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

Pitney Bowes (NYSE:PBI) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 1.400-1.600 for the period, compared to the consensus earnings per share estimate of 1.440. 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 8.6%

NYSE PBI opened at $11.12 on Thursday. The firm has a market cap of $1.79 billion, a PE ratio of 13.40, a price-to-earnings-growth 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 stock has a 50-day moving average of $10.45 and a 200-day moving average of $10.76.

Pitney Bowes (NYSE:PBI) last announced its quarterly earnings data on Tuesday, February 17th. The technology company reported $0.45 earnings per share for the quarter, beating the consensus estimate of $0.38 by $0.07. Pitney Bowes had a negative return on equity of 40.49% and a net margin of 7.65%.The firm had revenue of $477.63 million during the quarter, compared to the consensus estimate of $482.47 million. During the same quarter in the previous year, the company posted $0.32 earnings per share. The business’s 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. As a group, equities research analysts forecast that Pitney Bowes will post 1.21 earnings per share for the current fiscal year.

Pitney Bowes Dividend Announcement

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. The ex-dividend date is Friday, February 27th. This represents a $0.36 dividend on an annualized basis and a dividend yield of 3.2%. Pitney Bowes’s payout ratio is presently 80.00%.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on the stock. Citizens Jmp reiterated 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. Bank of America began coverage on Pitney Bowes in a research report on Tuesday. They issued an “underperform” rating and a $9.00 price objective on the stock. Truist Financial initiated coverage on Pitney Bowes in a report on Friday, December 12th. They set a “hold” rating and a $11.00 target price for the company. Finally, The Goldman Sachs Group assumed coverage on shares of Pitney Bowes in a report on Monday, November 3rd. They issued a “neutral” rating and a $11.00 price target on the stock. One research analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $11.00.

Key Stories Impacting Pitney Bowes

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

• Positive Sentiment: Q4 EPS beat and company FY guidance — Pitney Bowes reported $0.45 EPS vs. the $0.38 consensus and issued FY2026 EPS guidance of $1.40–$1.60, which investors took as constructive for near‑term earnings power. Q4 Earnings Beat
• Positive Sentiment: Dividend declared — Company announced a $0.09 quarterly dividend (ex‑dividend Feb 27), supporting income‑oriented investors and boosting yield to about 3.2%.
• Positive Sentiment: Buy-side/coverage support — Citizens JMP reaffirmed a “market outperform” rating with a $13 price target, providing a bullish counterpoint to recent negative notes. Citizens JMP Coverage
• Positive Sentiment: Insider buying highlighted — Recent insider purchases were reported, which can be read as management confidence in the business. Quiver Quantitative
• Neutral Sentiment: Sidoti issue of mixed estimate changes — Sidoti moved multiple quarterly estimates: they raised FY2026 (to $1.40) and lifted certain quarter targets (notably Q4 2026/Q4 2027) but trimmed several 2026–2027 quarterly EPS forecasts — a mixed signal for timing of earnings recovery.
• Neutral Sentiment: Banking leadership hire — Pitney Bowes named Steve Fischer president of The Pitney Bowes Bank, a personnel move that may support its financial‑services growth strategy. Bank Appointment
• Negative Sentiment: Bank of America initiates with “underperform” ($9 PT) — A high‑profile initiation at underperform and a sub‑current price target injects downside pressure and gives short‑term sellers another rationale. BoA Initiates Coverage
• Negative Sentiment: Revenue and profitability concerns — Q4 revenue slipped ~7.5% YoY and certain operating metrics (operating profit, net income) showed notable weakness despite the EPS beat, leaving execution and margin recovery as key near‑term risks. Financial Detail

Hedge Funds Weigh In On Pitney Bowes

A number of institutional investors and hedge funds have recently made changes to their positions in PBI. Mercer Global Advisors Inc. ADV lifted its stake in Pitney Bowes by 39.8% during the 4th quarter. Mercer Global Advisors Inc. ADV now owns 20,887 shares of the technology company’s stock valued at $221,000 after acquiring an additional 5,946 shares during the period. Mackenzie Financial Corp raised its holdings in shares of Pitney Bowes by 840.5% during the fourth quarter. Mackenzie Financial Corp now owns 106,661 shares of the technology company’s stock valued at $1,134,000 after purchasing an additional 95,320 shares during the last quarter. XTX Topco Ltd lifted its position in Pitney Bowes by 45.6% during the fourth quarter. XTX Topco Ltd now owns 210,269 shares of the technology company’s stock valued at $2,223,000 after purchasing an additional 65,849 shares during the period. Oxford Asset Management LLP bought a new position in Pitney Bowes during the fourth quarter valued at approximately $143,000. Finally, Millennium Management LLC boosted its holdings in Pitney Bowes by 60.2% in the fourth quarter. Millennium Management LLC now owns 2,630,801 shares of the technology company’s stock worth $27,808,000 after purchasing an additional 988,653 shares during the last quarter. Institutional investors own 67.88% of the company’s stock.

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.