Pitney Bowes (NYSE:PBI) Issues Quarterly Earnings Results, Beats Expectations By $0.07 EPS

Pitney Bowes (NYSE:PBI) announced its earnings results on Tuesday. The technology company reported $0.45 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.38 by $0.07, FiscalAI reports. Pitney Bowes had a net margin of 4.14% and a negative return on equity of 38.38%. The business had revenue of $477.63 million for the quarter, compared to analyst estimates of $482.47 million. During the same quarter last year, the business earned $0.32 earnings per share. The company’s revenue for the quarter was down 7.5% compared to the same quarter last year. Pitney Bowes updated its FY 2026 guidance to 1.400-1.600 EPS.

Pitney Bowes Stock Performance

Shares of PBI stock opened at $10.25 on Wednesday. Pitney Bowes has a twelve month low of $7.39 and a twelve month high of $13.11. The business’s 50 day moving average is $10.42 and its two-hundred day moving average is $10.75. The company has a market capitalization of $1.65 billion, a P/E ratio of 22.78, a price-to-earnings-growth ratio of 0.48 and a beta of 1.41.

Wall Street Analyst Weigh In

Several brokerages have issued reports on PBI. Zacks Research raised shares of Pitney Bowes from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 29th. Weiss Ratings restated a “hold (c)” rating on shares of Pitney Bowes in a report on Monday, December 29th. Citigroup began coverage on Pitney Bowes in a research note on Wednesday, December 3rd. They set an “outperform” rating on the stock. Truist Financial started coverage on shares of Pitney Bowes in a research note on Friday, December 12th. They issued a “hold” rating and a $11.00 price objective for the company. Finally, The Goldman Sachs Group began coverage on Pitney Bowes in a research note on Monday, November 3rd. They set a “neutral” rating and a $11.00 target price for the company. One equities research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Pitney Bowes currently has an average rating of “Hold” and a consensus price target of $11.00.

Key Stories Impacting Pitney Bowes

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

• Positive Sentiment: Q4 adjusted EPS beat estimates — Pitney Bowes reported $0.45 EPS vs. a $0.38 consensus (up from $0.32 a year ago), which is a clear near‑term positive for the stock. Pitney Bowes (PBI) Q4 Earnings and Revenues Top Estimates
• Positive Sentiment: Operating cash flow strength — the company reported materially higher cash from operations and lower capex, improving free cash generation that supports leverage and shareholder flexibility. Pitney Bowes (PBI) Stock Rises on Q4 2025 Earnings
• Positive Sentiment: Insider purchasing — recent insider buys (several executives) were reported, which can signal management confidence. Pitney Bowes (PBI) Stock Rises on Q4 2025 Earnings
• Neutral Sentiment: FY‑2026 guidance roughly in line with expectations — management set EPS guidance of $1.40–$1.60 and revenue guidance around $1.8–$1.9B, largely matching street forecasts and removing some near‑term uncertainty but not creating upside surprise. Pitney Bowes Discloses Financial Results for Fourth Quarter and Full Year 2025 and Issues CEO Letter
• Neutral Sentiment: Company commentary and strategic updates — CEO letter and slide deck accompanied the release, outlining strategy and execution priorities; useful for longer‑term thesis but not an immediate catalyst. Pitney Bowes Discloses Financial Results for Fourth Quarter and Full Year 2025 and Issues CEO Letter
• Neutral Sentiment: Analyst coverage mixed — the stock carries analyst price targets around a median ~$11 and some “moderate buy” views, suggesting limited consensus upside. Pitney Bowes Inc. Receives Average Rating of “Moderate Buy”
• Negative Sentiment: Revenue and profitability weakness — revenue fell ~7.5% YoY to ~$477.6M and missed estimates; gross profit, operating profit and net income all declined, and one report flagged GAAP diluted EPS substantially below adjusted figures — a signal of underlying business pressure. Pitney Bowes (PBI) Stock Rises on Q4 2025 Earnings
• Negative Sentiment: New sell-side initiation — Bank of America started coverage with an “underperform” rating and a $9 price target, creating downward pressure through a lower benchmark for some investors.

Institutional Investors Weigh In On Pitney Bowes

A number of hedge funds have recently added to or reduced their stakes in PBI. EverSource Wealth Advisors LLC lifted its holdings in Pitney Bowes by 41.3% in the second quarter. EverSource Wealth Advisors LLC now owns 3,472 shares of the technology company’s stock valued at $38,000 after acquiring an additional 1,015 shares during the period. UMB Bank n.a. boosted its stake in shares of Pitney Bowes by 404.6% during the 4th quarter. UMB Bank n.a. now owns 4,022 shares of the technology company’s stock worth $43,000 after purchasing an additional 3,225 shares during the last quarter. Canada Pension Plan Investment Board purchased a new stake in Pitney Bowes in the 2nd quarter worth approximately $51,000. Parkside Financial Bank & Trust grew its position in shares of Pitney Bowes by 4,164.4% in the fourth quarter. Parkside Financial Bank & Trust now owns 6,823 shares of the technology company’s stock valued at $72,000 after purchasing an additional 6,663 shares during the period. Finally, United Services Automobile Association purchased a new stake in Pitney Bowes in the 1st quarter valued at about $96,000. Institutional investors and hedge funds own 67.88% of the company’s stock.

Pitney Bowes Company 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.