe, Bruyette & Woods lowered their price target on BILL from $60.00 to $49.00 and set a “market perform” rating on the stock in a report on Friday, February 6th. Finally, Evercore set a $42.00 price target on BILL in a research note on Friday, February 6th. Thirteen equities research analysts have rated the stock with a Buy rating, ten have given a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $56.95.

BILL Trading Down 0.9%

NYSE:BILL opened at $38.15 on Thursday. The firm has a market capitalization of $3.78 billion, a P/E ratio of -158.97, a PEG ratio of 4.53 and a beta of 1.25. The company has a debt-to-equity ratio of 0.48, a current ratio of 1.65 and a quick ratio of 1.65. BILL has a one year low of $35.46 and a one year high of $57.21. The company’s 50-day simple moving average is $43.80 and its 200 day simple moving average is $49.01.

BILL (NYSE:BILL) last released its earnings results on Thursday, February 5th. The company reported $0.64 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.56 by $0.08. The firm had revenue of $414.67 million during the quarter, compared to analyst estimates of $399.71 million. BILL had a negative net margin of 1.56% and a positive return on equity of 1.70%. The business’s revenue was up 14.4% on a year-over-year basis. During the same period last year, the business earned $0.56 earnings per share. 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 forecast that BILL will post 0.12 EPS for the current fiscal year.

Institutional Trading of BILL

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in BILL. ER Collective Holdings LLC bought a new position in BILL in the fourth quarter worth approximately $464,588,000. Senvest Management LLC grew its position in shares of BILL by 155.8% during the 4th quarter. Senvest Management LLC now owns 2,573,261 shares of the company’s stock valued at $140,346,000 after acquiring an additional 1,567,186 shares during the period. Contour Asset Management LLC increased its stake in shares of BILL by 45.5% in 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 in the last quarter. Nomura Holdings Inc. increased its stake 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 worth $68,778,000 after purchasing an additional 1,467,831 shares in the last quarter. Finally, Marshall Wace LLP raised its holdings in BILL by 190.8% in the 3rd quarter. Marshall Wace LLP now owns 2,166,899 shares of the company’s stock worth $114,781,000 after purchasing an additional 1,421,785 shares during the period. 97.99% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about BILL

Here are the key news stories impacting BILL this week:

• Positive Sentiment: Independent coverage/stock review highlighting BILL alongside peer UiPath, which can increase investor attention and liquidity for the name. Reviewing UiPath (NYSE:PATH) and BILL (NYSE:BILL)
• Neutral Sentiment: Federal and state legislative developments reported (homeland security funding, voting and other bills) are broadly market/ political news but not directly tied to Bill.com’s business model. Monitor for any wider market volatility that could affect software/high-PE names. Bill to fund US homeland security fails again as concern grows about airport lines
• Neutral Sentiment: Coverage of unrelated consumer, sports, and legal stories (tax advice, coaching farewells, high‑profile legal rulings) — unlikely to affect BILL’s fundamentals. Here’s What To Do If You Can’t Pay Your Tax Bill, According to an Expert
• Negative Sentiment: Louisiana bill to ban merchant debit‑card surcharges advanced — such state-level restrictions can compress merchant pricing flexibility and, over time, affect payment economics for some processors and fintech partners. Impact on Bill.com (BILL) is likely indirect but worth monitoring for edge-case merchant behavior or pricing pressure. Bill to ban debit card surcharges passes out La. Senate
• Negative Sentiment: Alabama measure to round cash purchases passed a chamber — small consumer-payment rule changes can slowly shift merchant operations or pricing decisions; direct impact on Bill.com is limited but cumulative regulatory changes across states can matter for payment routing/merchant acceptance. Bill to round cash purchases passes Alabama House

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.