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

BILL (NYSE:BILL) had its target price decreased by Keefe, Bruyette & Woods from $60.00 to $49.00 in a research note published on Friday,Benzinga reports. Keefe, Bruyette & Woods currently has a market perform rating on the stock.

Other equities analysts have also recently issued research reports about the stock. UBS Group lowered their target price on shares of BILL from $65.00 to $60.00 and set a “buy” rating on the stock in a research note on Friday, November 7th. Oppenheimer raised their target price on BILL from $55.00 to $60.00 and gave the company an “outperform” rating in a research note on Friday, October 24th. William Blair reiterated a “market perform” rating on shares of BILL in a research report on Friday, November 7th. BTIG Research reissued a “buy” rating and issued a $60.00 price target on shares of BILL in a report on Monday, February 2nd. Finally, Weiss Ratings reaffirmed a “sell (d+)” rating on shares of BILL in a research note on Monday, December 29th. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating, nine have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $56.61.

BILL Stock Up 37.1%

BILL stock opened at $48.92 on Friday. The firm has a market cap of $4.90 billion, a price-to-earnings ratio of -203.83, a PEG ratio of 4.95 and a beta of 1.30. BILL has a 1-year low of $35.46 and a 1-year high of $67.54. The firm has a fifty day moving average price of $50.74 and a two-hundred day moving average price of $48.96. The company has a debt-to-equity ratio of 0.47, a current ratio of 1.67 and a quick ratio of 1.67.

BILL (NYSE:BILL) last announced its quarterly earnings results on Thursday, February 5th. The company reported $0.64 earnings per share for the quarter, topping analysts’ consensus estimates of $0.56 by $0.08. BILL had a positive return on equity of 1.69% and a negative net margin of 1.56%.The business had revenue of $414.67 million for the quarter, compared to analysts’ expectations of $399.71 million. During the same period in the prior year, the firm earned $0.56 EPS. The business’s quarterly revenue was up 14.4% on a year-over-year basis. BILL has set its Q3 2026 guidance at 0.530-0.570 EPS and its FY 2026 guidance at 2.330-2.410 EPS. Research analysts predict that BILL will post 0.12 EPS for the current year.

Insider Activity

In other news, SVP Germaine Cota sold 1,104 shares of the business’s stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $51.23, for a total transaction of $56,557.92. Following the transaction, the senior vice president directly owned 10,812 shares in the company, valued at $553,898.76. The trade was a 9.26% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 13.20% of the stock is owned by company insiders.

Institutional Investors Weigh In On BILL

Several institutional investors have recently made changes to their positions in BILL. Y Intercept Hong Kong Ltd raised its stake in shares of BILL by 82.9% in the 3rd quarter. Y Intercept Hong Kong Ltd now owns 90,683 shares of the company’s stock valued at $4,803,000 after acquiring an additional 41,103 shares in the last quarter. Oak Thistle LLC bought a new stake in BILL in the 3rd quarter valued at $2,737,000. Universal Beteiligungs und Servicegesellschaft mbH grew its position in BILL by 647.5% during the third quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 65,320 shares of the company’s stock worth $3,460,000 after buying an additional 56,582 shares in the last quarter. Texas Permanent School Fund Corp lifted its position in shares of BILL by 43.2% in the 2nd quarter. Texas Permanent School Fund Corp now owns 60,448 shares of the company’s stock worth $2,796,000 after acquiring an additional 18,232 shares during the period. Finally, Senvest Management LLC lifted its position in BILL by 96.2% in the second quarter. Senvest Management LLC now owns 1,827,889 shares of the company’s stock worth $84,558,000 after purchasing an additional 896,393 shares during the period. 97.99% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting BILL

Here are the key news stories impacting BILL this week:

• Positive Sentiment: Q2 results: BILL reported revenue and EPS above Street estimates and emphasized stronger profitability and TPV growth; management raised FY26 and Q3 guidance, signaling better-than-expected near-term momentum. BILL Reports Second Quarter Fiscal Year 2026 Financial Results
• Positive Sentiment: Analysts/coverage note: Zacks highlights the Q2 beat driven by core platform strength and higher total payment volume (TPV), reinforcing the narrative that billing and payments momentum is re-accelerating. BILL Holdings Q2 Earnings Beat Estimates on Core Strength & Higher TPV
• Positive Sentiment: Bullish research piece argues BILL’s valuation and margin profile look attractive after the quarter, pointing to durable subscription revenue, expanding customer base and raised FY26 guidance as a buy thesis. BILL Holdings: Muscle Past AI Fears And Buy This Stock For Value
• Positive Sentiment: Broker support: Needham reaffirmed a “buy” rating and $75 price target, providing a strong bullish anchor and a sizable upside case versus the current share price. Needham & Company LLC Reaffirms Buy
• Neutral Sentiment: Earnings call/transcript published — useful for hearing management detail on TPV, customer trends, and margin drivers but not additional headline moves beyond the release. BILL Q2 2026 Earnings Call Transcript
• Neutral Sentiment: Analytical breakdowns (Zacks follow-ups) review key metrics vs. estimates — helpful context but largely restates the beat and guidance details. Here’s What Key Metrics Tell Us About BILL Q2 Earnings
• Negative Sentiment: Price-target cuts: Keefe, Bruyette & Woods trimmed their target to $49 and moved to “market perform,” reducing an upside driver and signaling more cautious near-term expectations from some shops. Keefe, Bruyette & Woods Lowers Price Target
• Negative Sentiment: Another sell-side trim: BMO cut its target to $46 and classified the stock as “market perform,” which may cap further rallies until more evidence of sustained growth appears. BILL Price Target Lowered at BMO Capital Markets

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.