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Pitney Bowes Inc.NYSE:PBI Stock Report

Market Cap US$2.1b
Share Price
US$15.90
US$15.05
5.6% overvalued intrinsic discount
1Y68.1%
7D4.2%
Portfolio Value
View

Pitney Bowes Inc.

NYSE:PBI Stock Report

Market Cap: US$2.1b

PBI Community Fair Values

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See what 20 others think this stock is worth. Follow their fair value or set your own to get alerts.

Pitney Bowes Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Pitney Bowes
Historical stock prices
Current Share PriceUS$15.90
52 Week HighUS$16.52
52 Week LowUS$8.95
Beta1.64
1 Month Change39.72%
3 Month Change47.50%
1 Year Change68.08%
3 Year Change421.31%
5 Year Change100.00%
Change since IPO634.73%

Recent News & Updates

Narrative Update 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

Narrative Update 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.
Narrative Update 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
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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).
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
User avatar
New Narrative 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.
Analysis Article 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
Analysis Article 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
Analysis Article 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
Analysis Article 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
Analysis Article 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...

Shareholder Returns

PBIUS Commercial ServicesUS Market
7D4.2%-7.6%2.6%
1Y68.1%-16.3%26.2%

Return vs Industry: PBI exceeded the US Commercial Services industry which returned -16.1% over the past year.

Return vs Market: PBI exceeded the US Market which returned 31.1% over the past year.

Price Volatility

Is PBI's price volatile compared to industry and market?
PBI volatility
PBI Average Weekly Movement5.9%
Commercial Services Industry Average Movement7.2%
Market Average Movement7.2%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Stable Share Price: PBI has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: PBI's weekly volatility (6%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19206,600Kurt Wolfwww.pitneybowes.com

Pitney Bowes Inc. provides digital shipping solutions, mailing innovation, and financial services worldwide. It operates through SendTech Solutions and Presort Services segments. The SendTech Solutions segment offers physical and digital shipping and mailing technology solutions and other applications for sending, tracking, and receiving of letters, parcels and flats, as well as supplies and maintenance services.

Pitney Bowes Inc. Fundamentals Summary

How do Pitney Bowes's earnings and revenue compare to its market cap?
PBI fundamental statistics
Market capUS$2.13b
Earnings (TTM)US$167.41m
Revenue (TTM)US$1.88b
12.9x
P/E Ratio
1.1x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
PBI income statement (TTM)
RevenueUS$1.88b
Cost of RevenueUS$805.31m
Gross ProfitUS$1.01b
Other ExpensesUS$847.11m
EarningsUS$167.41m

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)1.24
Gross Margin54.06%
Net Profit Margin8.92%
Debt/Equity Ratio-239.3%

How did PBI perform over the long term?

See historical performance and comparison

Dividends

2.5%
Current Dividend Yield
32%
Payout Ratio

Does PBI pay a reliable dividends?

See PBI dividend history and benchmarks
When do you need to buy PBI by to receive an upcoming dividend?
Pitney Bowes dividend dates
Ex Dividend DateMay 18 2026
Dividend Pay DateJun 05 2026
Days until Ex dividend6 days
Days until Dividend pay date24 days

Does PBI pay a reliable dividends?

See PBI dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/11 10:32
End of Day Share Price 2026/05/11 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Pitney Bowes Inc. is covered by 12 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
null nullArgus Research Company
Curtis NagleBofA Global Research
null nullCitizens JMP Securities, LLC