BILL (NYSE:BILL) Lowered to Hold Rating by Wall Street Zen

Wall Street Zen lowered shares of BILL (NYSE:BILL) from a buy rating to a hold rating in a research report sent to investors on Thursday morning.

A number of other research analysts have also recently commented on BILL. Robert W. Baird set a $50.00 target price on shares of BILL in a research report on Friday, February 6th. Weiss Ratings restated a “sell (d+)” rating on shares of BILL in a report on Monday, December 29th. Needham & Company LLC reaffirmed a “buy” rating and set a $75.00 price objective on shares of BILL in a research report on Friday, February 6th. Truist Financial set a $59.00 price target on BILL in a research report on Tuesday, February 10th. Finally, Evercore set a $42.00 price objective on BILL in a report on Friday, February 6th. Thirteen analysts have rated the stock with a Buy rating, ten have given a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, BILL presently has an average rating of “Hold” and a consensus price target of $56.95.

BILL Stock Up 0.0%

BILL opened at $38.19 on Thursday. The company has a market cap of $3.78 billion, a PE ratio of -159.12, a price-to-earnings-growth ratio of 4.49 and a beta of 1.25. The company has a 50-day moving average price of $43.61 and a 200 day moving average price of $48.94. BILL has a twelve month low of $35.46 and a twelve month high of $57.21. 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 (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. The company had revenue of $414.67 million for the quarter, compared to analyst estimates of $399.71 million. BILL had a positive return on equity of 1.70% and a negative net margin of 1.56%.The firm’s revenue for the quarter was up 14.4% on a year-over-year basis. During the same quarter last year, the firm posted $0.56 EPS. BILL has set its Q3 2026 guidance at 0.530-0.570 EPS and its FY 2026 guidance at 2.330-2.410 EPS. Sell-side analysts expect that BILL will post 0.12 earnings per share for the current fiscal year.

Institutional Investors Weigh In On BILL

Institutional investors and hedge funds have recently bought and sold shares of the stock. Rockefeller Capital Management L.P. increased its holdings in shares of BILL by 173.8% in the 4th quarter. Rockefeller Capital Management L.P. now owns 712 shares of the company’s stock valued at $39,000 after acquiring an additional 452 shares during the period. Hsbc Holdings PLC purchased a new position in BILL during the 4th quarter worth $10,892,000. Pacer Advisors Inc. grew its position in BILL by 49.1% during the 4th quarter. Pacer Advisors Inc. now owns 18,023 shares of the company’s stock worth $983,000 after purchasing an additional 5,933 shares during the last quarter. Alberta Investment Management Corp acquired a new position in BILL in the fourth quarter valued at $1,505,000. Finally, XTX Topco Ltd acquired a new position in BILL in the fourth quarter valued at $1,839,000. 97.99% of the stock is owned by hedge funds and other institutional investors.

More BILL News

Here are the key news stories impacting BILL this week:

• Positive Sentiment: BILL is accelerating AI work to enhance its accounting automation and go-to-market positioning — a product-level advancement that could improve competitive differentiation and long-term revenue growth. BILL Turns to AI
• Neutral Sentiment: Sector/peer comparison pieces are highlighting BILL alongside automation names (e.g., UiPath). These reviews can influence investor positioning but don’t provide new company-specific catalysts. Reviewing UiPath and BILL
• Neutral Sentiment: Broader AI policy proposals — including a proposed pause on AI data‑center construction — create regulatory uncertainty for the AI ecosystem. Impact on BILL is indirect and depends on how its AI initiatives scale and whether infrastructure constraints raise costs. AI Data Center Moratorium
• Negative Sentiment: Wall Street Zen downgraded BILL to a Hold, which can increase selling pressure from momentum-driven funds and weigh on near-term price action. Downgrade to Hold
• Negative Sentiment: Institutional repositioning noted (ARK Investment fully exited its BILL stake by year‑end) and the stock has materially underperformed YTD — both signs that investor conviction has weakened and could amplify downside on negative news. ARK Exit / Underperformance

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.