BILL Holdings, Inc. (NYSE:BILL) Receives $56.95 Consensus Price Target from Brokerages

Shares of BILL Holdings, Inc. (NYSE:BILL) have been given an average rating of “Hold” by the twenty-five ratings firms that are covering the firm, Marketbeat.com reports. Two research analysts have rated the stock with a sell recommendation, ten have assigned a hold recommendation and thirteen have assigned a buy recommendation to the company. The average twelve-month price objective among analysts that have covered the stock in the last year is $56.9545.

A number of brokerages have recently issued reports on BILL. Weiss Ratings reissued a “sell (d+)” rating on shares of BILL in a report on Monday, December 29th. BTIG Research reaffirmed a “buy” rating and set a $60.00 price objective on shares of BILL in a research note on Monday, February 2nd. The Goldman Sachs Group decreased their target price on shares of BILL from $65.00 to $52.00 and set a “buy” rating on the stock in a report on Monday, February 9th. BMO Capital Markets lowered their target price on shares of BILL from $50.00 to $46.00 and set a “market perform” rating on the stock in a research note on Friday, February 6th. Finally, Robert W. Baird set a $50.00 price target on shares of BILL in a research report on Friday, February 6th.

Hedge Funds Weigh In On BILL

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Vanguard Group Inc. increased its stake in BILL by 3.5% in the 3rd quarter. Vanguard Group Inc. now owns 10,843,612 shares of the company’s stock worth $574,386,000 after acquiring an additional 371,265 shares during the last quarter. ER Collective Holdings LLC bought a new stake in shares of BILL during the 4th quarter valued at about $464,588,000. Contour Asset Management LLC grew its holdings in shares of BILL by 45.5% during the fourth quarter. Contour Asset Management LLC now owns 4,710,570 shares of the company’s stock worth $256,914,000 after purchasing an additional 1,472,132 shares in the last quarter. 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 in the last quarter. Finally, Greenhouse Funds LLLP increased its position in shares of BILL by 23.0% in the second quarter. Greenhouse Funds LLLP now owns 2,889,979 shares of the company’s stock worth $133,690,000 after purchasing an additional 541,213 shares during the last quarter. 97.99% of the stock is currently owned by hedge funds and other institutional investors.

BILL Price Performance

Shares of NYSE BILL opened at $38.40 on Monday. The stock has a market cap of $3.80 billion, a PE ratio of -160.01, a price-to-earnings-growth ratio of 4.50 and a beta of 1.32. BILL has a fifty-two week low of $35.46 and a fifty-two week high of $57.21. The company has a debt-to-equity ratio of 0.48, a quick ratio of 1.65 and a current ratio of 1.65. The stock has a fifty day moving average of $42.97 and a 200-day moving average of $48.54.

BILL (NYSE:BILL) last issued its quarterly earnings data on Thursday, February 5th. The company reported $0.64 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.56 by $0.08. BILL had a positive return on equity of 1.70% 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 quarter in the prior year, the firm posted $0.56 EPS. The firm’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. Equities research analysts anticipate that BILL will post 0.12 earnings per share for the current year.

Key Headlines Impacting BILL

Here are the key news stories impacting BILL this week:

• Positive Sentiment: Bill Ackman says high-quality stocks are “extremely cheap,” highlighting opportunities that could lift sentiment for growth/tech-adjacent names like BILL; this is a general market tailwind rather than company-specific. Bill Ackman says high-quality stocks are ‘extremely cheap’
• Neutral Sentiment: “Schoolhouse Rock!” retrospective — cultural piece, no relevance to BILL’s business or financials. “Schoolhouse Rock!”’s Unforgettable ‘I’m Just a Bill’
• Neutral Sentiment: Multiple state-level legislative stories (e.g., bills on utility board overhauls, age verification, housing preemption, Medicaid/employer rules) are local-political developments with little direct impact on BILL’s payments platform. Representative examples: NES/KUB/EPB board bill revived in Tennessee, Georgia app age-verification debate, and a Baltimore piece on housing preemption. Bill to overhaul NES, Knox, Chatt power boards revived in House
• Neutral Sentiment: Proposals targeting social benefits or eligibility (Missouri citizenship proof for food stamps/healthcare) and employer/Medicaid measures (Colorado) could have broader economic or political implications, but they are remote to BILL’s payment-processing revenue. Missouri bill would require citizenship proof for food stamps, health care
• Neutral Sentiment: Security/protection legislation — a bill aimed at strengthening protections against online child exploitation is notable for tech/regulatory watchers, but it’s not directly tied to BILL’s core merchant payments products. Monitor for any future compliance or transaction‑monitoring requirements. Bill seeks to strengthen protections against online child exploitation
• Neutral Sentiment: Other local/political stories (police staffing bill controversies, veterans’ fee critiques, sports tax incentives) are regionally important but unlikely to move BILL shares in the near term. Example: stalled tax bill for Chicago Bears. Bill that could help Chicago Bears stay in Illinois stalls

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.