BILL (NYSE:BILL) Issues Q2 2026 Earnings Guidance

BILL (NYSE:BILL) updated its second quarter 2026 earnings guidance on Thursday. The company provided EPS guidance of 0.540-0.570 for the period, compared to the consensus EPS estimate of 0.350. The company issued revenue guidance of $394.5 million-$404.5 million, compared to the consensus revenue estimate of $397.8 million. BILL also updated its FY 2026 guidance to 2.110-2.250 EPS.

Analysts Set New Price Targets

A number of analysts have recently issued reports on the stock. Oppenheimer boosted their target price on shares of BILL from $55.00 to $60.00 and gave the company an “outperform” rating in a research note on Friday, October 24th. Evercore ISI decreased their price objective on shares of BILL from $50.00 to $48.00 and set an “in-line” rating for the company in a report on Thursday, August 28th. Weiss Ratings reissued a “sell (d+)” rating on shares of BILL in a research report on Wednesday, October 8th. Needham & Company LLC restated a “buy” rating and issued a $75.00 target price on shares of BILL in a research note on Friday. Finally, Canaccord Genuity Group reaffirmed a “buy” rating and set a $75.00 price target on shares of BILL in a research note on Thursday, August 28th. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating, ten have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, BILL presently has a consensus rating of “Moderate Buy” and a consensus price target of $58.90.

BILL Stock Up 2.7%

BILL stock traded up $1.18 during midday trading on Friday, hitting $45.55. 4,955,623 shares of the company’s stock were exchanged, compared to its average volume of 2,463,874. The company has a debt-to-equity ratio of 0.38, a quick ratio of 1.58 and a current ratio of 1.58. The company has a market cap of $4.57 billion, a PE ratio of -168.70, a P/E/G ratio of 11.65 and a beta of 1.43. The firm has a 50-day moving average of $50.77 and a two-hundred day moving average of $46.68. BILL has a 12 month low of $36.55 and a 12 month high of $100.19.

BILL (NYSE:BILL) last posted its quarterly earnings results on Thursday, November 6th. The company reported $0.61 EPS for the quarter, beating the consensus estimate of $0.51 by $0.10. BILL had a net margin of 0.79% and a return on equity of 1.39%. The business had revenue of $395.74 million during the quarter, compared to analyst estimates of $390.91 million. During the same quarter in the previous year, the business posted $0.63 EPS. The company’s quarterly revenue was up 10.4% compared to the same quarter last year. BILL has set its FY 2026 guidance at 2.110-2.250 EPS. Q2 2026 guidance at 0.540-0.570 EPS. As a group, analysts expect that BILL will post 0.12 earnings per share for the current fiscal year.

BILL declared that its Board of Directors has approved a share repurchase program on Wednesday, August 27th that allows the company to repurchase $300.00 million in shares. This repurchase authorization allows the company to reacquire up to 7.2% of its shares through open market purchases. Shares repurchase programs are typically a sign that the company’s leadership believes its stock is undervalued.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in BILL. Tower Research Capital LLC TRC raised its position in shares of BILL by 43.5% in the 2nd quarter. Tower Research Capital LLC TRC now owns 3,469 shares of the company’s stock worth $160,000 after acquiring an additional 1,052 shares in the last quarter. Sender Co & Partners Inc. purchased a new position in BILL in the second quarter valued at about $241,000. Shay Capital LLC raised its holdings in BILL by 14.5% in the second quarter. Shay Capital LLC now owns 7,100 shares of the company’s stock worth $328,000 after purchasing an additional 900 shares in the last quarter. Envestnet Asset Management Inc. bought a new position in BILL in the third quarter worth about $354,000. Finally, Empowered Funds LLC lifted its position in shares of BILL by 50.3% during the first quarter. Empowered Funds LLC now owns 8,002 shares of the company’s stock valued at $367,000 after buying an additional 2,678 shares during the last quarter. 97.99% of the stock is currently owned by hedge funds and other institutional investors.

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.