BILL (NYSE:BILL) Stock Gets Price Target Bump from Oppenheimer

BILL (NYSE:BILL) had its price target increased by investment analysts at Oppenheimer from $55.00 to $60.00 in a research report issued to clients and investors on Friday, Benzinga reports. The brokerage currently has an “outperform” rating on the stock. Oppenheimer‘s target price would suggest a potential upside of 13.21% from the stock’s current price.

BILL has been the topic of a number of other research reports. Wolfe Research boosted their target price on shares of BILL from $57.00 to $60.00 and gave the company an “outperform” rating in a research report on Tuesday, August 25th. The Goldman Sachs Group raised their price target on shares of BILL from $50.00 to $57.00 and gave the stock a “buy” rating in a report on Thursday, August 20th. Zacks Research downgraded shares of BILL from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, October 27th. Weiss Ratings lowered shares of BILL from a “sell (d+)” rating to a “sell (d)” rating in a report on Monday, August 31st. Finally, Wall Street Zen upgraded shares of BILL from a “hold” rating to a “buy” rating in a report on Saturday, August 22nd. Eleven research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $59.06.

BILL Trading Up 4.1%

BILL traded up $2.11 during trading on Friday, hitting $53.00. The company’s stock had a trading volume of 861,320 shares, compared to its average volume of 2,381,804. BILL has a twelve month low of $31.41 and a twelve month high of $57.21. The company has a quick ratio of 1.51, a current ratio of 1.51 and a debt-to-equity ratio of 0.49. The stock’s fifty day moving average price is $47.19 and its 200-day moving average price is $42.67. The firm has a market capitalization of $4.55 billion, a P/E ratio of -408.77, a PEG ratio of 0.75 and a beta of 1.08.

BILL (NYSE:BILL) last posted its quarterly earnings results on Thursday, November 5th. The company reported $1.18 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.98 by $0.20. The firm had revenue of $353.77 million for the quarter, compared to analysts’ expectations of $438.62 million. BILL had a positive return on equity of 3.74% and a negative net margin of 0.68%. The company’s revenue for the quarter was down 10.6% compared to the same quarter last year. During the same period in the prior year, the business earned $0.61 EPS. BILL has set its FY 2027 guidance at 3.990-4.150 EPS and its Q2 2027 guidance at 0.970-1.010 EPS. Analysts anticipate that BILL will post 2.29 EPS for the current year.

Insider Buying and Selling

In other BILL news, insider Michael Cieri sold 10,754 shares of the firm’s stock in a transaction that occurred on Monday, August 31st. The stock was sold at an average price of $49.13, for a total value of $528,344.02. Following the completion of the sale, the insider owned 997 shares of the company’s stock, valued at approximately $48,982.61. This trade represents a 91.52% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Rene Lacerte sold 42,248 shares of the business’s stock in a transaction that occurred on Thursday, September 3rd. The shares were sold at an average price of $50.17, for a total value of $2,119,582.16. Following the sale, the chief executive officer owned 163,125 shares of the company’s stock, valued at approximately $8,183,981.25. This represents a 20.57% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 267,997 shares of company stock valued at $13,057,984 in the last three months. Insiders own 13.20% of the company’s stock.

Institutional Trading of BILL

Several hedge funds have recently bought and sold shares of the business. Rockefeller Capital Management L.P. raised its holdings in BILL by 173.8% during the fourth quarter. Rockefeller Capital Management L.P. now owns 712 shares of the company’s stock worth $39,000 after buying an additional 452 shares during the last quarter. Versant Capital Management Inc lifted its stake in shares of BILL by 147.3% in the second quarter. Versant Capital Management Inc now owns 722 shares of the company’s stock valued at $26,000 after buying an additional 430 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. bought a new position in shares of BILL in the third quarter valued at $32,000. State of Wyoming bought a new position in shares of BILL in the first quarter valued at $32,000. Finally, Signature Equity Partners LLC grew its holdings in shares of BILL by 17,760.0% during the third quarter. Signature Equity Partners LLC now owns 893 shares of the company’s stock valued at $38,000 after buying an additional 888 shares during the last quarter. Institutional investors and hedge funds own 97.99% of the company’s stock.

BILL News Summary

Here are the key news stories impacting BILL this week:

• Positive Sentiment: Adjusted EPS was $1.18, beating the $0.98 consensus and rising from $0.61 a year earlier. The company also highlighted margin discipline, accelerating AI adoption, new product launches and improving payment monetization on its earnings call. BILL Q1 Earnings Call Highlights AI Push and Margin Discipline
• Positive Sentiment: Fiscal 2027 EPS guidance of $3.99–$4.15 is above the $3.44 analyst consensus. Q2 EPS guidance of $0.97–$1.01 also exceeds the $0.82 consensus, suggesting the company expects earnings to hold up despite revenue pressure. BILL Reports First Quarter Fiscal Year 2027 Financial Results
• Neutral Sentiment: Keefe, Bruyette & Woods raised its price target from $52 to $58 but kept a “market perform” rating, a modestly more constructive valuation view without an upgrade in its recommendation. Keefe, Bruyette & Woods stock recommendations
• Negative Sentiment: Revenue was $353.77 million, well below the $438.62 million consensus and down 10.6% year over year. The outlook also signals a sizeable revenue shortfall: fiscal 2027 guidance of $1.4–$1.5 billion compares with $1.8 billion expected, while Q2 revenue guidance of $353–$363 million is below the $453.1 million consensus. This weakness could temper optimism about the earnings beat. BILL quarterly earnings report

BILL Company Profile

BILL Holdings, Inc provides financial operations software for small and midsize businesses, accountants and financial institutions. Its cloud-based platform is designed to automate and simplify back-office processes, including accounts payable, accounts receivable, expense management, budgeting and payments.

The company’s offerings enable businesses to receive and pay bills, send invoices, manage expenses, establish spending controls and connect financial workflows with accounting systems.