PBINYSEOffice Machines, NECFiscal year ends December 31Also trades as PBI.PB
PITNEY BOWES INC /DE/
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 30, 2026
$16.84−0.20 (-1.17%)
Close on Oct 19, 2026
- Market cap
- $2.34B
- P/E (TTM)
- 13.8
- Dividend yield
- 1.78%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
122M
Shares held, 13F filers
Institutional holders
350
74 new, 40 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
6 buys · 63 sales
Net sold $86.39M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Portfolio Management | 8,551,390 | 5.70% | 13G (passive) | Mar 31, 2026 |
| Lsv Asset Management | 7,200,507 | 5.30% | 13G (passive) | Jun 30, 2026 |
| BlackRock, Inc. | 14,069,261 | 9.80% | 13G (passive) amendment | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of PBI | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 12,584,067 | – | $220.47M | −2,089,794 | 0.00% |
| Vanguard Portfolio Management LLC | 7,709,733 | – | $135.07M | −688,838 | 0.01% |
| Lsv Asset Management | 7,200,507 | – | $126.15K | +866,627 | 0.23% |
| State Street Corp | 6,152,596 | – | $107.79M | −264,876 | 0.00% |
| Vanguard Capital Management LLC | 5,433,609 | – | $95.20M | −626,017 | 0.00% |
| D. E. Shaw & Co., Inc. | 3,812,173 | – | $66.79M | +1,711,472 | 0.03% |
| Geode Capital Management, LLC | 3,523,736 | – | $61.75M | −234,387 | 0.00% |
| Permit Capital, LLC | 3,500,000 | – | $61.32M | – | 17.16% |
| Hestia Capital Management, LLC | 3,403,420 | – | $59.63M | −4,752,385 | 78.97% |
| Goldman Sachs Group Inc | 2,991,475 | – | $52.41M | −204,329 | 0.00% |
| Two Sigma Investments, LP | 2,878,301 | – | $50.43M | +2,313,480 | 0.04% |
| Dimensional Fund Advisors LP | 2,430,215 | – | $42.58M | +98,900 | 0.01% |
| Capital Management Corp /Va | 2,393,573 | – | $41.94M | −295,970 | 6.29% |
| Morgan Stanley | 2,120,789 | – | $37.16M | −154,442 | 0.00% |
| Nuveen, LLC | 2,048,713 | – | $35.89M | +1,359,242 | 0.01% |
| Jane Street Group, LLC | 2,004,316 | – | $35.12M | +1,297,025 | 0.00% |
| Citadel Advisors LLC | 1,977,885 | – | $34.65M | +1,248,863 | 0.00% |
| Charles Schwab Investment Management Inc | 1,935,916 | – | $33.92M | −224,697 | 0.00% |
| Northern Trust Corp | 1,684,640 | – | $29.51M | −24,177 | 0.00% |
| Bank of New York Mellon Corp | 1,637,182 | – | $28.68M | −98,588 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 350 | 122M | 74 / 94 | 119 / 40 | 22M | 20M |
| Q1 2026 | 321 | 120M | 51 / 101 | 111 / 47 | 29M | 19M |
| Q4 2025 | 327 | 127M | 57 / 78 | 140 / 47 | 20M | 27M |
| Q3 2025 | 320 | 134M | 47 / 109 | 107 / 41 | 22M | 16M |
| Q2 2025 | 317 | 128M | 48 / 121 | 101 / 45 | 16M | 13M |
| Q1 2025 | 314 | 126M | 67 / 88 | 109 / 33 | 16M | 15M |
| Q4 2024 | 284 | 126M | 38 / 99 | 91 / 27 | 28M | 9M |
| Q3 2024 | 276 | 107M | 59 / 90 | 77 / 17 | 33M | 8M |
| Q2 2024 | 236 | 100M | 27 / 86 | 72 / 33 | 7M | 11M |
| Q1 2024 | 246 | 105M | 37 / 57 | 91 / 27 | 6M | 8M |
| Q4 2023 | 238 | 106M | 35 / 66 | 74 / 16 | 8M | 5M |
| Q3 2023 | 223 | 104M | 20 / 61 | 78 / 30 | 5M | 9M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of PBI | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 5,927,512 | – | $103.85M | 0.09% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 3,873,367 | – | $67.86M | 0.00% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 2,793,633 | – | $48.94M | 0.03% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 2,299,446 | – | $40.29M | 0.05% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,770,896 | – | $31.03M | 0.05% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 1,595,476 | – | $27.97M | 0.08% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 1,429,156 | – | $25.04M | 0.03% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 1,145,977 | – | $20.08M | 0.12% | Jun 30, 2026 |
| Vanguard Tax-Managed Small-Cap Fund | 962,940 | – | $16.87M | 0.15% | Jun 30, 2026 |
| Vanguard Russell 2000 Index Fund | 829,002 | – | $13.35M | 0.08% | May 31, 2026 |
| Pacer US Small Cap Cash Cows 100 ETF | 776,910 | – | $13.62M | 0.37% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 767,102 | – | $12.35M | 0.03% | May 31, 2026 |
| Schwab U.S. Small-Cap ETF | 709,786 | – | $11.43M | 0.05% | May 31, 2026 |
| Nuveen Quant Small Cap Equity Fund | 624,710 | – | $10.95M | 0.27% | Jul 31, 2026 |
| Hennessy Cornerstone Growth Fund | 594,900 | – | $10.43M | 2.15% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Kurt James Wolf | President & CEO, Director | 2,735,950 | Sep 17, 2026 |
| Lance Rosenzweig | CEO, Director | 399,064 | May 23, 2025 |
| Todd A. Everett | EVP and President of SendTech | 89,308 | Sep 29, 2026 |
| Deborah Pfeiffer | EVP & Pres, Presort Services | 79,223 | Sep 9, 2026 |
| Paul J. Evans | EVP, CFO and Treasurer | 53,731 | Aug 14, 2026 |
| Lauren Freemen-Bosworth | EVP/Gen Counsel & Corp Sec | 28,329 | Apr 22, 2026 |
| Lauren Thomas Defina | VP, Chief Accounting Officer | 1,760 | Mar 5, 2026 |
| Alexander Zelikovsky | EVP & CIO | – | May 22, 2025 |
| Robert J. Gold | EVP & Chief Financial Officer | – | Mar 25, 2025 |
| Judith Ann Morris | SVP & Chief HR Officer | – | Feb 27, 2025 |
| James Arthur Fairweather | EVP & Chief Innovation Officer | 176,145 | Feb 27, 2025 |
| Shemin Nurmohamed | EVP & Pres, SendTech Solutions | 15,205 | Feb 27, 2025 |
| Christopher Johnson | SVP & President, GFS | 173,701 | Feb 27, 2025 |
| John Witek | Interim CFO | 95,099 | Feb 27, 2025 |
| Wayne Remell Walker | Director | 5,601 | Sep 23, 2026 |
| Peter C. Brimm | Director | 23,422 | Aug 10, 2026 |
| La Vonda Williams | Director | – | Jul 28, 2026 |
| Brent D. Rosenthal | Director | 17,755 | Jun 22, 2026 |
| Catherine Levene | Director | 17,522 | May 14, 2026 |
| Milena Alberti-Perez | Director | 56,002 | May 29, 2025 |
| Julie Schoenfeld | Director | – | May 14, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Todd A. Everett EVP and President of SendTech | Sep 26, 2026 | Tax withholding | −1,050 | $16.35 | $17.17K | 89,308 |
| Todd A. Everett EVP and President of SendTech | Sep 26, 2026 | Option exercise | +4,310 | – | – | 90,358 |
| Wayne Remell Walker Director | Sep 22, 2026 | Option exercise | +5,601 | – | – | 5,601 |
| Kurt James Wolf President & CEO, Director | Sep 17, 2026 | Sale(10b5-1 plan) | −21,737 | $17.43 | $378.88K | 1,019,691 |
| Kurt James Wolf President & CEO, Director | Sep 17, 2026 | Sale(10b5-1 plan) | −2,150 | $17.43 | $37.47K | 104,821 |
| Kurt James Wolf President & CEO, Director | Sep 16, 2026 | Sale(10b5-1 plan) | −23,088 | $17.43 | $402.42K | 1,041,428 |
| Kurt James Wolf President & CEO, Director | Sep 16, 2026 | Sale(10b5-1 plan) | −2,283 | $17.43 | $39.79K | 106,971 |
| Kurt James Wolf President & CEO, Director | Sep 15, 2026 | Sale(10b5-1 plan) | −136,500 | $17.31 | $2.36M | 1,064,516 |
| Kurt James Wolf President & CEO, Director | Sep 15, 2026 | Sale(10b5-1 plan) | −13,500 | $17.31 | $233.68K | 109,254 |
| Todd A. Everett EVP and President of SendTech | Sep 10, 2026 | Sale(10b5-1 plan) | −10,000 | $16.90 | $169.00K | 86,048 |
| Deborah Pfeiffer EVP & Pres, Presort Services | Sep 8, 2026 | Sale(10b5-1 plan) | −20,000 | $17.11 | $342.20K | 79,223 |
| Kurt James Wolf President & CEO, Director | Aug 28, 2026 | Sale(10b5-1 plan) | −361 | $17.42 | $6.29K | 1,201,016 |
| Kurt James Wolf President & CEO, Director | Aug 28, 2026 | Sale(10b5-1 plan) | −36 | $17.42 | $627 | 122,754 |
| Kurt James Wolf President & CEO, Director | Aug 27, 2026 | Sale(10b5-1 plan) | −173 | $17.42 | $3.01K | 122,790 |
| Kurt James Wolf President & CEO, Director | Aug 27, 2026 | Sale(10b5-1 plan) | −1,747 | $17.42 | $30.43K | 1,201,377 |
| Paul J. Evans EVP, CFO and Treasurer | Aug 13, 2026 | Option exercise | +7,355 | – | – | 53,731 |
| Paul J. Evans EVP, CFO and Treasurer | Aug 13, 2026 | Tax withholding | −2,306 | $16.81 | $38.76K | 51,425 |
| Peter C. Brimm Director | Aug 6, 2026 | Option exercise | +6,922 | – | – | 23,422 |
| Todd A. Everett EVP and President of SendTech | Aug 5, 2026 | Sale | −25,000 | $18.07 | $451.75K | 96,048 |
| Kurt James Wolf President & CEO, Director | Aug 3, 2026 | Sale(10b5-1 plan) | −376,072 | $18.11 | $6.81M | 1,703,124 |
| Kurt James Wolf President & CEO, Director | Aug 3, 2026 | Sale(10b5-1 plan) | −37,194 | $18.11 | $673.58K | 122,963 |
| Kurt James Wolf President & CEO, Director | Aug 3, 2026 | Other | +478,475 | $17.53 | $8.39M | 1,611,056 |
| Kurt James Wolf President & CEO, Director | Aug 3, 2026 | Other | −500,000 | $17.53 | $8.77M | 1,203,124 |
| Kurt James Wolf President & CEO, Director | Jul 31, 2026 | Sale(10b5-1 plan) | −19,033 | $17.53 | $333.65K | 160,157 |
| Kurt James Wolf President & CEO, Director | Jul 31, 2026 | Sale(10b5-1 plan) | −192,450 | $17.53 | $3.37M | 2,079,196 |
| Kurt James Wolf President & CEO, Director | Jul 30, 2026 | Sale(10b5-1 plan) | −517 | $18.96 | $9.80K | 179,190 |
| Kurt James Wolf President & CEO, Director | Jul 30, 2026 | Sale(10b5-1 plan) | −38,223 | $18.22 | $696.42K | 179,707 |
| Kurt James Wolf President & CEO, Director | Jul 30, 2026 | Sale(10b5-1 plan) | −5,223 | $18.96 | $99.03K | 2,271,646 |
| Kurt James Wolf President & CEO, Director | Jul 30, 2026 | Sale(10b5-1 plan) | −386,480 | $18.22 | $7.04M | 2,276,869 |
| Kurt James Wolf President & CEO, Director | Jul 7, 2026 | Sale(10b5-1 plan) | −287,815 | $17.10 | $4.92M | 2,663,349 |
| Kurt James Wolf President & CEO, Director | Jul 7, 2026 | Sale(10b5-1 plan) | −28,465 | $17.10 | $486.75K | 217,930 |
| Kurt James Wolf President & CEO, Director | Jul 6, 2026 | Sale(10b5-1 plan) | −50,834 | $16.92 | $860.11K | 2,951,164 |
| Kurt James Wolf President & CEO, Director | Jul 6, 2026 | Sale(10b5-1 plan) | −5,027 | $16.92 | $85.06K | 246,395 |
| Kurt James Wolf President & CEO, Director | Jul 2, 2026 | Sale(10b5-1 plan) | −136,500 | $16.83 | $2.30M | 3,001,998 |
| Kurt James Wolf President & CEO, Director | Jul 2, 2026 | Sale(10b5-1 plan) | −13,500 | $16.83 | $227.20K | 251,422 |
| Brent D. Rosenthal Director | Jun 18, 2026 | Option exercise | +8,755 | – | – | 17,755 |
| Kurt James Wolf President & CEO, Director | Jun 12, 2026 | Sale(10b5-1 plan) | −29,055 | $17.40 | $505.56K | 264,922 |
| Kurt James Wolf President & CEO, Director | Jun 12, 2026 | Sale(10b5-1 plan) | −293,774 | $17.40 | $5.11M | 3,138,498 |
| Kurt James Wolf President & CEO, Director | Jun 11, 2026 | Sale(10b5-1 plan) | −18,978 | $17.02 | $323.01K | 293,977 |
| Kurt James Wolf President & CEO, Director | Jun 11, 2026 | Sale(10b5-1 plan) | −191,893 | $17.02 | $3.27M | 3,432,272 |
| Kurt James Wolf President & CEO, Director | Jun 10, 2026 | Sale(10b5-1 plan) | −255,816 | $16.93 | $4.33M | 3,624,165 |
| Kurt James Wolf President & CEO, Director | Jun 10, 2026 | Sale(10b5-1 plan) | −25,301 | $16.93 | $428.35K | 312,955 |
| Kurt James Wolf President & CEO, Director | Jun 1, 2026 | Other | −1,500,000 | $16.10 | $24.15M | 3,879,981 |
| Kurt James Wolf President & CEO, Director | Jun 1, 2026 | Other | +1,067,507 | $16.10 | $17.19M | 1,132,202 |
| Deborah Pfeiffer EVP & Pres, Presort Services | May 29, 2026 | Sale(10b5-1 plan) | −18,750 | $16.06 | $301.13K | 97,828 |
| Kurt James Wolf President & CEO, Director | May 27, 2026 | Sale(10b5-1 plan) | −221,984 | $15.67 | $3.48M | 5,379,981 |
| Kurt James Wolf President & CEO, Director | May 27, 2026 | Sale(10b5-1 plan) | −21,954 | $15.67 | $344.02K | 338,256 |
| Kurt James Wolf President & CEO, Director | May 22, 2026 | Sale(10b5-1 plan) | −36,833 | $15.62 | $575.33K | 5,601,965 |
| Kurt James Wolf President & CEO, Director | May 22, 2026 | Sale(10b5-1 plan) | −3,643 | $15.62 | $56.90K | 360,210 |
| Deborah Pfeiffer EVP & Pres, Presort Services | May 22, 2026 | Sale(10b5-1 plan) | −23,075 | $15.48 | $357.20K | 116,578 |
| Kurt James Wolf President & CEO, Director | May 8, 2026 | Sale(10b5-1 plan) | −354,136 | $15.69 | $5.56M | 5,638,798 |
| Kurt James Wolf President & CEO, Director | May 8, 2026 | Sale(10b5-1 plan) | −35,025 | $15.69 | $549.54K | 363,853 |
| Kurt James Wolf President & CEO, Director | May 7, 2026 | Sale(10b5-1 plan) | −53,750 | $15.59 | $837.96K | 398,878 |
| Kurt James Wolf President & CEO, Director | May 7, 2026 | Sale(10b5-1 plan) | −543,474 | $15.59 | $8.47M | 5,992,934 |
| Kurt James Wolf President & CEO, Director | May 6, 2026 | Sale(10b5-1 plan) | −17,099 | $15.01 | $256.66K | 452,628 |
| Kurt James Wolf President & CEO, Director | May 6, 2026 | Sale(10b5-1 plan) | −706,681 | $14.47 | $10.23M | 6,709,298 |
| Kurt James Wolf President & CEO, Director | May 6, 2026 | Sale(10b5-1 plan) | −172,890 | $15.01 | $2.60M | 6,536,408 |
| Kurt James Wolf President & CEO, Director | May 6, 2026 | Sale(10b5-1 plan) | −69,891 | $14.47 | $1.01M | 469,727 |
| Kurt James Wolf President & CEO, Director | May 1, 2026 | Option exercise | +10,461 | – | – | 64,695 |
| Catherine Levene Director | May 1, 2026 | Option exercise | +10,461 | – | – | 17,522 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Everett Todd Officer | Sep 10, 2026 | 10,000 | $171.70K | Sep 10, 2026 | Restricted Stock Units |
| Pfeiffer Deborah Officer | Sep 8, 2026 | 20,000 | $348.00K | Sep 8, 2026 | Restricted Stock Units |
| Eca Fund, Lp affiliate | Aug 27, 2026 | 78,325 | $1.35M | Aug 27, 2026 | open market purchase |
| Capital Partners Lp Hestia affiliate | Aug 27, 2026 | 791,957 | $13.69M | Aug 27, 2026 | open market purchase |
| Everett Todd Officer | Aug 5, 2026 | 25,000 | $451.69K | Aug 5, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Pfeiffer Deborah Officer | May 29, 2026 | 18,750 | $296.25K | May 29, 2026 | Restricted Stock Units |
| Pfeiffer Deborah Officer | May 22, 2026 | 23,075 | $357.66K | May 22, 2026 | Restricted Stock Units |
| Capital Partners Lp Hestia affiliate | May 6, 2026 | 3,900,917 | $58.63M | May 6, 2026 | open market purchase |
| Eca Fund, Lp affiliate | May 6, 2026 | 385,805 | $5.80M | May 6, 2026 | open market purchase |
| Freeman-Bosworth Lauren Officer | Apr 21, 2026 | 169 | $2.23K | Apr 21, 2026 | Restricted Stock Units |
| Freeman-Bosworth Lauren Officer | Apr 17, 2026 | 1,387 | $16.88K | Apr 17, 2026 | Restricted Stock Units |
| Freeman-Bosworth Lauren Officer | Apr 16, 2026 | 651 | $7.73K | Apr 16, 2026 | Restricted Stock Units |
| Freemen-Bosworth Lauren Officer | Apr 10, 2026 | 693 | $7.91K | Apr 10, 2026 | Restricted Stock Units |
| Freemen-Bosworth Lauren Officer | Mar 2, 2026 | 271 | $2.91K | Mar 2, 2026 | Restricted Stock Units |
| Freeman-Bosworth Lauren Officer | Feb 27, 2026 | 28,253 | $306.55K | Feb 27, 2026 | Exercise of Stock Options |