BILL (BILL) Projected to Post Earnings on Thursday

BILL (NYSE:BILL) is anticipated to release its Q2 2026 results after the market closes on Thursday, February 5th. Analysts expect BILL to post earnings of $0.56 per share and revenue of $399.7110 million for the quarter. BILL has set its FY 2026 guidance at 2.110-2.250 EPS and its Q2 2026 guidance at 0.540-0.570 EPS. Parties may review the information on the company’s upcoming Q2 2026 earning report for the latest details on the call scheduled for Thursday, February 5, 2026 at 4:30 PM ET.

BILL (NYSE:BILL) last issued its quarterly earnings data on Thursday, November 6th. The company reported $0.61 earnings per share for the quarter, topping analysts’ consensus estimates of $0.51 by $0.10. BILL had a return on equity of 1.39% and a net margin of 0.79%.The firm had revenue of $395.74 million during the quarter, compared to analysts’ expectations of $390.91 million. During the same period in the prior year, the business posted $0.63 EPS. The firm’s quarterly revenue was up 10.4% on a year-over-year basis. On average, analysts expect BILL to post $0 EPS for the current fiscal year and $0 EPS for the next fiscal year.

BILL Price Performance

Shares of BILL stock opened at $37.07 on Wednesday. The stock’s 50-day moving average is $51.29 and its 200 day moving average is $49.11. BILL has a 1-year low of $36.55 and a 1-year high of $98.00. The company has a debt-to-equity ratio of 0.47, a current ratio of 1.67 and a quick ratio of 1.67. The company has a market cap of $3.71 billion, a P/E ratio of -137.31, a PEG ratio of 5.87 and a beta of 1.30.

Insiders Place Their Bets

In other news, SVP Germaine Cota sold 1,104 shares of the 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 directly owned 10,812 shares of the company’s stock, valued at approximately $553,898.76. This represents a 9.26% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 13.20% of the company’s stock.

Institutional Investors Weigh In On BILL

Large investors have recently bought and sold shares of the company. Ameriprise Financial Inc. increased its holdings in BILL by 14.2% in the 3rd quarter. Ameriprise Financial Inc. now owns 2,546,171 shares of the company’s stock worth $134,871,000 after buying an additional 317,014 shares during the period. Marshall Wace LLP boosted its holdings in shares of BILL by 190.8% in the 3rd 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 during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its stake in shares of BILL by 20.0% in the third quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,521,030 shares of the company’s stock worth $80,569,000 after acquiring an additional 253,310 shares during the period. National Bank of Canada FI acquired a new stake in shares of BILL in the third quarter worth $42,376,000. Finally, Raymond James Financial Inc. raised its holdings in shares of BILL by 37.5% during the third quarter. Raymond James Financial Inc. now owns 378,394 shares of the company’s stock worth $20,044,000 after purchasing an additional 103,145 shares during the last quarter. Hedge funds and other institutional investors own 97.99% of the company’s stock.

BILL News Summary

Here are the key news stories impacting BILL this week:

• Positive Sentiment: BTIG Research reaffirmed a “buy” rating on BILL and set a $60 price target (~62% above the current level), which supports upside thesis for the stock if execution and guidance hold. Benzinga Report
• Neutral Sentiment: Analysts and outlets are publishing previews and metric-level expectations ahead of BILL’s Q2 results, providing models and watch points (revenue growth, margins, billings trends) that investors can use to judge the upcoming print rather than driving immediate directional conviction. Zacks: Seeking Clues to BILL Q2 Earnings
• Neutral Sentiment: Multiple high-profile political headlines about “Bill” and “BILL” (e.g., coverage of Bill and Hillary Clinton testifying) are circulating in the news stream; these are unrelated to BILL Holdings’ business but can create ticker-search noise and short-term retail attention. Politico: Bill and Hillary Clinton to Testify MSN: Bill, Hillary Clinton to Appear
• Negative Sentiment: Unusual options activity: investors bought 12,237 put contracts today (a ~73% increase versus the typical daily put volume of 7,054), signaling heavier-than-normal bearish bets that can pressure the stock intraday and reflect hedging or directional downside views. (No article link provided)

Analyst Upgrades and Downgrades

A number of research firms recently commented on BILL. Weiss Ratings reissued a “sell (d+)” rating on shares of BILL in a research report on Monday, December 29th. Zacks Research raised BILL from a “hold” rating to a “strong-buy” rating in a research report on Friday, January 9th. Susquehanna lowered their price objective on BILL from $89.00 to $84.00 and set a “positive” rating for the company in a research report on Friday, November 7th. Citigroup dropped their target price on BILL from $71.00 to $62.00 and set a “buy” rating on the stock in a research note on Thursday, January 22nd. Finally, Oppenheimer increased their price target on BILL from $55.00 to $60.00 and gave the company an “outperform” rating in a research note on Friday, October 24th. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, nine have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $58.90.

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.