Sidoti Weighs in on Pitney Bowes’ Q1 Earnings (NYSE:PBI)

Pitney Bowes Inc. (NYSE:PBI) – Sidoti boosted their Q1 2026 EPS estimates for shares of Pitney Bowes in a research report issued to clients and investors on Wednesday, April 22nd. Sidoti analyst A. Lebiedzinski now anticipates that the technology company will post earnings per share of $0.47 for the quarter, up from their previous estimate of $0.32. The consensus estimate for Pitney Bowes’ current full-year earnings is $1.55 per share. Sidoti also issued estimates for Pitney Bowes’ Q1 2027 earnings at $0.49 EPS.

PBI has been the topic of a number of other research reports. Zacks Research cut shares of Pitney Bowes from a “strong-buy” rating to a “hold” rating in a research report on Thursday, February 19th. Citizens Jmp lifted their target price on shares of Pitney Bowes from $13.00 to $14.00 and gave the stock a “market outperform” rating in a research report on Friday, April 17th. Bank of America started coverage on shares of Pitney Bowes in a research report on Tuesday, February 17th. They issued an “underperform” rating and a $9.00 target price on the stock. Weiss Ratings reiterated a “hold (c)” rating on shares of Pitney Bowes in a research report on Friday, March 27th. Finally, Citigroup reiterated an “outperform” rating on shares of Pitney Bowes in a research report on Friday, April 17th. Two investment analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Pitney Bowes presently has a consensus rating of “Hold” and an average price target of $11.25.

Pitney Bowes Stock Up 0.8%

Shares of NYSE:PBI opened at $15.35 on Friday. The stock has a market cap of $2.20 billion, a PE ratio of 18.49, a PEG ratio of 0.99 and a beta of 1.39. The company’s fifty day moving average is $11.13 and its 200 day moving average is $10.62. Pitney Bowes has a 52 week low of $8.24 and a 52 week high of $15.56.

Pitney Bowes (NYSE:PBI) last posted 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. The firm had revenue of $477.63 million for the quarter, compared to analysts’ expectations of $482.47 million. Pitney Bowes had a net margin of 7.65% and a negative return on equity of 36.91%. The business’s quarterly revenue was down 7.5% on a year-over-year basis. During the same quarter last year, the company posted $0.32 EPS. Pitney Bowes has set its FY 2026 guidance at 1.400-1.600 EPS.

Institutional Investors Weigh In On Pitney Bowes

A number of large investors have recently added to or reduced their stakes in the company. State Street Corp grew its holdings in Pitney Bowes by 3.1% in the 2nd quarter. State Street Corp now owns 6,366,188 shares of the technology company’s stock worth $69,455,000 after acquiring an additional 188,886 shares during the last quarter. LSV Asset Management grew its holdings in Pitney Bowes by 246.7% in the 4th quarter. LSV Asset Management now owns 4,197,189 shares of the technology company’s stock worth $44,364,000 after acquiring an additional 2,986,689 shares during the last quarter. Cannell & Spears LLC grew its holdings in Pitney Bowes by 89.5% in the 3rd quarter. Cannell & Spears LLC now owns 3,364,466 shares of the technology company’s stock worth $38,389,000 after acquiring an additional 1,588,579 shares during the last quarter. Permit Capital LLC grew its holdings in Pitney Bowes by 14.0% in the 4th quarter. Permit Capital LLC now owns 3,250,000 shares of the technology company’s stock worth $34,352,000 after acquiring an additional 400,000 shares during the last quarter. Finally, Capital Management Corp VA grew its holdings in Pitney Bowes by 25.3% in the 4th quarter. Capital Management Corp VA now owns 2,930,328 shares of the technology company’s stock worth $30,974,000 after acquiring an additional 592,568 shares during the last quarter. Institutional investors own 67.88% of the company’s stock.

Insiders Place Their Bets

In other Pitney Bowes news, CEO Kurt James Wolf sold 39,919 shares of the firm’s stock in a transaction on Thursday, April 2nd. The shares were sold at an average price of $11.14, for a total value of $444,697.66. Following the sale, the chief executive officer owned 539,618 shares of the company’s stock, valued at $6,011,344.52. This trade represents a 6.89% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Brent D. Rosenthal purchased 4,000 shares of the business’s stock in a transaction on Friday, March 13th. The stock was purchased at an average cost of $10.22 per share, for a total transaction of $40,880.00. Following the acquisition, the director owned 9,000 shares in the company, valued at approximately $91,980. The trade was a 80.00% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last three months, insiders sold 503,108 shares of company stock worth $5,355,063. Insiders own 6.50% of the company’s stock.

Pitney Bowes Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, March 30th. Shareholders of record on Friday, February 27th were issued a $0.09 dividend. This represents a $0.36 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date of this dividend was Friday, February 27th. Pitney Bowes’s dividend payout ratio (DPR) is 43.37%.

Pitney Bowes News Summary

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

• Positive Sentiment: Zacks upgraded PBI to a Zacks Rank #2 (Buy), which tends to attract buy-side interest and short-term momentum flows. What Makes Pitney Bowes (PBI) a New Buy Stock
• Positive Sentiment: Zacks also published pieces highlighting PBI as a top-ranked momentum stock and discussing valuation upside, helping draw momentum and value investors. Pitney Bowes (PBI) is a Great Momentum Stock: Should You Buy?
• Positive Sentiment: Analyst firm Sidoti raised FY2026 and FY2027 EPS estimates (and a Q3 2027 tweak), signaling improving analyst confidence in Pitney Bowes’ earnings trajectory. MarketBeat PBI coverage (Sidoti estimates)
• Positive Sentiment: Price/technical momentum: coverage notes PBI hit multi‑year highs and its Relative Strength (RS) rating jumped (91), which can draw momentum traders and ETF/quant flows. Pitney Bowes (PBI) Hits 8-Year High on Upbeat Outlook
• Neutral Sentiment: Analysis pieces are questioning whether the recent bounce is sustainable, which could limit upside if investors view moves as overextended. Pitney Bowes: Reviewing The Validity Of The Bounce
• Neutral Sentiment: Insider selling: an EVP sold a small block of shares (~169 shares), a routine disclosure that may be seen as neutral given the seller still retains a large position. SEC filing — insider sale
• Negative Sentiment: Goldman Sachs/TipRanks coverage highlights a Q1 beat but warns persistent revenue headwinds justify a Hold rating, which could cap upside until revenue growth stabilizes. Pitney Bowes: Solid Q1 Beat but Persistent Revenue Headwinds Justify Hold Rating

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.