Mortgage Bankers & Loan Correspondents · SIC 6162

PennyMac Financial Services, Inc.

PFSI

Watch

Latest revenue

$6.1M

as of 2026-03-31

Latest net income

$82.3M

as of 2026-03-31

Net margin

1345.1%

as of 2026-03-31

Price · 5Y

+7.9% / yr 5.9 pts / yr vs S&P 500 45.7% total
Compare:

Live market

delayed ≤15 min
$85.88
1.31%
Market cap
$4.46B
Enterprise value
$4.46B
P/E (trailing)
8.9×
Forward P/E
P/B
Dividend yield
1.4%
52-wk high
$160.36
52-wk low
$82.65
Beta
Shares out
51.9M

5-year trend

About PFSI

Business description and risk factors will appear here once PFSI's latest filing is fully ingested.

Profitability

Net margin

2491.9%

115.0%

Return on assets

1.7%

42.8%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$6.1M+24.4%$82.3M+7.9%1345.1%

Q4 2025

2025-12-31

$6.1M+49.3%$106.8M+2.2%1752.5%

Q3 2025

2025-09-30

$4.6M+33.2%$181.5M+161.7%3964.7%

Q2 2025

2025-06-30

$4.5M-71.3%$136.5M+38.9%3021.8%

Q1 2025

2025-03-31

$4.9M+36.0%$76.3M+94.1%1551.0%

Q4 2024

2024-12-31

$4.1M$104.5M2559.8%

Q3 2024

2024-09-30

$3.4M+19.5%$69.4M-25.3%2017.7%

Q2 2024

2024-06-30

$15.7M+435.4%$98.3M+68.7%624.6%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Mortgage Bankers & Loan Correspondents · SIC 6162

No data yet for industry average

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Insider activity

Insider buying

$200.6K

Insider selling

$39.2M

Net activity

−$39.0M

Distinct insiders

8

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-15

Daniel Stanley Perotti

Chief Financial Officer

Sale2,925$87.50$255.9K
2026-05-12

David Spector

Chairman & CEO

Sale2,772$86.88$240.8K
2026-05-12

David Spector

Chairman & CEO

Sale3,144$88.02$276.7K
2026-05-12

David Spector

Chairman & CEO

Sale4,084$88.71$362.3K
2026-04-14

David Spector

Chairman & CEO

Sale9,583$92.80$889.3K
2026-04-14

David Spector

Chairman & CEO

Sale417$93.47$39.0K
2026-03-06

David Spector

Chairman & CEO

Sale729$85.26$62.2K
2026-03-06

David Spector

Chairman & CEO

Sale8,251$86.42$713.1K
2026-03-06

David Spector

Chairman & CEO

Sale1,020$86.93$88.7K
2026-03-06

David Spector

Chairman & CEO

Sale917$85.26$78.2K
2026-03-06

David Spector

Chairman & CEO

Sale10,210$86.42$882.3K
2026-03-06

David Spector

Chairman & CEO

Sale1,309$86.93$113.8K
2026-03-03

Derek Stark

Chief Legal Officer

Sale1,066$87.66$93.4K
2026-02-25

Derek Stark

Chief Legal Officer

Sale1,903$91.50$174.1K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns PFSI

Institutional value

$913.1M

Total shares held

10.5M

Distinct holders

122

-140 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.2.2M$192.6M-9.0K (-0.4%)Trimmed
2DIMENSIONAL FUND ADVISORS LP1.9M$167.5M+126.9K (+7.1%)Added
3VANGUARD PORTFOLIO MANAGEMENT LLC1.7M$144.9MNew
4VANGUARD CAPITAL MANAGEMENT LLC1.3M$113.0MNew
5Invesco Ltd.849.1K$74.2M-720.1K (-45.9%)Trimmed
6Boston Partners362.1K$31.8M+38.3K (+11.8%)Added
7Bank of New York Mellon Corp235.7K$20.6M-20.2K (-7.9%)Trimmed
8VANGUARD FIDUCIARY TRUST CO188.3K$16.5MNew
9JPMORGAN CHASE & CO191.8K$16.3M-406.7K (-67.9%)Trimmed
10UBS Group AG183.7K$16.1M+99.2K (+117.3%)Added
11Lightrock Netherlands B.V.152.2K$13.3M+27.9K (+22.4%)Added
12PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.146.0K$12.8M+109.9K (+305.3%)Added
13BW Gestao de Investimentos Ltda.87.5K$7.6M-2.5K (-2.8%)Trimmed
14UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC76.1K$6.7M+986 (+1.3%)Added
15Nuveen, LLC65.6K$5.7M-84.6K (-56.3%)Trimmed
16TD ASSET MANAGEMENT INC63.2K$5.5M+0 (+0.0%)No change
17Swiss National Bank61.7K$5.4M+500 (+0.8%)Added
18IMC-Chicago, LLC52.7K$4.6M+23.9K (+83.3%)Added
19GROUP ONE TRADING LLC51.8K$4.5MNew
20NEW YORK STATE COMMON RETIREMENT FUND47.9K$4.2M-24.3K (-33.6%)Trimmed

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once PFSI's latest filing finishes processing.