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

Shares of BILL Holdings, Inc. (NYSE:BILL) have earned an average rating of “Hold” from the twenty-five ratings firms that are covering the firm, MarketBeat Ratings reports. Two equities research analysts have rated the stock with a sell recommendation, ten have issued a hold recommendation and thirteen have issued a buy recommendation on the company. The average 12-month target price among brokers that have updated their coverage on the stock in the last year is $56.3043.

A number of analysts have weighed in on the company. Robert W. Baird set a $50.00 price target on BILL in a research report on Friday, February 6th. Jefferies Financial Group restated a “buy” rating on shares of BILL in a research note on Friday, February 6th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of BILL in a report on Monday, December 29th. Evercore set a $42.00 price target on shares of BILL in a report on Friday, February 6th. Finally, Evercore ISI set a $42.00 price target on shares of BILL in a research report on Friday, February 6th.

Insider Activity

In other news, SVP Germaine Cota sold 1,104 shares of the business’s stock in a transaction that occurred on 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 $553,898.76. The trade was a 9.26% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Company insiders own 13.20% of the company’s stock.

Hedge Funds Weigh In On BILL

Institutional investors have recently bought and sold shares of the business. Marshall Wace LLP grew its holdings in shares of BILL by 36.5% during the fourth quarter. Marshall Wace LLP now owns 2,958,096 shares of the company’s stock worth $161,335,000 after purchasing an additional 791,197 shares during the last quarter. Bridgewater Associates LP lifted its position in BILL by 892.1% during the 4th quarter. Bridgewater Associates LP now owns 54,941 shares of the company’s stock worth $2,996,000 after buying an additional 49,403 shares in the last quarter. UMB Bank n.a. grew its holdings in BILL by 21.8% during the 4th 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 last quarter. Heights Point Management LP acquired a new stake in BILL in the 4th quarter valued at about $1,776,000. Finally, Jacobs Levy Equity Management Inc. bought a new position in shares of BILL in the fourth quarter worth about $1,735,000. Institutional investors own 97.99% of the company’s stock.

BILL News Roundup

Here are the key news stories impacting BILL this week:

• Positive Sentiment: Management announced participation in multiple upcoming investor conferences (Susquehanna Tech Conference on Feb 26; Morgan Stanley TMT on Mar 3; Wolfe FinTech Forum). Conference appearances increase visibility and give investors direct access to management’s outlook. BILL to Participate in Upcoming Investor Conferences
• Positive Sentiment: Canaccord Genuity published a bullish forecast calling for strong price appreciation for BILL, which can support buying interest among institutional investors. Canaccord Genuity Group Forecasts Strong Price Appreciation for BILL (NYSE:BILL) Stock
• Positive Sentiment: Recent quarterly results (Feb 5) showed an EPS beat and revenue growth, with management setting FY26 and Q3 guidance — a fundamental underpinning for the stock’s strength as investors reward top-line growth and clearer forward guidance. (Company filings and earnings release)
• Neutral Sentiment: Several unrelated policy bills (tobacco tax proposals, veterans/gender documentation, litigation funding carveouts) are moving through legislatures; they are unlikely to have a direct, near-term impact on BILL’s payment and finance platform but broaden the regulatory backdrop that payments firms watch. Bill increasing tax on tobacco products advances through subcommittee
• Negative Sentiment: Zacks Research downgraded BILL from “strong-buy” to “hold,” which can temper momentum and reduce buy-side urgency; coupled with a high P/E (~116) and elevated PEG (~5.7), valuation concerns may limit upside until growth visibility improves. Zacks.com

BILL Price Performance

Shares of BILL stock opened at $47.02 on Friday. The firm has a market cap of $4.65 billion, a P/E ratio of -195.90, a price-to-earnings-growth ratio of 5.76 and a beta of 1.30. The firm’s 50-day simple moving average is $50.40 and its 200-day simple moving average is $49.07. BILL has a twelve month low of $35.46 and a twelve month high of $61.21. The company has a debt-to-equity ratio of 0.48, a quick ratio of 1.67 and a current ratio of 1.65.

BILL (NYSE:BILL) last announced its quarterly earnings results on Thursday, February 5th. The company reported $0.64 EPS for the quarter, topping analysts’ consensus estimates 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 during the quarter, compared to analysts’ expectations of $399.71 million. During the same quarter last year, the company earned $0.56 earnings per share. The company’s revenue for the quarter was up 14.4% compared to the same quarter last year. 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, research analysts expect that BILL will post 0.12 EPS 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.