BILL Holdings, Inc. (NYSE:BILL) Given Consensus Rating of "Hold" by Analysts

Key Points

• Analyst consensus: Twenty-five research firms give BILL a consensus "Hold" rating (2 sell, 10 hold, 13 buy) with an average 1‑year price target of $56.95.
• Recent results and guidance: BILL beat quarterly expectations with $0.64 EPS (vs. $0.56 est.) and $414.7M revenue (+14.4% YoY), and issued Q3 2026 EPS guidance of 0.530–0.570 and FY2026 guidance of 2.330–2.410.
• Investor sentiment and risks: Institutional ownership is very high (97.99%) with Vanguard adding to its stake, but recent institutional selling (including ARK's exit), an analyst downgrade and potential AI regulatory/infrastructure headwinds have pressured sentiment and increased downside risk.

Shares of BILL Holdings, Inc. (NYSE:BILL - Get Free Report) have earned a consensus rating of "Hold" from the twenty-five research firms that are presently covering the company, Marketbeat reports. Two investment analysts have rated the stock with a sell rating, ten have assigned a hold rating and thirteen have given a buy rating to the company. The average 1 year price objective among analysts that have covered the stock in the last year is $56.9545.

A number of equities research analysts recently weighed in on BILL shares. Weiss Ratings reiterated a "sell (d+)" rating on shares of BILL in a report on Monday, December 29th. Citigroup lowered their price target on BILL from $71.00 to $62.00 and set a "buy" rating for the company in a report on Thursday, January 22nd. Jefferies Financial Group restated a "buy" rating on shares of BILL in a report on Friday, February 6th. Evercore set a $42.00 target price on BILL in a report on Friday, February 6th. Finally, The Goldman Sachs Group cut their price target on BILL from $65.00 to $52.00 and set a "buy" rating on the stock in a research note on Monday, February 9th.

Institutional Investors Weigh In On BILL

Hedge funds have recently modified their holdings of the business. Vanguard Group Inc. raised its stake in BILL by 3.5% in the third quarter. Vanguard Group Inc. now owns 10,843,612 shares of the company's stock worth $574,386,000 after buying an additional 371,265 shares in the last quarter. Y Intercept Hong Kong Ltd boosted its position in BILL by 82.9% during 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. ING Groep NV bought a new stake in BILL during the 3rd quarter valued at $26,485,000. Oak Thistle LLC purchased a new position in shares of BILL in the 3rd quarter valued at $2,737,000. Finally, WINTON GROUP Ltd bought a new position in shares of BILL in the 3rd quarter worth $7,298,000. Hedge funds and other institutional investors own 97.99% of the company's stock.

BILL Price Performance

Shares of BILL stock opened at $37.02 on Monday. BILL has a 52-week low of $35.46 and a 52-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 firm has a market capitalization of $3.66 billion, a P/E ratio of -154.23, a P/E/G ratio of 4.35 and a beta of 1.25. The stock has a 50 day moving average price of $43.41 and a 200 day moving average price of $48.80.

BILL (NYSE:BILL - Get Free Report) last announced its quarterly earnings data on Thursday, February 5th. The company reported $0.64 EPS for the quarter, beating the consensus estimate 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 company had revenue of $414.67 million for the quarter, compared to the consensus estimate of $399.71 million. During the same quarter in the prior year, the company posted $0.56 EPS. BILL'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. As a group, sell-side analysts predict that BILL will post 0.12 earnings per share for the current year.

Key BILL News

Here are the key news stories impacting BILL this week:

• Positive Sentiment: BILL is marketing AI features to enhance accounting workflows and its go‑to‑market strategy, which could improve product differentiation and revenue per customer over time. BILL Holdings, Inc. (BILL) Turns to AI to Enhance Accounting amid go-to Market Strategy
• Neutral Sentiment: Congressional fights over DHS funding are creating short‑term political and market noise that can increase volatility across the market but have no direct link to BILL’s business fundamentals. House GOP rejects DHS funding bill passed by Senate, drafts alternative
• Neutral Sentiment: Legislation targeting Chinese robotics for government use may shift procurement dynamics for some tech suppliers, but it’s peripheral to BILL’s SaaS payments and accounting focus. US lawmakers to introduce bill to ban government use of Chinese robots
• Negative Sentiment: An analyst downgrade to “Hold” by Wall Street Zen is weighing on sentiment and may trigger selling by momentum and quant funds. Wall Street Zen Downgrades BILL NYSE: BILL to Hold
• Negative Sentiment: Institutional selling (ARK fully exited its position) and a YTD underperformance signal weaker investor confidence despite product initiatives, increasing downside risk until execution improves. BILL Holdings, Inc. (BILL) Turns to AI to Enhance Accounting amid go-to Market Strategy
• Negative Sentiment: Proposed legislation to pause AI data‑center construction could tighten infrastructure growth and raise costs/constraints for AI rollouts across the sector, a potential headwind for companies banking on AI product adoption. AOC and Bernie Sanders have a bill to pause AI data center construction. Here's what's in it.

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.

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