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

Pitney Bowes (NYSE:PBI) issued an update on its FY 2026 earnings guidance on Wednesday. The company provided EPS guidance of 1.550-1.700 for the period, compared to the consensus EPS estimate of 1.620. The company issued revenue guidance of $1.8 billion-$1.9 billion, compared to the consensus revenue estimate of $1.8 billion.

Analysts Set New Price Targets

PBI has been the subject of a number of recent research reports. Wall Street Zen raised shares of Pitney Bowes from a “buy” rating to a “strong-buy” rating in a research report on Saturday, April 25th. Weiss Ratings raised Pitney Bowes from a “hold (c)” rating to a “hold (c+)” rating in a research report on Friday, May 8th. The Goldman Sachs Group reissued a “neutral” rating and issued a $17.30 price objective on shares of Pitney Bowes in a research note on Thursday. Zacks Research downgraded Pitney Bowes from a “strong-buy” rating to a “hold” rating in a research note on Friday, July 10th. Finally, Bank of America upgraded shares of Pitney Bowes from an “underperform” rating to a “neutral” rating and increased their price objective for the company from $9.50 to $16.50 in a research report on Monday, May 11th. Two investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $17.70.

Pitney Bowes Price Performance

Pitney Bowes stock traded down $0.83 during mid-day trading on Friday, reaching $17.31. 365,044 shares of the company traded hands, compared to its average volume of 2,753,757. The company has a market capitalization of $2.34 billion, a price-to-earnings ratio of 14.18, a price-to-earnings-growth ratio of 0.79 and a beta of 1.62. The firm’s fifty day moving average is $17.27 and its two-hundred day moving average is $13.74. Pitney Bowes has a fifty-two week low of $8.95 and a fifty-two week high of $19.07.

Pitney Bowes (NYSE:PBI) last released its quarterly earnings data on Wednesday, July 29th. The technology company reported $0.43 EPS for the quarter, beating the consensus estimate of $0.34 by $0.09. Pitney Bowes had a net margin of 10.04% and a negative return on equity of 32.14%. The business had revenue of $451.50 million for the quarter, compared to the consensus estimate of $453.94 million. During the same period in the prior year, the firm earned $0.27 EPS. The business’s revenue for the quarter was down 2.4% on a year-over-year basis. Pitney Bowes has set its FY 2026 guidance at 1.550-1.700 EPS. As a group, equities research analysts predict that Pitney Bowes will post 1.62 earnings per share for the current year.

Pitney Bowes Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Monday, August 10th will be paid a $0.01 dividend. The ex-dividend date of this dividend is Monday, August 10th. This represents a $0.04 dividend on an annualized basis and a dividend yield of 0.2%. Pitney Bowes’s dividend payout ratio (DPR) is 38.83%.

Insider Activity at Pitney Bowes

In related news, CEO Kurt James Wolf sold 966,561 shares of Pitney Bowes stock in a transaction on Wednesday, May 6th. The stock was sold at an average price of $14.58, for a total value of $14,092,459.38. Following the completion of the transaction, the chief executive officer directly owned 452,628 shares in the company, valued at approximately $6,599,316.24. This trade represents a 68.11% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders have sold a total of 3,349,130 shares of company stock valued at $53,285,535 over the last ninety days. Company insiders own 6.50% of the company’s stock.

Pitney Bowes News Summary

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

• Positive Sentiment: Analyst price target raised: Citizens JMP increased its price target from $19 to $22 and maintained a “market outperform” rating, implying meaningful potential upside from recent levels. Benzinga report
• Positive Sentiment: Higher earnings expectations: Sidoti raised its Q2 2027 EPS estimate to $0.45 from $0.35 and its FY2027 estimate to $1.80 from $1.70, suggesting greater confidence in the company’s earnings trajectory.
• Positive Sentiment: Quarterly earnings beat and improved outlook: Pitney Bowes reported adjusted EPS of $0.43, above the $0.34 consensus estimate, while raising its 2026 adjusted EBIT, adjusted EPS and adjusted free-cash-flow guidance. Management attributed the stronger outlook to cost reductions, execution improvements and targeted growth initiatives. Q2 earnings report
• Positive Sentiment: Balance-sheet progress: The company reduced debt by $201 million from the end of the first quarter through July 29 and repurchased 4.5 million shares for $53 million during Q2, supporting per-share earnings and financial flexibility. Quiver Quantitative report
• Neutral Sentiment: Profit growth offset by revenue pressure: GAAP net income rose 66% year over year to $49.9 million, but revenue declined 2.4% to $451.5 million, slightly missing estimates. SendTech revenue fell 1%, while Presort Services revenue dropped 5%, highlighting continued operating challenges. Pitney Bowes Q2 results

Institutional Investors Weigh In On Pitney Bowes

Several large investors have recently modified their holdings of PBI. EverSource Wealth Advisors LLC raised its position in Pitney Bowes by 41.3% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 3,472 shares of the technology company’s stock valued at $38,000 after purchasing an additional 1,015 shares during the last quarter. UMB Bank n.a. boosted its stake in shares of Pitney Bowes by 404.6% during the fourth quarter. UMB Bank n.a. now owns 4,022 shares of the technology company’s stock worth $43,000 after buying an additional 3,225 shares during the period. Canada Pension Plan Investment Board acquired a new position in Pitney Bowes in the 2nd quarter valued at about $51,000. Parkside Financial Bank & Trust lifted its position in Pitney Bowes by 4,164.4% during the 4th quarter. Parkside Financial Bank & Trust now owns 6,823 shares of the technology company’s stock worth $72,000 after acquiring an additional 6,663 shares during the period. Finally, United Services Automobile Association acquired a new position in shares of Pitney Bowes in the first quarter valued at approximately $96,000. 67.88% of the stock is owned by institutional investors and hedge funds.

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.