PFSI
PennyMac Financial Services, Inc. NYSE Listed May 9, 2013$82.38
+1.45%
vs $81.20
Mkt Cap $4.4B
52w Low $79.56
3.5% of range
52w High $159.46
50d MA $87.14
200d MA $109.83
P/E (TTM)
8.9x
EV/EBITDA
7.0x
P/B
1.0x
Debt/Equity
5.3x
ROE
30.3%
P/FCF
-3.1x
RSI (14)
46.30
ATR (14)
$2.52
Beta
1.52
50d MA
$87.14
200d MA
$109.83
Avg Volume
533.7K
PennyMac Financial Services, Inc., through its subsidiaries, engages in the mortgage banking and investment management activities in the United States. It operates through three segments: Production, Servicing, and Investment Management. The Production segment is involved in the origination, acquisition, and sale of loans. It sources first-lien residential conventional and government-insured or guaranteed mortgage loans. The Servicing segment engages in the servicing of newly originated loans, and execution and management of early buyout transactions and servicing of loans. It performs loan administration, collection, and default management activities, including the collection and remittance of loan payments, response to customer inquiries, accounting for principal and interest, holding custodial funds for the payment of property taxes and insurance premiums, counseling delinquent borrowers, and supervising foreclosures and property dispositions, as well as administers loss mitigation activities, such as modification and forbearance programs. The Investment Management segment is involved in sourcing, performing diligence, bidding, and closing investment asset acquisitions; managing correspondent production activities for PennyMac Mortgage Investment Trust; and managing acquired assets. PennyMac Financial Services, Inc. was founded in 2008 and is headquartered in Westlake Village, California.
3043 Townsgate Road · Westlake Village, CA 91361 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| May 5, 2026 | AMC | 2.22 | 1.58 | -28.8% | 87.48 | -2.5% | -0.6% | +2.0% | +2.1% | -2.4% | +0.3% | — |
| Jan 29, 2026 | AMC | 3.23 | 1.97 | -39.0% | 149.70 | -25.2% | -33.3% | -6.9% | +0.1% | +3.1% | +1.5% | — |
| Oct 21, 2025 | AMC | 2.70 | 3.37 | +24.8% | 120.91 | +7.7% | +7.2% | -0.8% | +3.2% | +0.2% | -2.1% | — |
| Jul 22, 2025 | AMC | 3.01 | 1.02 | -66.1% | 104.25 | -6.5% | -7.4% | -3.4% | +0.9% | -0.7% | +1.7% | — |
| Apr 22, 2025 | AMC | 2.99 | 1.42 | -52.5% | 96.40 | -0.4% | -2.7% | +1.4% | -1.6% | +1.3% | +1.3% | — |
| Jan 30, 2025 | AMC | 3.09 | 2.88 | -6.8% | 114.82 | -7.1% | -8.8% | -2.9% | +3.1% | +0.4% | -0.1% | — |
| Oct 22, 2024 | AMC | 2.92 | 3.49 | +19.5% | 103.64 | -3.0% | -3.5% | +1.1% | -0.2% | +1.4% | +0.1% | — |
| Jul 23, 2024 | AMC | 2.65 | 2.67 | +0.8% | 100.40 | -1.1% | -3.8% | +2.8% | +0.6% | -0.8% | -0.7% | — |
| Apr 24, 2024 | AMC | 2.34 | 2.48 | +6.0% | 92.07 | -7.3% | -6.4% | +0.9% | +0.5% | -2.0% | +0.7% | — |
| Feb 1, 2024 | AMC | 1.01 | 1.76 | +74.3% | 89.02 | -0.7% | +4.7% | -3.8% | +0.1% | -0.4% | +1.0% | — |
| Oct 26, 2023 | AMC | 1.69 | 1.77 | +4.7% | 64.09 | +3.7% | +8.6% | -2.3% | -1.1% | +2.4% | +3.6% | — |
| Jul 27, 2023 | AMC | 1.49 | 1.11 | -25.5% | 80.20 | -1.0% | -5.1% | -1.1% | -0.6% | -0.6% | -0.7% | — |
| Apr 27, 2023 | AMC | 1.06 | 0.57 | -46.2% | 65.92 | -7.0% | -5.2% | -2.8% | -1.5% | -1.4% | -3.1% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 24 | Stephens | Initiates | Equal-Weight | $100 | $89.85 | $89.30 | -0.6% | +1.7% | -0.5% | +0.3% | -2.2% | +1.2% |
| Apr 9 | Wells Fargo | Maintains | Overweight → Overweight | — | $91.61 | $90.81 | -0.9% | +0.2% | -0.4% | +1.8% | -0.4% | -1.0% |
| Apr 6 | Barclays | Maintains | Overweight → Overweight | — | $90.10 | $90.04 | -0.1% | +0.3% | -2.1% | +3.6% | +0.2% | -0.4% |
| Apr 2 | Piper Sandler | Maintains | Overweight → Overweight | — | $87.70 | $85.75 | -2.2% | +2.7% | +0.3% | -2.1% | +3.6% | +0.2% |
| Mar 16 | Keefe, Bruyette & Woods | Upgrade | Market Perform → Outperform | — | $84.14 | $85.90 | +2.1% | +2.8% | +1.0% | -0.2% | +0.9% | -4.1% |
| Feb 2 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $99.92 | $98.28 | -1.6% | -6.9% | +0.1% | +3.1% | +1.5% | -2.0% |
| Jan 30 | Barclays | Maintains | Overweight → Overweight | — | $149.70 | $112.00 | -25.2% | -33.3% | -6.9% | +0.1% | +3.1% | +1.5% |
| Jan 30 | Piper Sandler | Maintains | Overweight → Overweight | — | $149.70 | $112.00 | -25.2% | -33.3% | -6.9% | +0.1% | +3.1% | +1.5% |
| Jan 30 | Wells Fargo | Maintains | Overweight → Overweight | — | $149.70 | $112.00 | -25.2% | -33.3% | -6.9% | +0.1% | +3.1% | +1.5% |
| Jan 15 | Piper Sandler | Maintains | Overweight → Overweight | — | $147.37 | $148.87 | +1.0% | +2.3% | +5.8% | -5.6% | +1.2% | -0.4% |
| Jan 6 | Barclays | Maintains | Overweight → Overweight | — | $134.26 | $133.62 | -0.5% | +0.6% | +0.9% | +0.8% | +6.4% | +0.1% |
| Jan 5 | Wells Fargo | Maintains | Overweight → Overweight | — | $131.51 | $131.03 | -0.4% | +2.1% | +0.6% | +0.9% | +0.8% | +6.4% |
| Dec 29 | BTIG | Maintains | Buy → Buy | — | $133.89 | $134.03 | +0.1% | -0.3% | -0.2% | -1.1% | -0.3% | +2.1% |
| Dec 22 | Piper Sandler | Maintains | Overweight → Overweight | — | $134.62 | $133.89 | -0.5% | +0.1% | -1.2% | +0.6% | -0.1% | -0.3% |
| Dec 18 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $130.19 | $132.94 | +2.1% | +1.7% | +1.7% | +0.1% | -1.2% | +0.6% |
| Oct 24 | UBS | Maintains | Neutral → Neutral | — | $128.55 | $130.00 | +1.1% | +3.2% | +0.2% | -2.1% | -3.1% | -0.6% |
| Oct 24 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $128.55 | $130.00 | +1.1% | +3.2% | +0.2% | -2.1% | -3.1% | -0.6% |
| Oct 22 | BTIG | Maintains | Buy → Buy | — | $120.91 | $130.27 | +7.7% | +7.2% | -0.8% | +3.2% | +0.2% | -2.1% |
| Oct 22 | Barclays | Maintains | Overweight → Overweight | — | $120.91 | $130.27 | +7.7% | +7.2% | -0.8% | +3.2% | +0.2% | -2.1% |
| Oct 22 | Piper Sandler | Maintains | Overweight → Overweight | — | $120.91 | $130.27 | +7.7% | +7.2% | -0.8% | +3.2% | +0.2% | -2.1% |
| Oct 22 | Wells Fargo | Maintains | Overweight → Overweight | — | $120.91 | $130.27 | +7.7% | +7.2% | -0.8% | +3.2% | +0.2% | -2.1% |
| Oct 10 | UBS | Maintains | Neutral → Neutral | — | $114.57 | $116.48 | +1.7% | +2.2% | -0.2% | +2.4% | -0.7% | -1.2% |
| Oct 8 | Piper Sandler | Maintains | Overweight → Overweight | — | $116.57 | $117.72 | +1.0% | +0.8% | -2.5% | +2.2% | -0.2% | +2.4% |
| Oct 6 | Barclays | Maintains | Overweight → Overweight | — | $123.15 | $122.62 | -0.4% | -3.9% | -1.5% | +0.8% | -2.5% | +2.2% |
| Sep 3 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $109.33 | $109.23 | -0.1% | +3.2% | +2.2% | +1.9% | +3.0% | -0.2% |
| Jul 24 | UBS | Maintains | Neutral → Neutral | — | $96.56 | $96.83 | +0.3% | -3.4% | +0.9% | -0.7% | +1.7% | -1.0% |
| Jul 24 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $96.56 | $96.83 | +0.3% | -3.4% | +0.9% | -0.7% | +1.7% | -1.0% |
| Jul 23 | Wells Fargo | Maintains | Overweight → Overweight | — | $104.25 | $97.50 | -6.5% | -7.4% | -3.4% | +0.9% | -0.7% | +1.7% |
| Jul 23 | Piper Sandler | Maintains | Overweight → Overweight | — | $104.25 | $97.50 | -6.5% | -7.4% | -3.4% | +0.9% | -0.7% | +1.7% |
| Jul 15 | UBS | Maintains | Neutral → Neutral | — | $100.92 | $100.88 | -0.0% | -2.3% | +1.0% | +1.4% | -0.1% | +1.1% |
| Jul 10 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $102.29 | $101.98 | -0.3% | -1.0% | -1.2% | +0.9% | -2.3% | +1.0% |
| Jul 8 | Barclays | Maintains | Overweight → Overweight | — | $100.13 | $100.09 | -0.0% | +0.4% | +1.7% | -1.0% | -1.2% | +0.9% |
| Jul 1 | Piper Sandler | Maintains | Overweight → Overweight | — | $99.64 | $97.73 | -1.9% | +1.8% | +1.2% | -0.3% | -2.2% | +0.4% |
| Apr 24 | Wells Fargo | Maintains | Overweight → Overweight | — | $93.77 | $94.53 | +0.8% | +1.4% | -1.6% | +1.3% | +1.3% | +1.5% |
| Apr 23 | Piper Sandler | Maintains | Overweight → Overweight | — | $96.40 | $95.99 | -0.4% | -2.7% | +1.4% | -1.6% | +1.3% | +1.3% |
| Apr 16 | UBS | Maintains | Neutral → Neutral | — | $96.45 | $96.60 | +0.2% | -0.9% | +1.6% | -2.9% | +2.3% | -2.7% |
| Apr 8 | Keefe, Bruyette & Woods | Upgrade | Market Perform → Outperform | — | $95.92 | $99.89 | +4.1% | -3.7% | +2.2% | -5.5% | +4.5% | +4.3% |
| Jan 31 | Piper Sandler | Maintains | Overweight → Overweight | — | $114.82 | $106.67 | -7.1% | -8.8% | -2.9% | +3.1% | +0.4% | -0.1% |
| Dec 10 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $105.29 | $104.43 | -0.8% | -1.2% | +1.7% | -0.7% | -0.6% | +0.6% |
| Oct 24 | Wells Fargo | Maintains | Overweight → Overweight | — | $100.02 | $100.44 | +0.4% | +1.1% | -0.2% | +1.4% | +0.1% | -1.7% |
| Jul 24 | Wedbush | Maintains | Outperform → Outperform | — | $100.40 | $99.34 | -1.1% | -3.8% | +2.8% | +0.6% | -0.8% | -0.7% |
| Jul 24 | Piper Sandler | Maintains | Overweight → Overweight | — | $100.40 | $99.34 | -1.1% | -3.8% | +2.8% | +0.6% | -0.8% | -0.7% |
| Jul 22 | Keefe, Bruyette & Woods | Downgrade | Outperform → Market Perform | — | $101.09 | $99.99 | -1.1% | -1.8% | +1.2% | -3.8% | +2.8% | +0.6% |
| Jul 10 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $90.98 | $92.28 | +1.4% | +1.8% | +6.3% | +1.7% | +0.6% | +2.5% |
| Apr 26 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $86.20 | $86.00 | -0.2% | +0.9% | +0.5% | -2.0% | +0.7% | +2.0% |
| Apr 25 | Wedbush | Maintains | Outperform → Outperform | — | $92.07 | $85.32 | -7.3% | -6.4% | +0.9% | +0.5% | -2.0% | +0.7% |
| Apr 25 | Deutsche Bank | Maintains | Buy → Buy | — | $92.07 | $85.32 | -7.3% | -6.4% | +0.9% | +0.5% | -2.0% | +0.7% |
| Apr 9 | Barclays | Maintains | Overweight → Overweight | — | $90.04 | $92.49 | +2.7% | +1.2% | -3.8% | +1.8% | -1.4% | -0.9% |
| Apr 9 | Keefe, Bruyette & Woods | Upgrade | Market Perform → Outperform | — | $90.04 | $92.49 | +2.7% | +1.2% | -3.8% | +1.8% | -1.4% | -0.9% |
| Jan 2 | Wedbush | Maintains | Outperform → Outperform | — | $88.37 | $88.41 | +0.0% | -0.6% | -3.2% | -0.4% | -0.4% | +3.6% |
| Date | Insider | Title | Type | Shares | Price | Value | Owned After | D1% | D5% |
|---|---|---|---|---|---|---|---|---|---|
| May 15, 2026 | Perotti Daniel StanleyOff | Chief Financial Officer | Sell | 2,925 | $87.50 | $256K | 210,625 | -2.35% | +0.28% |
| May 12, 2026 | SPECTOR DAVIDDir/Off | Chairman & CEO | Sell | 4,084 | $88.71 | $362K | 60,604 | +0.09% | +3.14% |
| May 12, 2026 | SPECTOR DAVIDDir/Off | Chairman & CEO | Sell | 3,144 | $88.02 | $277K | 64,688 | +0.09% | +3.14% |
| May 12, 2026 | SPECTOR DAVIDDir/Off | Chairman & CEO | Sell | 2,772 | $86.88 | $241K | 67,832 | +0.09% | +3.14% |
8-K · 5.03
! Medium
Unknown — 8-K 5.03: Amendment to Articles / Bylaws
PennyMac updated its bylaws, likely implementing procedural governance changes; investors should monitor for potential shifts in voting rights, board structure, or shareholder protections that could affect corporate control dynamics.
Mar 18
8-K · 7.01
! Medium
PennyMac Financial Services, Inc. -- 8-K 7.01: Regulation FD Disclosure
PennyMac Financial Services disclosed investor materials on February 11, 2026, through press release and presentation, though specific financial results or guidance were not detailed in this regulatory filing.
Feb 11
Institutional (13F) — Top 20
All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | Mfn Partners Management, Lp | 4,531,792 | $396M | New | Mar 2026 |
| 2 | Millennium Management | 2,385,760 | $209M | Added | Mar 2026 |
| 3 | Vanguard Portfolio Management Llc | 1,658,085 | $145M | New | Mar 2026 |
| 4 | Donald Smith & Co., Inc. | 1,372,204 | $120M | New | Mar 2026 |
| 5 | Vanguard Capital Management Llc | 1,292,585 | $113M | New | Mar 2026 |
| 6 | Citadel Advisors Llc | 1,158,148 | $101M | Added | Mar 2026 |
| 7 | Invesco Ltd. | 849,113 | $74M | Reduced | Mar 2026 |
| 8 | Fmr Llc | 749,341 | $65M | Reduced | Mar 2026 |
| 9 | Morgan Stanley | 288,184 | $38M | Added | Dec 2025 |
| 10 | Bank Of America Corp /de/ | 379,429 | $33M | Added | Mar 2026 |
| 11 | Boston Partners | 362,101 | $32M | Added | Mar 2026 |
| 12 | Susquehanna International Group, Llp | 309,867 | $27M | Added | Mar 2026 |
| 13 | Northern Trust Corp | 268,007 | $23M | Added | Mar 2026 |
| 14 | Janus Henderson Group Plc | 267,868 | $23M | New | Mar 2026 |
| 15 | Bank Of New York Mellon Corp | 235,734 | $21M | Reduced | Mar 2026 |
| 16 | Jpmorgan Chase & Co | 191,841 | $16M | Reduced | Mar 2026 |
| 17 | Ubs Group Ag | 183,736 | $16M | Added | Mar 2026 |
| 18 | Qube Research & Technologies Ltd | 153,722 | $13M | Reduced | Mar 2026 |
| 19 | Jane Street Group, Llc | 90,255 | $12M | New | Dec 2025 |
| 20 | Eversource Wealth Advisors, Llc | 138,617 | $10M | Added | Mar 2026 |
Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
Valuation
Market Cap
$4.44B
Enterprise Value
$10.58B
P/E (TTM)
8.86x
Forward P/E
6.67x
PEG Ratio
0.23x
P/B
0.99x
P/S
1.02x
P/FCF
-3.14x
EV/EBITDA
7.00x
Shares Out
53.9M
Financials (TTM)
Revenue
$4.36B
Net Income
$501.1M
EBITDA
$1.51B
Free Cash Flow
-$1.41B
Op Cash Flow
-$1.40B
EPS Basic
$9.69
EPS Diluted
$9.30
EPS Forward
$12.36
Gross Margin
91.4%
Op Margin
34.6%
Net Margin
11.5%
Balance Sheet
Total Assets
$29.39B
Total Liab.
$25.08B
Total Equity
$4.31B
Cash
$711.7M
LT Debt
$6.85B
Book Value/Sh
$83.30
Debt/Equity
5.35x
Current Ratio
0.04
Quick Ratio
0.04
Returns & Growth
ROE
30.3%
ROA
1.7%
ROIC
4.7%
Rev Growth YoY
+173.8%
EPS Growth YoY
+58.6%
Price Returns
2W
-4.5%
1M
-7.1%
3M
-8.8%
6M
-37.7%
12M
-12.6%
Technicals
52W High
$159.46
52W Low
$79.56
50d MA
$87.14
200d MA
$109.83
RSI (14)
46.30
ATR (14)
$2.52
Beta
1.52
Avg Volume
534K
Dividends
Div Rate
$1.21
Div Yield
1.3%
Frequency
4
Ex-Div Date
Feb 13, 2026
Analyst Price Targets
Consensus
$143.00
High
$160.00
Low
$110.00
Median
$150.00
Data updated apr 26, 2026 7:25pm
· Source: financialmodelingprep.com