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

Pitney Bowes (NYSE:PBI) updated its FY 2026 earnings guidance on Friday morning. The company provided EPS guidance of 1.580-1.670 for the period, compared to the consensus estimate of 1.680. The company issued revenue guidance of $1.8 billion-$1.9 billion, compared to the consensus revenue estimate of $1.8 billion.

Analyst Upgrades and Downgrades

Several analysts have recently commented on the stock. Citizens Jmp upped their price objective on shares of Pitney Bowes from $19.00 to $22.00 and gave the company a “market outperform” rating in a report on Friday, July 31st. Weiss Ratings downgraded Pitney Bowes from a “buy (b)” rating to a “buy (b-)” rating in a research report on Tuesday. Zacks Research cut Pitney Bowes from a “strong-buy” rating to a “hold” rating in a report on Friday, October 2nd. Wall Street Zen lowered Pitney Bowes from a “strong-buy” rating to a “buy” rating in a report on Saturday, October 24th. Finally, The Goldman Sachs Group restated a “neutral” rating and issued a $17.30 price objective on shares of Pitney Bowes in a research report on Thursday, July 30th. Three equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat.com, Pitney Bowes presently has a consensus rating of “Hold” and an average target price of $18.45.

Pitney Bowes Stock Performance

Shares of Pitney Bowes stock traded down $0.26 during trading hours on Friday, hitting $16.20. The company’s stock had a trading volume of 492,287 shares, compared to its average volume of 2,425,944. Pitney Bowes has a twelve month low of $8.95 and a twelve month high of $19.07. The firm has a fifty day moving average of $16.93 and a 200-day moving average of $14.78. The stock has a market cap of $2.22 billion, a price-to-earnings ratio of 12.51, a P/E/G ratio of 0.70 and a beta of 1.66.

Pitney Bowes (NYSE:PBI) last issued its quarterly earnings results on Wednesday, October 28th. The technology company reported $0.42 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.36 by $0.06. The business had revenue of $456.18 million for the quarter, compared to analysts’ expectations of $458.24 million. Pitney Bowes had a net margin of 10.10% and a negative return on equity of 30.30%. The business’s quarterly revenue was down .8% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.31 earnings per share. On average, sell-side analysts expect that Pitney Bowes will post 1.68 earnings per share for the current fiscal year.

Pitney Bowes Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, December 8th. Shareholders of record on Monday, November 16th will be given a dividend of $0.10 per share. This represents a $0.40 annualized dividend and a yield of 2.5%. This is a positive change from Pitney Bowes’s previous quarterly dividend of $0.01. The ex-dividend date of this dividend is Monday, November 16th. Pitney Bowes’s dividend payout ratio is presently 32.79%.

Insider Transactions at Pitney Bowes

In other Pitney Bowes news, EVP Deborah Pfeiffer sold 20,000 shares of the stock in a transaction on Tuesday, September 8th. The stock was sold at an average price of $17.11, for a total value of $342,200.00. Following the completion of the transaction, the executive vice president owned 79,223 shares in the company, valued at approximately $1,355,505.53. This represents a 20.16% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Kurt Wolf sold 150,000 shares of the company’s stock in a transaction on Thursday, October 1st. The shares were sold at an average price of $16.16, for a total value of $2,424,000.00. Following the completion of the sale, the chief executive officer directly owned 91,321 shares in the company, valued at $1,475,747.36. This trade represents a 62.16% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 819,841 shares of company stock worth $14,366,526. Company insiders own 6.50% of the company’s stock.

More Pitney Bowes News

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

• Positive Sentiment: Pitney Bowes reported third-quarter EPS of $0.42, above the $0.36 analyst consensus and up from $0.31 a year earlier. Operating cash flow also improved substantially to $151.1 million, strengthening the company’s cash-generation profile. Pitney Bowes Q3 Earnings and Revenues Top Estimates
• Positive Sentiment: The company raised its quarterly dividend to $0.10 per share from $0.01, implying $0.40 in annualized dividends and a yield of approximately 2.4%. The increase may appeal to income-focused investors, although the ex-dividend date is November 16. Pitney Bowes Approves Quarterly Dividend
• Positive Sentiment: Sidoti modestly raised its EPS forecasts for the second and third quarters of 2027, suggesting some confidence in the company’s medium-term earnings trajectory.
• Neutral Sentiment: Revenue guidance of $1.8 billion to $1.9 billion is broadly aligned with the $1.8 billion consensus estimate, limiting the impact of the outlook on the top-line expectations.
• Neutral Sentiment: Analyst price targets cited recently average about $18.45, compared with the stock’s recent opening price near $16.49, indicating potential upside but not a decisive change in consensus sentiment. Pitney Bowes Average Analyst Price Target
• Negative Sentiment: FY 2026 EPS guidance of $1.58 to $1.67 is below the $1.68 consensus estimate. Sidoti also reduced its FY 2026 forecast to $1.66 from $1.70 and cut its fourth-quarter estimate to $0.34 from $0.44, reinforcing near-term earnings concerns.
• Negative Sentiment: Management expects a $60 million to $80 million SendTech revenue headwind in 2027, even while targeting profitable revenue growth by the end of 2028. This highlights execution and transition risks. Pitney Bowes SendTech Revenue Headwind
• Negative Sentiment: Third-quarter revenue declined 0.8% year over year and slightly missed estimates, indicating that the earnings beat was driven more by profitability and cost control than by growth.

Pitney Bowes Company Profile

Pitney Bowes Inc (NYSE:PBI) is a global technology and services company that helps businesses manage mailing, shipping and related communications. Its offerings include postage meters, mailing systems, shipping software, parcel management tools, address and data services, and equipment financing and support.

The company serves small businesses, large enterprises and government organizations through solutions designed to streamline the preparation, processing and delivery of physical mail and packages.