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Pitney Bowes Inc.NYSE:PBI 주식 보고서

시가총액 US$2.1b
주가
US$15.75
US$15.05
4.7% 고평가 내재 할인율
1Y66.8%
7D0.3%
포트폴리오 가치
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Pitney Bowes Inc.

NYSE:PBI 주식 리포트

시가총액: US$2.1b

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Pitney Bowes Inc. 경쟁사

가격 이력 및 성과

Pitney Bowes 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$15.75
52주 최고가US$16.52
52주 최저가US$8.95
베타1.64
1개월 변동32.58%
3개월 변동53.66%
1년 변동66.84%
3년 변동384.62%
5년 변동99.87%
IPO 이후 변동627.80%

최근 뉴스 및 업데이트

내러티브 업데이트 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.

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
Seeking Alpha Apr 22

Pitney Bowes: Reviewing The Validity Of The Bounce

Summary Pitney Bowes remains a 'Hold' despite recent share price outperformance, as underlying fundamentals and organic growth remain weak. PBI's recent earnings upgrades are driven by cost-cutting, buybacks, and financial engineering rather than sustainable operational improvements. Revenue continues to decline, with guidance indicating further drops and persistent challenges in core legacy segments like SendTech and Presort. My fair value estimate is $11/share, with a price target of $8.5; current risk/reward does not justify a more bullish stance. Read the full article on Seeking Alpha
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
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새로운 내러티브 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.
분석 기사 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
분석 기사 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
분석 기사 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 Alpha
Seeking Alpha Dec 05

Pitney Bowes: Turnaround Is Imminent

Summary Pitney Bowes is changing for the better under new management with the right business priorities. The GEC exit frees PBI from its major past drawback. Successful deleveraging will lead to a reevaluation by the market. The seeming secular decline of its remaining two segments can be offset. The valuation is still attractive despite the strong year-to-date performance, as business fundamentals keep on improving and the market underappreciates the enormous progress made under the new management. Read the full article on Seeking Alpha
Seeking Alpha Nov 12

Taking Profits In Pitney Bowes

Summary Bulls make money, bears make money, pigs get slaughtered; don’t insist on milking every last dime out of a profitable trade. I’m taking profits in Pitney Bowes today due to its rich valuation and collapsing dividend yield, favoring 10 Year Treasury Notes instead. Pitney Bowes has improved its capital structure, reducing long-term debt by nearly 19% since Q3 2020, but it’s still losing money. The market’s growth expectations for Pitney Bowes are too optimistic; I prefer risk-adjusted returns from Treasuries over the current stock valuation. Read the full article on Seeking Alpha
분석 기사 Nov 11

Pitney Bowes (NYSE:PBI) Is Paying Out A Dividend Of $0.05

The board of Pitney Bowes Inc. ( NYSE:PBI ) has announced that it will pay a dividend of $0.05 per share on the 6th of...
Seeking Alpha Sep 17

Buying More Pitney Bowes

Summary Despite initial setbacks, Pitney Bowes shares have rallied 147% since November 2022, with 19% total return since January 2022, bolstered by dividends. The company's financials have improved significantly, with a 40% reduction in long-term debt and an 81% lower net loss year-over-year. Pitney Bowes is trading at a relative discount, with the market paying ~$0.37 for $1 of sales, indicating undervaluation. I'll be adding 1,000 shares as a speculative investment, given the company's improved financials and pessimistic market growth expectations. Read the full article on Seeking Alpha
Seeking Alpha Aug 16

Pitney Bowes Culls Global E-Commerce And Shape-Shifts Under Kurt Wolf

Summary Pitney Bowes Presort and SendTech segments are growing EBIT and misunderstood by the market. Post-GEC, Pitney Bowes should earn at least $1.27 per share by 2025 and should currently be valued over $12.50 based on a 10x P/E multiple. Recent USPS changes will strengthen Presort and SendTech which is contrary to the belief of many market participants. Pitney Bowes should be able to materially deleverage the balance sheet starting in 2025, which should lead to a higher P/E multiple. A share repurchase plan could and should be implemented by year-end. Read the full article on Seeking Alpha
분석 기사 Aug 13

Pitney Bowes (NYSE:PBI) Is Due To Pay A Dividend Of $0.05

Pitney Bowes Inc. ( NYSE:PBI ) will pay a dividend of $0.05 on the 6th of September. The dividend yield will be 2.9...

주주 수익률

PBIUS Commercial ServicesUS 시장
7D0.3%0.2%-0.9%
1Y66.8%-16.6%24.4%

수익률 대 산업: PBI은 지난 1년 동안 -16.6%의 수익을 기록한 US Commercial Services 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: PBI은 지난 1년 동안 24.4%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.

주가 변동성

Is PBI's price volatile compared to industry and market?
PBI volatility
PBI Average Weekly Movement6.0%
Commercial Services Industry Average Movement7.7%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.1%

안정적인 주가: PBI는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: PBI의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
19206,600Kurt Wolfwww.pitneybowes.com

는 전 세계에 디지털 배송 솔루션, 우편 혁신 및 금융 서비스를 제공합니다. 센드테크 솔루션과 프리소트 서비스 부문을 통해 운영됩니다. 센드테크 솔루션 부문은 편지, 소포 및 아파트의 발송, 추적 및 수령을 위한 물리적 및 디지털 배송 및 우편 기술 솔루션과 기타 애플리케이션은 물론 소모품 및 유지보수 서비스를 제공합니다.

Pitney Bowes Inc. 기초 지표 요약

Pitney Bowes의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
PBI 기초 통계
시가총액US$2.14b
순이익 (TTM)US$167.41m
매출 (TTM)US$1.88b
12.7x
주가수익비율(P/E)
1.1x
주가매출비율(P/S)

PBI는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
PBI 손익계산서 (TTM)
매출US$1.88b
매출원가US$805.31m
총이익US$1.01b
기타 비용US$847.11m
순이익US$167.41m

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)1.24
총이익률54.06%
순이익률8.92%
부채/자본 비율-239.3%

PBI의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

2.5%
현재 배당 수익률
32%
배당 성향

PBI는 안정적으로 배당을 지급합니까?

PBI 배당 기록 및 벤치마크 보기
다가오는 배당을 받으려면 언제까지 PBI를 매수해야 하나요?
Pitney Bowes 배당 일정
배당락일May 18 2026
배당 지급일Jun 05 2026
배당락일까지 남은 일수2 days
배당 지급일까지 남은 일수20 days

PBI는 안정적으로 배당을 지급합니까?

PBI 배당 기록 및 벤치마크 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/15 09:21
종가2026/05/15 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

Pitney Bowes Inc.는 12명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
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