BILL (NYSE:BILL) Price Target Cut to $49.00 by Analysts at Keefe, Bruyette & Woods

BILL (NYSE:BILL) had its price objective decreased by Keefe, Bruyette & Woods from $60.00 to $49.00 in a report released on Friday,Benzinga reports. The brokerage currently has a “market perform” rating on the stock. Keefe, Bruyette & Woods’ target price indicates a potential upside of 19.38% from the company’s previous close.

A number of other equities research analysts also recently commented on the company. The Goldman Sachs Group lifted their target price on BILL from $54.00 to $62.00 and gave the company a “buy” rating in a research report on Monday, October 13th. Citigroup reduced their price objective on shares of BILL from $71.00 to $62.00 and set a “buy” rating on the stock in a report on Thursday, January 22nd. Needham & Company LLC reaffirmed a “buy” rating and set a $75.00 target price on shares of BILL in a research note on Friday. JPMorgan Chase & Co. lifted their price target on shares of BILL from $55.00 to $60.00 and gave the company an “overweight” rating in a research report on Friday, November 7th. Finally, Weiss Ratings reiterated a “sell (d+)” rating on shares of BILL in a report on Monday, December 29th. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, nine have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, BILL currently has an average rating of “Moderate Buy” and an average target price of $58.00.

BILL Trading Up 15.0%

NYSE BILL traded up $5.37 on Friday, reaching $41.05. 1,110,384 shares of the company were exchanged, compared to its average volume of 2,921,999. The company has a current ratio of 1.67, a quick ratio of 1.67 and a debt-to-equity ratio of 0.47. The business’s fifty day moving average price is $50.77 and its 200 day moving average price is $48.94. The stock has a market capitalization of $4.11 billion, a P/E ratio of -153.66, a price-to-earnings-growth ratio of 5.17 and a beta of 1.30. BILL has a fifty-two week low of $35.46 and a fifty-two week high of $67.54.

BILL (NYSE:BILL) last announced its quarterly earnings results on Thursday, February 5th. The company reported $0.64 earnings per share for the quarter, beating the consensus estimate of $0.56 by $0.08. BILL had a net margin of 0.79% and a return on equity of 1.39%. The firm had revenue of $414.67 million for the quarter, compared to analysts’ expectations of $399.71 million. During the same quarter in the previous year, the company posted $0.56 EPS. The company’s revenue 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. Analysts forecast that BILL will post 0.12 earnings per share for the current year.

Insider Buying and Selling at BILL

In other news, SVP Germaine Cota sold 1,104 shares of the company’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 transaction of $56,557.92. Following the completion of the sale, the senior vice president owned 10,812 shares in the company, valued at $553,898.76. This represents a 9.26% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Company insiders own 13.20% of the company’s stock.

Hedge Funds Weigh In On BILL

Several hedge funds have recently bought and sold shares of BILL. PNC Financial Services Group Inc. increased its stake in BILL by 27.1% during the fourth quarter. PNC Financial Services Group Inc. now owns 3,756 shares of the company’s stock worth $205,000 after acquiring an additional 802 shares during the last quarter. Handelsbanken Fonder AB grew its stake in BILL by 3.7% during the fourth quarter. Handelsbanken Fonder AB now owns 25,356 shares of the company’s stock worth $1,383,000 after buying an additional 900 shares during the period. West Tower Group LLC acquired a new stake in shares of BILL in the fourth quarter worth $273,000. NewEdge Wealth LLC acquired a new position in shares of BILL during the 4th quarter valued at $15,778,000. Finally, Pier Capital LLC purchased a new stake in BILL during the 4th quarter worth $5,064,000. Hedge funds and other institutional investors own 97.99% of the company’s stock.

Key Stories Impacting BILL

Here are the key news stories impacting BILL this week:

• Positive Sentiment: BILL beat Q2 expectations and raised guidance — Q2 EPS $0.64 vs. $0.56 expected, revenue $414.7M vs. $399.7M expected, revenue +14.4% YoY; company updated FY26 EPS guidance to $2.33–$2.41 (well above consensus) and raised Q3 guidance. This is the primary bullish catalyst supporting the stock. BILL Reports Second Quarter Fiscal Year 2026 Financial Results
• Positive Sentiment: Analyst bullishness from Needham — Needham reaffirmed a “buy” and set a $75 price target (implying a large upside), which supports optimism on longer-term upside and can attract buyers. Benzinga
• Positive Sentiment: Bullish commentary/coverage — a Seeking Alpha piece argues BILL can “muscle past AI fears,” highlights attractive valuation (low EV/revenue and reasonable FY26 P/E), platform stickiness, TPV and customer growth — reinforcing the view that the beat and guidance are sustainable. BILL Holdings: Muscle Past AI Fears And Buy This Stock For Value
• Neutral Sentiment: Earnings call transcript available — investors can review management’s commentary and detail on trends, margin drivers, subscription resilience and TPV in the Q2 call transcript for color on sustainability of guidance. BILL Holdings, Inc. (BILL) Q2 2026 Earnings Call Transcript
• Neutral Sentiment: Analysts and data providers digging into metrics — Zacks and others published metric-level takes confirming the beat and highlighting which KPIs drove results; useful for discerning quality of the beat but not an immediate directional catalyst. Here’s What Key Metrics Tell Us About BILL Holdings (BILL) Q2 Earnings
• Negative Sentiment: BMO trimmed its price target from $50 to $46 and set a “market perform” rating — a more cautious stance that could cap upside or prompt some profit-taking despite the beat. (No article link provided for this note.)

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.