Sidoti Has Bullish Forecast for Pitney Bowes Q3 Earnings

Pitney Bowes Inc. (NYSE:PBI) – Equities research analysts at Sidoti lifted their Q3 2026 EPS estimates for Pitney Bowes in a research note issued to investors on Thursday, February 19th. Sidoti analyst A. Lebiedzinski now forecasts that the technology company will post earnings of $0.35 per share for the quarter, up from their prior estimate of $0.34. The consensus estimate for Pitney Bowes’ current full-year earnings is $1.21 per share. Sidoti also issued estimates for Pitney Bowes’ Q3 2027 earnings at $0.36 EPS.

Pitney Bowes (NYSE:PBI) last released its quarterly earnings data on Tuesday, February 17th. The technology company reported $0.45 EPS for the quarter, beating analysts’ consensus estimates of $0.38 by $0.07. The company had revenue of $477.63 million during the quarter, compared to the consensus estimate of $482.47 million. Pitney Bowes had a net margin of 7.65% and a negative return on equity of 36.91%. Pitney Bowes’s quarterly revenue was down 7.5% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.32 EPS. Pitney Bowes has set its FY 2026 guidance at 1.400-1.600 EPS.

A number of other research firms have also weighed in on PBI. Zacks Research lowered Pitney Bowes from a “strong-buy” rating to a “hold” rating in a research note on Thursday. Citigroup assumed coverage on Pitney Bowes in a report on Wednesday, December 3rd. They set an “outperform” rating on the stock. Weiss Ratings reissued a “hold (c)” rating on shares of Pitney Bowes in a report on Monday, December 29th. Truist Financial initiated coverage on shares of Pitney Bowes in a research report on Friday, December 12th. They set a “hold” rating and a $11.00 price objective for the company. Finally, Bank of America initiated coverage on shares of Pitney Bowes in a research note on Tuesday, February 17th. They set an “underperform” rating and a $9.00 target price on the stock. Two investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $11.00.

Pitney Bowes Price Performance

PBI stock opened at $10.51 on Monday. Pitney Bowes has a 1 year low of $7.39 and a 1 year high of $13.11. The firm has a market capitalization of $1.58 billion, a PE ratio of 12.66, a price-to-earnings-growth ratio of 0.73 and a beta of 1.41. The business has a 50 day simple moving average of $10.46 and a 200-day simple moving average of $10.74.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in the company. EverSource Wealth Advisors LLC grew its stake 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 valued at $38,000 after buying an additional 1,015 shares in the last quarter. Hantz Financial Services Inc. boosted 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 valued at $40,000 after acquiring an additional 2,459 shares during the period. UMB Bank n.a. grew its position in Pitney Bowes by 404.6% in the 4th quarter. UMB Bank n.a. now owns 4,022 shares of the technology company’s stock valued at $43,000 after acquiring an additional 3,225 shares in the last quarter. Elevation Point Wealth Partners LLC purchased a new stake in Pitney Bowes during the second quarter worth about $51,000. Finally, Canada Pension Plan Investment Board purchased a new stake in Pitney Bowes during the second quarter worth about $51,000. 67.88% of the stock is currently owned by institutional investors and hedge funds.

Pitney Bowes Dividend Announcement

The business 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 annualized dividend and a yield of 3.4%. The ex-dividend date is Friday, February 27th. Pitney Bowes’s dividend payout ratio (DPR) is 43.37%.

Key Stories 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.

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.