Pitney Bowes’ (PBI) “Market Outperform” Rating Reiterated at Citizens Jmp

Citizens Jmp restated their market outperform rating on shares of Pitney Bowes (NYSE:PBI) in a report released on Wednesday,Benzinga reports. The firm currently has a $13.00 target price on the technology company’s stock.

Several other equities research analysts have also commented on the company. The Goldman Sachs Group started coverage on Pitney Bowes in a research note on Monday, November 3rd. They set a “neutral” rating and a $11.00 price target on the stock. Truist Financial assumed coverage on Pitney Bowes in a report on Friday, December 12th. They set a “hold” rating and a $11.00 price objective for the company. Weiss Ratings reissued a “hold (c)” rating on shares of Pitney Bowes in a report on Monday, December 29th. Bank of America began coverage on Pitney Bowes in a research report on Tuesday. They issued an “underperform” rating and a $9.00 price target for the company. Finally, Zacks Research raised Pitney Bowes from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 29th. One investment analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $11.00.

Pitney Bowes Stock Performance

Shares of NYSE PBI opened at $10.51 on Wednesday. Pitney Bowes has a one year low of $7.39 and a one year high of $13.11. The firm has a market capitalization of $1.69 billion, a P/E ratio of 12.66, a PEG ratio of 0.42 and a beta of 1.41. The company’s fifty day moving average is $10.46 and its two-hundred day moving average is $10.75.

Pitney Bowes (NYSE:PBI) last announced its quarterly earnings results on Tuesday, February 17th. The technology company reported $0.45 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.38 by $0.07. The business had revenue of $477.63 million during the quarter, compared to the consensus estimate of $482.47 million. Pitney Bowes had a net margin of 7.65% and a negative return on equity of 36.91%. The business’s revenue was down 7.5% compared to the same quarter last year. During the same quarter last year, the firm posted $0.32 EPS. Pitney Bowes has set its FY 2026 guidance at 1.400-1.600 EPS. On average, sell-side analysts forecast that Pitney Bowes will post 1.21 earnings per share for the current fiscal year.

Pitney Bowes Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, March 30th. Investors of record on Friday, February 27th will be given a dividend of $0.09 per share. This represents a $0.36 dividend on an annualized basis and a yield of 3.4%. The ex-dividend date is Friday, February 27th. Pitney Bowes’s dividend payout ratio (DPR) is currently 43.37%.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Capital Management Corp VA raised its holdings in Pitney Bowes by 8.2% in the 3rd quarter. Capital Management Corp VA now owns 2,337,760 shares of the technology company’s stock valued at $26,674,000 after acquiring an additional 176,180 shares during the last quarter. Evergreen Wealth Management LLC acquired a new stake in shares of Pitney Bowes during the third quarter worth $6,691,000. Allspring Global Investments Holdings LLC grew its position in shares of Pitney Bowes by 76.8% in the third quarter. Allspring Global Investments Holdings LLC now owns 555,747 shares of the technology company’s stock valued at $6,341,000 after purchasing an additional 241,465 shares during the period. Mizuho Markets Americas LLC acquired a new position in Pitney Bowes in the third quarter valued at $7,683,000. Finally, Phoenix Financial Ltd. acquired a new position in Pitney Bowes in the third quarter valued at $3,493,000. 67.88% of the stock is currently owned by hedge funds and other institutional investors.

Pitney Bowes News Roundup

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

• Positive Sentiment: Q4 EPS beat and upward guidance — Pitney Bowes reported Q4 EPS of $0.45 versus consensus ~$0.38 and set FY‑2026 EPS guidance of $1.40–$1.60, supporting upside to earnings power. This beat helped the stock gap higher on the release. Article Title
• Positive Sentiment: Analyst support and new coverage — Sidoti has raised its FY‑2026 and FY‑2027 EPS forecasts (now roughly $1.40–$1.50 range) and lifted several quarter estimates, while Citizens JMP gave a “Market Outperform” and Bank of America initiated coverage, all lending institutional backing to the stock. Article Title Article Title
• Neutral Sentiment: Zacks highlights momentum characteristics — a style‑score piece flags PBI as a top momentum stock for certain investor styles; useful for sentiment but not direct fundamental news. Article Title
• Neutral Sentiment: Earnings call / deep dive coverage — reporters and analysts are parsing restructuring, new leadership and pricing strategy from the Q4 call; these details will influence investor conviction but are more qualitative. Article Title Article Title
• Negative Sentiment: Revenue weakness and mixed near‑term cadence — Q4 revenue missed consensus and was down ~7.5% year‑over‑year; that, plus Sidoti’s targeted cuts to several upcoming quarterly estimates (even as it raised FY totals), suggests a bumpy recovery path. (Sidoti estimate changes summarized in recent notes.)
• Negative Sentiment: Mixed analyst moves on near‑term quarters — while many of Sidoti’s model tweaks raise FY outlook, several quarter‑by‑quarter reductions (Q1/Q2/Q3 adjustments) highlight uncertainty around short‑term growth, which can pressure the stock despite the FY upgrades.

Pitney Bowes Company Profile

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.