Pitney Bowes マネジメント
マネジメント 基準チェック /14
Pitney Bowesの CEO はKurt Wolfで、 May2025年に任命され、 の在任期間は 1.25年です。 の年間総報酬は$ 3.59Mで、 0.7%給与と99.3%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の1.18%を直接所有しており、その価値は$ 29.48M 。経営陣と取締役会の平均在任期間はそれぞれ1.1年と1.1年です。
主要情報
Kurt Wolf
最高経営責任者
US$3.6m
報酬総額
| CEO給与比率 | 0.69% |
| CEO在任期間 | 1.3yrs |
| CEOの所有権 | 1.2% |
| 経営陣の平均在職期間 | 1.1yrs |
| 取締役会の平均在任期間 | 1.1yrs |
経営陣の近況
Recent updates
Seeking Alpha • Jul 30
Pitney Bowes Strategic Review Adds Optionality
Summary Pitney Bowes maintains a Buy rating, driven by robust free cash flow, disciplined cost controls, and increased capital returns to shareholders. PBI's Q2 2026 adjusted free cash flow rose 39% to $148 million, with EBIT up 13%, primarily from expense reductions rather than revenue growth. Management raised 2026 guidance for adjusted free cash flow ($360–$410M), EBIT ($445–$475M), and EPS ($1.55–$1.70), while deleveraging and boosting dividends and buybacks. Valuation remains attractive at 5.6x forward cash flow and 7.8x EV/EBITDA, with further upside possible from strategic review outcomes or sustained operational execution. Read the full article on Seeking Alpha
ナラティブ更新 • Jul 24
PBI: Reliance On Postal Pricing Upside Will Likely Pressure Future Returns
Analysts have raised their Pitney Bowes fair value estimate from $11.00 to $15.00. They point to a lower assumed discount rate, a slightly less severe revenue decline outlook, and Street research highlighting improved credit terms and supportive postal pricing changes as key reasons for the shift.
ナラティブ更新 • Jul 10
PBI: Lower Funding Costs Will Support Future Upside Potential
Pitney Bowes' analyst fair value estimate has been raised from $17.00 to $20.00 as analysts cite a lower assessed cost of capital, updated views on long term revenue and margin profiles, and a somewhat higher assumed future P/E multiple following recent research and credit developments. Analyst Commentary Recent research on Pitney Bowes points to a more constructive tone, with several bullish analysts adjusting fair value and price targets higher and highlighting company specific catalysts tied to capital structure, pricing changes in mail services, and early signs of operational progress.
ナラティブ更新 • Jun 26
PBI: Credit Upgrade And Postal Pricing Changes Will Shape Fairly Valued Shares
Analysts have lifted the implied fair value estimate for Pitney Bowes from $15.05 to $17.14, reflecting higher Street price targets and commentary that points to a lower cost of capital alongside modestly improved revenue and margin assumptions. Analyst Commentary Recent research on Pitney Bowes points to a mix of optimism and caution as analysts reassess the company’s risk profile, funding costs, and exposure to postal pricing changes.分析記事 • Jun 16
Pitney Bowes (PBI) Stock Could Be 64% Below Fair Value After Fresh Analyst Attention
Why recent analyst attention is putting Pitney Bowes stock on more radar screens Recent analyst coverage citing strong buy ratings, higher dividend yield, and growth efforts in shipping software has pushed Pitney Bowes (PBI) into sharper focus for income oriented and value focused investors. See our latest analysis for Pitney Bowes. The recent analyst enthusiasm comes after a strong run in Pitney Bowes' share price, with a 90 day share price return of 66.25% and a 1 year total shareholder...ナラティブ更新 • May 02
PBI: Buybacks And Operating Progress Will Shape Fairly Valued Shares
Analysts have lifted the Pitney Bowes fair value estimate from $12.70 to $15.05, citing updated assumptions around the discount rate, profit margin and future P/E, along with recent Street price target increases from firms that reference buyback-driven earnings support and the need for clearer operating improvement. Analyst Commentary Recent Street research around Pitney Bowes focuses on how much support buybacks can provide to earnings, how realistic current margin and P/E assumptions look, and what kind of operating progress is needed to justify higher fair value estimates.
ナラティブ更新 • Apr 25
Pitney Bowes Inc. Q3 Reports - Improved Profitability Amid Revenue Headwinds and Strategic Reset
Analyst: Qudus Adebara Executive Summary Pitney Bowes Inc. (“PBI”) delivered a notable earnings turnaround in the third quarter ended September 30, 2025, posting net income of $52.0 million compared to a net loss of $138.5 million in Q3 2024.ナラティブ更新 • Apr 17
PBI: Buybacks And 2026 Outlook Will Shape Fairly Valued Shares
Analysts have nudged the Pitney Bowes fair value estimate slightly higher to $12.70 from $12.50, citing updated assumptions around discount rates, profit margins, and a higher future P/E multiple. This comes alongside recent Street price target increases to $9.50 that continue to lean on buybacks while flagging the need for clearer operating improvement.ナラティブ更新 • Apr 03
PBI: Buybacks And 2026 Earnings Guidance Will Support Future Upside Potential
Analysts have raised their price target on Pitney Bowes by $0.50 to $9.50, citing share buybacks as a key earnings driver and indicating that any additional upside will likely depend on clearer evidence of improving operating results. Analyst Commentary Recent research points to a mixed setup for Pitney Bowes, with the new US$9.50 price target sitting close to prior estimates and the stock still carrying an Underperform rating.ナラティブ更新 • Mar 19
PBI: Buybacks And 2026 Guidance Will Drive Upside Potential
Narrative Update on Pitney Bowes Analysts have raised their price target for Pitney Bowes by $0.50 to $9.50, citing buybacks as a key earnings driver while noting that further upside may depend on clearer signs of improvement in operating results. Analyst Commentary Recent Street commentary around Pitney Bowes centers on how much of the equity story is driven by capital returns versus underlying business execution, and what that means for the current valuation.ナラティブ更新 • Mar 05
PBI: Buybacks And 2026 Guidance May Support Future Upside
Narrative Update on Pitney Bowes The analyst price target for Pitney Bowes has moved modestly higher to $9.50 from $9.00. Analysts point to updated assumptions around profit margins, P/E expectations, and the ongoing but potentially moderating role of buybacks in supporting earnings.ナラティブ更新 • Feb 19
PBI: Sector Tailwinds And 2026 Revenue Guidance May Support Future Upside
Analysts have trimmed their Pitney Bowes price target from $13 to $12.40, citing updated assumptions around profit margins, a slightly different discount rate and a revised future P/E that keep them cautious, even though broader sector expectations call for revenue, EPS and free cash flow growth into 2026. Analyst Commentary Bullish Takeaways Bullish analysts point to the broader group view, where average revenue, EPS and free cash flow are expected to grow into 2026, as a sign that Pitney Bowes could benefit if it can keep pace with peers on execution.ナラティブ更新 • Feb 04
PBI: Share Repurchases And Dividend Will Support Future Upside Potential
Analysts have modestly revised their price target for Pitney Bowes to US$13.00, reflecting updated assumptions for the discount rate, long term revenue trends, profit margins, and future P/E expectations. Valuation Changes Fair Value: The model fair value estimate is maintained at US$13.00 per share.ナラティブ更新 • Jan 21
PBI: Share Repurchases And Dividend Will Support Future Upside Potential
Analysts have kept their fair value estimate for Pitney Bowes steady at US$13.00, with only slight tweaks to the discount rate, long term revenue and margin assumptions, and future P/E. This suggests their overall price target framework is broadly unchanged despite refreshed model inputs.ナラティブ更新 • Jan 05
PBI: Share Repurchases And Dividend Will Support Future Share Price Repricing
Analysts have adjusted their price target on Pitney Bowes slightly, with modest changes to assumptions around discount rate, revenue growth, profit margin, and future P/E. This has led to a small revision in the estimated fair value per share, which is now framed at about $13.00.ナラティブ更新 • Dec 16
PBI: Expanded Buybacks And Dividend Will Support Stronger Future Share Repricing
Analysts have trimmed their price target on Pitney Bowes by approximately $1.00 to about $13.00 per share, reflecting expectations for slightly weaker top line growth, partially offset by improved profit margins and a lower anticipated future earnings multiple. What's in the News Pitney Bowes expanded its share repurchase authorization by an additional $100 million in October 2025, bringing the total program size to $500 million (Key Developments).ナラティブ更新 • Dec 02
PBI: Share Buyback and Dividend Move Will Drive Positive Repricing
Analysts have updated the price target for Pitney Bowes to $14.00, reaffirming their outlook. Modest changes in financial assumptions have left the company’s valuation expectations largely unchanged.ナラティブ更新 • Nov 18
PBI: Share Buyback Expansion And Dividend Will Support Bullish Outlook
Narrative Update: Analyst Price Target Change for Pitney Bowes Analysts have maintained their price target for Pitney Bowes at $14.00, citing minimal changes in key financial projections and an unchanged assessment of fair value. What's in the News The company completed the repurchase of 25,744,283 shares, amounting to 14.48% of its common stock for $279.77 million under its current buyback program.ナラティブ更新 • Nov 03
PBI: Share Buyback Program Will Drive Future Shareholder Returns
Analysts have lowered their fair value estimate for Pitney Bowes from $17.00 to $14.00. They cite modestly improved revenue growth, but note headwinds from reduced profit margin expectations and a higher required rate of return.分析記事 • Jul 02
Pitney Bowes Inc.'s (NYSE:PBI) Shareholders Might Be Looking For Exit
There wouldn't be many who think Pitney Bowes Inc.'s ( NYSE:PBI ) price-to-sales (or "P/S") ratio of 1x is worth a...分析記事 • Jun 11
At US$10.49, Is It Time To Put Pitney Bowes Inc. (NYSE:PBI) On Your Watch List?
Pitney Bowes Inc. ( NYSE:PBI ), might not be a large cap stock, but it led the NYSE gainers with a relatively large...分析記事 • May 16
Shareholders Will Be Pleased With The Quality of Pitney Bowes' (NYSE:PBI) Earnings
Pitney Bowes Inc. ( NYSE:PBI ) recently posted some strong earnings, and the market responded positively. Our analysis...
新しいナラティブ • May 01
Simplified Model Will Unlock $170M Savings In Shipping Technology
Strategic exits and focus on high-margin opportunities are expected to enhance profitability by simplifying the business model and boosting net margins.分析記事 • Apr 16
Pitney Bowes (NYSE:PBI) Might Have The Makings Of A Multi-Bagger
There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...Seeking Alpha • Feb 20
Pitney Bowes: Defying The Bears, Embracing The Way Of The Wolf, And Reshaping Its Future
Summary Pitney Bowes exceeded 2024 EBIT and EPS estimates, announced a $150M share repurchase plan, and increased the dividend rate by 20%. The company achieved significant debt reduction and refinancing, saving over $45M annually in interest and improving financial flexibility. Pitney Bowes' cost-cutting measures have consistently surpassed expectations, with projected cuts now between $170M and $190M, potentially exceeding $200M. Focus on core business units and cost efficiency, rather than acquisitions, is driving growth, with SendTech SaaS revenue up 33% YOY in Q4. Partial USPS privatization by Elon Musk and Donald Trump could result in billions of additional revenue for Pitney Bowes. Read the full article on Seeking Alpha分析記事 • Feb 13
Optimistic Investors Push Pitney Bowes Inc. (NYSE:PBI) Shares Up 39% But Growth Is Lacking
Pitney Bowes Inc. ( NYSE:PBI ) shareholders have had their patience rewarded with a 39% share price jump in the last...Seeking Alpha • Jan 21
Pitney Bowes: With Cost Savings Materializing, Shares Look Dirt Cheap Now
Summary Pitney Bowes is undergoing a significant turnaround with $150-170 million in cost savings projected for 2024, making the stock a strong buy. The sale of the loss-making Global Ecommerce segment will eliminate $136 million in annualized losses, streamlining operations and boosting profitability. Despite high debt levels, PBI's strategic deleveraging efforts and cost-saving measures are expected to unlock capital for debt repayment and shareholder-friendly programs. PBI is undervalued with a forward P/E of 6.4 for 2025, compared to the industrial sector's average of 20.64, suggesting substantial upside potential. Read the full article on Seeking Alpha分析記事 • Jan 13
Pitney Bowes (NYSE:PBI) Has More To Do To Multiply In Value Going Forward
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Seeking Alpha • Dec 13
Pitney Bowes: Too Late To Buy Now (Downgrade)
Summary My margin improvement thesis has played out, driven by GEC's exit and better-than-expected cost-saving initiatives. Weak revenue growth is the main risk for continued bullish views, as declining mail volumes and higher cancellation rates are headwinds. Valuations are cheap vs. peers, but implied earnings growth fundamentals are weak. Relative to the S&P 500, PBI bulls are losing momentum near key resistance levels, suggesting potential sideways to downward price action ahead. Read the full article on Seeking AlphaCEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$187m |
| Mar 31 2026 | n/a | n/a | US$167m |
| Dec 31 2025 | US$4m | US$25k | US$145m |
| Sep 30 2025 | n/a | n/a | US$75m |
| Jun 30 2025 | n/a | n/a | US$146m |
| Mar 31 2025 | n/a | n/a | US$106m |
| Dec 31 2024 | US$544k | n/a | US$103m |
報酬と市場: Kurtの 総報酬 ($USD 3.59M ) は、 US市場 ($USD 6.99M ) の同様の規模の企業の平均を下回っています。
報酬と収益: Kurtの報酬は過去 1 年間で 20% 以上増加しました。
CEO
Kurt Wolf (53 yo)
1.3yrs
在職期間
US$3,589,133
報酬
Mr. Kurtis James Wolf, also known as Kurt, is Founder, Managing Partner, Owner and Chief Investment Officer of Hestia Capital Management LLC. He was Chief Compliance Officer of Hestia Capital Management LL...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO & Director | 1.3yrs | US$3.59m | 1.18% $ 29.5m | |
| Executive VP | 1.1yrs | US$1.64m | 0.034% $ 848.7k | |
| Executive VP | 2.3yrs | US$1.36m | 0.021% $ 518.3k | |
| Executive VP & President of Pitney Bowes Presort Services | no data | US$2.09m | 0.071% $ 1.8m | |
| Executive VP & President of Sending Technology Solutions | less than a year | US$1.32m | 0.088% $ 2.2m | |
| VP & Chief Accounting Officer | 1.3yrs | データなし | 0.0013% $ 32.1k | |
| Senior Vice President of Human Resources & Business Transformation | 1.1yrs | データなし | データなし | |
| Senior Vice President of Sales - Global SMB Solutions | 11.5yrs | データなし | データなし | |
| Senior Vice President of Information Technology & Security | 1.1yrs | データなし | データなし | |
| Senior VP & Head of Shipping | less than a year | データなし | データなし | |
| Senior Vice President of SendTech Strategy | less than a year | データなし | データなし | |
| President of Pitney Bowes Bank | less than a year | データなし | データなし |
1.1yrs
平均在職期間
53yo
平均年齢
経験豊富な経営陣: PBIの経営陣は 経験豊富 とはみなされません ( 1.1年の平均在職年数)。これは新しいチームを示唆しています。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO & Director | 3.3yrs | US$3.59m | 1.18% $ 29.5m | |
| Independent Director | 1.8yrs | US$203.94k | 0.013% $ 320.6k | |
| Independent Director | less than a year | US$93.77k | データなし | |
| Independent Chairman | 1.2yrs | US$174.17k | 0.013% $ 324.9k | |
| Director | less than a year | データなし | データなし | |
| Independent Director | 1.1yrs | US$124.54k | 0.012% $ 302.1k |
1.1yrs
平均在職期間
54.5yo
平均年齢
経験豊富なボード: PBIの 取締役会 は 経験豊富 ではない ( 1.1年の平均在任期間) ため、新しい取締役会が必要であると考えられます。
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/06 11:40 |
| 終値 | 2026/08/06 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Pitney Bowes Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12
| アナリスト | 機関 |
|---|---|
| null null | Argus Research Company |
| Curtis Nagle | BofA Global Research |
| null null | Citizens JMP Securities, LLC |