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

Key Points

• Keefe, Bruyette & Woods raised BILL’s price target from $52 to $58, while maintaining a “market perform” rating; the new target implies about 14% upside. Analysts’ consensus rating is “Moderate Buy,” with an average target of $58.78.
• BILL reported quarterly EPS of $1.18, beating the $0.98 consensus, but revenue of $353.8 million missed expectations of $438.6 million and fell 10.6% year over year. Revenue guidance was also well below analyst expectations, tempering the positive earnings beat.

BILL (NYSE:BILL - Get Free Report) had its target price raised by equities research analysts at Keefe, Bruyette & Woods from $52.00 to $58.00 in a note issued to investors on Friday, Benzinga reports. The firm currently has a "market perform" rating on the stock. Keefe, Bruyette & Woods's target price would indicate a potential upside of 14.18% from the company's current price.

BILL has been the topic of several other reports. UBS Group boosted their target price on BILL from $55.00 to $60.00 and gave the stock a "buy" rating in a report on Thursday, August 20th. Wolfe Research increased their price target on BILL from $57.00 to $60.00 and gave the company an "outperform" rating in a report on Tuesday, August 25th. Wall Street Zen upgraded BILL from a "hold" rating to a "buy" rating in a research report on Saturday, August 22nd. BTIG Research reissued a "buy" rating and set a $60.00 price objective on shares of BILL in a research note on Thursday, August 20th. Finally, Jefferies Financial Group cut BILL from a "strong-buy" rating to a "hold" rating in a report on Monday, September 28th. Eleven research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, BILL presently has a consensus rating of "Moderate Buy" and an average price target of $58.78.

BILL Stock Performance

BILL opened at $50.80 on Friday. The firm has a market capitalization of $4.36 billion, a PE ratio of 42.87, a PEG ratio of 0.75 and a beta of 1.08. BILL has a twelve month low of $31.41 and a twelve month high of $57.21. The firm's 50-day moving average price is $47.19 and its 200 day moving average price is $42.67. The company has a current ratio of 1.51, a quick ratio of 1.51 and a debt-to-equity ratio of 0.49.

BILL (NYSE:BILL - Get Free Report) last announced its quarterly earnings data on Thursday, November 5th. The company reported $1.18 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.98 by $0.20. The company had revenue of $353.77 million during the quarter, compared to analysts' expectations of $438.62 million. BILL had a negative net margin of 0.68% and a positive return on equity of 3.74%. BILL's revenue was down 10.6% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.61 EPS. BILL has set its FY 2027 guidance at 3.990-4.150 EPS and its Q2 2027 guidance at 0.970-1.010 EPS. As a group, sell-side analysts expect that BILL will post 2.29 EPS for the current fiscal year.

Insider Transactions at BILL

In other news, CEO Rene A. Lacerte sold 141,256 shares of the stock in a transaction that occurred on Wednesday, September 2nd. The shares were sold at an average price of $48.42, for a total value of $6,839,615.52. Following the completion of the sale, the chief executive officer owned 100,899 shares of the company's stock, valued at $4,885,529.58. This represents a 58.33% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, insider Michael Cieri sold 10,754 shares of the firm's stock in a transaction that occurred on Monday, August 31st. The stock was sold at an average price of $49.13, for a total transaction of $528,344.02. Following the sale, the insider owned 997 shares of the company's stock, valued at $48,982.61. This represents a 91.52% decrease in their position. The disclosure for this sale is available in the SEC filing. 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. Insiders have sold 267,997 shares of company stock worth $13,057,984 over the last ninety days. 13.20% of the stock is owned by insiders.

Institutional Inflows and Outflows

Large investors have recently added to or reduced their stakes in the business. Oregon Public Employees Retirement Fund increased its holdings in 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 last quarter. Versant Capital Management Inc lifted its stake 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 purchasing an additional 430 shares in the last quarter. Rockefeller Capital Management L.P. lifted its stake 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 purchasing an additional 452 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. acquired a new position in BILL during the third quarter worth $32,000. Finally, Pictet Asset Management Holding SA boosted its position in shares of BILL by 5.6% during the first quarter. Pictet Asset Management Holding SA now owns 14,957 shares of the company's stock worth $573,000 after buying an additional 797 shares during the period. 97.99% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about 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.

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