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

Pitney Bowes (NYSE:PBI) issued an update on its FY 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 1.550-1.700 for the period, compared to the consensus earnings per share estimate of 1.620. The company issued revenue guidance of $1.8 billion-$1.9 billion, compared to the consensus revenue estimate of $1.8 billion.

Pitney Bowes Trading Up 2.9%

Shares of PBI stock traded up $0.51 on Thursday, hitting $18.17. The stock had a trading volume of 1,545,436 shares, compared to its average volume of 2,758,815. Pitney Bowes has a twelve month low of $8.95 and a twelve month high of $19.07. The firm has a market cap of $2.46 billion, a P/E ratio of 17.68, a PEG ratio of 0.80 and a beta of 1.62. The company has a fifty day moving average price of $17.21 and a two-hundred day moving average price of $13.69.

Pitney Bowes (NYSE:PBI) last posted its quarterly earnings results on Wednesday, July 29th. The technology company reported $0.43 earnings per share for the quarter, topping the consensus estimate of $0.34 by $0.09. Pitney Bowes had a negative return on equity of 33.41% and a net margin of 8.92%.The firm had revenue of $451.50 million for the quarter, compared to analyst estimates of $453.94 million. During the same quarter in the previous year, the firm earned $0.27 EPS. The business’s quarterly revenue was down 2.4% on a year-over-year basis. Pitney Bowes has set its FY 2026 guidance at 1.550-1.700 EPS. On average, analysts expect that Pitney Bowes will post 1.62 earnings per share for the current year.

Pitney Bowes Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Monday, August 10th will be given a $0.01 dividend. This represents a $0.04 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date of this dividend is Monday, August 10th. Pitney Bowes’s dividend payout ratio is presently 38.83%.

Analyst Upgrades and Downgrades

A number of analysts recently commented on PBI shares. The Goldman Sachs Group set a $15.20 price target on Pitney Bowes in a report on Friday, May 8th. Zacks Research downgraded shares of Pitney Bowes from a “strong-buy” rating to a “hold” rating in a report on Friday, July 10th. Citigroup reissued a “market outperform” rating on shares of Pitney Bowes in a research report on Tuesday, June 16th. Citizens Jmp lifted their price target on shares of Pitney Bowes from $17.00 to $19.00 and gave the stock a “market outperform” rating in a report on Friday, June 5th. Finally, Weiss Ratings raised Pitney Bowes from a “hold (c)” rating to a “hold (c+)” rating in a report on Friday, May 8th. Two analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Pitney Bowes presently has an average rating of “Hold” and a consensus target price of $16.43.

Insider Transactions at Pitney Bowes

In other Pitney Bowes news, CEO Kurt James Wolf sold 316,280 shares of the company’s stock in a transaction that occurred on Tuesday, July 7th. The stock was sold at an average price of $17.10, for a total value of $5,408,388.00. Following the completion of the sale, the chief executive officer owned 217,930 shares of the company’s stock, valued at $3,726,603. This represents a 59.21% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Deborah Pfeiffer sold 18,750 shares of Pitney Bowes stock in a transaction that occurred on Friday, May 29th. The stock was sold at an average price of $16.06, for a total transaction of $301,125.00. Following the transaction, the executive vice president directly owned 97,828 shares in the company, valued at $1,571,117.68. This trade represents a 16.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 3,349,130 shares of company stock valued at $53,285,535. Corporate 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: Adjusted earnings exceeded expectations: Second-quarter adjusted EPS was $0.43, up from $0.27 a year earlier and above the $0.34 analyst consensus. GAAP net income increased 66% to $49.9 million. Pitney Bowes Surpasses Q2 Earnings and Revenue Estimates
• Positive Sentiment: Full-year outlook improved: Pitney Bowes raised its 2026 adjusted EBIT, adjusted EPS and adjusted free-cash-flow expectations. Adjusted EPS guidance is now $1.55-$1.70, compared with the $1.62 consensus midpoint, while revenue guidance was reaffirmed at approximately $1.8 billion-$1.9 billion. Pitney Bowes Q2 Adjusted Earnings Rise, Revenue Falls; Raises 2026 Adjusted EPS Guidance
• Positive Sentiment: Balance-sheet and capital actions supported sentiment: The company reduced debt by $201 million from the end of the first quarter through July 29 and repurchased 4.5 million shares for $53 million during the quarter. It also declared a $0.10 quarterly dividend, although the roughly 0.2% yield is modest. Pitney Bowes Q2 Revenue Falls While Net Income Rises
• Neutral Sentiment: Strategic review creates potential upside but adds uncertainty: Coverage characterized the review as adding “optionality,” suggesting investors may anticipate asset sales, a transaction or other strategic alternatives. However, no specific outcome or timing is assured. Pitney Bowes Strategic Review Adds Optionality
• Negative Sentiment: Revenue declined: Quarterly revenue fell 2.4% year over year to $451.5 million, slightly below analyst estimates. SendTech Solutions revenue decreased 1%, while Presort Services revenue dropped 5%, highlighting continued pressure on the operating businesses. Pitney Bowes Q2 Earnings Snapshot

Institutional Trading of Pitney Bowes

Hedge funds and other institutional investors have recently bought and sold shares of the stock. EverSource Wealth Advisors LLC increased its stake in shares of Pitney Bowes by 41.3% in the second quarter. EverSource Wealth Advisors LLC now owns 3,472 shares of the technology company’s stock worth $38,000 after buying an additional 1,015 shares during the period. UMB Bank n.a. increased its position in shares of Pitney Bowes by 404.6% in the fourth quarter. UMB Bank n.a. now owns 4,022 shares of the technology company’s stock valued at $43,000 after acquiring an additional 3,225 shares during the period. Canada Pension Plan Investment Board bought a new position in shares of Pitney Bowes during the second quarter valued at about $51,000. Parkside Financial Bank & Trust boosted its holdings in shares of Pitney Bowes by 4,164.4% during the fourth quarter. Parkside Financial Bank & Trust now owns 6,823 shares of the technology company’s stock worth $72,000 after purchasing an additional 6,663 shares during the period. Finally, Cerity Partners LLC purchased a new stake in shares of Pitney Bowes during the fourth quarter worth about $108,000. Institutional investors own 67.88% of the company’s stock.

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.