Pitney Bowes (NYSE:PBI) Upgraded to Strong-Buy at Wall Street Zen

Key Points

• Wall Street Zen upgraded Pitney Bowes from "buy" to strong-buy, but the Wall Street consensus remains an average Hold with a $11.93 average price target and a range of analyst opinions.
• Pitney Bowes beat EPS estimates ($0.45 vs. $0.38) but reported revenue down ~7.5% year‑over‑year and a negative return on equity; management set FY2026 guidance of 1.40–1.60 EPS versus sell‑side expectations of 1.55.
• Shares trade around $15.55 with a $2.23 billion market cap, insiders have been active (CEO sold under a 10b5‑1 plan while a director bought shares), and institutional ownership is about 67.9%.

Pitney Bowes (NYSE:PBI - Get Free Report) was upgraded by investment analysts at Wall Street Zen from a "buy" rating to a "strong-buy" rating in a research note issued on Saturday.

Several other equities research analysts have also recently weighed in on PBI. Zacks Research cut shares of Pitney Bowes from a "strong-buy" rating to a "hold" rating in a research report on Thursday, February 19th. Weiss Ratings reissued a "hold (c)" rating on shares of Pitney Bowes in a research report on Friday, March 27th. The Goldman Sachs Group reaffirmed a "neutral" rating and issued a $13.70 target price on shares of Pitney Bowes in a research report on Friday. Bank of America initiated 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 for the company. Finally, Citizens Jmp raised 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. Two analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Pitney Bowes currently has an average rating of "Hold" and an average price target of $11.93.

Pitney Bowes Stock Up 1.1%

Shares of PBI opened at $15.55 on Friday. The stock has a market capitalization of $2.23 billion, a P/E ratio of 18.73, a PEG ratio of 1.00 and a beta of 1.39. The firm has a fifty day simple moving average of $11.23 and a two-hundred day simple moving average of $10.65. Pitney Bowes has a twelve month low of $8.30 and a twelve month high of $15.63.

Pitney Bowes (NYSE:PBI - Get Free Report) last announced its quarterly earnings results 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 business had revenue of $477.63 million during 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 firm's revenue for the quarter was down 7.5% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.32 EPS. Pitney Bowes has set its FY 2026 guidance at 1.400-1.600 EPS. Sell-side analysts expect that Pitney Bowes will post 1.55 EPS for the current fiscal year.

Insider Activity

In other news, CEO Kurt James Wolf sold 39,919 shares of the firm's stock in a transaction dated Thursday, April 2nd. The shares were sold at an average price of $11.14, for a total value of $444,697.66. Following the completion of the sale, the chief executive officer directly owned 539,618 shares of the company's stock, valued at approximately $6,011,344.52. This trade represents a 6.89% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Brent D. Rosenthal bought 4,000 shares of the company's stock in a transaction dated Friday, March 13th. The stock was bought at an average cost of $10.22 per share, with a total value of $40,880.00. Following the completion of the transaction, the director owned 9,000 shares in the company, valued at approximately $91,980. This trade represents a 80.00% increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last ninety days, insiders sold 503,108 shares of company stock valued at $5,355,063. Corporate insiders own 6.50% of the company's stock.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the business. Capital Management Corp VA increased its stake in shares of Pitney Bowes by 8.2% in the 3rd quarter. Capital Management Corp VA now owns 2,337,760 shares of the technology company's stock worth $26,674,000 after acquiring an additional 176,180 shares in the last quarter. Evergreen Wealth Management LLC bought a new position in shares of Pitney Bowes in the 3rd quarter worth about $6,691,000. Allspring Global Investments Holdings LLC increased its stake in shares of Pitney Bowes by 76.8% in the 3rd quarter. Allspring Global Investments Holdings LLC now owns 555,747 shares of the technology company's stock worth $6,341,000 after acquiring an additional 241,465 shares in the last quarter. Phoenix Financial Ltd. bought a new position in shares of Pitney Bowes in the 3rd quarter worth about $3,493,000. Finally, Mizuho Markets Americas LLC bought a new position in shares of Pitney Bowes in the 3rd quarter worth about $7,683,000. 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: 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

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.

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