Pitney Bowes (NYSE:PBI) Stock Rating Lowered by Zacks Research

Pitney Bowes (NYSE:PBI) was downgraded by stock analysts at Zacks Research from a “strong-buy” rating to a “hold” rating in a research report issued to clients and investors on Thursday,Zacks.com reports.

Several other analysts have also recently commented on PBI. Citizens Jmp reiterated a “market outperform” rating and issued a $13.00 price objective on shares of Pitney Bowes in a research note on Wednesday. Truist Financial initiated coverage on shares of Pitney Bowes in a report on Friday, December 12th. They issued a “hold” rating and a $11.00 target price for the company. The Goldman Sachs Group began coverage on Pitney Bowes in a research note on Monday, November 3rd. They set a “neutral” rating and a $11.00 price target on the stock. Weiss Ratings restated a “hold (c)” rating on shares of Pitney Bowes in a report on Monday, December 29th. Finally, Bank of America started coverage on Pitney Bowes in a report on Tuesday. They set an “underperform” rating and a $9.00 price objective for the company. Two equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $11.00.

Pitney Bowes Trading Down 1.2%

Shares of PBI stock opened at $10.51 on Thursday. The stock has a 50 day simple moving average of $10.46 and a 200-day simple moving average of $10.75. The company has a market cap of $1.69 billion, a price-to-earnings ratio of 12.66, a price-to-earnings-growth ratio of 0.42 and a beta of 1.41. Pitney Bowes has a 12-month low of $7.39 and a 12-month high of $13.11.

Pitney Bowes (NYSE:PBI) last announced its quarterly earnings data on Tuesday, February 17th. The technology company reported $0.45 earnings per share for the quarter, topping 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 firm 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 posted $0.32 earnings per share. Pitney Bowes’s quarterly 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. On average, equities analysts forecast that Pitney Bowes will post 1.21 earnings per share for the current fiscal year.

Institutional Trading of Pitney Bowes

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

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.

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.