Sidoti Issues Negative Forecast for Pitney Bowes Earnings

Pitney Bowes Inc. (NYSE:PBI) – Stock analysts at Sidoti dropped their Q2 2026 earnings per share (EPS) estimates for Pitney Bowes in a research note issued on Wednesday, February 18th. Sidoti analyst A. Lebiedzinski now anticipates that the technology company will earn $0.28 per share for the quarter, down from their previous forecast of $0.30. The consensus estimate for Pitney Bowes’ current full-year earnings is $1.21 per share. Sidoti also issued estimates for Pitney Bowes’ Q3 2026 earnings at $0.34 EPS, Q4 2026 earnings at $0.47 EPS, FY2026 earnings at $1.40 EPS, Q1 2027 earnings at $0.33 EPS, Q2 2027 earnings at $0.30 EPS, Q3 2027 earnings at $0.35 EPS and Q4 2027 earnings at $0.50 EPS.

A number of other research analysts also recently commented on PBI. Weiss Ratings reissued a “hold (c)” rating on shares of Pitney Bowes in a research report on Monday, December 29th. Citigroup initiated coverage on shares of Pitney Bowes in a research note on Wednesday, December 3rd. They set an “outperform” rating on the stock. 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 objective for the company. Citizens Jmp restated a “market outperform” rating and set a $13.00 target price on shares of Pitney Bowes in a report on Wednesday. Finally, Zacks Research raised Pitney Bowes from a “hold” rating to a “strong-buy” rating in a research report on Monday, December 29th. 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 assigned a Sell rating to the stock. According to data from MarketBeat.com, Pitney Bowes has a consensus rating of “Hold” and an average target price of $11.00.

Pitney Bowes Price Performance

PBI stock opened at $10.51 on Thursday. Pitney Bowes has a 1-year low of $7.39 and a 1-year high of $13.11. The business has a 50-day moving average price of $10.46 and a 200 day moving average price of $10.75. The company has a market capitalization of $1.69 billion, a P/E ratio of 12.66, a PEG ratio of 0.42 and a beta of 1.41.

Pitney Bowes (NYSE:PBI) last issued its earnings results on Tuesday, February 17th. The technology company reported $0.45 earnings per share for the quarter, beating analysts’ consensus estimates 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 business had revenue of $477.63 million during the quarter, compared to analyst estimates of $482.47 million. During the same period in the previous year, the company posted $0.32 EPS. Pitney Bowes’s revenue was down 7.5% on a year-over-year basis. Pitney Bowes has set its FY 2026 guidance at 1.400-1.600 EPS.

Institutional Investors Weigh In On Pitney Bowes

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in PBI. State Street Corp grew its stake in shares of Pitney Bowes by 3.1% during the second quarter. State Street Corp now owns 6,366,188 shares of the technology company’s stock worth $69,455,000 after acquiring an additional 188,886 shares during the last quarter. LSV Asset Management raised its position in shares of Pitney Bowes by 246.7% in the 4th quarter. LSV Asset Management now owns 4,197,189 shares of the technology company’s stock valued at $44,364,000 after purchasing an additional 2,986,689 shares during the last quarter. Geode Capital Management LLC boosted its stake in Pitney Bowes by 6.4% in the 2nd quarter. Geode Capital Management LLC now owns 4,012,086 shares of the technology company’s stock worth $43,777,000 after purchasing an additional 240,544 shares in the last quarter. Cannell & Spears LLC grew its position in Pitney Bowes by 89.5% during the 3rd quarter. Cannell & Spears LLC now owns 3,364,466 shares of the technology company’s stock worth $38,389,000 after purchasing an additional 1,588,579 shares during the last quarter. Finally, Permit Capital LLC grew its position in Pitney Bowes by 14.0% during the 4th quarter. Permit Capital LLC now owns 3,250,000 shares of the technology company’s stock worth $34,352,000 after purchasing an additional 400,000 shares during the last quarter. 67.88% of the stock is currently owned by hedge funds and other institutional investors.

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 paid a dividend of $0.09 per share. This represents a $0.36 annualized dividend and a yield of 3.4%. The ex-dividend date is Friday, February 27th. Pitney Bowes’s payout ratio is 43.37%.

Trending Headlines about 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.