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

Pitney Bowes (NYSE:PBI) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 1.500-1.650 for the period, compared to the consensus earnings per share estimate of 1.470. The company issued revenue guidance of $1.8 billion-$1.9 billion, compared to the consensus revenue estimate of $1.8 billion. Pitney Bowes also updated its Q1 2026 guidance to 0.47-0.470 EPS.

Analysts Set New Price Targets

Several research firms have recently commented on PBI. Citizens Jmp upped their target price on Pitney Bowes from $13.00 to $14.00 and gave the company a “market outperform” rating in a report on Friday, April 17th. Citigroup reiterated an “outperform” rating on shares of Pitney Bowes in a research note on Friday, April 17th. Bank of America started coverage on shares of Pitney Bowes in a report on Tuesday, February 17th. They set an “underperform” rating and a $9.00 price target for the company. Weiss Ratings reissued a “hold (c)” rating on shares of Pitney Bowes in a report on Friday, March 27th. Finally, Zacks Research cut shares of Pitney Bowes from a “strong-buy” rating to a “hold” rating in a report on Thursday, February 19th. Two equities research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, Pitney Bowes presently has an average rating of “Hold” and an average target price of $11.25.

Pitney Bowes Trading Up 4.1%

Shares of NYSE PBI opened at $15.22 on Thursday. Pitney Bowes has a 12-month low of $8.23 and a 12-month high of $15.57. The company has a market cap of $2.19 billion, a PE ratio of 18.34, a P/E/G ratio of 0.97 and a beta of 1.39. The stock has a 50 day simple moving average of $11.03 and a 200-day simple moving average of $10.59.

Pitney Bowes (NYSE:PBI) last issued its quarterly earnings data on Tuesday, February 17th. The technology company reported $0.45 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.38 by $0.07. Pitney Bowes had a negative return on equity of 36.91% and a net margin of 7.65%.The business had revenue of $477.63 million during the quarter, compared to analyst estimates of $482.47 million. During the same period in the prior year, the company posted $0.32 EPS. The business’s revenue for the quarter was down 7.5% compared to the same quarter last year. Pitney Bowes has set its FY 2026 guidance at 1.400-1.600 EPS. Sell-side analysts forecast that Pitney Bowes will post 1.52 earnings per share for the current fiscal year.

Pitney Bowes Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Monday, March 30th. Investors of record on Friday, February 27th were issued a $0.09 dividend. This represents a $0.36 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date of this dividend was Friday, February 27th. Pitney Bowes’s dividend payout ratio is 43.37%.

Insider Buying and Selling

In related news, CEO Kurt James Wolf sold 160,289 shares of the stock in a transaction that occurred on Wednesday, April 1st. The stock was sold at an average price of $11.06, for a total value of $1,772,796.34. Following the completion of the transaction, the chief executive officer directly owned 543,211 shares of the company’s stock, valued at $6,007,913.66. This represents a 22.78% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Brent D. Rosenthal acquired 4,000 shares of the firm’s stock in a transaction that occurred on Friday, March 13th. The stock was acquired at an average cost of $10.22 per share, with a total value of $40,880.00. Following the completion of the acquisition, the director directly owned 9,000 shares in the company, valued at approximately $91,980. This represents a 80.00% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders sold a total of 503,108 shares of company stock valued at $5,355,063 over the last three months. Corporate insiders own 6.50% of the company’s stock.

Hedge Funds Weigh In On Pitney Bowes

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Schonfeld Strategic Advisors LLC bought a new position in Pitney Bowes in the 4th quarter worth approximately $197,000. Tower Research Capital LLC TRC lifted its position in Pitney Bowes by 206.8% in the second quarter. Tower Research Capital LLC TRC now owns 16,935 shares of the technology company’s stock worth $185,000 after purchasing an additional 11,416 shares during the period. Northwestern Mutual Wealth Management Co. acquired a new stake in Pitney Bowes in the second quarter worth approximately $181,000. Stifel Financial Corp acquired a new stake in Pitney Bowes in the fourth quarter worth approximately $171,000. Finally, Baird Financial Group Inc. lifted its position in Pitney Bowes by 12.5% in the second quarter. Baird Financial Group Inc. now owns 13,164 shares of the technology company’s stock worth $144,000 after purchasing an additional 1,459 shares during the period. 67.88% of the stock is owned by institutional investors.

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.