Pitney Bowes Inc. (PBI)

Over the past six months, Pitney Bowes' stock price has increased by 40.79%. Key events include the Q2 2025 earnings report on July 30, 2025, which showed profitability improvements despite a revenue decline, leading to raised full-year adjusted EPS guidance. On August 11, 2025, the company completed a $230 million convertible senior notes offering. The revolving credit facility was expanded by $135 million to $400 million on August 29, 2025. Brent Rosenthal was elected as the new independent Chair of the Board on October 3, 2025. The company is scheduled to report its third-quarter 2025 earnings results on October 29, 2025.

Demand for Pitney Bowes' products and services is subject to seasonality, with historically higher parcel and mail volumes during peak shipping seasons aligned with major holidays and increased consumer spending. Demand for parcel delivery and related services likely sees an uptick during the holiday season (e.g., Q4) and potentially other peak retail periods.

Pitney Bowes, Inc. (PBI) is a global technology company offering commerce solutions in shipping, mailing, data management, and e-commerce. It operates in the Technology Services sector, specifically Packaged Software, and is also categorized under Industrials/Transportation. The company's core business segments include SendTech Solutions, which provides mailing and shipping technology solutions; Presort Services, offering sortation services for large mail volumes; Global Ecommerce, addressing e-commerce businesses with cross-border and domestic parcel services; and Financial Services, providing financial solutions to support clients' operations.

Headquartered in Stamford, Connecticut, Pitney Bowes operates globally, serving clients in over 100 countries. Domestically, it maintains a national network of more than 55 facilities strategically located throughout the United States.

Pitney Bowes has maintained its reputation as a long-standing technology-driven company providing essential commerce solutions. The company emphasizes its role as "the technology behind every important delivery" and its presence on the NYSE for 75 years. The appointment of activist investor Kurt Wolf as CEO in May 2025 and the subsequent comprehensive strategic review indicate an internal focus on maximizing shareholder value and improving the company's standing.

Pitney Bowes' ownership is primarily institutional, holding approximately 74.46% of the shares, with insiders owning about 10.32% and retail investors accounting for roughly 15.22%. Major institutional owners include Vanguard Group Inc, BlackRock, Inc., Hestia Capital Management, LLC, State Street Corp, Geode Capital Management, Llc, Morgan Stanley, Permit Capital, LLC, Goldman Sachs Group Inc and Capital Management Corp. Kurt James Wolf is a significant individual shareholder, owning 11.80 million shares, representing 6.86% of the company.