BILL Holdings, Inc. (NYSE:BILL) Receives Average Recommendation of "Hold" from Analysts

Key Points

• BILL Holdings, Inc. has received an average recommendation of "Hold" from analysts, with one sell rating, ten hold ratings, and ten buy ratings among the twenty-one firms covering the stock.
• The company's 12-month target price averaged at $59.50, while several analysts have adjusted their price targets downwards, with Piper Sandler setting it at $50.00 and Citigroup at $67.00.
• BILL announced a $300 million stock repurchase plan, indicating that management believes its shares are undervalued, and it reported a quarterly earnings per share of $0.53, exceeding analysts' expectations.

Shares of BILL Holdings, Inc. (NYSE:BILL - Get Free Report) have received an average recommendation of "Hold" from the twenty-one ratings firms that are currently covering the firm, MarketBeat Ratings reports. One analyst has rated the stock with a sell rating, ten have issued a hold rating and ten have assigned a buy rating to the company. The average 12-month target price among brokerages that have covered the stock in the last year is $59.50.

Several research analysts have recently issued reports on BILL shares. Piper Sandler cut BILL from an "overweight" rating to a "neutral" rating and reduced their price objective for the stock from $70.00 to $50.00 in a research note on Thursday, August 28th. Citigroup reduced their price target on BILL from $88.00 to $67.00 and set a "buy" rating for the company in a research report on Thursday, May 22nd. Morgan Stanley cut BILL from an "overweight" rating to an "equal weight" rating and reduced their price target for the company from $60.00 to $55.00 in a research report on Wednesday, June 11th. Oppenheimer reiterated an "outperform" rating and set a $55.00 price target on shares of BILL in a research report on Thursday, August 28th. Finally, Mizuho reduced their price target on BILL from $50.00 to $43.00 and set a "neutral" rating for the company in a research report on Thursday, August 28th.

BILL Trading Up 4.0%

Shares of NYSE:BILL opened at $52.93 on Thursday. BILL has a 52-week low of $36.55 and a 52-week high of $100.19. The stock has a market cap of $5.38 billion, a price-to-earnings ratio of -330.80, a PEG ratio of 14.58 and a beta of 1.37. The company has a quick ratio of 1.58, a current ratio of 1.58 and a debt-to-equity ratio of 0.38. The business has a 50-day moving average price of $44.75 and a 200-day moving average price of $45.17.

BILL (NYSE:BILL - Get Free Report) last announced its quarterly earnings data on Wednesday, August 27th. The company reported $0.53 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.41 by $0.12. BILL had a return on equity of 1.16% and a net margin of 1.63%.The firm had revenue of $383.35 million during the quarter, compared to analysts' expectations of $376.43 million. During the same period last year, the business posted $0.57 earnings per share. The company's revenue for the quarter was up 11.5% compared to the same quarter last year. BILL has set its FY 2026 guidance at 2.000-2.200 EPS. Q1 2026 guidance at 0.490-0.520 EPS. Equities analysts predict that BILL will post 0.12 EPS for the current year.

BILL declared that its Board of Directors has authorized a stock repurchase plan on Wednesday, August 27th that authorizes the company to buyback $300.00 million in shares. This buyback authorization authorizes the company to purchase up to 7.2% of its stock through open market purchases. Stock buyback plans are typically an indication that the company's management believes its shares are undervalued.

Insiders Place Their Bets

In related news, insider Rajesh A. Aji sold 1,780 shares of BILL stock in a transaction that occurred on Tuesday, June 24th. The stock was sold at an average price of $45.25, for a total transaction of $80,545.00. Following the completion of the transaction, the insider directly owned 9,298 shares in the company, valued at approximately $420,734.50. This trade represents a 16.07% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 4.20% of the company's stock.

Institutional Trading of BILL

A number of institutional investors and hedge funds have recently made changes to their positions in the business. Temasek Holdings Private Ltd increased its position in shares of BILL by 36.4% in the first quarter. Temasek Holdings Private Ltd now owns 3,719,895 shares of the company's stock valued at $170,706,000 after buying an additional 992,591 shares in the last quarter. 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 valued at $133,690,000 after buying an additional 541,213 shares in the last quarter. Ameriprise Financial Inc. increased its position in shares of BILL by 23.6% in the first quarter. Ameriprise Financial Inc. now owns 2,490,921 shares of the company's stock valued at $114,308,000 after buying an additional 475,100 shares in the last quarter. Dimensional Fund Advisors LP increased its position in shares of BILL by 110.9% in the first quarter. Dimensional Fund Advisors LP now owns 2,489,918 shares of the company's stock valued at $114,265,000 after buying an additional 1,309,337 shares in the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in shares of BILL by 133.5% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 2,038,609 shares of the company's stock valued at $93,552,000 after buying an additional 1,165,398 shares in the last quarter. 97.99% of the stock is currently owned by hedge funds and other institutional investors.

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.

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