BILL (NYSE:BILL) Releases FY 2026 Earnings Guidance

BILL (NYSE:BILL) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 2.110-2.250 for the period, compared to the consensus earnings per share estimate of 1.390. The company issued revenue guidance of $1.6 billion-$1.6 billion, compared to the consensus revenue estimate of $1.6 billion. BILL also updated its Q2 2026 guidance to 0.540-0.570 EPS.

BILL Trading Up 2.7%

NYSE BILL traded up $1.18 during trading on Friday, hitting $45.55. The company had a trading volume of 4,955,623 shares, compared to its average volume of 2,463,874. The company’s fifty day moving average is $50.77 and its 200-day moving average is $46.68. BILL has a one year low of $36.55 and a one year high of $100.19. The company has a current ratio of 1.58, a quick ratio of 1.58 and a debt-to-equity ratio of 0.38. The company has a market cap of $4.57 billion, a price-to-earnings ratio of -168.70, a price-to-earnings-growth ratio of 11.65 and a beta of 1.43.

BILL (NYSE:BILL) last announced its quarterly earnings results on Thursday, November 6th. The company reported $0.61 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.51 by $0.10. BILL had a net margin of 0.79% and a return on equity of 1.39%. The company had revenue of $395.74 million for the quarter, compared to analysts’ expectations of $390.91 million. During the same quarter in the previous year, the company earned $0.63 earnings per share. BILL’s quarterly revenue was up 10.4% on a year-over-year basis. BILL has set its FY 2026 guidance at 2.110-2.250 EPS. Q2 2026 guidance at 0.540-0.570 EPS. On average, sell-side analysts predict that BILL will post 0.12 earnings per share for the current year.

BILL declared that its board has authorized a share repurchase program on Wednesday, August 27th that permits the company to buyback $300.00 million in outstanding shares. This buyback authorization permits the company to buy up to 7.2% of its stock through open market purchases. Stock buyback programs are often a sign that the company’s board believes its shares are undervalued.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on BILL shares. Keefe, Bruyette & Woods lowered their target price on BILL from $56.00 to $48.00 and set a “market perform” rating for the company in a research note on Friday. Evercore ISI decreased their price objective on BILL from $50.00 to $48.00 and set an “in-line” rating for the company in a report on Thursday, August 28th. Canaccord Genuity Group restated a “buy” rating and set a $75.00 target price on shares of BILL in a report on Thursday, August 28th. Wolfe Research upgraded shares of BILL from a “peer perform” rating to an “outperform” rating and set a $70.00 price target for the company in a research note on Thursday, September 11th. Finally, Truist Financial lowered their price target on shares of BILL from $63.00 to $61.00 and set a “buy” rating for the company in a research report on Friday, October 24th. Two research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $58.90.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the company. Canada Pension Plan Investment Board increased its position in shares of BILL by 21.3% during the second quarter. Canada Pension Plan Investment Board now owns 378,000 shares of the company’s stock valued at $17,486,000 after acquiring an additional 66,300 shares in the last quarter. California Public Employees Retirement System increased its holdings in BILL by 2.2% in the 2nd quarter. California Public Employees Retirement System now owns 167,487 shares of the company’s stock worth $7,748,000 after buying an additional 3,602 shares in the last quarter. Holocene Advisors LP raised its position in BILL by 155.1% in the 2nd quarter. Holocene Advisors LP now owns 86,467 shares of the company’s stock worth $4,000,000 after buying an additional 52,571 shares during the last quarter. HRT Financial LP lifted its stake in BILL by 1,201.0% during the 2nd quarter. HRT Financial LP now owns 76,759 shares of the company’s stock valued at $3,550,000 after acquiring an additional 70,859 shares during the period. Finally, AQR Capital Management LLC purchased a new stake in shares of BILL during the 2nd quarter valued at about $3,416,000. Institutional investors own 97.99% of the company’s stock.

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.