BILL (NYSE:BILL) Issues FY 2026 Earnings Guidance

BILL (NYSE:BILL) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 2.610-2.640 for the period, compared to the consensus estimate of 2.030. The company issued revenue guidance of $1.6 billion-$1.7 billion, compared to the consensus revenue estimate of $1.6 billion. BILL also updated its Q4 2026 guidance to 0.690-0.720 EPS.

Wall Street Analyst Weigh In

Several analysts have recently weighed in on the company. Robert W. Baird set a $50.00 price target on BILL in a report on Friday, February 6th. The Goldman Sachs Group reduced their price target on BILL from $52.00 to $44.00 and set a “buy” rating on the stock in a report on Monday, April 13th. Jefferies Financial Group restated a “buy” rating on shares of BILL in a report on Friday, February 6th. Citigroup reduced their price target on BILL from $71.00 to $62.00 and set a “buy” rating on the stock in a report on Thursday, January 22nd. Finally, Needham & Company LLC reissued a “buy” rating and issued a $75.00 price objective on shares of BILL in a research note on Friday, February 6th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, BILL presently has an average rating of “Moderate Buy” and a consensus target price of $56.35.

BILL Stock Performance

Shares of BILL opened at $41.55 on Friday. The company has a current ratio of 1.65, a quick ratio of 1.65 and a debt-to-equity ratio of 0.48. The stock has a market capitalization of $4.11 billion, a P/E ratio of -4,150.95, a price-to-earnings-growth ratio of 3.39 and a beta of 1.22. The firm’s fifty day simple moving average is $39.55 and its two-hundred day simple moving average is $46.11. BILL has a 12 month low of $34.44 and a 12 month high of $57.21.

BILL (NYSE:BILL) last issued its quarterly earnings results on Thursday, May 7th. The company reported $0.68 EPS for the quarter, beating analysts’ consensus estimates of $0.55 by $0.13. The business had revenue of $406.56 million for the quarter, compared to analysts’ expectations of $403.76 million. BILL had a net margin of 0.01% and a return on equity of 2.39%. The business’s quarterly revenue was up 13.5% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.50 earnings per share. BILL has set its FY 2026 guidance at 2.610-2.640 EPS and its Q4 2026 guidance at 0.690-0.720 EPS. As a group, analysts predict that BILL will post 0.59 EPS for the current year.

Key Stories Impacting BILL

Here are the key news stories impacting BILL this week:

• Positive Sentiment: BILL beat fiscal Q3 earnings and revenue estimates, with EPS of $0.68 versus $0.55 expected and revenue of $406.6 million versus $403.8 million expected, helped by 13.5% year-over-year revenue growth. Article Title
• Positive Sentiment: Management issued upbeat Q4 and full-year FY2026 guidance, with EPS and revenue forecasts both ahead of Wall Street expectations, reinforcing confidence in continued double-digit growth.
• Positive Sentiment: The company said core revenue rose 16%, driven by stronger subscription and transaction fees, signaling healthy demand in its payments and AP/AR software platform. Article Title
• Positive Sentiment: Analysts turned more constructive, including a Zacks Rank upgrade to Strong Buy and BMO raising its price target to $46 from $43, which may support the stock in the near term. Article Title
• Positive Sentiment: Investors also reacted favorably to BILL’s plan to cut about 30% of its workforce to improve profitability and focus more on AI, a move that may lift margins if execution is successful. Article Title

Hedge Funds Weigh In On BILL

A number of institutional investors and hedge funds have recently modified their holdings of the business. UMB Bank n.a. boosted its holdings in shares of BILL by 21.8% during the 4th quarter. UMB Bank n.a. now owns 1,336 shares of the company’s stock worth $73,000 after buying an additional 239 shares in the last quarter. Thrivent Financial for Lutherans boosted its holdings in shares of BILL by 1.3% during the 2nd quarter. Thrivent Financial for Lutherans now owns 25,175 shares of the company’s stock worth $1,165,000 after buying an additional 327 shares in the last quarter. Public Employees Retirement System of Ohio boosted its holdings in shares of BILL by 1.7% during the 3rd quarter. Public Employees Retirement System of Ohio now owns 29,099 shares of the company’s stock worth $1,541,000 after buying an additional 484 shares in the last quarter. Caitong International Asset Management Co. Ltd boosted its holdings in shares of BILL by 972.0% during the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 536 shares of the company’s stock worth $28,000 after buying an additional 486 shares in the last quarter. Finally, Aster Capital Management DIFC Ltd bought a new position in shares of BILL during the 4th quarter worth about $28,000. 97.99% of the stock is currently owned by institutional investors.

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.