Public Sector Pension Investment Board Raises Stock Position in Pitney Bowes Inc. $PBI

Public Sector Pension Investment Board grew its stake in shares of Pitney Bowes Inc. (NYSE:PBI) by 33.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 716,078 shares of the technology company’s stock after acquiring an additional 177,722 shares during the period. Public Sector Pension Investment Board owned about 0.44% of Pitney Bowes worth $8,170,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also modified their holdings of PBI. Illinois Municipal Retirement Fund raised its holdings in Pitney Bowes by 4.6% during the third quarter. Illinois Municipal Retirement Fund now owns 87,817 shares of the technology company’s stock worth $1,002,000 after purchasing an additional 3,839 shares during the last quarter. LSV Asset Management acquired a new position in shares of Pitney Bowes during the 3rd quarter worth $13,812,000. Cibc World Market Inc. raised its stake in shares of Pitney Bowes by 2,724.6% during the 3rd quarter. Cibc World Market Inc. now owns 836,071 shares of the technology company’s stock worth $9,540,000 after buying an additional 806,471 shares during the last quarter. Stratos Wealth Partners LTD. boosted its position in shares of Pitney Bowes by 17.6% in the 3rd quarter. Stratos Wealth Partners LTD. now owns 11,993 shares of the technology company’s stock worth $137,000 after buying an additional 1,799 shares in the last quarter. Finally, Savant Capital LLC grew its stake in Pitney Bowes by 23.3% in the 3rd quarter. Savant Capital LLC now owns 16,607 shares of the technology company’s stock valued at $189,000 after acquiring an additional 3,141 shares during the last quarter. Institutional investors and hedge funds own 67.88% of the company’s stock.

Wall Street Analysts Forecast Growth

PBI has been the subject of a number of research reports. Citizens Jmp set a $13.00 target price on shares of Pitney Bowes in a research report on Wednesday, December 3rd. Truist Financial started coverage on Pitney Bowes in a research report on Friday, December 12th. They set a “hold” rating and a $11.00 price objective for the company. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Pitney Bowes in a research note on Monday, December 29th. Zacks Research raised Pitney Bowes from a “hold” rating to a “strong-buy” rating in a research report on Monday, December 29th. Finally, Citigroup assumed coverage on Pitney Bowes in a research report on Wednesday, December 3rd. They issued an “outperform” rating on the stock. One research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Pitney Bowes has an average rating of “Hold” and an average target price of $11.00.

Pitney Bowes Price Performance

PBI opened at $10.25 on Wednesday. Pitney Bowes Inc. has a 12 month low of $7.39 and a 12 month high of $13.11. The business has a 50-day moving average of $10.42 and a two-hundred day moving average of $10.75. The stock has a market capitalization of $1.65 billion, a price-to-earnings ratio of 22.78, a price-to-earnings-growth ratio of 0.48 and a beta of 1.41.

Pitney Bowes (NYSE:PBI) last released its earnings results on Tuesday, February 17th. The technology company reported $0.45 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.38 by $0.07. Pitney Bowes had a net margin of 4.14% and a negative return on equity of 38.38%. The business had revenue of $477.63 million for the quarter, compared to analysts’ expectations of $482.47 million. During the same period last year, the company earned $0.32 earnings per share. The company’s quarterly revenue was down 7.5% on a year-over-year basis. Pitney Bowes has set its FY 2026 guidance at 1.400-1.600 EPS. Equities research analysts anticipate that Pitney Bowes Inc. will post 1.21 earnings per share for the current year.

Pitney Bowes Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, March 30th. Stockholders of record on Friday, February 27th will be paid a dividend of $0.09 per share. The ex-dividend date of this dividend is Friday, February 27th. This represents a $0.36 annualized dividend and a dividend yield of 3.5%. Pitney Bowes’s payout ratio is currently 80.00%.

Key Pitney Bowes News

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

• Positive Sentiment: Q4 adjusted EPS beat estimates — Pitney Bowes reported $0.45 EPS vs. a $0.38 consensus (up from $0.32 a year ago), which is a clear near‑term positive for the stock. Pitney Bowes (PBI) Q4 Earnings and Revenues Top Estimates
• Positive Sentiment: Operating cash flow strength — the company reported materially higher cash from operations and lower capex, improving free cash generation that supports leverage and shareholder flexibility. Pitney Bowes (PBI) Stock Rises on Q4 2025 Earnings
• Positive Sentiment: Insider purchasing — recent insider buys (several executives) were reported, which can signal management confidence. Pitney Bowes (PBI) Stock Rises on Q4 2025 Earnings
• Neutral Sentiment: FY‑2026 guidance roughly in line with expectations — management set EPS guidance of $1.40–$1.60 and revenue guidance around $1.8–$1.9B, largely matching street forecasts and removing some near‑term uncertainty but not creating upside surprise. Pitney Bowes Discloses Financial Results for Fourth Quarter and Full Year 2025 and Issues CEO Letter
• Neutral Sentiment: Company commentary and strategic updates — CEO letter and slide deck accompanied the release, outlining strategy and execution priorities; useful for longer‑term thesis but not an immediate catalyst. Pitney Bowes Discloses Financial Results for Fourth Quarter and Full Year 2025 and Issues CEO Letter
• Neutral Sentiment: Analyst coverage mixed — the stock carries analyst price targets around a median ~$11 and some “moderate buy” views, suggesting limited consensus upside. Pitney Bowes Inc. Receives Average Rating of “Moderate Buy”
• Negative Sentiment: Revenue and profitability weakness — revenue fell ~7.5% YoY to ~$477.6M and missed estimates; gross profit, operating profit and net income all declined, and one report flagged GAAP diluted EPS substantially below adjusted figures — a signal of underlying business pressure. Pitney Bowes (PBI) Stock Rises on Q4 2025 Earnings
• Negative Sentiment: New sell-side initiation — Bank of America started coverage with an “underperform” rating and a $9 price target, creating downward pressure through a lower benchmark for some investors.

About Pitney Bowes

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.