Geopolitics Alpha

Pitney Bowes (PBI): government contracts, filings & geopolitical news

Pitney Bowes (PBI) and its matched subsidiaries received $35.1M in federal contract obligations in the last 12 months and $198.1M over the last five years, according to USAspending.gov. The Department of Agriculture accounted for 28% of the five-year total, followed by the Department of Defense (18%). Annual obligations rose from $30.4M in fiscal 2025 to $34.4M in fiscal 2026 (+13%). Its largest contract with activity in that period is 12FPC219F0186 from the Under Secretary for Farm and Foreign Agricultural Services for fsa mail management and equipment id 195: contract is required to consolidate mail equipment contracts and to include mail management technology, with $21.3M obligated over the life of the award. 1 tracked superinvestor portfolio reported PBI in the latest 13F filings. President Trump's financial disclosures list 1 trade in PBI.

Pitney Bowes government contracts

$35.1Mobligated, last 12 months
$198.1Mobligated, last 5 years
12awarding agencies
0DoD announcements, past year
FY2022: $34.3M (partial)$34.3MFY22*FY2023: $52.8M$52.8MFY23FY2024: $44.2M$44.2MFY24FY2025: $30.4M$30.4MFY25FY2026: $34.4M$34.4MFY26FY2027: $2.0M (partial)$2.0MFY27*
Pitney Bowes federal contract obligations by fiscal year. Federal fiscal years (October to September); * = partial year.

Obligations by agency

AgencyLast 12 monthsLast 5 yearsShare of 5 years
Department of Agriculture$11.3M$55.1M28%
Department of Defense$2.1M$36.0M18%
Social Security Administration$8.0M$32.7M17%
Department of Veterans Affairs$5.1M$25.9M13%
Department of Justice$2.2M$11.0M6%
Department of Health and Human Services$371K$7.5M4%
Department of the Treasury$0$5.3M3%
Department of State$0$4.8M2%
Office of Personnel Management$707K$4.1M2%
Department of Labor$1.5M$2.9M1%

Top contracting offices (5 years): Under Secretary for Farm and Foreign Agricultural Services $39.9M; Social Security Administration $32.7M; Department of Veterans Affairs $25.9M; Department of the Navy $22.3M; Rural Housing Service $11.9M; Department of the Army $10.0M.

Largest contracts

Largest PBI prime contracts with activity in the last five years, by total obligated
AwardDescription · recipientAgencyObligated (award total)StartEnd
12FPC219F0186Fsa mail management and equipment id 195: contract is required to consolidate mail equipment contracts and to include mail management technology PITNEY BOWES INC.Department of Agriculture Under Secretary for Farm and Foreign Agricultural Services$21.3MSep 30, 2019Nov 14, 2022
28321323FDX030254Purchase mail metering machines PITNEY BOWES INC.Social Security Administration$13.8MSep 28, 2023Sep 29, 2024
12C0BZ23F0004Postage metering equipment lease and maintenance for rural development postage is considered a form of currency by the u.s. government. therefore, postage metering equipment and meters must be purchased or leased from united states postal s PITNEY BOWES INC.Department of Agriculture Rural Housing Service$9.4MNov 23, 2022Nov 22, 2026
12FPC223F0001Maintenance services on pitney bowes mail metering equipment and data hosting services. PITNEY BOWES INC.Department of Agriculture Under Secretary for Farm and Foreign Agricultural Services$8.8MNov 14, 2022Feb 14, 2026
N0018921FR035Enterprise mailing systems PITNEY BOWES INC.Department of Defense Department of the Navy$7.7MSep 11, 2021Sep 28, 2026
N0040624F0225Locker, indoor, smart PITNEY BOWES INC.Department of Defense Department of the Navy$6.2MSep 24, 2024Sep 28, 2026
N0018923FR664Enterprise mail system training PITNEY BOWES INC.Department of Defense Department of the Navy$5.3MSep 27, 2023Sep 29, 2027
205AE924F00008Leasing digital postage meters PITNEY BOWES INC.Department of the Treasury Internal Revenue Service$5.3MMar 15, 2024Mar 14, 2029
28321326FA0010222This is a bpa call for mail-metering equipment and meter rental with warranty PITNEY BOWES INC.Social Security Administration$5.0MSep 29, 2026Sep 21, 2027
12FPC223F0019Postage and supplies for mail metering equipment PITNEY BOWES INC.Department of Agriculture Under Secretary for Farm and Foreign Agricultural Services$4.8MMar 3, 2023Mar 15, 2023

Newest contracts

Most recently started PBI prime contracts, last 12 months
AwardDescription · recipientAgencyObligated (award total)StartEnd
15B51827F00000001Mail metering - billed quarterly ($75/quarter x 2 machines) machine rental - billed quarterly ($55.89/quarter x 2 machines) maintenance - billed semiannually (approx. $366/6 months) PITNEY BOWES INC.Department of Justice Federal Prison System / Bureau of Prisons$1KOct 9, 2026Dec 8, 2026
15B61227F00000003Mail metering machines and subscription mail metering machine orders will be placed and funded by the individual institutions. PITNEY BOWES INC.Department of Justice Federal Prison System / Bureau of Prisons$570Oct 1, 2026Oct 1, 2026
15BFTD27F00000048Contractor shall provide mail meter hardware, install and maintenance for correctional systems. PITNEY BOWES INC.Department of Justice Federal Prison System / Bureau of Prisons$332Oct 1, 2026Sep 30, 2027
15B61927F00000003Rental fee/maitenance fy 27 billed quarterly $55.89 per qtr maintenance agreement $514.36 per year eo 14398 PITNEY BOWES INC.Department of Justice Federal Prison System / Bureau of Prisons$738Oct 1, 2026Sep 30, 2027
15B50727F00000043Fy27 mail meter qtr payments PITNEY BOWES INC.Department of Justice Federal Prison System / Bureau of Prisons$800Oct 1, 2026Dec 8, 2026
15B21527F00000020Mail metering machines and subscription fy27 PITNEY BOWES INC.Department of Justice Federal Prison System / Bureau of Prisons$56Oct 1, 2026Sep 30, 2027
36C25627F0031G.v. sonny montgomery, medical center seeks a delivery order for a 6-month plus one 6-month option eo&#65533 PITNEY BOWES INC.Department of Veterans Affairs$24KOct 1, 2026Mar 31, 2027
36C25027N0029Mail meter lease PITNEY BOWES INC.Department of Veterans Affairs$17KOct 1, 2026Sep 30, 2027

Matched USAspending recipients: PITNEY BOWES INC. (UEI CHTAKEYGS386, parent with subsidiaries).

Contract data: USAspending.gov (federal prime contract obligations, award types A-D, by action date) and the Department of Defense daily contract announcements (awards of $7.5 million or more). Both are public-domain U.S. government data. Company matching uses legal names and parent/child recipient records and is deliberately conservative, so some subsidiaries may be missing. Obligations are not revenue. Not investment advice.

PBI share price, last 12 months

Close $17.33 on Sep 15, 2026, +47.2% since Oct 24, 2025 (range $9.02 to $17.33, daily closes).

Company facts

Ticker
PBI (NYSE)
Sector
Technology
Industry (SEC SIC code)
Office Machines, NEC (3579)
Headquarters (USAspending)
Shelton, Ct

Industry from the SEC Standard Industrial Classification code on the company's EDGAR filings.

What changed for Pitney Bowes (PBI)

Latest SEC filings

None on record yet.

Latest fund & insider buys and sales

None on record yet.

Held by superinvestors

1 of the tracked billionaire portfolios reported PBI in their latest 13F. 13F data is delayed up to 45 days after quarter end; not advice.

Manager% of portfolioValueChangeQuarter
Mario Gabelli GAMCO Investors0.07%$8.2MReduced 4%Q2 2026

Latest geopolitical & market news

None on record yet.

Trump trades in PBI

Transactions in PBI listed on President Trump's public financial disclosures (OGE). See the Trump Tracker.

TradedSideAmountFiledSource
2026-07-29Sell$15,001 - $50,0002026-09-22OGE filing

Congressional trades in PBI

Trades in PBI that members of Congress have publicly reported, newest filing first.

MemberSideAmountTradedFiledSource
Donald J Trumpsell$15,001 - $50,0002026-07-292026-09-22Filing

All congressional stock trades →

Geopolitical news for PBI

Everything on PBI, newest first

No original notes are listed on this page yet.

Frequently asked questions

How much does the U.S. government spend with Pitney Bowes?

USAspending.gov shows $35.1M in federal contract obligations to Pitney Bowes (PBI) and its matched subsidiaries in the last 12 months and $198.1M over the last five years (as of Oct 28, 2026).

Which agencies award contracts to Pitney Bowes?

Over five years: Department of Agriculture $55.1M; Department of Defense $36.0M; Social Security Administration $32.7M; Department of Veterans Affairs $25.9M.

Where does the contract data come from?

USAspending.gov (the official source of U.S. federal spending data) and the Department of Defense's daily contract announcements. Both are public domain and refreshed daily here.

What geopolitical news affects PBI?

This page lists every Geopolitics Alpha note that names PBI as exposed to an event, with the reason it is exposed.

Has Congress traded PBI?

The table above lists trades in PBI that members of Congress have publicly reported, with a link to each official filing.

Is this investment advice?

No. We show news, exposure and past price moves. Nothing here is a recommendation.