BILL (NYSE:BILL) Issues FY 2026 Earnings Guidance

Key Points

• FY 2026 guidance: BILL set EPS guidance of 2.610–2.640 (consensus 2.030) and revenue guidance of $1.6–$1.7 billion, with Q4 EPS guided to 0.690–0.720.
• Recent results and stock move: The company beat the most recent quarterly estimates with $0.68 EPS vs $0.55 expected and $406.6M revenue, and shares jumped about 1.5% to $37.62 on above-average volume.
• Analyst backdrop: Analyst coverage is mixed—12 Buys, 10 Holds, 2 Sells—producing an average rating of "Hold" and an average price target of $55.10, amid several recent downgrades and target cuts.

BILL (NYSE:BILL - Get Free Report) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 2.610-2.640 for the period, compared to the consensus EPS estimate of 2.030. The company issued revenue guidance of $1.6 billion-$1.7 billion, compared to the consensus revenue estimate of $1.6 billion. BILL also updated its Q4 2026 guidance to 0.690-0.720 EPS.

BILL Trading Up 1.5%

NYSE BILL traded up $0.55 on Thursday, hitting $37.62. The company's stock had a trading volume of 4,548,909 shares, compared to its average volume of 2,537,533. The company has a quick ratio of 1.65, a current ratio of 1.65 and a debt-to-equity ratio of 0.48. BILL has a 1-year low of $34.44 and a 1-year high of $57.21. The company's 50-day moving average is $39.65 and its 200 day moving average is $46.20. The firm has a market cap of $3.72 billion, a PE ratio of -156.77, a PEG ratio of 3.45 and a beta of 1.22.

BILL (NYSE:BILL - Get Free Report) last announced its quarterly earnings results on Thursday, May 7th. The company reported $0.68 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.55 by $0.13. BILL had a negative net margin of 1.56% and a positive return on equity of 1.70%. The firm had revenue of $406.56 million during the quarter, compared to analysts' expectations of $403.76 million. BILL has set its FY 2026 guidance at 2.610-2.640 EPS and its Q4 2026 guidance at 0.690-0.720 EPS. As a group, analysts predict that BILL will post 0.59 earnings per share for the current fiscal year.

Analysts Set New Price Targets

BILL has been the subject of several recent analyst reports. BTIG Research reiterated a "buy" rating and set a $60.00 price objective on shares of BILL in a research report on Monday, February 2nd. Keefe, Bruyette & Woods decreased their price objective on shares of BILL from $60.00 to $49.00 and set a "market perform" rating for the company in a research report on Friday, February 6th. Zacks Research cut shares of BILL from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, February 10th. Wall Street Zen cut shares of BILL from a "buy" rating to a "hold" rating in a research report on Saturday, April 25th. Finally, BMO Capital Markets reduced their price target on shares of BILL from $50.00 to $46.00 and set a "market perform" rating for the company in a report on Friday, February 6th. Twelve equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, BILL has an average rating of "Hold" and an average target price of $55.10.

Institutional Investors Weigh In On BILL

A number of large investors have recently bought and sold shares of BILL. UMB Bank n.a. lifted its stake in shares of BILL by 21.8% in the fourth quarter. UMB Bank n.a. now owns 1,336 shares of the company's stock valued at $73,000 after buying an additional 239 shares in the last quarter. Thrivent Financial for Lutherans lifted its stake in shares of BILL by 1.3% in the second quarter. Thrivent Financial for Lutherans now owns 25,175 shares of the company's stock valued at $1,165,000 after buying an additional 327 shares in the last quarter. Public Employees Retirement System of Ohio lifted its stake in shares of BILL by 1.7% in the third quarter. Public Employees Retirement System of Ohio now owns 29,099 shares of the company's stock valued at $1,541,000 after buying an additional 484 shares in the last quarter. Caitong International Asset Management Co. Ltd lifted its stake in shares of BILL by 972.0% in the third quarter. Caitong International Asset Management Co. Ltd now owns 536 shares of the company's stock valued at $28,000 after buying an additional 486 shares in the last quarter. Finally, Aster Capital Management DIFC Ltd bought a new position in shares of BILL in the fourth quarter valued at $28,000. 97.99% of the stock is currently owned by institutional investors and hedge funds.

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.

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