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

Pitney Bowes (NYSE:PBI) updated its FY 2026 earnings guidance on Friday. The company provided earnings per share (EPS) guidance of 1.580-1.670 for the period, compared to the consensus EPS estimate of 1.680. The company issued revenue guidance of $1.8 billion-$1.9 billion, compared to the consensus revenue estimate of $1.8 billion.

Pitney Bowes Stock Down 0.9%

Shares of PBI opened at $16.31 on Friday. Pitney Bowes has a 52-week low of $8.95 and a 52-week high of $19.07. The stock has a fifty day simple moving average of $16.94 and a two-hundred day simple moving average of $14.81. The company has a market capitalization of $2.24 billion, a PE ratio of 9.30, a price-to-earnings-growth ratio of 0.66 and a beta of 1.66.

Pitney Bowes (NYSE:PBI) last released its quarterly earnings data on Wednesday, October 28th. The technology company reported $0.42 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.36 by $0.06. Pitney Bowes had a net margin of 10.10% and a negative return on equity of 30.45%. The firm had revenue of $456.18 million during the quarter, compared to analysts’ expectations of $458.24 million. During the same period last year, the business earned $0.31 earnings per share. Pitney Bowes’s revenue was down .8% compared to the same quarter last year. As a group, equities analysts anticipate that Pitney Bowes will post 1.67 earnings per share for the current fiscal year.

Pitney Bowes Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, December 8th. Stockholders of record on Monday, November 16th will be issued a dividend of $0.10 per share. The ex-dividend date is Monday, November 16th. This represents a $0.40 dividend on an annualized basis and a dividend yield of 2.5%. This is an increase from Pitney Bowes’s previous quarterly dividend of $0.01. Pitney Bowes’s payout ratio is 32.79%.

Wall Street Analysts Forecast Growth

PBI has been the topic of a number of recent analyst reports. Zacks Research cut Pitney Bowes from a “strong-buy” rating to a “hold” rating in a report on Friday, October 2nd. The Goldman Sachs Group reaffirmed a “neutral” rating and issued a $17.30 price target on shares of Pitney Bowes in a research note on Thursday, July 30th. Citigroup reaffirmed a “market outperform” rating on shares of Pitney Bowes in a research note on Friday, July 31st. Wall Street Zen cut Pitney Bowes from a “strong-buy” rating to a “buy” rating in a report on Saturday, October 24th. Finally, Truist Financial raised their price objective on Pitney Bowes from $15.00 to $18.00 and gave the stock a “hold” rating in a research report on Friday, July 31st. Three equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $18.45.

Insider Activity at Pitney Bowes

In other Pitney Bowes news, CEO Kurt Wolf sold 150,000 shares of the business’s stock in a transaction that occurred on Thursday, October 1st. The stock was sold at an average price of $16.16, for a total value of $2,424,000.00. Following the sale, the chief executive officer owned 91,321 shares of the company’s stock, valued at $1,475,747.36. The trade was a 62.16% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Todd Everett sold 10,000 shares of the business’s stock in a transaction that occurred on Thursday, September 10th. The shares were sold at an average price of $16.89, for a total value of $168,900.00. Following the completion of the transaction, the executive vice president directly owned 86,048 shares in the company, valued at approximately $1,453,350.72. The trade was a 10.41% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 819,841 shares of company stock worth $14,366,526. Insiders own 6.50% of the company’s stock.

Trending Headlines about Pitney Bowes

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

• Positive Sentiment: Q3 earnings beat expectations. Pitney Bowes reported adjusted earnings of $0.42 per share, above the $0.36 consensus estimate and up from $0.31 a year earlier. Pitney Bowes Q3 Earnings and Revenues Top Estimates
• Positive Sentiment: Dividend increased sharply. The company declared a quarterly dividend of $0.10 per share, or $0.40 annualized, compared with the previous $0.01 quarterly payout. The dividend yield is approximately 2.4%, supporting the stock’s income appeal. Pitney Bowes Approves Quarterly Dividend
• Positive Sentiment: Revenue outlook was maintained or improved relative to expectations. FY 2026 revenue guidance of $1.8 billion to $1.9 billion has a midpoint above the current $1.8 billion consensus estimate, suggesting continued operating momentum despite business-mix challenges. Pitney Bowes Updates FY 2026 Guidance
• Neutral Sentiment: Sidoti raised its estimates for second-quarter and third-quarter FY 2027 EPS to $0.44 and $0.46, respectively, but the changes were mixed across the forecast period.
• Negative Sentiment: FY 2026 EPS guidance fell below expectations. Pitney Bowes now expects EPS of $1.58 to $1.67, versus the $1.68 consensus estimate. The midpoint of $1.625 implies modest downside to analyst expectations. Pitney Bowes Lifts Guidance
• Negative Sentiment: Analyst estimates were reduced. Sidoti cut its FY 2026 EPS forecast to $1.66 from $1.70 and lowered its Q4 2026 forecast to $0.34 from $0.44. Sidoti also reduced its Q4 2027 estimate to $0.42 from $0.49.
• Negative Sentiment: SendTech faces a projected revenue headwind. Management indicated that SendTech revenue could face a $60 million to $80 million headwind in 2027, raising concerns about near-term growth and profit momentum. Pitney Bowes Signals SendTech Revenue Headwind

Pitney Bowes Company Profile

Pitney Bowes Inc (NYSE:PBI) is a global technology and services company that helps businesses manage mailing, shipping and related communications. Its offerings include postage meters, mailing systems, shipping software, parcel management tools, address and data services, and equipment financing and support.

The company serves small businesses, large enterprises and government organizations through solutions designed to streamline the preparation, processing and delivery of physical mail and packages.