Pitney Bowes (NYSE:PBI) Issues FY 2026 Earnings Guidance

Pitney Bowes (NYSE:PBI) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided EPS guidance of 1.400-1.600 for the period, compared to the consensus EPS estimate of 1.440. The company issued revenue guidance of $1.8 billion-$1.9 billion, compared to the consensus revenue estimate of $1.8 billion.

Pitney Bowes Price Performance

Shares of PBI remained flat at $10.25 during midday trading on Tuesday. The stock had a trading volume of 2,781,049 shares, compared to its average volume of 1,778,350. The firm has a market capitalization of $1.65 billion, a P/E ratio of 22.78, a price-to-earnings-growth ratio of 0.48 and a beta of 1.41. The business has a 50-day moving average price of $10.42 and a 200-day moving average price of $10.76. Pitney Bowes has a 1 year low of $7.39 and a 1 year high of $13.11.

Pitney Bowes (NYSE:PBI) last announced its quarterly earnings results on Tuesday, February 17th. The technology company reported $0.45 EPS for the quarter, topping analysts’ consensus estimates of $0.38 by $0.07. Pitney Bowes had a negative return on equity of 38.38% and a net margin of 4.14%.The business had revenue of $477.63 million for the quarter, compared to analysts’ expectations of $482.47 million. Pitney Bowes has set its FY 2026 guidance at 1.400-1.600 EPS. As a group, equities analysts forecast that Pitney Bowes will post 1.21 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several equities research analysts have commented on the company. Bank of America began coverage on Pitney Bowes in a report on Tuesday. They issued an “underperform” rating and a $9.00 target price on the stock. Citigroup started coverage on shares of Pitney Bowes in a research note on Wednesday, December 3rd. They issued an “outperform” rating for the company. Zacks Research raised Pitney Bowes from a “hold” rating to a “strong-buy” rating in a report on Monday, December 29th. Truist Financial assumed coverage on shares of Pitney Bowes in a research report on Friday, December 12th. They set a “hold” rating and a $11.00 price target for the company. Finally, Citizens Jmp set a $13.00 price target on Pitney Bowes in a report on Wednesday, December 3rd. One equities research analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $11.00.

Key Pitney Bowes News

Here are the key news stories impacting Pitney Bowes this week:

• Positive Sentiment: Pitney Bowes reported an EPS beat in its Q4 release — the company/MarketBeat summary shows $0.45 EPS vs. the $0.38 consensus, which is a clear positive surprise for investors. View Press Release
• Positive Sentiment: The company issued FY‑2026 EPS guidance of $1.40–$1.60, versus a consensus of about $1.44 — the upper end of the range implies upside to estimates and is likely supporting the share price. The revenue guide of $1.8B–$1.9B is in line with consensus. Pitney Bowes Discloses Financial Results
• Positive Sentiment: Operating cash flow was reportedly strong (Quiver cites +64.9% YoY), and recent insider buying was noted — both are bullish signals for investors focused on cash generation and insider conviction. Pitney Bowes (PBI) Stock Rises on Q4 2025 Earnings
• Neutral Sentiment: Pitney Bowes published a CEO letter and slide deck with more detail on strategy and results — useful for longer‑term thesis but not an immediate directional catalyst by itself. Slide Deck / CEO Letter
• Negative Sentiment: Some third‑party reporting (Quiver) highlights weaker underlying operating metrics: revenue down ~7.5% YoY to $477.6M, gross profit and operating profit declined, and a dataset showed a diluted EPS of $0.17 (vs. consensus ~$0.38) — conflicting numbers increase uncertainty and may pressure sentiment until reconciled. Pitney Bowes (PBI) Stock Rises on Q4 2025 Earnings
• Negative Sentiment: Bank of America initiated coverage with an “underperform” rating and a $9 price target — this introduces fresh downside pressure from a major sell‑side voice and may temper short‑term upside. (No link available in the feed.)

Institutional Trading of Pitney Bowes

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Invesco Ltd. raised its position in shares of Pitney Bowes by 29.5% during the 3rd quarter. Invesco Ltd. now owns 2,622,003 shares of the technology company’s stock valued at $29,917,000 after buying an additional 597,938 shares during the period. Dimensional Fund Advisors LP lifted its holdings in Pitney Bowes by 34.4% during the 3rd quarter. Dimensional Fund Advisors LP now owns 1,877,315 shares of the technology company’s stock worth $21,418,000 after buying an additional 480,701 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its stake in shares of Pitney Bowes by 82.6% in the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 736,416 shares of the technology company’s stock worth $7,784,000 after acquiring an additional 333,169 shares in the last quarter. Norges Bank acquired a new position in Pitney Bowes during the 4th quarter worth $3,499,000. Finally, HRT Financial LP purchased a new position in shares of Pitney Bowes in the 4th quarter valued at about $3,431,000. Institutional investors and hedge funds own 67.88% of the company’s stock.

About Pitney Bowes

Pitney Bowes Inc (NYSE: PBI) is an American technology company that specializes in shipping, mailing, and e-commerce solutions. Founded in 1920 by Walter Bowes and Arthur Pitney, the company pioneered postage meter technology and has since evolved to offer a broad portfolio of hardware, software, and services designed to streamline physical and digital communications. Headquartered in Stamford, Connecticut, Pitney Bowes leverages a century of expertise to serve enterprises, small businesses, and government agencies around the globe.

The company’s core offerings span mailing and shipping equipment, including postage meters, folder inserters, and address verification systems, alongside integrated software platforms for customer information management, data analytics, and location intelligence.