Pitney Bowes (NYSE:PBI) Issues Earnings Results, Beats Estimates By $0.07 EPS

Pitney Bowes (NYSE:PBI) posted its quarterly earnings data on Tuesday. The technology company reported $0.45 earnings per share for the quarter, beating analysts’ consensus estimates of $0.38 by $0.07, FiscalAI reports. Pitney Bowes had a negative return on equity of 38.38% and a net margin of 4.14%.The company had revenue of $477.63 million during the quarter, compared to analyst estimates of $482.47 million. During the same quarter last year, the company earned $0.32 EPS. The firm’s revenue for the quarter was down 7.5% on a year-over-year basis. Pitney Bowes updated its FY 2026 guidance to 1.400-1.600 EPS.

Pitney Bowes Price Performance

NYSE PBI opened at $10.25 on Wednesday. The stock has a market capitalization of $1.65 billion, a price-to-earnings ratio of 22.78, a PEG ratio of 0.48 and a beta of 1.41. Pitney Bowes has a 1-year low of $7.39 and a 1-year high of $13.11. The business’s fifty day moving average price is $10.42 and its 200-day moving average price is $10.75.

Pitney Bowes Announces Dividend

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

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of PBI. EverSource Wealth Advisors LLC increased its position in shares of Pitney Bowes by 41.3% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 3,472 shares of the technology company’s stock valued at $38,000 after purchasing an additional 1,015 shares during the last quarter. UMB Bank n.a. grew its position in Pitney Bowes by 404.6% during the fourth quarter. UMB Bank n.a. now owns 4,022 shares of the technology company’s stock valued at $43,000 after buying an additional 3,225 shares during the period. Canada Pension Plan Investment Board purchased a new stake in Pitney Bowes during the second quarter valued at approximately $51,000. Parkside Financial Bank & Trust raised its position in Pitney Bowes by 4,164.4% in the fourth quarter. Parkside Financial Bank & Trust now owns 6,823 shares of the technology company’s stock worth $72,000 after acquiring an additional 6,663 shares during the period. Finally, United Services Automobile Association bought a new position in Pitney Bowes in the first quarter worth approximately $96,000. 67.88% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on the company. Zacks Research upgraded Pitney Bowes from a “hold” rating to a “strong-buy” rating in a report on Monday, December 29th. Weiss Ratings reissued a “hold (c)” rating on shares of Pitney Bowes in a research report on Monday, December 29th. Citizens Jmp set a $13.00 target price on shares of Pitney Bowes in a report on Wednesday, December 3rd. Truist Financial initiated coverage on shares of Pitney Bowes in a research note on Friday, December 12th. They issued a “hold” rating and a $11.00 target price on the stock. Finally, Bank of America began coverage on shares of Pitney Bowes in a research report on Tuesday. They set an “underperform” rating and a $9.00 price target for the company. One investment analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, Pitney Bowes has a consensus rating of “Hold” and a consensus price target of $11.00.

Key Stories Impacting Pitney Bowes

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

• Positive Sentiment: Q4 EPS beat — Pitney Bowes reported $0.45 EPS vs. consensus $0.38, beating estimates and cited by multiple outlets as the primary near-term catalyst for the rally. Zacks: Q4 Earnings
• Positive Sentiment: Dividend declared — Board approved a $0.09 quarterly dividend (annualized yield ~3.5%), record/ex-dividend on Feb. 27 and payable Mar. 30; supports income investors and can bolster demand into the ex-date.
• Positive Sentiment: Insider purchases flagged — Recent insider buying activity was noted in coverage, which can be viewed as management confidence and a supportive signal for the stock. QuiverQuant: Insider Activity
• Neutral Sentiment: FY2026 guidance set — Company guided to $1.40–$1.60 EPS and gave revenue guidance roughly in the $1.8B–$1.9B range; midpoint is roughly in line with sell-side forecasts, so guidance is not an obvious beat or miss. Business Wire: Results & Guidance
• Neutral Sentiment: Management appointment — Pitney Bowes named Steve Fischer president of The Pitney Bowes Bank; strategic for financial-services operations but unlikely to move short-term fundamentals materially. Yahoo Finance: Bank Appointment
• Negative Sentiment: Revenue and profitability pressures — Q4 revenue fell ~7.5% YoY to ~$477.6M and some reports show declines in gross profit and operating profit; these trends highlight ongoing top-line pressure despite the EPS beat. QuiverQuant: Financial Detail
• Negative Sentiment: New sell-side coverage is cautious — Bank of America initiated coverage with an “underperform” rating and a $9 price target, signaling some analyst skepticism about near-term upside versus peers. This is a headwind for sentiment.

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.