What is Sidoti’s Forecast for Pitney Bowes Q1 Earnings?

Pitney Bowes Inc. (NYSE:PBI) – Equities researchers at Sidoti dropped their Q1 2026 earnings per share estimates for Pitney Bowes in a report released on Wednesday, February 18th. Sidoti analyst A. Lebiedzinski now forecasts that the technology company will post earnings of $0.32 per share for the quarter, down from their previous estimate of $0.33. The consensus estimate for Pitney Bowes’ current full-year earnings is $1.21 per share. Sidoti also issued estimates for Pitney Bowes’ Q4 2026 earnings at $0.48 EPS, FY2026 earnings at $1.42 EPS, Q4 2027 earnings at $0.51 EPS and FY2027 earnings at $1.50 EPS.

A number of other equities analysts have also issued reports on PBI. Truist Financial started coverage on shares of Pitney Bowes in a research report on Friday, December 12th. They issued a “hold” rating and a $11.00 target price for the company. The Goldman Sachs Group assumed coverage on shares of Pitney Bowes in a research note on Monday, November 3rd. They set a “neutral” rating and a $11.00 price objective on the stock. Citizens Jmp restated a “market outperform” rating and issued a $13.00 target price on shares of Pitney Bowes in a research report on Wednesday. Citigroup started coverage on Pitney Bowes in a research note on Wednesday, December 3rd. They set an “outperform” rating for the company. Finally, Bank of America began coverage on Pitney Bowes in a research note on Tuesday. They issued an “underperform” rating and a $9.00 price objective on the stock. One equities research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, four have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Pitney Bowes presently has an average rating of “Hold” and an average target price of $11.00.

Pitney Bowes Stock Performance

Shares of PBI opened at $10.64 on Friday. Pitney Bowes has a one year low of $7.39 and a one year high of $13.11. The stock’s fifty day moving average is $10.45 and its 200-day moving average is $10.76. The firm has a market capitalization of $1.71 billion, a price-to-earnings ratio of 12.81, a price-to-earnings-growth ratio of 0.45 and a beta of 1.41.

Pitney Bowes (NYSE:PBI) last posted its earnings results on Tuesday, February 17th. The technology company reported $0.45 EPS 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 firm had revenue of $477.63 million for the quarter, compared to analysts’ expectations of $482.47 million. During the same period last year, the firm earned $0.32 EPS. The firm’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.

Hedge Funds Weigh In On Pitney Bowes

A number of institutional investors have recently bought and sold shares of the stock. Trail Ridge Investment Advisors LLC lifted its stake in Pitney Bowes by 5.1% during the third quarter. Trail Ridge Investment Advisors LLC now owns 20,890 shares of the technology company’s stock valued at $238,000 after buying an additional 1,008 shares in the last quarter. EverSource Wealth Advisors LLC increased its position in shares of Pitney Bowes by 41.3% in the second quarter. EverSource Wealth Advisors LLC now owns 3,472 shares of the technology company’s stock worth $38,000 after acquiring an additional 1,015 shares in the last quarter. Advisory Services Network LLC raised its holdings in shares of Pitney Bowes by 2.4% during the third quarter. Advisory Services Network LLC now owns 52,975 shares of the technology company’s stock valued at $604,000 after acquiring an additional 1,234 shares during the period. Baird Financial Group Inc. lifted its position in shares of Pitney Bowes by 12.5% in the 2nd quarter. Baird Financial Group Inc. now owns 13,164 shares of the technology company’s stock valued at $144,000 after acquiring an additional 1,459 shares in the last quarter. Finally, Amalgamated Bank boosted its stake in Pitney Bowes by 3.4% in the 3rd quarter. Amalgamated Bank now owns 46,680 shares of the technology company’s stock worth $533,000 after purchasing an additional 1,555 shares during the period. Hedge funds and other institutional investors own 67.88% of the company’s stock.

Pitney Bowes Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, March 30th. Stockholders of record on Friday, February 27th will be issued a dividend of $0.09 per share. This represents a $0.36 annualized dividend and a dividend yield of 3.4%. The ex-dividend date of this dividend is Friday, February 27th. Pitney Bowes’s dividend payout ratio is currently 80.00%.

Pitney Bowes News Roundup

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

• Positive Sentiment: Q4 results showed an earnings beat (EPS $0.45 vs. $0.38 est.) and company commentary/guidance that helped initial upside after the print. Earnings Summary: Pitney Bowes Q4
• Positive Sentiment: Citizens Jmp reaffirmed a “Market Outperform” rating and set a $13 price target (~22% above recent levels), providing upside from analyst sentiment and a clear price target catalyst. Pitney Bowes (NYSE:PBI) Earns “Market Outperform” Rating from Citizens Jmp
• Positive Sentiment: Sidoti raised FY2026 and Q4‑2026 EPS estimates (FY2026 to $1.40; Q4‑2026 to $0.47), signaling some analyst confidence in the company’s ability to hit full‑year profit targets despite near‑term revenue pressures. MarketBeat Pitney Bowes Coverage
• Neutral Sentiment: Bank of America initiated coverage (coverage initiation often increases attention but impact depends on stance and target/pricing). Bank of America Initiates Coverage on Pitney Bowes (NYSE:PBI)
• Neutral Sentiment: Value‑oriented research (e.g., Zacks) highlights PBI as a potential value play given valuation metrics; useful for longer‑term value investors but less relevant for short‑term momentum. Here’s Why Pitney Bowes (PBI) is a Strong Value Stock
• Negative Sentiment: Sidoti also issued multiple downward revisions to several near‑term quarterly EPS estimates (various Q2–Q3 2026 and Q1–Q3 2027 adjustments), introducing uncertainty about short‑term revenue and margin momentum. MarketBeat Pitney Bowes Coverage
• Negative Sentiment: Revenue fell year‑over‑year (Q4 revenue slightly below consensus) and the company showed a negative ROE metric, reinforcing concerns that top‑line weakness and restructuring costs could pressure near‑term performance. Pitney Bowes Inc. Q4 2025 Earnings Call Summary
• Negative Sentiment: Despite the earnings beat, investor skepticism around execution (restructuring, competitive pricing) is present in deep‑dive coverage and may be contributing to selling pressure today. PBI Q4 deep dive: Restructuring, new leadership, and competitive pricing shape outlook

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.