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.

Pitney Bowes Price Performance

Shares of NYSE:PBI opened at $16.31 on Friday. The business’s 50 day moving average price is $16.94 and its 200-day moving average price is $14.81. Pitney Bowes has a 1 year low of $8.95 and a 1 year high of $19.07. The firm has a market capitalization of $2.24 billion, a price-to-earnings ratio of 12.64, a price-to-earnings-growth ratio of 0.66 and a beta of 1.66.

Pitney Bowes (NYSE:PBI) last posted its quarterly earnings data on Wednesday, October 28th. The technology company reported $0.42 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.36 by $0.06. Pitney Bowes had a net margin of 10.10% and a negative return on equity of 30.45%. The business had revenue of $456.18 million for the quarter, compared to the consensus estimate of $458.24 million. During the same period last year, the firm posted $0.31 earnings per share. The company’s revenue was down .8% compared to the same quarter last year. On average, sell-side analysts expect that Pitney Bowes will post 1.67 earnings per share for the current year.

Pitney Bowes Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, December 8th. Stockholders of record on Monday, November 16th will be issued a dividend of $0.10 per share. The ex-dividend date is Monday, November 16th. This represents a $0.40 annualized dividend and a dividend yield of 2.5%. This is an increase from Pitney Bowes’s previous quarterly dividend of $0.01. Pitney Bowes’s payout ratio is presently 31.01%.

Analysts Set New Price Targets

A number of equities research analysts recently issued reports on the stock. Truist Financial upped their price objective on shares of Pitney Bowes from $15.00 to $18.00 and gave the company a “hold” rating in a report on Friday, July 31st. The Goldman Sachs Group restated a “neutral” rating and issued a $17.30 price objective on shares of Pitney Bowes in a report on Thursday, July 30th. Zacks Research lowered Pitney Bowes from a “strong-buy” rating to a “hold” rating in a research report on Friday, October 2nd. Citizens Jmp lifted their price objective on Pitney Bowes from $19.00 to $22.00 and gave the company a “market outperform” rating in a research note on Friday, July 31st. Finally, Weiss Ratings downgraded Pitney Bowes from a “buy (b)” rating to a “buy (b-)” rating in a research report on Tuesday. Three equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $18.45.

Insider Buying and Selling

In other news, EVP Todd Everett sold 25,000 shares of the company’s stock in a transaction that occurred on Wednesday, August 5th. The stock was sold at an average price of $18.07, for a total transaction of $451,750.00. Following the completion of the sale, the executive vice president owned 96,048 shares in the company, valued at $1,735,587.36. This represents a 20.65% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Kurt Wolf sold 413,266 shares of the firm’s stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $18.11, for a total value of $7,484,247.26. Following the completion of the sale, the chief executive officer directly owned 122,963 shares of the company’s stock, valued at approximately $2,226,859.93. This trade represents a 77.07% 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 valued at $14,366,526 over the last quarter. 6.50% of the stock is currently owned by insiders.

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

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.