Sidoti Issues Pessimistic Forecast for Pitney Bowes Earnings

Pitney Bowes Inc. (NYSE:PBI) – Sidoti lowered their Q1 2026 earnings per share estimates for shares of Pitney Bowes in a research report issued on Wednesday, February 18th. Sidoti analyst A. Lebiedzinski now forecasts that the technology company will post earnings per share of $0.32 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 research firms also recently issued reports on PBI. Zacks Research upgraded shares of Pitney Bowes from a “hold” rating to a “strong-buy” rating in a research report on Monday, December 29th. The Goldman Sachs Group assumed coverage on shares of Pitney Bowes in a research note on Monday, November 3rd. They issued a “neutral” rating and a $11.00 price target for the company. Weiss Ratings reissued a “hold (c)” rating on shares of Pitney Bowes in a research report on Monday, December 29th. Citigroup assumed coverage on Pitney Bowes in a research note on Wednesday, December 3rd. They issued an “outperform” rating for the company. Finally, Citizens Jmp reaffirmed a “market outperform” rating and set a $13.00 price target on shares of Pitney Bowes in a research note on Wednesday. One investment 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 issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $11.00.

Pitney Bowes Stock Performance

Shares of PBI opened at $10.51 on Friday. The firm has a market cap of $1.69 billion, a PE ratio of 12.66, a price-to-earnings-growth ratio of 0.42 and a beta of 1.41. Pitney Bowes has a 52-week low of $7.39 and a 52-week high of $13.11. The business’s 50 day moving average price is $10.46 and its two-hundred day moving average price is $10.75.

Pitney Bowes (NYSE:PBI) last announced 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 company had revenue of $477.63 million for the quarter, compared to analyst estimates of $482.47 million. During the same quarter in the prior 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 firm also recently announced a quarterly dividend, which will be paid on Monday, March 30th. Investors of record on Friday, February 27th will be issued a $0.09 dividend. This represents a $0.36 dividend on an annualized basis and a dividend yield of 3.4%. The ex-dividend date is Friday, February 27th. Pitney Bowes’s dividend payout ratio is currently 43.37%.

Hedge Funds Weigh In On Pitney Bowes

Large investors have recently added to or reduced their stakes in the business. Trail Ridge Investment Advisors LLC increased its holdings in Pitney Bowes by 5.1% during the 3rd quarter. Trail Ridge Investment Advisors LLC now owns 20,890 shares of the technology company’s stock worth $238,000 after purchasing an additional 1,008 shares in the last quarter. EverSource Wealth Advisors LLC boosted its position in shares of Pitney Bowes by 41.3% during the second quarter. EverSource Wealth Advisors LLC now owns 3,472 shares of the technology company’s stock valued at $38,000 after buying an additional 1,015 shares during the last quarter. Advisory Services Network LLC grew its holdings in Pitney Bowes by 2.4% during the third quarter. Advisory Services Network LLC now owns 52,975 shares of the technology company’s stock worth $604,000 after buying an additional 1,234 shares in the last quarter. Baird Financial Group Inc. raised its position in 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 buying an additional 1,459 shares during the last quarter. Finally, Amalgamated Bank raised its position in Pitney Bowes by 3.4% in the 3rd quarter. Amalgamated Bank now owns 46,680 shares of the technology company’s stock valued at $533,000 after buying an additional 1,555 shares during the last quarter. Institutional investors own 67.88% of the company’s stock.

Key Headlines Impacting Pitney Bowes

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

• Positive Sentiment: Q4 EPS beat and upward guidance — Pitney Bowes reported Q4 EPS of $0.45 versus consensus ~$0.38 and set FY‑2026 EPS guidance of $1.40–$1.60, supporting upside to earnings power. This beat helped the stock gap higher on the release. Article Title
• Positive Sentiment: Analyst support and new coverage — Sidoti has raised its FY‑2026 and FY‑2027 EPS forecasts (now roughly $1.40–$1.50 range) and lifted several quarter estimates, while Citizens JMP gave a “Market Outperform” and Bank of America initiated coverage, all lending institutional backing to the stock. Article Title Article Title
• Neutral Sentiment: Zacks highlights momentum characteristics — a style‑score piece flags PBI as a top momentum stock for certain investor styles; useful for sentiment but not direct fundamental news. Article Title
• Neutral Sentiment: Earnings call / deep dive coverage — reporters and analysts are parsing restructuring, new leadership and pricing strategy from the Q4 call; these details will influence investor conviction but are more qualitative. Article Title Article Title
• Negative Sentiment: Revenue weakness and mixed near‑term cadence — Q4 revenue missed consensus and was down ~7.5% year‑over‑year; that, plus Sidoti’s targeted cuts to several upcoming quarterly estimates (even as it raised FY totals), suggests a bumpy recovery path. (Sidoti estimate changes summarized in recent notes.)
• Negative Sentiment: Mixed analyst moves on near‑term quarters — while many of Sidoti’s model tweaks raise FY outlook, several quarter‑by‑quarter reductions (Q1/Q2/Q3 adjustments) highlight uncertainty around short‑term growth, which can pressure the stock despite the FY upgrades.

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.