Pitney Bowes Inc. $PBI Shares Purchased by Public Sector Pension Investment Board

Public Sector Pension Investment Board boosted its holdings in Pitney Bowes Inc. (NYSE:PBI) by 33.0% during the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 716,078 shares of the technology company’s stock after buying an additional 177,722 shares during the period. Public Sector Pension Investment Board’s holdings in Pitney Bowes were worth $8,170,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of PBI. EverSource Wealth Advisors LLC raised its stake in shares of Pitney Bowes by 41.3% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 3,472 shares of the technology company’s stock valued at $38,000 after acquiring an additional 1,015 shares during the period. Elevation Point Wealth Partners LLC purchased a new position in Pitney Bowes in the second quarter valued at about $51,000. Canada Pension Plan Investment Board acquired a new position in shares of Pitney Bowes during the second quarter worth about $51,000. United Services Automobile Association acquired a new stake in shares of Pitney Bowes in the first quarter valued at about $96,000. Finally, PFG Investments LLC purchased a new stake in shares of Pitney Bowes during the 3rd quarter valued at about $127,000. 67.88% of the stock is currently owned by hedge funds and other institutional investors.

Pitney Bowes News Roundup

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

• Positive Sentiment: Q4 adjusted EPS beat estimates — Pitney Bowes reported $0.45 EPS vs. a $0.38 consensus (up from $0.32 a year ago), which is a clear near‑term positive for the stock. Pitney Bowes (PBI) Q4 Earnings and Revenues Top Estimates
• Positive Sentiment: Operating cash flow strength — the company reported materially higher cash from operations and lower capex, improving free cash generation that supports leverage and shareholder flexibility. Pitney Bowes (PBI) Stock Rises on Q4 2025 Earnings
• Positive Sentiment: Insider purchasing — recent insider buys (several executives) were reported, which can signal management confidence. Pitney Bowes (PBI) Stock Rises on Q4 2025 Earnings
• Neutral Sentiment: FY‑2026 guidance roughly in line with expectations — management set EPS guidance of $1.40–$1.60 and revenue guidance around $1.8–$1.9B, largely matching street forecasts and removing some near‑term uncertainty but not creating upside surprise. Pitney Bowes Discloses Financial Results for Fourth Quarter and Full Year 2025 and Issues CEO Letter
• Neutral Sentiment: Company commentary and strategic updates — CEO letter and slide deck accompanied the release, outlining strategy and execution priorities; useful for longer‑term thesis but not an immediate catalyst. Pitney Bowes Discloses Financial Results for Fourth Quarter and Full Year 2025 and Issues CEO Letter
• Neutral Sentiment: Analyst coverage mixed — the stock carries analyst price targets around a median ~$11 and some “moderate buy” views, suggesting limited consensus upside. Pitney Bowes Inc. Receives Average Rating of “Moderate Buy”
• Negative Sentiment: Revenue and profitability weakness — revenue fell ~7.5% YoY to ~$477.6M and missed estimates; gross profit, operating profit and net income all declined, and one report flagged GAAP diluted EPS substantially below adjusted figures — a signal of underlying business pressure. Pitney Bowes (PBI) Stock Rises on Q4 2025 Earnings
• Negative Sentiment: New sell-side initiation — Bank of America started coverage with an “underperform” rating and a $9 price target, creating downward pressure through a lower benchmark for some investors.

Pitney Bowes Price Performance

Shares of NYSE:PBI opened at $10.25 on Wednesday. The firm has a 50-day simple moving average of $10.42 and a 200 day simple moving average of $10.75. The company has a market cap of $1.65 billion, a PE ratio of 22.78, a P/E/G ratio of 0.48 and a beta of 1.41. Pitney Bowes Inc. has a fifty-two week low of $7.39 and a fifty-two week high of $13.11.

Pitney Bowes (NYSE:PBI) last released its quarterly earnings data on Tuesday, February 17th. The technology company reported $0.45 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.38 by $0.07. The business had revenue of $477.63 million during the quarter, compared to analyst estimates of $482.47 million. Pitney Bowes had a negative return on equity of 38.38% and a net margin of 4.14%.The business’s revenue for the quarter was down 7.5% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.32 EPS. Pitney Bowes has set its FY 2026 guidance at 1.400-1.600 EPS. As a group, research analysts forecast that Pitney Bowes Inc. will post 1.21 EPS for the current fiscal year.

Pitney Bowes Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, March 30th. Stockholders of record on Friday, February 27th will be issued a dividend of $0.09 per share. This represents a $0.36 dividend on an annualized basis and a dividend yield of 3.5%. The ex-dividend date of this dividend is Friday, February 27th. Pitney Bowes’s payout ratio is 80.00%.

Analysts Set New Price Targets

PBI has been the subject of a number of analyst reports. Weiss Ratings restated a “hold (c)” rating on shares of Pitney Bowes in a report on Monday, December 29th. Citizens Jmp set a $13.00 price objective on shares of Pitney Bowes in a report on Wednesday, December 3rd. Bank of America began coverage on Pitney Bowes in a research note on Tuesday. They set an “underperform” rating and a $9.00 target price for the company. The Goldman Sachs Group initiated coverage on Pitney Bowes in a research note on Monday, November 3rd. They issued a “neutral” rating and a $11.00 price target on the stock. Finally, Truist Financial assumed coverage on Pitney Bowes in a research note on Friday, December 12th. They set a “hold” rating and a $11.00 price objective for the company. One 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 given a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $11.00.

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.