FY2026 Earnings Estimate for Pitney Bowes Issued By Sidoti

Key Points

• Sidoti lowered its FY2026 earnings estimate for Pitney Bowes to $1.66 per share from $1.70, slightly below the $1.68 consensus forecast.
• Pitney Bowes reported quarterly EPS of $0.42, beating expectations of $0.36, although revenue declined 0.8% year over year to approximately $456.2 million.
• The company increased its quarterly dividend to $0.10 per share from $0.01, while analysts maintain a consensus “Hold” rating and an $18.45 price target.

Pitney Bowes Inc. (NYSE:PBI - Free Report) - Research analysts at Sidoti dropped their FY2026 earnings per share estimates for Pitney Bowes in a research report issued on Thursday, October 29th. Sidoti analyst A. Lebiedzinski now anticipates that the technology company will post earnings of $1.66 per share for the year, down from their previous estimate of $1.70. The consensus estimate for Pitney Bowes' current full-year earnings is $1.68 per share. Sidoti also issued estimates for Pitney Bowes' Q4 2026 earnings at $0.34 EPS, Q2 2027 earnings at $0.44 EPS, Q3 2027 earnings at $0.46 EPS and Q4 2027 earnings at $0.42 EPS.

A number of other research firms have also commented on PBI. Citizens Jmp lifted their price objective on Pitney Bowes from $19.00 to $22.00 and gave the stock a "market outperform" rating in a research note on Friday, July 31st. Citigroup reaffirmed a "market outperform" rating on shares of Pitney Bowes in a research report on Friday, July 31st. The Goldman Sachs Group restated a "neutral" rating and set a $17.30 price objective on shares of Pitney Bowes in a report on Thursday, July 30th. Zacks Research lowered Pitney Bowes from a "strong-buy" rating to a "hold" rating in a report on Friday, October 2nd. Finally, Weiss Ratings lowered Pitney Bowes from a "buy (b)" rating to a "buy (b-)" rating in a report on Tuesday. Three analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of "Hold" and a consensus target price of $18.45.

• Pitney Bowes NYSE: PBI is Surging, Is it Too Risky?

Pitney Bowes Stock Performance

Shares of NYSE:PBI opened at $16.49 on Friday. The firm has a market cap of $2.26 billion, a PE ratio of 12.79, a price-to-earnings-growth ratio of 0.70 and a beta of 1.66. Pitney Bowes has a 52 week low of $8.95 and a 52 week high of $19.07. The firm's fifty day moving average is $16.93 and its 200-day moving average is $14.78.

Pitney Bowes (NYSE:PBI - Get Free Report) last released its quarterly earnings data on Wednesday, October 28th. The technology company reported $0.42 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.36 by $0.06. Pitney Bowes had a negative return on equity of 30.30% and a net margin of 10.10%. The company had revenue of $456.18 million during the quarter, compared to the consensus estimate of $458.24 million. During the same quarter in the prior year, the firm posted $0.31 earnings per share. The firm's revenue was down .8% compared to the same quarter last year.

Pitney Bowes Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, December 8th. Stockholders of record on Monday, November 16th will be paid a dividend of $0.10 per share. This represents a $0.40 annualized dividend and a dividend yield of 2.4%. The ex-dividend date is Monday, November 16th. This is an increase from Pitney Bowes's previous quarterly dividend of $0.01. Pitney Bowes's dividend payout ratio (DPR) is 32.79%.

Insiders Place Their Bets

In other Pitney Bowes news, EVP Todd Everett sold 10,000 shares of the business's stock in a transaction on Thursday, September 10th. The stock was sold at an average price of $16.89, for a total value of $168,900.00. Following the sale, the executive vice president directly owned 86,048 shares in the company, valued at $1,453,350.72. The trade was a 10.41% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Deborah Pfeiffer sold 20,000 shares of the business's stock in a transaction dated Tuesday, September 8th. The shares were sold at an average price of $17.11, for a total value of $342,200.00. Following the completion of the sale, the executive vice president owned 79,223 shares in the company, valued at $1,355,505.53. This represents a 20.16% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 819,841 shares of company stock valued at $14,366,526 over the last ninety days. 6.50% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Pitney Bowes

Several hedge funds and other institutional investors have recently modified their holdings of PBI. Hsbc Holdings PLC increased its holdings in shares of Pitney Bowes by 824.5% in the second quarter. Hsbc Holdings PLC now owns 1,587,274 shares of the technology company's stock worth $27,762,000 after purchasing an additional 1,415,590 shares during the period. Man Group plc bought a new stake in shares of Pitney Bowes during the 2nd quarter worth $6,659,000. The Manufacturers Life Insurance Company bought a new stake in Pitney Bowes during the second quarter worth about $1,293,000. Bank of New York Mellon Corp bought a new stake in Pitney Bowes in the 2nd quarter worth approximately $28,683,000. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its stake in shares of Pitney Bowes by 20.3% in the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 468,595 shares of the technology company's stock valued at $8,210,000 after purchasing an additional 79,226 shares in the last quarter. 67.88% of the stock is currently owned by institutional investors.

Pitney Bowes News Roundup

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

• Positive Sentiment: Third-quarter adjusted earnings were reported at $0.42 per share, above the $0.36 analyst consensus and up from $0.31 a year earlier. Revenue of approximately $456.2 million was close to expectations, while operating profit and net income improved. Pitney Bowes Q3 earnings report
• Positive Sentiment: Operating cash flow strengthened sharply to about $151 million, and lower capital spending helped support cash generation and margins. The company also approved a quarterly dividend of $0.10 per share, a substantial increase from $0.01, equating to a $0.40 annualized payout and roughly a 2.3% yield. Pitney Bowes dividend announcement
• Positive Sentiment: Management raised its full-year 2026 earnings guidance, while highlighting continued gains in Presort Services and a goal of achieving profitable revenue growth by the end of 2028. Pitney Bowes guidance update
• Neutral Sentiment: Analysts’ average price target is approximately $18.45, above the referenced $16.49 opening price, but coverage remains limited and some commentary questions whether much of the recovery is already reflected in the valuation.
• Negative Sentiment: SendTech is expected to face a $60 million to $80 million revenue headwind in 2027 as the business transitions, creating near-term uncertainty despite the longer-term profitability target. SendTech revenue headwind report
• Negative Sentiment: Revenue declined approximately 0.8% year over year, and the company continues to report negative return on equity and substantial liabilities. Reported insider activity also showed selling rather than open-market purchases, which may weigh on investor sentiment.

About Pitney Bowes

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.

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