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

Pitney Bowes (NYSE:PBI) issued an update on its FY 2026 earnings guidance on Friday. The company provided EPS guidance of 1.580-1.670 for the period, compared to the consensus earnings per share 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.

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on PBI shares. Wall Street Zen lowered Pitney Bowes from a “strong-buy” rating to a “buy” rating in a report on Saturday, October 24th. Weiss Ratings downgraded shares of Pitney Bowes from a “buy (b)” rating to a “buy (b-)” rating in a research report on Tuesday. Citigroup reissued a “market outperform” rating on shares of Pitney Bowes in a research note on Friday, July 31st. Truist Financial boosted their price target on Pitney Bowes from $15.00 to $18.00 and gave the stock a “hold” rating in a research report on Friday, July 31st. Finally, The Goldman Sachs Group reiterated a “neutral” rating and issued a $17.30 target price on shares of Pitney Bowes in a report on Thursday, July 30th. Three equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $18.45.

Pitney Bowes Price Performance

Shares of PBI opened at $16.49 on Friday. The firm has a market capitalization of $2.26 billion, a PE ratio of 12.79, a price-to-earnings-growth ratio of 0.70 and a beta of 1.66. Pitney Bowes has a 1-year low of $8.95 and a 1-year high of $19.07. The company’s fifty day moving average price is $16.93 and its 200-day moving average price is $14.78.

Pitney Bowes (NYSE:PBI) last issued its earnings results on Wednesday, October 28th. The technology company reported $0.42 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.36 by $0.06. Pitney Bowes had a negative return on equity of 30.30% and a net margin of 10.10%. The company had revenue of $456.18 million during the quarter, compared to analyst estimates of $458.24 million. During the same quarter last year, the business posted $0.31 EPS. The firm’s quarterly revenue was down .8% on a year-over-year basis. As a group, research analysts anticipate that Pitney Bowes will post 1.68 EPS for the current fiscal year.

Pitney Bowes Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 8th. Stockholders of record on Monday, November 16th will be paid a $0.10 dividend. The ex-dividend date is Monday, November 16th. This is a positive change from Pitney Bowes’s previous quarterly dividend of $0.01. This represents a $0.40 annualized dividend and a dividend yield of 2.4%. Pitney Bowes’s dividend payout ratio (DPR) is 32.79%.

Insider Activity at Pitney Bowes

In other news, CEO Kurt Wolf sold 150,000 shares of the company’s stock in a transaction on Thursday, October 1st. The shares were sold at an average price of $16.16, for a total value of $2,424,000.00. Following the sale, the chief executive officer directly owned 91,321 shares of the company’s stock, valued at $1,475,747.36. This represents a 62.16% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Deborah Pfeiffer sold 20,000 shares of the stock in a transaction 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 completion of the sale, the executive vice president owned 79,223 shares in the company, valued at $1,355,505.53. The trade was a 20.16% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 819,841 shares of company stock worth $14,366,526 over the last quarter. 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: Third-quarter adjusted earnings were reported at $0.42 per share, above the $0.36 analyst consensus and up from $0.31 a year earlier. Revenue of approximately $456.2 million was close to expectations, while operating profit and net income improved. Pitney Bowes Q3 earnings report
• Positive Sentiment: Operating cash flow strengthened sharply to about $151 million, and lower capital spending helped support cash generation and margins. The company also approved a quarterly dividend of $0.10 per share, a substantial increase from $0.01, equating to a $0.40 annualized payout and roughly a 2.3% yield. Pitney Bowes dividend announcement
• Positive Sentiment: Management raised its full-year 2026 earnings guidance, while highlighting continued gains in Presort Services and a goal of achieving profitable revenue growth by the end of 2028. Pitney Bowes guidance update
• Neutral Sentiment: Analysts’ average price target is approximately $18.45, above the referenced $16.49 opening price, but coverage remains limited and some commentary questions whether much of the recovery is already reflected in the valuation.
• Negative Sentiment: SendTech is expected to face a $60 million to $80 million revenue headwind in 2027 as the business transitions, creating near-term uncertainty despite the longer-term profitability target. SendTech revenue headwind report
• Negative Sentiment: Revenue declined approximately 0.8% year over year, and the company continues to report negative return on equity and substantial liabilities. Reported insider activity also showed selling rather than open-market purchases, which may weigh on investor sentiment.

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.