Sidoti Weighs in on Pitney Bowes’ Q1 Earnings (NYSE:PBI)

Pitney Bowes Inc. (NYSE:PBI) – Equities researchers at Sidoti boosted their Q1 2026 EPS estimates for shares of Pitney Bowes in a research report issued on Wednesday, April 22nd. Sidoti analyst A. Lebiedzinski now anticipates that the technology company will earn $0.47 per share for the quarter, up from their prior forecast of $0.32. The consensus estimate for Pitney Bowes’ current full-year earnings is $1.55 per share. Sidoti also issued estimates for Pitney Bowes’ Q1 2027 earnings at $0.49 EPS.

Pitney Bowes (NYSE:PBI) last released its earnings results on Tuesday, February 17th. The technology company reported $0.45 earnings per share for the quarter, beating analysts’ consensus estimates of $0.38 by $0.07. Pitney Bowes had a net margin of 7.65% and a negative return on equity of 36.91%. The firm had revenue of $477.63 million during the quarter, compared to the consensus estimate of $482.47 million. During the same period in the prior year, the firm earned $0.32 EPS. The company’s revenue 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.

PBI has been the subject of a number of other reports. Citizens Jmp increased their target price on shares of Pitney Bowes from $13.00 to $14.00 and gave the company a “market outperform” rating in a research report on Friday, April 17th. Weiss Ratings reissued a “hold (c)” rating on shares of Pitney Bowes in a research report on Friday, March 27th. Citigroup restated an “outperform” rating on shares of Pitney Bowes in a research note on Friday, April 17th. Bank of America initiated coverage on shares of Pitney Bowes in a research note on Tuesday, February 17th. They set an “underperform” rating and a $9.00 price target on the stock. Finally, Zacks Research cut shares of Pitney Bowes from a “strong-buy” rating to a “hold” rating in a research note on Thursday, February 19th. Two equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $11.25.

Pitney Bowes Stock Up 0.8%

Pitney Bowes stock opened at $15.35 on Friday. Pitney Bowes has a twelve month low of $8.24 and a twelve month high of $15.56. The firm has a 50 day moving average price of $11.13 and a 200-day moving average price of $10.62. The company has a market capitalization of $2.20 billion, a P/E ratio of 18.49, a P/E/G ratio of 0.99 and a beta of 1.39.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of the company. Capital Management Corp VA raised its position in shares of Pitney Bowes by 8.2% during the 3rd quarter. Capital Management Corp VA now owns 2,337,760 shares of the technology company’s stock valued at $26,674,000 after buying an additional 176,180 shares in the last quarter. Evergreen Wealth Management LLC purchased a new stake in shares of Pitney Bowes during the 3rd quarter valued at $6,691,000. Allspring Global Investments Holdings LLC raised its position in shares of Pitney Bowes by 76.8% during the 3rd quarter. Allspring Global Investments Holdings LLC now owns 555,747 shares of the technology company’s stock valued at $6,341,000 after buying an additional 241,465 shares in the last quarter. Mizuho Markets Americas LLC purchased a new stake in shares of Pitney Bowes during the 3rd quarter valued at $7,683,000. Finally, Phoenix Financial Ltd. purchased a new stake in shares of Pitney Bowes during the 3rd quarter valued at $3,493,000. 67.88% of the stock is owned by institutional investors.

Insider Buying and Selling

In other Pitney Bowes news, CEO Kurt James Wolf sold 39,919 shares of the firm’s stock in a transaction on Thursday, April 2nd. The shares were sold at an average price of $11.14, for a total value of $444,697.66. Following the completion of the transaction, the chief executive officer directly owned 539,618 shares of the company’s stock, valued at $6,011,344.52. This trade represents a 6.89% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Brent D. Rosenthal purchased 4,000 shares of the business’s stock in a transaction on Friday, March 13th. The stock was purchased 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 owned 9,000 shares in the company, valued at approximately $91,980. This trade represents a 80.00% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders have sold a total of 503,108 shares of company stock worth $5,355,063 over the last 90 days. 6.50% of the stock is currently owned by corporate insiders.

Pitney Bowes Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, March 30th. Investors of record on Friday, February 27th were paid a dividend of $0.09 per share. This represents a $0.36 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date was Friday, February 27th. Pitney Bowes’s dividend payout ratio is presently 43.37%.

Pitney Bowes News Roundup

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

• Positive Sentiment: Zacks upgraded PBI to a Zacks Rank #2 (Buy), which tends to attract buy-side interest and short-term momentum flows. What Makes Pitney Bowes (PBI) a New Buy Stock
• Positive Sentiment: Zacks also published pieces highlighting PBI as a top-ranked momentum stock and discussing valuation upside, helping draw momentum and value investors. Pitney Bowes (PBI) is a Great Momentum Stock: Should You Buy?
• Positive Sentiment: Analyst firm Sidoti raised FY2026 and FY2027 EPS estimates (and a Q3 2027 tweak), signaling improving analyst confidence in Pitney Bowes’ earnings trajectory. MarketBeat PBI coverage (Sidoti estimates)
• Positive Sentiment: Price/technical momentum: coverage notes PBI hit multi‑year highs and its Relative Strength (RS) rating jumped (91), which can draw momentum traders and ETF/quant flows. Pitney Bowes (PBI) Hits 8-Year High on Upbeat Outlook
• Neutral Sentiment: Analysis pieces are questioning whether the recent bounce is sustainable, which could limit upside if investors view moves as overextended. Pitney Bowes: Reviewing The Validity Of The Bounce
• Neutral Sentiment: Insider selling: an EVP sold a small block of shares (~169 shares), a routine disclosure that may be seen as neutral given the seller still retains a large position. SEC filing — insider sale
• Negative Sentiment: Goldman Sachs/TipRanks coverage highlights a Q1 beat but warns persistent revenue headwinds justify a Hold rating, which could cap upside until revenue growth stabilizes. Pitney Bowes: Solid Q1 Beat but Persistent Revenue Headwinds Justify Hold Rating

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.