BILL (NYSE:BILL) Price Target Lowered to $46.00 at BMO Capital Markets

BILL (NYSE:BILL) had its price objective reduced by BMO Capital Markets from $50.00 to $46.00 in a research note published on Friday morning, Marketbeat.com reports. They currently have a market perform rating on the stock.

BILL has been the subject of a number of other reports. Citigroup reduced their price target on shares of BILL from $71.00 to $62.00 and set a “buy” rating for the company in a research report on Thursday, January 22nd. JPMorgan Chase & Co. boosted their target price on shares of BILL from $55.00 to $60.00 and gave the company an “overweight” rating in a research report on Friday, November 7th. Zacks Research raised shares of BILL from a “hold” rating to a “strong-buy” rating in a report on Friday, January 9th. UBS Group reduced their price objective on BILL from $65.00 to $60.00 and set a “buy” rating for the company in a research note on Friday, November 7th. Finally, Keefe, Bruyette & Woods boosted their price objective on BILL from $52.00 to $60.00 and gave the company a “market perform” rating in a report on Friday, January 2nd. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, nine have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, BILL currently has an average rating of “Moderate Buy” and a consensus price target of $56.61.

BILL Stock Performance

Shares of BILL stock opened at $48.92 on Friday. The business has a fifty day moving average of $50.74 and a 200 day moving average of $48.96. BILL has a 1 year low of $35.46 and a 1 year high of $67.54. The company has a debt-to-equity ratio of 0.47, a current ratio of 1.67 and a quick ratio of 1.67. The firm has a market capitalization of $4.90 billion, a price-to-earnings ratio of -203.83, a price-to-earnings-growth ratio of 4.95 and a beta of 1.30.

BILL (NYSE:BILL) last announced its quarterly earnings data on Thursday, February 5th. The company reported $0.64 earnings per share for the quarter, beating analysts’ consensus estimates of $0.56 by $0.08. BILL had a positive return on equity of 1.69% and a negative net margin of 1.56%.The business had revenue of $414.67 million for the quarter, compared to analyst estimates of $399.71 million. During the same period in the prior year, the company earned $0.56 earnings per share. The company’s 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, research analysts expect that BILL will post 0.12 earnings per share for the current year.

Insider Buying and Selling

In other news, SVP Germaine Cota sold 1,104 shares of the business’s stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $51.23, for a total value of $56,557.92. Following the completion of the sale, the senior vice president directly owned 10,812 shares in the company, valued at $553,898.76. The trade was a 9.26% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Insiders own 13.20% of the company’s stock.

Institutional Investors Weigh In On BILL

A number of institutional investors have recently added to or reduced their stakes in BILL. Empowered Funds LLC raised its position in BILL by 50.3% during the first quarter. Empowered Funds LLC now owns 8,002 shares of the company’s stock worth $367,000 after acquiring an additional 2,678 shares during the period. KLP Kapitalforvaltning AS raised its position in shares of BILL by 9.1% during the 2nd quarter. KLP Kapitalforvaltning AS now owns 20,400 shares of the company’s stock worth $944,000 after purchasing an additional 1,700 shares during the last quarter. Blair William & Co. IL lifted its stake in BILL by 48.6% in the 2nd quarter. Blair William & Co. IL now owns 294,573 shares of the company’s stock valued at $13,627,000 after buying an additional 96,279 shares in the last quarter. Blue Trust Inc. lifted its position in shares of BILL by 102.7% in the second quarter. Blue Trust Inc. now owns 1,261 shares of the company’s stock valued at $58,000 after acquiring an additional 639 shares in the last quarter. Finally, Vanguard Personalized Indexing Management LLC lifted its holdings in BILL by 15.1% in the 2nd quarter. Vanguard Personalized Indexing Management LLC now owns 6,521 shares of the company’s stock valued at $302,000 after purchasing an additional 854 shares in the last quarter. Institutional investors and hedge funds own 97.99% of the company’s stock.

Key Headlines Impacting BILL

Here are the key news stories impacting BILL this week:

• Positive Sentiment: Q2 results: BILL reported revenue and EPS above Street estimates and emphasized stronger profitability and TPV growth; management raised FY26 and Q3 guidance, signaling better-than-expected near-term momentum. BILL Reports Second Quarter Fiscal Year 2026 Financial Results
• Positive Sentiment: Analysts/coverage note: Zacks highlights the Q2 beat driven by core platform strength and higher total payment volume (TPV), reinforcing the narrative that billing and payments momentum is re-accelerating. BILL Holdings Q2 Earnings Beat Estimates on Core Strength & Higher TPV
• Positive Sentiment: Bullish research piece argues BILL’s valuation and margin profile look attractive after the quarter, pointing to durable subscription revenue, expanding customer base and raised FY26 guidance as a buy thesis. BILL Holdings: Muscle Past AI Fears And Buy This Stock For Value
• Positive Sentiment: Broker support: Needham reaffirmed a “buy” rating and $75 price target, providing a strong bullish anchor and a sizable upside case versus the current share price. Needham & Company LLC Reaffirms Buy
• Neutral Sentiment: Earnings call/transcript published — useful for hearing management detail on TPV, customer trends, and margin drivers but not additional headline moves beyond the release. BILL Q2 2026 Earnings Call Transcript
• Neutral Sentiment: Analytical breakdowns (Zacks follow-ups) review key metrics vs. estimates — helpful context but largely restates the beat and guidance details. Here’s What Key Metrics Tell Us About BILL Q2 Earnings
• Negative Sentiment: Price-target cuts: Keefe, Bruyette & Woods trimmed their target to $49 and moved to “market perform,” reducing an upside driver and signaling more cautious near-term expectations from some shops. Keefe, Bruyette & Woods Lowers Price Target
• Negative Sentiment: Another sell-side trim: BMO cut its target to $46 and classified the stock as “market perform,” which may cap further rallies until more evidence of sustained growth appears. BILL Price Target Lowered at BMO Capital Markets

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.