What smart money is saying about Pitney Bowes
1 fund in our archive has pitched Pitney Bowes — most recently Greystone Capital Partners LP in June 2026.
Pitney Bowes Inc. (PBI) operates as a prominent global provider of shipping and mailing services. The company delivers a comprehensive array of technology, logistics, and financial solutions to a varied client base, including small and medium-sized businesses, major corporations, retailers, and government agencies, spanning the United States, Canada, and international markets. Its business is structured around three key divisions: Global Ecommerce, Presort Services, and SendTech Solutions. The Global Ecommerce segment focuses on domestic package delivery, international shipping solutions, and digital fulfillment services. Through its Presort Services division, Pitney Bowes offers mail sortation, enabling customers to secure postal work-sharing discounts for substantial quantities of first-class, marketing, and bound mail. The SendTech Solutions segment provides both physical and digital mailing and shipping technologies, accompanied by financing, support, consumables, and applications for sending, monitoring, and receiving letters, packages, and flat items. Pitney Bowes promotes its diverse product and service portfolio through direct and internal sales teams, an extensive network of global and regional partners, direct mail campaigns, and digital channels. The firm, which commenced operations in 1920 as the Pitney Bowes Postage Meter Company, is headquartered in Stamford, Connecticut.
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Position history
Between Q2 2026 and Q3 2026, 4 fund letters reported a position in Pitney Bowes, with 2 buys (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 3 | 2 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 4 positions · 2 moves
- September 2026
Listed in Brandes Core Plus Fixed Income Fund’s reported holdings.
Pitney Bowes - June 2026
“Pitney Bowes (PBI) This is the first time I’ve written about our investment in Pitney Bowes, which we started purchasing in 2025 and have continued adding through volatility.”
Pitney Bowes - June 2026
Listed in Brandes IP Core Plus Fixed Income Fund’s reported holdings.
Pitney Bowes - AddedCapital Management Focus NewsletterMay 2026
“Pitney Bowes, a component of CMC’s Growth & Income, Dividend Appreciation and SMID strategies, has seen positive momentum. Investing/Spending In Retirement A common question/concern for people retiring or who are in retirement is do they have an effective strategy that will help them withdraw, spend, and invest their savings for reliable income. Below is an excerpt from CMC’s Retirement Toolkit. Two frequently used approaches for retirement spending are known as the 4% and 6% rules. They are relatively simple. Retirees can add up all of their investments and plan to withdraw 4% or 6% of that total during each year of retirement. A residence, first and second homes, are not counted as part of those investments. •The 4% Rule allows retirees to avoid impairing the principal and the principal’s ability to grow with inflation. •The 6% Rule allows retirees to withdraw 6% of their risk-adjusted investable assets each year without exhausting the principal. Retirees risk having to withdraw money at inopportune times. This process interrupts the compounding process and can greatly reduce wealth. The Bucket Approach is a straight forward method that helps mitigate this risk. The basic idea is to have 3 buckets to allocate capital based on when the money is expected to be spent. Pitney Bowes (PBI), a leading logistics and shipping provider, generated enough cash to repurchase 20% of its shares last year.”
Pitney Bowes
Fund coverage · 1 thesis
- Greystone Capital Partners LPJune 2026
Pitney Bowes is a neglected but durable installed-base and presort business with pricing power, strong capital allocation, and multiple re-rating potential.
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