What is the 13F Pro Quality Score for PBI?

13F Pro ranks PITNEY BOWES INC /DE/ (PBI) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View PBI's current score at https://13fpro.ai/company/PBI (free sign-up required for the full ranking).

Which hedge funds own the most PBI stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of PBI include BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, LSV ASSET MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/PBI as soon as new 13F filings post.

Where does 13F Pro source PBI data?

All PITNEY BOWES INC /DE/ fundamentals and ownership data come directly from SEC EDGAR. PITNEY BOWES INC /DE/ files with the SEC under CIK 78814. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is PBI in?

PITNEY BOWES INC /DE/ (PBI) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

What drives PBI's revenue?

Per PITNEY BOWES INC /DE/'s latest 10-Q filed with the SEC on 2026-07-30, the biggest revenue drivers are: SendTech Solutions ($308.9M, -1% YoY); Presort Services ($142.6M, -5% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/PBI.

What are PBI's largest expenses?

PITNEY BOWES INC /DE/'s latest 10-Q reports these as the largest expense items: Selling, general and administrative ($128.7M, -25% YoY); Cost of revenue ($209.2M, +2% YoY); Interest expense, net ($28.6M, +15% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

How often is PBI research updated on 13F Pro?

PBI's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

PITNEY BOWES INC /DE/(PBI)Stock Analysis

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SEC EDGAR: CIK 78814 PBI stock profile & AI dashboard →

13F Pro Quality Score

59.4/100

Rank #932 of 2,961 stocksTOP 50%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

14.2/100

Profitability

72.9/100

Balance Sheet

74.0/100

Earnings Quality

76.9/100

Free Cash Flow

75.6/100

Institutional Flow

64.1/100

Revenue Scale

61.7/100

Dilution Risk

65.5/100

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Why PBI Scores 59/100

exact factor attribution · 2026-09-11

PBI's composite is driven by free cash flow and profitability, held back by revenue growth. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Free cash flow

+3.8 pts

76th pct

Profitability

+3.4 pts

73th pct

Earnings quality

+2.7 pts

77th pct

Capital efficiency

+2.4 pts

74th pct

Scale

+1.8 pts

62th pct

Earnings growth

+0.9 pts

69th pct

Shareholder dilution

+0.8 pts

66th pct

Institutional flow

+0.7 pts

64th pct

Revenue growth

-7.2 pts

14th pct

Latest change (2026-07-30): 54 → 53 · ↓ Free cash flow 57→22; despite ↑ Revenue growth 8→24

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

PBI Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for PITNEY BOWES INC /DE/ (PBI), a Technology sector company. 13F Pro's AI-powered ranking engine scores PBI at 59.4/100 on a 32-signal composite quality model, placing it at rank #932 of 2,961 stocks — the top half of the AI-ranked universe. PBI scores in the top quartile across earnings quality (76.9), free cash flow (75.6). Areas of concern include revenue growth (14.2), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), PITNEY BOWES INC /DE/ reports quarterly revenue of $451.5M, net income of $49.9M, an operating margin of 14.5%. Top institutional holders of PBI by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, LSV ASSET MANAGEMENT, based on the most recent SEC filings. PBI trades on the NYSE exchange and files with the SEC under CIK 78814. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate PBI daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for PITNEY BOWES INC /DE/ directly from SEC EDGAR. PITNEY BOWES INC /DE/'s 13F Pro composite quality score has ranged between 30 and 59 since 2021, currently 59.4 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.

✦

Fun facts about PITNEY BOWES INC /DE/

Quirks, history, and lore behind PBI — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. technology and services company · listed on the NYSE · headquartered in Connecticut · serves businesses of all sizes worldwide.
2
The Numbers
Annual revenue in the low single-digit billions, though it has shrunk considerably from its peak — a company that once looked unstoppable now fights hard to stay relevant.
3
The History
Founded over 100 years ago, it pioneered a machine that changed how businesses handle outgoing mail — and for decades, virtually every office had one.
4
The Secret
It has been quietly reinventing itself around e-commerce shipping and logistics software, trying to escape the long shadow of a product category that the internet is slowly killing.
5
The Lore
At its height it was a blue-chip darling, but the rise of digital communication hit it like a freight train — it has restructured, sold divisions, and taken on significant debt trying to find its next act.
6
The Giveaway
If your office still has a postage meter humming in the corner, there's a very good chance it has this company's name on it — the undisputed king of mailing machines.

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What's Driving PBI's Business? Latest 10-Q Breakdown

✓ 26/26 datapoints verified

AI-extracted from PITNEY BOWES INC /DE/'s 10-Q filed 2026-07-30 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Q2 revenue declined 2% YoY to $451.5M, but net income surged 66% to $49.9M, driven by lower SG&A expenses and improved SendTech Solutions profitability despite Presort Services margin compression.

Biggest Revenue Drivers

SendTech Solutions$308.9M-1% YoY

Services grew 1% on cross-border volume, products fell 4% on international decline and meter population erosion; financing declined 1%.

Presort Services$142.6M-5% YoY

Mail volumes declined 3% driven by secular market decline, client losses from H1 2025, and pricing actions.

Biggest Revenue Drivers

Total revenue: $451.5M-2% YoY

SendTech Solutions$308.9M-1% YoY

Services grew 1% on cross-border volume, products fell 4% on international decline and meter population erosion; financing declined 1%.

Presort Services$142.6M-5% YoY

Mail volumes declined 3% driven by secular market decline, client losses from H1 2025, and pricing actions.

Largest Expense Items

Selling, general and administrative$128.7M-25% YoY

Lower employee-related expenses of $6M, professional/outsourcing fees $2M, marketing $2M, depreciation $2M, equipment maintenance $1M.

Cost of revenue$209.2M+2% YoY

SendTech gross margin improved 3.1 ppts on favorable product mix and $5M tariff refund; Presort margin compressed by $7M transportation/fuel costs and $3M benefits.

Interest expense, net$28.6M+15% YoY

Flat total interest expense; allocated finance interest declined on lower finance receivables.

Restructuring charges$3.3M-76% YoY

2025 Plan completed end of Q2 2026 with cumulative $45M charges eliminating ~550 positions.

Margins: SendTech Solutions gross margin expanded to 69.2% from 66.1%, benefiting from favorable product mix and a $5M tariff refund, while Presort Services gross margin compressed sharply to 26.3% from 36.0% due to lower volumes and increased transportation/fuel costs of $7M. Consolidated operating profitability improved despite revenue headwinds.

Watch Items from the Filing

Presort Services adjusted segment EBIT declined 44% YoY to $20M; mail volumes down 3% amid secular decline and client losses, with gross margin compressed 9.7 ppts by transportation cost inflation.
Transportation market volatility from spot rates, driver shortages, and Strait of Hormuz shipping disruptions expected to adversely impact H2 2026 results.
Three separate Trilogy litigation disputes seeking $95M in lease payments related to Equipment Supplements with GEC vendor; Texas bankruptcy case dismissed, arguments now raised in Illinois action.
SendTech Solutions adjusted segment EBIT grew 21% YoY to $122.7M; strong cash generation of $197M from operations in H1 2026 (+$102M YoY) supports debt reduction and $330M remaining revolver capacity.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$451.5M

Net Income

Q2 2026

$49.9M

Free Cash Flow

Q2 2026

$134.4M

Operating Margin

Q2 2026

14.5%

ROIC

Q2 2026

21.9%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

-6.6% YoY

$1.89BFY 2025

FY22 $2.48BFY23 $2.08BFY24 $2.03BFY25 $1.89B

Net Income

+171.1% YoY

$144.7MFY 2025

FY22 $36.9MFY23 $-385.6MFY24 $-203.6MFY25 $144.7M

EPS (Diluted)

+175.0% YoY

$0.84FY 2025

FY22 $0.21FY23 $-2.20FY24 $-1.12FY25 $0.84

Total Assets

-6.7% YoY

$3.17BFY 2025

FY22 $4.74BFY23 $4.27BFY24 $3.40BFY25 $3.17B

Total Debt

+1.9% YoY

$2.01BFY 2025

FY22 $2.27BFY23 $2.20BFY24 $1.97BFY25 $2.01B

Op. Cash Flow

+67.2% YoY

$383.3MFY 2025

FY22 $175.0MFY23 $80.1MFY24 $229.2MFY25 $383.3M

Free Cash Flow

+102.2% YoY

$317.0MFY 2025

FY22 $92.4MFY23 $2.0MFY24 $156.8MFY25 $317.0M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$1.89B -6.6%	$2.03B -2.5%	$2.08B -16.3%	$2.48B -32.4%	$3.67B +3.4%	$3.55B
Net Income	$144.7M +171.1%	$-203.6M +47.2%	$-385.6M -1143.9%	$36.9M +2834.3%	$-1.4M +99.3%	$-180.4M
EPS (Diluted)	$0.84 +175.0%	$-1.12 +49.1%	$-2.20 -1147.6%	$0.21 +2200.0%	$-0.01 +99.0%	$-1.05
Total Assets	$3.17B -6.7%	$3.40B -20.5%	$4.27B -9.9%	$4.74B -4.4%	$4.96B -5.0%	$5.22B
Total Debt	$2.01B +1.9%	$1.97B -10.5%	$2.20B -2.9%	$2.27B -4.3%	$2.37B -20.8%	$3.00B
Operating Cash Flow	$383.3M +67.2%	$229.2M +186.1%	$80.1M -54.2%	$175.0M -41.9%	$301.5M -0.2%	$302.0M
Free Cash Flow	$317.0M +102.2%	$156.8M +7809.5%	$2.0M -97.9%	$92.4M -21.3%	$117.5M -40.4%	$197.0M

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Available Research

13F Pro tracks comprehensive data for PITNEY BOWES INC /DE/ including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of PBI

BlackRock, Inc.
$220.5M12,584,067 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$135.1M7,709,733 sh
LSV ASSET MANAGEMENT
$126.2M7,200,507 sh
STATE STREET CORP
$107.8M6,152,596 sh
VANGUARD CAPITAL MANAGEMENT LLC
$95.2M5,433,609 sh
D. E. Shaw & Co., Inc.
$66.8M3,812,173 sh
GEODE CAPITAL MANAGEMENT, LLC
$61.7M3,523,736 sh
Permit Capital, LLC
$61.3M3,500,000 sh
Hestia Capital Management, LLC
$59.6M3,403,420 sh
GOLDMAN SACHS GROUP INC
$52.4M2,991,475 sh

Fund	Value	Shares
BlackRock, Inc.	$220.5M	12,584,067
VANGUARD PORTFOLIO MANAGEMENT LLC	$135.1M	7,709,733
LSV ASSET MANAGEMENT	$126.2M	7,200,507
STATE STREET CORP	$107.8M	6,152,596
VANGUARD CAPITAL MANAGEMENT LLC	$95.2M	5,433,609
D. E. Shaw & Co., Inc.	$66.8M	3,812,173
GEODE CAPITAL MANAGEMENT, LLC	$61.7M	3,523,736
Permit Capital, LLC	$61.3M	3,500,000
Hestia Capital Management, LLC	$59.6M	3,403,420
GOLDMAN SACHS GROUP INC	$52.4M	2,991,475

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Is PBI a good stock to buy?

13F Pro's AI-powered analysis of PITNEY BOWES INC /DE/ (PBI) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for PBI are available on the PBI stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. PBI is classified as a mid company.

Which hedge funds own PBI?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling PBI. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of PITNEY BOWES INC /DE/'s investment landscape.