Solidarity Wealth LLC Invests $6.24 Million in Pitney Bowes Inc. $PBI

Key Points

• Solidarity Wealth LLC bought 589,929 shares of Pitney Bowes (about $6.24 million) in Q4, making PBI its 23rd-largest holding and representing roughly 0.37% of the company.
• Insider activity was notable: CEO Kurt James Wolf sold 160,289 shares for ~$1.77 million under a Rule 10b5‑1 plan (a 22.8% cut to his stake), while a director bought 4,000 shares; insiders net sold 503,108 shares (~$5.36 million) in the quarter.
• Pitney Bowes shows mixed fundamentals — Q4 beat EPS but revenue was down ~7.5% YoY and ROE is negative — yet analyst sentiment is improving (upgrades from Zacks and Sidoti) even as consensus remains a "Hold" with an average target around $11.93.

Solidarity Wealth LLC bought a new position in Pitney Bowes Inc. (NYSE:PBI - Free Report) in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor bought 589,929 shares of the technology company's stock, valued at approximately $6,236,000. Pitney Bowes makes up 1.3% of Solidarity Wealth LLC's portfolio, making the stock its 23rd biggest holding. Solidarity Wealth LLC owned approximately 0.37% of Pitney Bowes at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in the company. Copeland Capital Management LLC bought a new stake in shares of Pitney Bowes in the 4th quarter worth $65,000. Trail Ridge Investment Advisors LLC grew its holdings in shares of Pitney Bowes by 12.9% in the fourth quarter. Trail Ridge Investment Advisors LLC now owns 23,584 shares of the technology company's stock valued at $249,000 after acquiring an additional 2,694 shares in the last quarter. FORM Wealth Advisors LLC bought a new position in shares of Pitney Bowes in the fourth quarter valued at approximately $155,000. Ruffer LLP bought a new position in shares of Pitney Bowes in the fourth quarter valued at approximately $4,483,000. Finally, Universal Beteiligungs und Servicegesellschaft mbH grew its holdings in shares of Pitney Bowes by 23.7% in the fourth quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 332,507 shares of the technology company's stock valued at $3,515,000 after acquiring an additional 63,800 shares in the last quarter. Institutional investors own 67.88% of the company's stock.

Insider Activity

In other news, CEO Kurt James Wolf sold 160,289 shares of Pitney Bowes stock in a transaction dated Wednesday, April 1st. The shares were sold at an average price of $11.06, for a total value of $1,772,796.34. Following the completion of the transaction, the chief executive officer owned 543,211 shares in the company, valued at $6,007,913.66. This trade represents a 22.78% decrease in their ownership of the stock. The transaction was disclosed in a document filed 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 acquired 4,000 shares of Pitney Bowes stock in a transaction that occurred on Friday, March 13th. The stock was acquired at an average price of $10.22 per share, with a total value of $40,880.00. Following the completion of the purchase, the director directly owned 9,000 shares in the company, valued at $91,980. This represents a 80.00% increase in their position. The SEC filing for this purchase provides additional information. Insiders sold 503,108 shares of company stock valued at $5,355,063 in the last quarter. Corporate insiders own 6.50% of the company's stock.

Pitney Bowes News Summary

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

• Positive Sentiment: Sidoti sharply raised earnings forecasts across several periods — boosting Q1 estimates (Q1 2026 to $0.47 and Q1 2027 to $0.49) and lifting FY2026 to $1.58 and FY2027 to $1.67 — signaling improving analyst expectations for profit recovery.
• Positive Sentiment: Zacks upgraded Pitney Bowes to a Zacks Rank #2 (Buy), calling it a new buy and highlighting its momentum potential; that upgrade can attract momentum and quantitative buyers. What Makes Pitney Bowes (PBI) a New Buy Stock
• Neutral Sentiment: Zacks also published momentum and valuation-themed pieces (discussing whether PBI is a top-ranked momentum stock or undervalued), which can increase interest from different investor styles but are commentary rather than new fundamental data. Pitney Bowes (PBI) is a Great Momentum Stock: Should You Buy?
• Negative Sentiment: Recent fundamentals remain mixed: last quarter Pitney Bowes beat EPS estimates but missed revenue expectations and reported a ~7.5% year‑over‑year revenue decline and a negative return on equity — factors that could cap multiple expansion if revenues don’t stabilize. MarketBeat PBI Summary

Pitney Bowes Trading Up 1.1%

Shares of NYSE PBI opened at $15.55 on Friday. The stock has a fifty day simple moving average of $11.23 and a two-hundred day simple moving average of $10.65. Pitney Bowes Inc. has a 1-year low of $8.30 and a 1-year high of $15.63. The firm has a market cap of $2.23 billion, a price-to-earnings ratio of 18.73, a price-to-earnings-growth ratio of 1.00 and a beta of 1.39.

Pitney Bowes (NYSE:PBI - Get Free Report) 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 36.91% and a net margin of 7.65%.The business had revenue of $477.63 million during the quarter, compared to analyst estimates of $482.47 million. During the same period in the prior year, the company earned $0.32 earnings per share. Pitney Bowes's revenue was down 7.5% compared to the same quarter last year. Pitney Bowes has set its FY 2026 guidance at 1.400-1.600 EPS. Analysts forecast that Pitney Bowes Inc. will post 1.55 EPS for the current year.

Pitney Bowes Dividend Announcement

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

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on PBI shares. Citizens Jmp upped their target price on Pitney Bowes from $13.00 to $14.00 and gave the company a "market outperform" rating in a report on Friday, April 17th. Citigroup reaffirmed an "outperform" rating on shares of Pitney Bowes in a report on Friday, April 17th. The Goldman Sachs Group restated a "neutral" rating and set a $13.70 price target on shares of Pitney Bowes in a research report on Friday. Wall Street Zen upgraded shares of Pitney Bowes from a "buy" rating to a "strong-buy" rating in a research report on Saturday. Finally, Bank of America assumed coverage on shares of Pitney Bowes in a research report on Tuesday, February 17th. They set an "underperform" rating and a $9.00 price target for the company. Two investment analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of "Hold" and an average target price of $11.93.

Pitney Bowes 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.

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