Market Cap
$2.2B
PBI
PITNEY BOWES INC /DE/
$16.76 ▲ +0.90%
Prev close $16.61Market cap$2.2B
ConsensusHold
12-mo target$19.56 (+16.7%)
▲ Neutral
Analyst conviction 4/10
Insider Selling Cluster (3 insiders)High Impact Filing (8/10)34 New Institutional Positions14 Institutional Exits Software & IT
Snapshot
The big-picture read on PBI right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Hold (44%)
Inst. Holders
50 funds
Inst. Value
$1.5B
Inst. Activity
34 buys / 14 sells
Insider Activity
$0.00 buy / $50.8M sell
Insider Net $
-$50.8M
SEC Reports
14
Price chart 30d -4.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 short_volume
Short Volume: PBI — 60.6% short (0.3M / 0.5M)
Short: 309,414 | Exempt: 0 | TRF Vol: 510,486 | Short Ratio: 60.6% | Off-exchange volume (dark pool
Sep 26, 2026 Insider
Everett Todd A. acquired via exercise 4,310 shares
EVP and President of SendTech
Sep 26, 2026 Insider
Everett Todd A. surrendered for taxes 1,050 shares
EVP and President of SendTech @ $16.35 ($17.2K)
Sep 22, 2026 Insider
Sep 11, 2026 SEC WALKER WAYNE REMELL acquired via exercise 5,601 shares
Director
Two EVPs at Pitney Bowes sold a combined $511K in open-market sales over a 3-day window. The sales are modest relative t
CLUSTER — Impact 3/10
Pitney Bowes has commenced cash tender offers to purchase up to $50 million aggregate principal amount of its 6.70% Note
8-K — Impact 4/10
Two top executives at Pitney Bowes sold a combined $7.26M in shares last week, with the CEO alone accounting for $6.81M.
CLUSTER — Impact 6/10
Jun 30, 2026 Inst.
D. E. Shaw & — ADD
3,812,173 shares ($66.8M)
Analyst ratings buy % -12.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
44% rate it Buy or better · 9 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 3, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Jul 31, 2026 | Citizens | MAINTAIN | Market Outperform | 38% |
| Jun 5, 2026 | Citizens | MAINTAIN | Market Outperform | 38% |
| May 11, 2026 | B of A Securities | UPGRADE | Neutral | 54% |
| May 7, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Apr 22, 2026 | Citizens | MAINTAIN | Market Outperform | 38% |
| Apr 17, 2026 | Citizens | MAINTAIN | Market Outperform | 38% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 1 | 3 | 5 | 0 | 0 | 44% | |
| Aug 1, 2026 | 1 | 3 | 5 | 0 | 0 | 44% | |
| Jul 1, 2026 | 1 | 3 | 4 | 0 | 0 | 50% | |
| Jun 1, 2026 | 1 | 3 | 5 | 0 | 0 | 44% | |
| May 1, 2026 | 0 | 1 | 5 | 5 | 1 | 8% | |
| Apr 1, 2026 | 0 | 1 | 5 | 5 | 1 | 8% | |
| Mar 1, 2026 | 0 | 1 | 5 | 5 | 1 | 8% | |
| Feb 1, 2026 | 1 | 3 | 4 | 0 | 0 | 50% |
Price targets
Where 5 covering analysts think PBI trades over the next 12 months.
$19.56 +16.7% upside Buy
Current$16.76 Low$17.30 Median$18.50 High$22.00 5 analysts
$17.30$22.00
Analyst rating None as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
14 SEC filing reports analyzed · 2 bullish, 6 bearish, 0 mixed, 6 neutral · avg impact 4.9/10.
NEUTRALCLUSTER3/10
Two EVPs at Pitney Bowes sold a combined $511K in open-market sales over a 3-day window. The sales a
Sep 11, 2026
NEUTRAL8-K4/10
Pitney Bowes has commenced cash tender offers to purchase up to $50 million aggregate principal amou
Aug 20, 2026
BEARISHCLUSTER6/10
Two top executives at Pitney Bowes sold a combined $7.26M in shares last week, with the CEO alone ac
Aug 10, 2026
BEARISHCLUSTER5/10
CEO Wolf and EVP Everett collectively sold $7.26M in PBI stock within a week, including $6.81M in op
Aug 7, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 30, 2026
short_volume
Short Volume: PBI — 60.6% short (0.3M / 0.5M)
Short: 309,414 | Exempt: 0 | TRF Vol: 510,486 | Short Ratio: 60.6% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: PBI — 64.6% short (0.4M / 0.6M)
Short: 381,282 | Exempt: 10,676 | TRF Vol: 590,034 | Short Ratio: 64.6% | Off-exchange volume (dark pool + OTC)
Sep 21, 2026
short_volume
Short Volume: PBI — 66.5% short (0.4M / 0.5M)
Short: 363,753 | Exempt: 0 | TRF Vol: 546,859 | Short Ratio: 66.5% | Off-exchange volume (dark pool + OTC)
Sep 18, 2026
short_volume
Short Volume: PBI — 56.7% short (0.3M / 0.5M)
Short: 289,869 | Exempt: 0 | TRF Vol: 510,824 | Short Ratio: 56.7% | Off-exchange volume (dark pool + OTC)
Sep 17, 2026
short_volume
Short Volume: PBI — 83.7% short (0.5M / 0.6M)
Short: 511,530 | Exempt: 5 | TRF Vol: 610,890 | Short Ratio: 83.7% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.35 | $0.33–$0.40 | 14.5% | -3.2% | 0↑ 2↓ | $0.5B | 6 |
| Next Q | $0.42 | $0.38–$0.45 | -7.4% | -9.4% | 0↑ 3↓ | $0.5B | 6 |
| Current FY | $1.68 | $1.63–$1.70 | 24.1% | +3.5% | 4↑ 0↓ | $1.8B | 6 |
| Next FY | $1.82 | $1.66–$1.91 | 8.8% | +4.1% | 4↑ 0↓ | $1.8B | 6 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.355 | — |
| 7d ago | $0.355 | — |
| 30d ago | $0.367 | -0.012 |
| 60d ago | $0.367 | -0.012 |
| 90d ago | $0.367 | -0.012 |
Institutional ownership
Which big funds own PBI (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $1.5B total value (86,832,223 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 34 institutions added/increased vs 14 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 12,584,067 | $220.5M | 14.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7,709,733 | $135.1M | 8.9% | — |
| STATE STREET CORP | 6,152,596 | $107.8M | 7.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 5,433,609 | $95.2M | 6.3% | — |
| D. E. Shaw & Co., Inc. | 3,812,173 | $66.8M | 4.4% | ADD +81.5% |
| GEODE CAPITAL MANAGEMENT, LLC | 3,523,736 | $61.7M | 4.1% | — |
| GOLDMAN SACHS GROUP INC | 2,991,475 | $52.4M | 3.4% | — |
| TWO SIGMA INVESTMENTS, LP | 2,878,301 | $50.4M | 3.3% | — |
| DIMENSIONAL FUND ADVISORS LP | 2,430,215 | $42.6M | 2.8% | — |
| MORGAN STANLEY | 2,120,789 | $37.2M | 2.4% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | ADD | 2,100,701 | 3,812,173 | +81.5% | $66.8M |
| Nuveen, LLC | DOUBLED | 689,471 | 2,048,713 | +197.1% | $35.9M |
| JANE STREET GROUP, LLC | DOUBLED | 707,291 | 2,004,316 | +183.4% | $35.1M |
| CITADEL ADVISORS LLC | DOUBLED | 729,022 | 1,977,885 | +171.3% | $34.7M |
| HSBC HOLDINGS PLC | DOUBLED | 171,684 | 1,587,274 | +824.5% | $27.8M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | NEW | — | 1,245,500 | — | $21.8M |
| TUDOR INVESTMENT CORP ET AL | DOUBLED | 44,799 | 1,146,933 | +2460.2% | $20.1M |
| BANK OF MONTREAL /CAN/ | DOUBLED | 12,852 | 1,129,907 | +8691.7% | $19.8M |
| BNP PARIBAS FINANCIAL MARKETS | DOUBLED | 121,781 | 1,024,997 | +741.7% | $18.0M |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 326,865 | 872,114 | +166.8% | $15.3M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
8 insiders, 50 transactions. Net -$50.8M — $0.00 bought, $50.8M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 26, 2026 | Everett Todd A. | EVP and President of SendTech | EXERCISE | 4,310 | — | — |
| Sep 26, 2026 | Everett Todd A. | EVP and President of SendTech | TAX W/H | 1,050 | $16.35 | $17.2K |
| Sep 22, 2026 | WALKER WAYNE REMELL | Director | EXERCISE | 5,601 | — | — |
| Sep 17, 2026 | Wolf Kurt James | President & CEO | SELL | 21,737 | $17.43 | $378.9K |
| Sep 17, 2026 | Wolf Kurt James | President & CEO | SELL | 2,150 | $17.43 | $37.5K |
| Sep 16, 2026 | Wolf Kurt James | President & CEO | SELL | 23,088 | $17.43 | $402.4K |
| Sep 16, 2026 | Wolf Kurt James | President & CEO | SELL | 2,283 | $17.43 | $39.8K |
| Sep 15, 2026 | Wolf Kurt James | President & CEO | SELL | 136,500 | $17.31 | $2.4M |
| Sep 15, 2026 | Wolf Kurt James | President & CEO | SELL | 13,500 | $17.31 | $233.7K |
| Sep 10, 2026 | Everett Todd A. | EVP and President of SendTech | SELL | 10,000 | $16.90 | $168.9K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for PBI.
Shares short
18,382,819
Settlement Sep 15, 2026
Change vs prior
+10.8%
Semi-monthly cycle
Days to cover
11.0
At avg daily volume
Of shares outstanding
≈13.4%
Estimate — not % of float
All PBI filing & press-release reports (14)
- CLUSTER reportSep 11, 2026
- 8-K reportAug 20, 2026
- CLUSTER reportAug 10, 2026
- CLUSTER reportAug 7, 2026
- CLUSTER reportJun 3, 2026
- CLUSTER reportJun 1, 2026
- CLUSTER reportMay 28, 2026
- CLUSTER reportMay 26, 2026
- 8-K reportMay 19, 2026
- 8-K reportApr 21, 2026
- DEFA14A reportMar 30, 2026
- CLUSTER reportMar 17, 2026
- CLUSTER reportMar 3, 2026
- 8-K reportFeb 25, 2026