Pitney Bowes (NYSE:PBI) Shares Gap Up on Strong Earnings

Pitney Bowes Inc. (NYSE:PBI)’s share price gapped up prior to trading on Wednesday after the company announced better than expected quarterly earnings. The stock had previously closed at $10.24, but opened at $11.29. Pitney Bowes shares last traded at $11.1850, with a volume of 3,044,540 shares trading hands.

The technology company reported $0.45 earnings per share for the quarter, topping analysts’ consensus estimates of $0.38 by $0.07. 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 during the quarter, compared to the consensus estimate of $482.47 million. During the same period in the previous year, the firm posted $0.32 earnings per share. Pitney Bowes’s revenue for the quarter 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.

Pitney Bowes Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, March 30th. Stockholders of record on Friday, February 27th will be paid a $0.09 dividend. The ex-dividend date of this dividend is Friday, February 27th. This represents a $0.36 dividend on an annualized basis and a dividend yield of 3.2%. Pitney Bowes’s dividend payout ratio is 80.00%.

Key Headlines Impacting Pitney Bowes

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

• Positive Sentiment: Q4 EPS beat — Pitney Bowes reported $0.45 EPS vs. a $0.38 consensus, a clear earnings beat that helped lift the stock after hours. PBI Q4 Earnings Top Estimates
• Positive Sentiment: Strong market reaction / premarket rally — Coverage noted a double-digit jump in PBI shares in premarket/after-hours trading following the results, amplifying buying interest. Why PBI Shares Are Trading Higher
• Positive Sentiment: Dividend declared — Pitney Bowes announced a $0.09 quarterly dividend (3.3% yield, ex-dividend Feb. 27), which can support the share price for income-focused investors.
• Positive Sentiment: Analyst reaffirmation with upside — Citizens Jmp reiterated a “market outperform” rating and $13 price target (~18% upside from recent levels), adding a constructive catalyst. Citizens Jmp Reaffirmation
• Neutral Sentiment: FY2026 guidance set to $1.40–$1.60 EPS — guidance overlaps and slightly exceeds consensus midpoints, reducing uncertainty but not dramatically changing the outlook; management also released a CEO letter outlining strategy. Business Wire: Q4 Results & CEO Letter
• Neutral Sentiment: Corporate move: bank leadership hire — Pitney Bowes named Steve Fischer president of The Pitney Bowes Bank, a governance/strategy update for the financial-services arm. Bank President Appointment
• Negative Sentiment: Revenue and profitability pressure — Revenue fell ~7.5% YoY to $477.6M and missed some estimates; operating profit and net income declined substantially year-over-year, highlighting near-term margin challenges. QuiverQuant: Q4 Financials
• Negative Sentiment: New negative initiation — Bank of America started coverage with an “underperform” rating and a $9 target, introducing near-term downside risk from a respected sell-side name.

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on the company. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Pitney Bowes in a research note on Monday, December 29th. Truist Financial started coverage on Pitney Bowes in a report on Friday, December 12th. They set a “hold” rating and a $11.00 target price on the stock. The Goldman Sachs Group initiated coverage on Pitney Bowes in a research report on Monday, November 3rd. They set a “neutral” rating and a $11.00 target price for the company. Citigroup assumed coverage on shares of Pitney Bowes in a research report on Wednesday, December 3rd. They issued an “outperform” rating on the stock. Finally, Zacks Research raised shares of Pitney Bowes from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 29th. One investment 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. According to MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $11.00.

Institutional Investors Weigh In On Pitney Bowes

Large investors have recently modified their holdings of the business. EverSource Wealth Advisors LLC lifted its holdings in shares of Pitney Bowes by 41.3% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 3,472 shares of the technology company’s stock valued at $38,000 after purchasing an additional 1,015 shares in the last quarter. Hantz Financial Services Inc. raised its holdings in Pitney Bowes by 190.9% during the 4th quarter. Hantz Financial Services Inc. now owns 3,747 shares of the technology company’s stock worth $40,000 after buying an additional 2,459 shares during the period. UMB Bank n.a. raised its holdings in 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 buying an additional 3,225 shares during the period. Elevation Point Wealth Partners LLC bought a new position in Pitney Bowes in the second quarter valued at approximately $51,000. Finally, Canada Pension Plan Investment Board acquired a new position in shares of Pitney Bowes in the second quarter valued at approximately $51,000. 67.88% of the stock is currently owned by institutional investors.

Pitney Bowes Stock Up 9.5%

The company’s fifty day moving average price is $10.42 and its two-hundred day moving average price is $10.75. The company has a market cap of $1.80 billion, a price-to-earnings ratio of 24.86, a PEG ratio of 0.48 and a beta of 1.41.

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.