Welcome to our dedicated page for PITNEY BOWES /DE/ SEC filings (Ticker: PBI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on PITNEY BOWES /DE/'s stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time SEC filing updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into PITNEY BOWES /DE/'s regulatory disclosures and financial reporting.
Kurt James Wolf, President & CEO of Pitney Bowes, reported internal transfers of Common Stock on August 3, 2026 tied to an in-kind distribution by Hestia Capital Partners.
He received 478,475 shares directly, while 500,000 shares were distributed in kind from Hestia Capital, including the shares he received and additional shares to other limited partners, using a reference price of $17.5300 per share based on the July 31, 2026 close. Footnotes state these transactions change only the form of beneficial ownership rather than representing a sale by him. Following the transfers, he reports 1,611,056 shares held directly, 1,203,124 shares held indirectly through Hestia Capital Partners, LP, and 122,963 shares held in separately managed accounts.
Entities associated with Pitney Bowes President & CEO Kurt James Wolf reported open-market sales of 1,055,192 shares of common stock between July 30 and August 3, 2026, at weighted average prices of $17.53, $18.105, $18.217 and $18.962 per share.
The shares were held by Hestia Capital Partners, LP and certain separately managed accounts, for which Wolf may be deemed a beneficial owner but disclaims ownership beyond his pecuniary interest. These transactions were effected under a Rule 10b5-1 trading plan adopted on November 10, 2025 during the company’s open window period. He reports 1,132,581 shares of direct common stock ownership as of July 30, 2026.
Pitney Bowes Inc. reported Q2 2026 revenue of $451.5 million, down 2% from $461.9 million, while net income increased to $49.9 million from $30.0 million and diluted EPS to $0.36 from $0.17. For the first half, revenue was $928.9 million, down 3%, and net income rose to $108.0 million from $65.4 million.
SendTech Solutions revenue declined 1% year over year in Q2 to $308.9 million, but adjusted segment EBIT grew 21% to $122.7 million, helped by lower SG&A, favorable product mix and a $5 million tariff refund. Presort Services revenue fell 5% to $142.6 million and adjusted EBIT declined 44% to $20.0 million as mail volumes softened and transportation and fuel costs increased.
Cash and cash equivalents were $266.8 million at June 30, 2026, with net cash from operating activities of $197.1 million in the first half. Total debt had a carrying value of $2.03 billion against a stockholders’ deficit of $863.3 million. The company refinanced 2027 notes, extended a term loan and expanded its secured revolving credit facility to $450 million, with $330 million of capacity available at quarter-end, and remained in compliance with financial covenants. Management continues to expect a low- to mid-single-digit revenue decline for 2026 and Adjusted EBIT ranging from a low-single-digit decline to low-single-digit growth, citing secular mail declines, transportation cost volatility and cost-reduction actions.
Pitney Bowes reported stronger second‑quarter 2026 earnings. Revenue was $451 million, down 2% year over year, but GAAP EPS increased to $0.36 from $0.17 and adjusted EPS to $0.43. GAAP net income reached $50 million, while adjusted EBIT rose 13% to $116 million.
Cash from operations was $153 million and adjusted free cash flow climbed 39% to $148 million. The company reduced debt by $201 million since the end of Q1 2026, repurchased 4.5 million shares for $53 million, and declared a $0.10 per‑share quarterly dividend.
SendTech Solutions revenue declined 1% to $309 million, but adjusted segment EBIT grew 21% to $123 million helped by cost reductions and a $5 million tariff refund. Presort Services revenue fell 5% to $143 million and adjusted segment EBIT dropped 44% to $20 million amid lower volumes and higher transportation costs. For 2026, revenue guidance of $1,800–$1,860 million was reaffirmed, while guidance for adjusted EBIT, adjusted EPS and adjusted free cash flow was raised.
Williams La Vonda reported acquisition or exercise transactions in this Form 4 filing.
Pitney Bowes granted director La Vonda Williams two awards of restricted stock units on July 27, 2026, covering a total of 16,891 units linked to common stock. Each unit represents a contingent right to receive one share. The RSUs will cliff vest after one year from the grant date.
La Vonda Williams, a director of Pitney Bowes Inc., is identified as a reporting insider for the company. This initial disclosure lists no equity transactions, holdings, or derivative positions for her, serving as a baseline statement of beneficial-ownership status rather than a record of trades.
Pitney Bowes Inc. appointed La Vonda Williams to its Board of Directors effective July 21, 2026. She will serve on the Audit Committee, Governance Committee and the Board’s Strategic Review Committee formed in connection with the company’s previously announced strategic review process.
Williams will receive the company’s standard non-management director compensation, including an annual cash retainer of $200,000, plus $20,000 for Audit Committee service and $12,000 for Governance Committee service. She will receive an annual equity grant of restricted stock units based on $100,000, prorated to $81,095 for her mid‑year start, and an additional RSU grant for Strategic Review Committee service based on $278,000, prorated to $225,446; each award vests one year after the grant date. She is also eligible for the Directors’ Deferred Incentive Savings Plan and expense reimbursement. The company highlighted her nearly 20 years of finance and operations leadership, including roles at Onegevity Health, Goldman Sachs, and prior public-company board service, in an accompanying press release dated July 27, 2026.
Pitney Bowes President & CEO Kurt James Wolf, through investment entities he manages, reported open-market sales totaling 522,141 shares of Pitney Bowes common stock between July 2 and July 7, 2026. Reported sale prices ranged from about $16.65 to $17.36 per share, with Form 4 line items showing weighted-average prices of $16.826, $16.915, and $17.104.
The transactions were executed indirectly by Hestia Capital Partners, LP and certain separately managed accounts, not by Wolf personally. After these sales, the Form 4 shows indirect holdings of 2,663,349 shares via Hestia Capital Partners, LP and 217,930 shares via separately managed accounts, plus 1,132,581 shares held directly as of July 2, 2026.
The filing states that these broker-assisted sales were carried out under a Rule 10b5-1 trading plan adopted by Wolf on November 10, 2025, and that he may be deemed the beneficial owner of the securities held by Hestia Capital Partners and the separately managed accounts but disclaims beneficial ownership except to the extent of his pecuniary interest.
Pitney Bowes Inc. has redeemed all of its $347 million 6.875% Senior Notes due March 2027 and refinanced part of this obligation by upsizing its existing Term Loan A credit facility. The company added $150 million of new tranche A term loans, bringing total Term Loan A borrowings to $302 million. These incremental loans carry the same pricing and terms as the existing facility, with a maturity date of May 18, 2031. Following the redemption, Pitney Bowes’ next scheduled debt maturity is in March 2029, extending its near‑term debt runway while management highlights expected benefits from reduced leverage, lower interest expense and broader lender participation.
Pitney Bowes director Brent D. Rosenthal exercised restricted stock units to acquire additional common shares. On June 18, 2026, 8,755 restricted stock units converted into 8,755 shares of Pitney Bowes common stock at a stated price of $0.00 per share, reflecting vesting of a prior equity grant to a non-employee director. Following the transaction, Rosenthal directly held 17,755 shares of common stock and 24,691 restricted stock units, with each unit representing a contingent right to receive one share of common stock.