BILL (NYSE:BILL) Stock Price Target Raised at Keefe, Bruyette & Woods

BILL (NYSE:BILL) had its price target hoisted by investment analysts at Keefe, Bruyette & Woods from $52.00 to $58.00 in a report released on Friday, Benzinga reports. The firm presently has a “market perform” rating on the stock. Keefe, Bruyette & Woods‘s target price suggests a potential upside of 14.18% from the company’s previous close.

A number of other equities research analysts have also issued reports on BILL. UBS Group increased their target price on shares of BILL from $55.00 to $60.00 and gave the stock a “buy” rating in a report on Thursday, August 20th. Morgan Stanley raised their price target on shares of BILL from $55.00 to $60.00 and gave the company an “equal weight” rating in a research report on Thursday, August 20th. Needham & Company LLC reissued a “buy” rating on shares of BILL in a research note on Thursday, August 20th. The Goldman Sachs Group boosted their target price on BILL from $50.00 to $57.00 and gave the stock a “buy” rating in a research note on Thursday, August 20th. Finally, Wolfe Research upped their price target on BILL from $57.00 to $60.00 and gave the stock an “outperform” rating in a report on Tuesday, August 25th. Eleven investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $58.78.

BILL Stock Down 2.1%

Shares of NYSE:BILL opened at $50.80 on Friday. The firm has a market capitalization of $4.36 billion, a PE ratio of 42.87, a price-to-earnings-growth ratio of 0.75 and a beta of 1.08. BILL has a 1 year low of $31.41 and a 1 year high of $57.21. The company has a debt-to-equity ratio of 0.49, a current ratio of 1.51 and a quick ratio of 1.51. The firm’s 50-day moving average is $47.19 and its two-hundred day moving average is $42.67.

BILL (NYSE:BILL) last posted its quarterly earnings data on Thursday, November 5th. The company reported $1.18 EPS for the quarter, beating the consensus estimate of $0.98 by $0.20. The business had revenue of $353.77 million during the quarter, compared to analyst estimates of $438.62 million. BILL had a negative net margin of 0.68% and a positive return on equity of 3.74%. The business’s revenue for the quarter was down 10.6% compared to the same quarter last year. During the same quarter last year, the firm posted $0.61 earnings per share. BILL has set its FY 2027 guidance at 3.990-4.150 EPS and its Q2 2027 guidance at 0.970-1.010 EPS. Analysts predict that BILL will post 2.29 EPS for the current year.

Insider Buying and Selling

In other BILL news, CEO Rene Lacerte sold 42,248 shares of the stock in a transaction that occurred on Thursday, September 3rd. The shares were sold at an average price of $50.17, for a total value of $2,119,582.16. Following the sale, the chief executive officer directly owned 163,125 shares of the company’s stock, valued at approximately $8,183,981.25. This represents a 20.57% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, insider Michael Cieri sold 10,754 shares of the firm’s stock in a transaction on Monday, August 31st. The shares were sold at an average price of $49.13, for a total value of $528,344.02. Following the completion of the sale, the insider owned 997 shares in the company, valued at approximately $48,982.61. This represents a 91.52% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last three months, insiders sold 267,997 shares of company stock worth $13,057,984. Insiders own 13.20% of the company’s stock.

Institutional Trading of BILL

Hedge funds and other institutional investors have recently made changes to their positions in the company. Oregon Public Employees Retirement Fund boosted its position in shares of BILL by 1.7% in the 1st quarter. Oregon Public Employees Retirement Fund now owns 18,100 shares of the company’s stock valued at $693,000 after purchasing an additional 300 shares during the period. Versant Capital Management Inc increased its position in BILL by 147.3% during the second quarter. Versant Capital Management Inc now owns 722 shares of the company’s stock worth $26,000 after buying an additional 430 shares during the period. Rockefeller Capital Management L.P. increased its position in BILL by 173.8% during the fourth quarter. Rockefeller Capital Management L.P. now owns 712 shares of the company’s stock worth $39,000 after buying an additional 452 shares during the period. Mirae Asset Global Investments Co. Ltd. acquired a new position in BILL during the third quarter worth approximately $32,000. Finally, Pictet Asset Management Holding SA lifted its stake in BILL by 5.6% in the first quarter. Pictet Asset Management Holding SA now owns 14,957 shares of the company’s stock valued at $573,000 after buying an additional 797 shares during the last quarter. Institutional investors and hedge funds own 97.99% of the company’s stock.

Key Headlines Impacting BILL

Here are the key news stories impacting BILL this week:

• Positive Sentiment: Adjusted earnings were $1.18 per share, beating the $0.98 consensus and rising from $0.61 a year earlier. BILL also forecast FY2027 EPS of $3.99–$4.15, above the $3.44 consensus. BILL Holdings Beats Q1 Earnings Estimates
• Positive Sentiment: Management highlighted five product launches during the quarter and a Visa pilot built in four weeks, citing AI as a driver of faster product development. This may support longer-term growth opportunities. BILL Reports First Quarter Fiscal Year 2027 Financial Results
• Negative Sentiment: Revenue was $353.8 million, well below analysts’ $438.6 million estimate and down 10.6% year over year. The revenue shortfall contrasts with the EPS beat and raises questions about the pace of business growth. BILL Q1 Earnings Results
• Negative Sentiment: Revenue guidance also came in far below consensus: BILL forecast $353–$363 million for Q2 versus $453.1 million expected, and $1.4–$1.5 billion for FY2027 versus $1.8 billion expected. These outlook gaps are a significant potential headwind, despite above-consensus EPS guidance. BILL Reports First Quarter Fiscal Year 2027 Financial Results

About BILL

BILL Holdings, Inc provides financial operations software for small and midsize businesses, accountants and financial institutions. Its cloud-based platform is designed to automate and simplify back-office processes, including accounts payable, accounts receivable, expense management, budgeting and payments.

The company’s offerings enable businesses to receive and pay bills, send invoices, manage expenses, establish spending controls and connect financial workflows with accounting systems.