Pitney Bowes (NYSE:PBI) Releases Quarterly Earnings Results, Beats Expectations By $0.07 EPS

Pitney Bowes (NYSE:PBI) posted its quarterly earnings data on Tuesday. The technology company reported $0.45 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.38 by $0.07, FiscalAI reports. The company had revenue of $477.63 million during the quarter, compared to analysts’ expectations of $482.47 million. Pitney Bowes had a negative return on equity of 36.91% and a net margin of 7.65%.Pitney Bowes’s revenue was down 7.5% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.32 EPS. Pitney Bowes updated its FY 2026 guidance to 1.400-1.600 EPS.

Pitney Bowes Price Performance

NYSE:PBI traded down $0.13 during midday trading on Friday, reaching $10.51. 2,584,865 shares of the company traded hands, compared to its average volume of 1,990,620. The company has a fifty day moving average price of $10.46 and a 200 day moving average price of $10.75. The firm has a market capitalization of $1.69 billion, a price-to-earnings ratio of 12.66, a price-to-earnings-growth ratio of 0.45 and a beta of 1.41. Pitney Bowes has a twelve month low of $7.39 and a twelve month high of $13.11.

Pitney Bowes Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, March 30th. Shareholders of record on Friday, February 27th will be given a $0.09 dividend. This represents a $0.36 dividend on an annualized basis and a yield of 3.4%. The ex-dividend date of this dividend is 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: Q4 EPS beat and upward guidance — Pitney Bowes reported Q4 EPS of $0.45 versus consensus ~$0.38 and set FY‑2026 EPS guidance of $1.40–$1.60, supporting upside to earnings power. This beat helped the stock gap higher on the release. Article Title
• Positive Sentiment: Analyst support and new coverage — Sidoti has raised its FY‑2026 and FY‑2027 EPS forecasts (now roughly $1.40–$1.50 range) and lifted several quarter estimates, while Citizens JMP gave a “Market Outperform” and Bank of America initiated coverage, all lending institutional backing to the stock. Article Title Article Title
• Neutral Sentiment: Zacks highlights momentum characteristics — a style‑score piece flags PBI as a top momentum stock for certain investor styles; useful for sentiment but not direct fundamental news. Article Title
• Neutral Sentiment: Earnings call / deep dive coverage — reporters and analysts are parsing restructuring, new leadership and pricing strategy from the Q4 call; these details will influence investor conviction but are more qualitative. Article Title Article Title
• Negative Sentiment: Revenue weakness and mixed near‑term cadence — Q4 revenue missed consensus and was down ~7.5% year‑over‑year; that, plus Sidoti’s targeted cuts to several upcoming quarterly estimates (even as it raised FY totals), suggests a bumpy recovery path. (Sidoti estimate changes summarized in recent notes.)
• Negative Sentiment: Mixed analyst moves on near‑term quarters — while many of Sidoti’s model tweaks raise FY outlook, several quarter‑by‑quarter reductions (Q1/Q2/Q3 adjustments) highlight uncertainty around short‑term growth, which can pressure the stock despite the FY upgrades.

Analyst Ratings Changes

A number of analysts have recently commented on PBI shares. Zacks Research upgraded shares of Pitney Bowes from a “hold” rating to a “strong-buy” rating in a research report on Monday, December 29th. Bank of America assumed coverage on Pitney Bowes in a report on Tuesday. They issued an “underperform” rating and a $9.00 price objective on the stock. Citizens Jmp restated a “market outperform” rating and set a $13.00 target price on shares of Pitney Bowes in a report on Wednesday. Weiss Ratings reiterated a “hold (c)” rating on shares of Pitney Bowes in a report on Monday, December 29th. Finally, Citigroup began coverage on shares of Pitney Bowes in a research report on Wednesday, December 3rd. They set an “outperform” rating for the company. One equities research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $11.00.

Hedge Funds Weigh In On Pitney Bowes

Hedge funds have recently modified their holdings of the stock. Northwestern Mutual Wealth Management Co. bought a new position in Pitney Bowes in the 2nd quarter worth approximately $181,000. Creative Planning raised its position in Pitney Bowes by 39.3% in the second quarter. Creative Planning now owns 16,214 shares of the technology company’s stock worth $177,000 after purchasing an additional 4,574 shares in the last quarter. Stifel Financial Corp bought a new position in Pitney Bowes during the fourth quarter worth about $171,000. Baird Financial Group Inc. boosted its holdings in Pitney Bowes by 12.5% during the second quarter. Baird Financial Group Inc. now owns 13,164 shares of the technology company’s stock valued at $144,000 after purchasing an additional 1,459 shares in the last quarter. Finally, Oxford Asset Management LLP bought a new stake in Pitney Bowes in the fourth quarter valued at $143,000. 67.88% of the stock is currently owned by institutional investors and hedge funds.

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.