What is Sidoti’s Estimate for Pitney Bowes FY2026 Earnings?

Pitney Bowes Inc. (NYSE:PBI) – Analysts at Sidoti boosted their FY2026 EPS estimates for shares of Pitney Bowes in a research report issued on Thursday, July 30th. Sidoti analyst A. Lebiedzinski now forecasts that the technology company will earn $1.70 per share for the year, up from their prior estimate of $1.60. The consensus estimate for Pitney Bowes’ current full-year earnings is $1.68 per share. Sidoti also issued estimates for Pitney Bowes’ Q4 2026 earnings at $0.44 EPS, Q1 2027 earnings at $0.48 EPS, Q3 2027 earnings at $0.41 EPS and Q4 2027 earnings at $0.49 EPS.

Pitney Bowes (NYSE:PBI) last posted its earnings results on Wednesday, July 29th. The technology company reported $0.43 earnings per share (EPS) for the quarter, topping 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 31.37%. The business had revenue of $451.50 million for the quarter, compared to analysts’ expectations of $453.94 million. During the same period in the prior year, the company posted $0.27 EPS. The business’s revenue for the quarter was down 2.4% compared to the same quarter last year. Pitney Bowes has set its FY 2026 guidance at 1.550-1.700 EPS.

A number of other equities research analysts also recently issued reports on PBI. Citigroup reiterated a “market outperform” rating on shares of Pitney Bowes in a research report on Friday. Truist Financial boosted their target price on Pitney Bowes from $15.00 to $18.00 and gave the stock a “hold” rating in a research report on Friday. Bank of America upgraded Pitney Bowes from an “underperform” rating to a “neutral” rating and upped their target price for the stock from $9.50 to $16.50 in a research note on Monday, May 11th. Wall Street Zen raised Pitney Bowes from a “buy” rating to a “strong-buy” rating in a report on Saturday, April 25th. Finally, Zacks Research cut Pitney Bowes from a “strong-buy” rating to a “hold” rating in a report on Friday, July 10th. Three investment 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 has an average rating of “Hold” and an average target price of $18.45.

Pitney Bowes Price Performance

PBI opened at $18.31 on Monday. The firm has a market capitalization of $2.51 billion, a P/E ratio of 15.01, a price-to-earnings-growth ratio of 0.78 and a beta of 1.63. Pitney Bowes has a one year low of $8.95 and a one year high of $19.07. The company has a fifty day moving average price of $17.42 and a 200-day moving average price of $13.90.

Pitney Bowes Dividend Announcement

The company 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 annualized dividend and a yield of 0.2%. Pitney Bowes’s dividend payout ratio is currently 32.79%.

Insider Buying and Selling

In other Pitney Bowes news, CEO Kurt James Wolf sold 597,224 shares of Pitney Bowes stock in a transaction that occurred on Thursday, May 7th. The shares were sold at an average price of $15.59, for a total transaction of $9,310,722.16. Following the transaction, the chief executive officer directly owned 398,878 shares of the company’s stock, valued at approximately $6,218,508.02. This trade represents a 59.96% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Insiders have sold 3,437,761 shares of company stock worth $58,231,596 in the last quarter. 6.50% of the stock is owned by company insiders.

Institutional Investors Weigh In On Pitney Bowes

A number of institutional investors have recently made changes to their positions in PBI. State Street Corp grew its holdings in shares of Pitney Bowes by 3.1% during the 2nd quarter. State Street Corp now owns 6,366,188 shares of the technology company’s stock valued at $69,455,000 after purchasing an additional 188,886 shares during the last quarter. LSV Asset Management lifted its stake in Pitney Bowes by 246.7% in the fourth quarter. LSV Asset Management now owns 4,197,189 shares of the technology company’s stock worth $44,364,000 after purchasing an additional 2,986,689 shares during the last quarter. Permit Capital LLC lifted its stake in Pitney Bowes by 14.0% in the fourth quarter. Permit Capital LLC now owns 3,250,000 shares of the technology company’s stock worth $34,352,000 after purchasing an additional 400,000 shares during the last quarter. Capital Management Corp VA boosted its position in Pitney Bowes by 25.3% during the fourth quarter. Capital Management Corp VA now owns 2,930,328 shares of the technology company’s stock valued at $30,974,000 after buying an additional 592,568 shares during the period. Finally, Millennium Management LLC boosted its position in Pitney Bowes by 60.2% during the fourth quarter. Millennium Management LLC now owns 2,630,801 shares of the technology company’s stock valued at $27,808,000 after buying an additional 988,653 shares during the period. Hedge funds and other institutional investors own 67.88% 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 increase: Citizens JMP raised its price target to $22 and maintained a market-outperform rating, implying additional upside based on the company’s turnaround prospects. Pitney Bowes Price Target Raised to $22.00
• Positive Sentiment: Strong quarterly EPS performance: Pitney Bowes recently reported adjusted earnings of $0.43 per share, exceeding the $0.34 consensus estimate and improving from $0.27 a year earlier. The result supports the investment case for management’s turnaround, despite a 2.4% year-over-year revenue decline.
• Positive Sentiment: Value and strategic-upside thesis: Greystone Capital identified PBI as a mispriced niche industrial with a roughly 15% free-cash-flow yield, potential asset monetization, buybacks and further upside from its strategic review. Greystone Capital Q2 2026 Letter
• Neutral Sentiment: Dividend remains limited: Pitney Bowes declared a quarterly dividend of $0.01 per share, equivalent to $0.04 annually and a yield of approximately 0.2%. The payment may appeal to income-focused investors, but it is unlikely to be a major stock catalyst.
• Negative Sentiment: CEO insider selling: CEO Kurt James Wolf sold 1.06 million shares in three transactions from July 30 through August 3 for approximately $19.0 million, leaving him with 122,963 directly owned shares after the latest sale. The scale of the selling could raise concerns about management’s near-term confidence, although insider sales can also reflect personal liquidity needs. SEC Insider Trading Filing
• Negative Sentiment: Lower forward EPS estimate: Sidoti reduced its forecast for second-quarter fiscal 2027 EPS to $0.43 from $0.45. The change is modest, but it signals some caution about earnings momentum relative to the company’s full-year 2026 guidance of $1.55–$1.70 per share.

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.