Pitney Bowes (NYSE:PBI) Shares Gap Up Following Better-Than-Expected Earnings

Pitney Bowes Inc. (NYSE:PBI)’s stock price gapped up prior to trading on Wednesday following a better than expected earnings announcement. 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 traded.

The technology company reported $0.45 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.38 by $0.07. Pitney Bowes had a net margin of 7.65% and a negative return on equity of 40.49%. The firm had revenue of $477.63 million for the quarter, compared to analysts’ expectations of $482.47 million. During the same quarter last year, the company earned $0.32 EPS. The firm’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 disclosed a quarterly dividend, which will be paid on Monday, March 30th. Investors of record on Friday, February 27th will be given a dividend of $0.09 per share. The ex-dividend date is Friday, February 27th. This represents a $0.36 dividend on an annualized basis and a yield of 3.2%. Pitney Bowes’s dividend payout ratio (DPR) is presently 80.00%.

Key Stories Impacting Pitney Bowes

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

• Positive Sentiment: Q4 earnings beat: Pitney Bowes reported adjusted EPS of $0.45, topping the Street consensus (~$0.38), which traderstypically reward even though revenue was down year‑over‑year. Zacks: Q4 Earnings
• Positive Sentiment: FY‑2026 guidance set: Management gave EPS guidance of $1.40–$1.60 for FY‑2026 (around or slightly above consensus midpoints), which reduces near‑term forecast uncertainty. BusinessWire: Results & CEO Letter
• Positive Sentiment: Quarterly dividend declared: Pitney Bowes announced a $0.09 quarterly dividend (≈3.2% yield) with an ex‑dividend date Feb 27, which can attract income‑oriented investors.
• Positive Sentiment: Corporate/management moves: Appointment of Steve Fischer as President of The Pitney Bowes Bank signals strengthening of the financial‑services arm. Yahoo: Bank President Hire
• Positive Sentiment: Insider buying and institutional movements cited in coverage may be read as confidence signals by some investors. QuiverQuant: Insider Activity
• Neutral Sentiment: Analyst mix: Citizens JMP reaffirmed a “market outperform” rating with a $13 PT (upside from current levels), while Bank of America initiated coverage with an “underperform” $9 PT — creating divergent near‑term analyst signals. TickerReport / Benzinga
• Neutral Sentiment: Investor materials: Company posted the earnings slide deck and CEO letter (useful for investors reviewing segment guidance and strategy). Seeking Alpha: Slide Deck
• Negative Sentiment: Revenue and profitability pressure: Revenue fell ~7.5% YoY to $477.6M and missed/slightly trailed some estimates; operating profit and net income showed declines versus prior year, underscoring execution/volume headwinds. MSN: Sales Below Estimates
• Negative Sentiment: Mixed metrics and legacy balance‑sheet items: Some reports note weaker GAAP profitability swings and a large liabilities base; these longer‑term fundamentals keep downside risk if top‑line recovery lags. Investing.com: Profitability Focus

Analysts Set New Price Targets

Several research analysts have recently commented on PBI shares. Weiss Ratings reiterated a “hold (c)” rating on shares of Pitney Bowes in a report on Monday, December 29th. Citigroup started coverage on shares of Pitney Bowes in a research report on Wednesday, December 3rd. They set an “outperform” rating for the company. Truist Financial started coverage on shares of Pitney Bowes in a research note on Friday, December 12th. They set a “hold” rating and a $11.00 target price on the stock. Citizens Jmp reissued a “market outperform” rating and issued a $13.00 price target on shares of Pitney Bowes in a research note on Wednesday. Finally, Bank of America assumed coverage on shares of Pitney Bowes in a report on Tuesday. They set an “underperform” rating and a $9.00 price target for the company. One research analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $11.00.

Institutional Investors Weigh In On Pitney Bowes

Institutional investors have recently made changes to their positions in the stock. Trail Ridge Investment Advisors LLC lifted its holdings in shares of Pitney Bowes by 5.1% in the 3rd 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 during the period. EverSource Wealth Advisors LLC grew its holdings in Pitney Bowes by 41.3% during 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 during the period. Advisory Services Network LLC raised its position in Pitney Bowes by 2.4% in the third quarter. Advisory Services Network LLC now owns 52,975 shares of the technology company’s stock worth $604,000 after acquiring an additional 1,234 shares in the last quarter. New York State Teachers Retirement System lifted its holdings in Pitney Bowes by 0.5% in the second quarter. New York State Teachers Retirement System now owns 257,827 shares of the technology company’s stock valued at $2,813,000 after acquiring an additional 1,246 shares during the period. Finally, Baird Financial Group Inc. lifted its holdings in Pitney Bowes by 12.5% in the second 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 during the period. 67.88% of the stock is currently owned by institutional investors and hedge funds.

Pitney Bowes Stock Performance

The company has a market capitalization of $1.79 billion, a PE ratio of 13.40, a price-to-earnings-growth ratio of 0.48 and a beta of 1.41. The firm’s 50-day simple moving average is $10.45 and its 200 day simple moving average is $10.76.

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.