Pitney Bowes (PBI) Stock Rises on Q4 2025 Earnings

Pitney Bowes Inc. (PBI) reported fourth-quarter 2025 results. Revenue fell to $477.6 million, down 7.5% year-over-year and below the consensus estimate of $491.5 million. Gross profit declined to $262.9 million, a 5.3% decrease versus the prior year.

Revenue: $477.6 million (‑7.5% YoY)

Gross profit: $262.9 million (‑5.3% YoY)

Cost of sales: $214.7 million (‑10.0% YoY)

Operating profit: $76.9 million (‑28.7% YoY)

Net income attributable to common shareholders: $27.3 million (‑173.2% YoY)

Diluted earnings per share came in at $0.17, missing the estimate of $0.38 and reflecting a steep year-over-year decline in profitability.

Cash from operating activities: $221.7 million (+64.9% YoY)

Capital expenditures: $20.3 million (down 8.7% YoY)

Cash and cash equivalents: $284.9 million (‑39.4% YoY)

Total liabilities: $4.0 billion (roughly flat YoY)

Shares of Pitney Bowes (PBI) rose about 13.8% since market close following the release.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Pitney Bowes Inc. Insider Trading Activity

Pitney Bowes Inc. insiders have traded $PBI stock on the open market 5 times in the past 6 months. Of those trades, 5 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $PBI stock by insiders over the last 6 months:

PETER C BRIMM has made 2 purchases buying 12,500 shares for an estimated $126,994 and 0 sales.
BRENT D ROSENTHAL has made 3 purchases buying 5,000 shares for an estimated $55,912 and 0 sales.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Pitney Bowes Inc. Hedge Fund Activity

We have seen 120 institutional investors add shares of Pitney Bowes Inc. stock to their portfolio, and 216 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

CANNELL & SPEARS LLC removed 3,364,466 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $35,562,405
HESTIA CAPITAL MANAGEMENT, LLC removed 3,018,521 shares (-26.3%) from their portfolio in Q4 2025, for an estimated $31,905,766
LSV ASSET MANAGEMENT added 2,986,689 shares (+246.7%) to their portfolio in Q4 2025, for an estimated $31,569,302
VANGUARD GROUP INC removed 1,742,304 shares (-9.7%) from their portfolio in Q4 2025, for an estimated $18,416,153
ANCORA ADVISORS LLC removed 1,670,000 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $19,054,700
GOLDMAN SACHS GROUP INC added 1,468,248 shares (+44.2%) to their portfolio in Q4 2025, for an estimated $15,519,381
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 1,112,761 shares (+54.4%) to their portfolio in Q3 2025, for an estimated $12,696,603

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Pitney Bowes Inc. Government Contracts

We have seen $31,363,980 of award payments to $PBI over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.

Pitney Bowes Inc. Price Targets

Multiple analysts have issued price targets for $PBI recently. We have seen 3 analysts offer price targets for $PBI in the last 6 months, with a median target of $11.0.

Here are some recent targets:

Jasper Bibb from Truist Securities set a target price of $11.0 on 12/12/2025
Aaron Kimson from Citizens set a target price of $13.0 on 12/03/2025
George Tong from Goldman Sachs set a target price of $11.0 on 11/03/2025