Pitney Bowes Inc. (PBI) – What Are Brokerages Saying About This Stock?

Pitney Bowes Inc. (NYSE:PBI) has earned an average recommendation of “Hold” from the seven analysts that are presently covering the stock, MarketBeat.com reports. Four equities research analysts have rated the stock with a hold rating and three have issued a buy rating on the company. The average twelve-month price target among analysts that have issued ratings on the stock in the last year is $18.45.

PBI has been the topic of several research analyst reports. Truist Financial lifted their price target on shares of Pitney Bowes from $15.00 to $18.00 and gave the stock a “hold” rating in a research note on Friday, July 31st. Weiss Ratings downgraded shares of Pitney Bowes from a “buy (b)” rating to a “buy (b-)” rating in a research note on Tuesday. Wall Street Zen downgraded shares of Pitney Bowes from a “strong-buy” rating to a “buy” rating in a research note on Saturday, October 24th. Zacks Research lowered Pitney Bowes from a “strong-buy” rating to a “hold” rating in a report on Friday, October 2nd. Finally, Citizens Jmp lifted their target price on Pitney Bowes from $19.00 to $22.00 and gave the stock a “market outperform” rating in a research report on Friday, July 31st.

Pitney Bowes News Summary

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 Stock Down 0.9%

Shares of PBI opened at $16.31 on Friday. The stock has a 50 day moving average price of $16.94 and a 200 day moving average price of $14.81. The company has a market capitalization of $2.24 billion, a price-to-earnings ratio of 9.30, a price-to-earnings-growth ratio of 0.66 and a beta of 1.66. Pitney Bowes has a 52-week low of $8.95 and a 52-week high of $19.07.

Pitney Bowes (NYSE:PBI) last released its quarterly earnings data on Wednesday, October 28th. The technology company reported $0.42 earnings per share for the quarter, topping analysts’ consensus estimates of $0.36 by $0.06. The company had revenue of $456.18 million for the quarter, compared to analysts’ expectations of $458.24 million. Pitney Bowes had a net margin of 10.10% and a negative return on equity of 30.45%. The firm’s revenue for the quarter was down .8% on a year-over-year basis. During the same quarter last year, the company earned $0.31 earnings per share. On average, equities analysts anticipate that Pitney Bowes will post 1.67 EPS 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. Investors of record on Monday, November 16th will be paid 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 yield of 2.5%. This is a boost from Pitney Bowes’s previous quarterly dividend of $0.01. Pitney Bowes’s dividend payout ratio (DPR) is 32.79%.

Insider Buying and Selling

In other Pitney Bowes news, EVP Deborah Pfeiffer sold 20,000 shares of Pitney Bowes stock in a transaction that occurred on Tuesday, September 8th. The stock was sold at an average price of $17.11, for a total transaction of $342,200.00. Following the transaction, the executive vice president owned 79,223 shares of the company’s stock, valued at $1,355,505.53. The trade was a 20.16% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, EVP Todd Everett sold 25,000 shares of Pitney Bowes stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $18.07, for a total transaction of $451,750.00. Following the completion of the transaction, the executive vice president directly owned 96,048 shares in the company, valued at $1,735,587.36. The trade was a 20.65% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 819,841 shares of company stock worth $14,366,526 in the last quarter. 6.50% of the stock is owned by insiders.

Institutional Investors Weigh In On Pitney Bowes

Several hedge funds have recently made changes to their positions in PBI. BlackRock Inc. acquired a new position in shares of Pitney Bowes during the 2nd quarter worth $220,473,000. Capital Management Corp VA boosted its position in shares of Pitney Bowes by 0.5% in the 3rd quarter. Capital Management Corp VA now owns 2,404,924 shares of the technology company’s stock worth $39,248,000 after buying an additional 11,351 shares in the last quarter. Dimensional Fund Advisors LP grew its stake in Pitney Bowes by 9.0% in the 1st quarter. Dimensional Fund Advisors LP now owns 2,331,315 shares of the technology company’s stock valued at $25,760,000 after acquiring an additional 193,145 shares during the last quarter. Bank of New York Mellon Corp acquired a new stake in Pitney Bowes in the 2nd quarter valued at about $28,683,000. Finally, Hsbc Holdings PLC acquired a new stake in Pitney Bowes in the 2nd quarter valued at about $27,762,000. Institutional investors and hedge funds own 67.88% of the company’s stock.

About Pitney Bowes

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.