BILL (NYSE:BILL) Rating Lowered to “Hold” at Jefferies Financial Group

BILL (NYSE:BILL) was downgraded by equities researchers at Jefferies Financial Group from a “strong-buy” rating to a “hold” rating in a research note issued to investors on Monday, Zacks reports.

Several other analysts have also recently issued reports on the company. BMO Capital Markets upped their price objective on BILL from $46.00 to $55.00 and gave the company a “market perform” rating in a research note on Thursday, August 20th. Weiss Ratings lowered shares of BILL from a “sell (d+)” rating to a “sell (d)” rating in a research note on Monday, August 31st. Wolfe Research boosted their price target on BILL from $57.00 to $60.00 and gave the stock an “outperform” rating in a research report on Tuesday, August 25th. Needham & Company LLC reiterated a “buy” rating on shares of BILL in a report on Thursday, August 20th. Finally, The Goldman Sachs Group raised their target price on BILL from $50.00 to $57.00 and gave the company a “buy” rating in a research note on Thursday, August 20th. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, BILL currently has a consensus rating of “Moderate Buy” and an average price target of $58.67.

BILL Stock Up 0.8%

Shares of BILL stock opened at $41.95 on Monday. The company has a debt-to-equity ratio of 0.49, a current ratio of 1.51 and a quick ratio of 1.51. BILL has a 1-year low of $31.41 and a 1-year high of $57.21. The business has a 50-day moving average of $47.36 and a 200-day moving average of $41.25. The company has a market capitalization of $3.58 billion, a PE ratio of -322.67, a P/E/G ratio of 0.62 and a beta of 1.10.

BILL (NYSE:BILL) last issued its quarterly earnings data on Wednesday, August 19th. The company reported $0.84 earnings per share for the quarter, beating analysts’ consensus estimates of $0.71 by $0.13. BILL had a positive return on equity of 3.74% and a negative net margin of 0.68%.The firm had revenue of $436.19 million during the quarter, compared to analyst estimates of $430.55 million. During the same quarter last year, the firm earned $0.53 EPS. BILL’s quarterly revenue was up 13.8% on a year-over-year basis. BILL has set its Q1 2027 guidance at 0.960-1.000 EPS and its FY 2027 guidance at 3.560-3.790 EPS. As a group, equities analysts forecast that BILL will post 2.22 EPS for the current fiscal year.

Insider Buying and Selling at BILL

In related news, insider Michael Cieri sold 10,754 shares of BILL stock in a transaction on Monday, August 31st. The stock was sold at an average price of $49.13, for a total transaction 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. 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 firm’s stock in a transaction dated Thursday, September 3rd. The stock was sold at an average price of $50.17, for a total value of $2,119,582.16. Following the sale, the chief executive officer directly owned 163,125 shares of the company’s stock, valued at $8,183,981.25. This trade represents a 20.57% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 267,997 shares of company stock valued at $13,057,984. 13.20% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On BILL

Institutional investors have recently modified their holdings of the company. Versant Capital Management Inc lifted its position in shares of BILL by 147.3% during the 2nd quarter. Versant Capital Management Inc now owns 722 shares of the company’s stock worth $26,000 after purchasing an additional 430 shares during the last quarter. State of Wyoming bought a new position in BILL in the first quarter worth $32,000. Rockefeller Capital Management L.P. lifted its holdings in shares of BILL by 173.8% during the 4th quarter. Rockefeller Capital Management L.P. now owns 712 shares of the company’s stock worth $39,000 after acquiring an additional 452 shares during the period. Geneos Wealth Management Inc. acquired a new stake in BILL during the first quarter valued at approximately $57,000. Finally, Ascentis Independent Advisors bought a new stake in BILL in the first quarter valued at $58,000. Institutional investors own 97.99% of the company’s stock.

Key Headlines Impacting BILL

Here are the key news stories impacting BILL this week:

• Positive Sentiment: Zacks argues that BILL’s roughly 15.5% four-week decline may have pushed the stock into oversold territory. The article also points to broad analyst support for higher earnings estimates, suggesting selling pressure could be nearing exhaustion and potentially setting up a rebound. Zacks analysis of whether to buy the dip in BILL
• Neutral Sentiment: The other headlines concern a proposed U.S. data-center bill, federal regulation of college sports and NIL deals, and warnings about global artificial-intelligence rules. These are unrelated to BILL Holdings’ accounts-payable and business-payments operations and are unlikely to be meaningful drivers of BILL’s stock.
• Negative Sentiment: Jefferies Financial Group downgraded BILL from “strong buy” to “hold.” The change removes a notable bullish endorsement and may weigh on investor sentiment, particularly after the stock’s recent decline. Investors will likely focus on whether the downgrade reflects valuation concerns, slower growth expectations, or reduced confidence in the company’s earnings outlook.

About BILL

BILL Holdings, Inc provides financial operations software for small and midsize businesses, accounting firms and financial institutions. Its cloud-based platform helps customers automate and manage accounts payable, accounts receivable, payments, expense management, budgeting and other routine financial processes.

The company’s offerings include BILL Accounts Payable and BILL Accounts Receivable, which support invoice processing, approvals, billing and payment collection. BILL also provides spend and expense management tools, including budgeting, corporate cards and employee expense tracking, along with integrations that connect its platform to accounting and business-management systems.

Founded in 2006 by René Lacerte, the company was originally known as Bill.com and became publicly traded on the New York Stock Exchange in 2019.