PennyMac Financial Services, Inc.

PFSI

PennyMac Financial Services, Inc.

PFSI

Insider Sentiment (TTM):

Last Purchase:2026-02-12Last Sale:2026-06-22Shares Purchased (TTM):2,250Shares Sold (TTM):288,802

Institutional Sentiment:

As of:2026-03-31Institutional Shares Owned:29,815,281Shares Outstanding:52,132,000Institutional Ownership Pct.:57.19%

Earnings Market Reaction:

Filing Date:2026-08-04Price on Filing Date:N/APrevious Close:N/A% Change:N/A

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Financial Statements

10‑Q10‑K

Values in Millions ($)	2026-06-30	2026-03-31	2025-12-31	2025-09-30	2025-06-30	2025-03-31	2024-12-31	2024-09-30	2024-06-30	2024-03-31	2023-12-31	2023-09-30
Related Party	-	-	-	-	-	-	-	-	-0	1	1	-0
Assets
Affiliated Entity	-	-	-	-	-	-	-	-	-1	31	29	3
Cash	214	220	302	622	162	211	238	146	595	927	938	1,177
Short Term Investments	534	434	410	62	462	443	421	668	189	0	10	6
Mortgages Held For Sale Fair Value Disclosure	7,820	9,954	9,123	7,490	6,961	7,095	8,217	6,566	6,239	5,200	4,421	5,187
Derivative Assets	200	277	186	200	181	172	113	191	146	109	179	103
Servicing Asset	10,587	10,149	9,599	9,654	9,531	8,964	8,745	7,752	7,923	7,483	7,099	7,084
Operating Lease Right Of Use Asset	-	-	-	-	-	-	-	-	-	-	-	53
Investments In Affiliates Subsidiaries Associates …	1	1	1	1	1	1	1	1	1	1	1	1
Other Receivables	19	18	17	40	31	29	30	33	29	31	29	28
Other Assets	994	1,009	1,027	742	715	663	770	642	567	623	582	465
Assets	29,859	31,944	29,389	25,401	24,222	23,873	26,087	22,872	21,578	19,802	18,845	18,949
Liabilities
Assets Sold Under Agreements To Repurchase Repurch…	8,435	10,178	8,794	7,130	7,344	7,058	8,685	6,601	6,408	5,435	3,764	4,412
Notes Payable	1,426	1,426	1,326	1,326	1,327	1,725	2,049	1,724	1,723	1,972	1,873	2,673
Derivative Liabilities	35	67	10	17	33	15	41	41	19	41	53	41
Servicing Liability	-	2	2	2	2	2	2	2	2	2	2	2
Accounts Payable And Accrued Liabilities Current A…	437	459	644	476	395	365	354	332	295	263	450	237
Operating Lease Liability	-	-	-	-	-	-	-	-	-	-	-	70
Other Liabilities	83	96	117	81	86	101	122	81	100	128	208	98
Accrued Income Taxes	1,216	1,206	1,184	1,151	1,097	1,159	1,131	1,106	1,082	1,047	1,043	1,060
Liabilities	25,523	27,618	25,080	21,193	20,189	19,969	22,257	19,132	17,916	16,231	15,306	15,376
Stockholders Equity Inclu…
Common Stock Value	0	0	0	0	0	0	0	0	0	0	0	-
Additional Paid In Capital Common Stock	52	47	97	87	77	69	56	54	30	27	24	11
Retained Earnings Accumulated Deficit	4,285	4,279	4,212	4,121	3,956	3,835	3,774	3,685	3,631	3,543	3,514	3,561
Stockholders Equity	4,337	4,326	4,309	4,208	4,033	3,904	3,830	3,739	3,661	3,570	3,539	3,573
Liabilities And Stockholders Equity	29,859	31,944	29,389	25,401	24,222	23,873	26,087	22,872	21,578	19,802	18,845	18,949
Asset Pledged As Collateral Without Right	-	9,425	9,368	163	398	7,636	8,609	-175	425	7,407	7,034	561
Common Stock Shares Authorized	200	200	200	200	200	200	200	200	200	200	200	-
Common Stock Par Or Stated Value Per Share	0	0	0	0	0	0	0	0	0	0	0	-
Common Stock Shares Issued	52	52	52	52	52	52	51	51	51	51	50	-
Shares Outstanding	52	52	52	52	52	52	51	51	51	51	50	-

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Earnings Market Reaction

10‑Q10‑K

Fiscal Year	Q1 1 Month	Q1 2 Month	Q1 3 Month	Q2 1 Month	Q2 2 Month	Q2 3 Month	Q3 1 Month	Q3 2 Month	Q3 3 Month	Q4 1 Month	Q4 2 Month	Q4 3 Month
2026	-3.79%	-1.25%	-3.24%	-	-	-	-	-	-	-	-	-
2025	-1.05%	-0.32%	5.37%	15.87%	32.03%	26.74%	-2.79%	3.65%	22.77%	-8.77%	-0.89%	-1.83%
2024	6.12%	7.34%	17.51%	4.68%	14.30%	11.77%	3.41%	-0.47%	5.37%	-5.00%	-8.56%	-4.35%
2023	-	-	-	-	-	-	15.35%	31.75%	27.74%	-2.77%	1.01%	7.19%
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Performance and Valuation Metrics

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Metrics	2026-06-30	2026-03-31	2025-12-31	2025-09-30	2025-06-30	2025-03-31	2024-12-31	2024-09-30	2024-06-30	2024-03-31	2023-12-31	2023-09-30
Leverage & Debt
Interest Coverage TTM	8.03	9.98	15.50	11.07	7.37	2.77	1.97	1.37	1.36	1.28	1.29	1.53
Per Share Metrics
Diluted EPS TTM	7.37	9.42	9.30	9.26	7.21	6.50	5.84	3.18	3.64	2.89	2.74	4.17
Free Cash Flow Per Share TTM	11.72	-78.14	-32.17	-57.63	-51.78	-49.91	-88.94	-38.22	-49.82	15.48	-31.69	-30.57
Dividend Per Share TTM	1.21	1.21	1.21	0.91	0.91	1.10	1.02	0.91	0.81	0.81	0.83	0.83
Margin Metrics
Gross Profit Margin TTM	-2,747.42%	-4,602.93%	-4,676.98%	-5,015.89%	-5,169.36%	-2,958.90%	-2,949.53%	-600.40%	-563.15%	-602.94%	-585.59%	-4,813.18%
Operating Profit Margin TTM	1,397.07%	2,589.92%	2,742.28%	3,019.65%	2,382.49%	1,637.75%	1,492.58%	142.04%	164.11%	135.53%	132.77%	2,628.05%
Net Profit Margin TTM	1,081.24%	2,379.72%	2,491.93%	2,756.36%	2,280.29%	1,236.80%	1,159.09%	111.11%	126.93%	109.92%	104.59%	1,884.37%
Growth Metrics
Net Revenue Growth (1Y)	114.05%	-24.35%	-25.16%	-88.18%	-88.88%	-79.84%	-80.57%	1,216.46%	1,171.94%	1,094.23%	1,016.07%	-98.83%
Net Income Growth (1Y)	1.50%	45.56%	60.90%	193.21%	99.70%	126.84%	115.29%	-22.37%	-25.93%	-53.78%	-69.58%	-64.14%
EPS Growth (1Y)	0.98%	43.81%	58.60%	190.10%	96.94%	122.62%	111.01%	-24.31%	-27.50%	-54.14%	-67.70%	-62.51%
Valuation Metrics
P/E TTM	11.48	8.92	13.47	12.68	13.11	14.52	16.36	33.45	24.21	29.09	29.56	14.64
P/B TTM	1.04	1.05	1.57	1.50	1.26	1.30	1.33	1.52	1.28	1.25	1.21	0.90
P/S TTM	124.16	212.24	335.57	349.59	298.85	179.61	189.63	37.17	30.73	31.97	30.92	275.93
Market Cap	4.51B	4.52B	6.75B	6.33B	5.07B	5.06B	5.10B	5.69B	4.69B	4.47B	4.28B	3.21B
Enterprise Value	5.72B	5.73B	7.77B	7.03B	6.23B	6.57B	6.91B	7.27B	5.81B	5.51B	5.21B	4.70B
Calculated Values
Free Cash Flow TTM	608.41M	-4.07B	-1.66B	-2.98B	-2.68B	-2.57B	-4.53B	-1.96B	-2.54B	782.60M	-1.58B	-1.53B
Net Debt	1.21B	1.21B	1.02B	703.80M	1.16B	1.51B	1.81B	1.58B	1.13B	1.04B	935.04M	1.50B
Per-Share and Margin
EPS TTM
Adjusted EPS TTM
Cash Flow Per Share TTM
Pretax Margin TTM
Stock Comp to Revenue TTM
Turnover Ratios and Averages
Average Assets
Average Equity
Average Inventory
Average Receivables
Average Accounts Payables
Inventory Turnover TTM
Payables Turnover TTM
Days Inventory Outstanding TTM
Days Payables Outstanding TTM
Cash Conversion Cycle TTM
Working Capital to Revenue
Deferred Revenue to Revenue
Growth Rates
Total Assets Growth (1Y)
Total Assets Growth (3Y)
Total Assets Growth (5Y)
Dividends Paid Growth (1Y)
Dividends Paid Growth (3Y)
Dividends Paid Growth (5Y)
EPS Growth (3Y)
EPS Growth (5Y)
Net Income Growth (3Y)
Net Income Growth (5Y)
Net Profit Margin Growth (1Y)
Net Profit Margin Growth (3Y)
Net Profit Margin Growth (5Y)
Net Revenue Growth (3Y)
Net Revenue Growth (5Y)
Deferred Revenue Growth (1Y)
Retained Earnings Growth (1Y)
Credit, Liquidity, Returns, Payout
Cash Ratio
Net Working Capital
Debt to EBITDA TTM
Net Debt to EBITDA TTM
Net Debt to Equity
Altman A
Altman B
Altman C
Altman D
Altman E
Altman Z-Score
ROA TTM
ROE TTM
NOPAT TTM
ROIC TTM
Effective Tax Rate TTM
Payout Ratio TTM
Dilution Ratio
Retained Earnings to Equity
Treasury Stock to Equity
Treasury Stock Change (1Y)
Accrued to Current Liabilities
NCAV
NCAV Per Share TTM
Valuation Ratios
P/CF TTM
Dividend Yield TTM
Free Cash Flow Yield TTM
EV EBITDA TTM
EV EBIT TTM
Stock Compensation TTM
Adjusted Net Income TTM
Billings TTM
Total Debt
Invested Capital

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Insider Transactions

2026-06-22Sale

Owner: Hendry, Gregory L

Title: MD, Chief Accounting Officer

Shares: 2,943

Price/Share: $81.71

Value: $240,472.53

Shares Owned: 48,968

Relationship: Officer

Ownership: Direct

2026-05-15Sale

Owner: Perotti, Daniel Stanley

Title: Chief Financial Officer

Shares: 2,925

Price/Share: $87.50

Value: $255,937.50

Shares Owned: 210,625

Relationship: Officer

Ownership: Indirect

2026-05-12Sale

Owner: Spector, David

Title: Chairman & CEO

Shares: 10,000

Price/Share: $87.87

Value: $878,700.00

Shares Owned: 60,604

Relationship: Director,Officer

Ownership: Indirect

2026-04-14Sale

Owner: Spector, David

Title: Chairman & CEO

Shares: 10,000

Price/Share: $93.14

Value: $931,400.00

Shares Owned: 70,604

Relationship: Director,Officer

Ownership: Indirect

2026-03-06Sale

Owner: Spector, David

Title: Chairman & CEO

Shares: 12,436

Price/Share: $86.20

Value: $1,071,983.20

Shares Owned: 529,401

Relationship: Director,Officer

Ownership: Direct

Filed Date	Owner	Relationship	Title	Ownership	Purchase/Sale	No. Shares	Price Per Share	Value	Shares Owned	Document Type
2026-06-22	Hendry, Gregory L	Officer	MD, Chief Accounting Officer	Direct	Sale	2,943	81.71	$240,472.53	48,968	4
2026-05-15	Perotti, Daniel Stanley	Officer	Chief Financial Officer	Indirect	Sale	2,925	87.50	$255,937.50	210,625	4
2026-05-12	Spector, David	Director,Officer	Chairman & CEO	Indirect	Sale	10,000	87.87	$878,700.00	60,604	4
2026-04-14	Spector, David	Director,Officer	Chairman & CEO	Indirect	Sale	10,000	93.14	$931,400.00	70,604	4
2026-03-06	Spector, David	Director,Officer	Chairman & CEO	Direct	Sale	12,436	86.20	$1,071,983.20	529,401	4
2026-03-03	Stark, Derek	Officer	Chief Legal Officer	Direct	Sale	1,066	87.66	$93,445.56	20,944	4
2026-02-25	Stark, Derek	Officer	Chief Legal Officer	Direct	Sale	1,903	91.50	$174,124.50	22,477	4
2026-02-19	Spector, David	Director,Officer	Chairman & CEO	Direct	Sale	2,950	94.88	$279,896.00	541,732	4
2026-02-17	Perotti, Daniel Stanley	Officer	Chief Financial Officer	Indirect	Sale	2,925	93.30	$272,902.50	213,550	4
2026-02-12	Kinsella, Patrick	Director	-	Direct	Purchase	2,250	89.15	$200,587.50	34,210	4
2026-01-13	Spector, David	Director,Officer	Chairman & CEO	Indirect	Sale	10,000	145.55	$1,455,500.00	100,604	4
2025-12-18	Hendry, Gregory L	Officer	MD, Chief Accounting Officer	Direct	Sale	3,530	131.64	$464,689.20	48,633	4
2025-12-16	Spector, David	Director,Officer	Chairman & CEO	Indirect	Sale	5,000	129.95	$649,750.00	110,604	4
2025-11-25	Jones, Doug	Director,Officer	Director, President & CMBO	Indirect	Sale	20,000	132.56	$2,651,200.00	430,000	4
2025-11-17	Perotti, Daniel Stanley	Officer	Chief Financial Officer	Indirect	Sale	8,775	126.72	$1,111,968.00	216,475	4
2025-11-12	Spector, David	Director,Officer	Chairman & CEO	Indirect	Sale	5,000	129.55	$647,750.00	115,604	4
2025-11-10	Jones, Doug	Director,Officer	Director, President & CMBO	Direct	Sale	23,453	127.56	$2,991,664.68	19,056	4
2025-11-05	Jones, Doug	Director,Officer	Director, President & CMBO	Direct	Sale	4,318	126.09	$544,456.62	19,056	4
2025-10-24	Perotti, Daniel Stanley	Officer	Chief Financial Officer	Direct	Sale	26,011	131.90	$3,430,850.90	9,964	4
2025-10-24	Mccallion, Anne	Director	-	Direct	Sale	27,771	131.07	$3,639,944.97	1,547	4
2025-10-23	Spector, David	Director,Officer	Chairman & CEO	Direct	Sale	71,161	127.88	$9,100,068.68	577,859	4
2025-10-22	Perotti, Daniel Stanley	Officer	Chief Financial Officer	Direct	Sale	13,110	132.16	$1,732,617.60	9,964	4
2025-10-06	Spector, David	Director,Officer	Chairman & CEO	Indirect	Sale	5,000	119.02	$595,100.00	120,604	4
2025-09-23	Spector, David	Director,Officer	Chairman & CEO	Indirect	Sale	5,000	123.22	$616,100.00	125,604	4
2025-09-05	Perotti, Daniel Stanley	Officer	Chief Financial Officer	Indirect	Sale	2,925	116.63	$341,142.75	225,250	4
2025-09-02	Perotti, Daniel Stanley	Officer	Chief Financial Officer	Indirect	Sale	5,850	108.20	$632,970.00	228,175	4
2025-08-25	Stark, Derek	Officer	Chief Legal Officer	Direct	Sale	4,750	109.56	$520,410.00	20,621	4
2025-08-18	Spector, David	Director,Officer	Chairman & CEO	Indirect	Sale	5,000	106.02	$530,100.00	130,604	4
2025-08-13	Mazzella, Joseph F	Director	-	Direct	Sale	7,107	108.16	$768,693.12	86,050	4
2025-07-07	Spector, David	Director,Officer	Chairman & CEO	Indirect	Sale	5,000	101.45	$507,250.00	135,604	4
2025-06-11	Spector, David	Director,Officer	Chairman & CEO	Indirect	Sale	5,000	98.67	$493,350.00	140,604	4
2025-05-15	Perotti, Daniel Stanley	Officer	Chief Financial Officer	Indirect	Sale	10,500	99.66	$1,046,430.00	234,025	4
2025-05-14	Spector, David	Director,Officer	Chairman & CEO	Indirect	Sale	5,000	99.15	$495,750.00	145,604	4
2025-05-02	Mazzella, Joseph F	Director	-	Direct	Sale	11,000	98.44	$1,082,840.00	92,863	4
2025-04-04	Elbaum, Mark	Officer	Chief Capital Markets Officer	Direct	Sale	410	102.88	$42,180.80	4,207	4
2025-04-02	Spector, David	Director,Officer	Chairman & CEO	Indirect	Sale	5,000	103.70	$518,500.00	150,604	4
2025-03-24	Tidmore, Abbie	Officer	Chief Revenue Officer	Direct	Sale	2,669	102.55	$273,705.95	4,878	4
2025-03-06	Follette, James	Officer	Chief Digital Officer	Direct	Sale	992	100.82	$100,013.44	7,338	4
2025-03-06	Spector, David	Director,Officer	Chairman & CEO	Indirect	Sale	5,000	101.65	$508,250.00	155,604	4
2025-03-05	Jones, Doug	Director,Officer	Director, President & CMBO	Direct	Sale	8,373	103.28	$864,763.44	19,056	4
2025-03-04	Follette, James	Officer	Chief Digital Officer	Direct	Sale	755	102.75	$77,576.25	8,330	4
2025-03-04	Stark, Derek	Officer	Chief Legal Officer	Direct	Sale	588	101.52	$59,693.76	25,621	4
2025-02-28	Spector, David	Director,Officer	Chairman & CEO	Direct	Sale	3,068	103.30	$316,924.40	632,486	4
2025-02-28	Elbaum, Mark	Officer	Chief Capital Markets Officer	Direct	Sale	83	102.09	$8,473.47	4,617	4
2025-02-26	Follette, James	Officer	Chief Digital Officer	Direct	Sale	990	102.70	$101,673.00	9,507	4
2025-02-14	Perotti, Daniel Stanley	Officer	Chief Financial Officer	Indirect	Sale	10,500	101.49	$1,065,645.00	214,997	4
2025-01-08	Spector, David	Director,Officer	Chairman & CEO	Indirect	Sale	5,000	99.58	$497,900.00	165,604	4
2024-12-26	Jones, Doug	Director,Officer	Director, President & CMBO	Indirect	Sale	7,882	103.16	$813,107.12	450,000	4
2024-12-24	Jones, Doug	Director,Officer	Director, President & CMBO	Direct	Sale	23,229	101.51	$2,357,975.79	23,892	4
2024-12-20	Perotti, Daniel Stanley	Officer	Chief Financial Officer	Direct	Sale	16,481	101.78	$1,677,436.18	37,501	4
2024-12-20	Spector, David	Director,Officer	Chairman & CEO	Direct	Sale	61,120	101.90	$6,228,128.00	634,612	4
2024-12-04	Spector, David	Director,Officer	Chairman & CEO	Indirect	Sale	10,000	104.96	$1,049,600.00	170,604	4
2024-11-20	Hendry, Gregory L	Officer	MD, Chief Accounting Officer	Direct	Sale	3,032	102.09	$309,536.88	48,040	4
2024-11-15	Perotti, Daniel Stanley	Officer	Chief Financial Officer	Indirect	Sale	10,500	100.02	$1,050,210.00	225,497	4
2024-11-12	Spector, David	Director,Officer	Chairman & CEO	Indirect	Sale	10,000	105.75	$1,057,500.00	180,604	4
2024-10-14	Spector, David	Director,Officer	Chairman & CEO	Indirect	Sale	10,000	107.22	$1,072,200.00	190,604	4
2024-09-26	Perotti, Daniel Stanley	Officer	Chief Financial Officer	Indirect	Sale	10,500	113.24	$1,189,020.00	235,997	4
2024-09-17	Spector, David	Director,Officer	Chairman & CEO	Indirect	Sale	10,000	116.90	$1,169,000.00	200,604	4
2024-09-16	Bailey, Steven Richard	Officer	Chief Servicing Officer	Direct	Sale	14,130	117.04	$1,653,775.20	14,670	4
2024-08-27	Hunt, James K	Director	-	Indirect	Sale	10,000	102.42	$1,024,200.00	26,821	4
2024-08-26	Mccallion, Anne	Director	-	Direct	Sale	23,829	103.14	$2,457,723.06	1,854	4
2024-08-21	Spector, David	Director,Officer	Chairman & CEO	Indirect	Sale	10,000	99.16	$991,600.00	210,604	4
2024-08-14	Mazzella, Joseph F	Director	-	Direct	Sale	11,396	97.92	$1,115,896.32	105,446	4
2024-07-10	Spector, David	Director,Officer	Chairman & CEO	Indirect	Sale	10,000	92.02	$920,200.00	220,604	4
2024-06-03	Spector, David	Director,Officer	Chairman & CEO	Indirect	Sale	10,000	90.56	$905,600.00	230,604	4
2024-05-22	Jones, Doug	Director,Officer	Director, President & CMBO	Indirect	Sale	30,000	91.95	$2,758,500.00	480,000	4
2024-05-15	Perotti, Daniel Stanley	Officer	Chief Financial Officer	Indirect	Sale	11,400	92.00	$1,048,800.00	246,497	4
2024-05-15	Spector, David	Director,Officer	Chairman & CEO	Indirect	Sale	10,000	93.16	$931,600.00	240,604	4
2024-05-03	Mazzella, Joseph F	Director	-	Direct	Sale	16,465	90.73	$1,493,869.45	116,546	4
2024-04-09	Spector, David	Director,Officer	Chairman & CEO	Indirect	Sale	10,000	90.72	$907,200.00	250,604	4
2024-03-25	Stark, Derek	Officer	Chief Legal Officer	Direct	Sale	5,255	89.44	$470,007.20	27,084	4
2024-03-11	Spector, David	Director,Officer	Chairman & CEO	Direct	Sale	26,451	86.05	$2,276,108.55	647,938	4
2024-03-11	Jones, Doug	Director,Officer	Director, President & CMBO	Direct	Sale	17,079	86.10	$1,470,501.90	23,892	4
2024-03-04	Follette, James	Officer	Chief Digital Officer	Direct	Sale	5,061	84.66	$428,464.26	10,789	4
2024-02-27	Follette, James	Officer	Chief Digital Officer	Direct	Sale	2,617	86.24	$225,690.08	7,257	4
2024-02-20	Spector, David	Director,Officer	Chairman & CEO	Indirect	Sale	15,000	87.18	$1,307,700.00	270,604	4
2024-02-15	Perotti, Daniel Stanley	Officer	Chief Financial Officer	Indirect	Sale	11,400	88.50	$1,008,900.00	257,897	4
2024-01-16	Spector, David	Director,Officer	Chairman & CEO	Indirect	Sale	15,000	84.43	$1,266,450.00	285,604	4
2023-12-18	Mazzella, Joseph F	Director	-	Indirect	Sale	12,000	88.70	$1,064,400.00	165,031	4
2023-12-14	Stark, Derek	Officer	Chief Legal Officer	Direct	Sale	6,925	89.92	$622,696.00	28,211	4
2023-12-14	Chang, William Herbert	Officer	Chief Capital Markets Officer	Direct	Sale	9,900	91.85	$909,315.00	31,159	4
2023-12-13	Perotti, Daniel Stanley	Officer	Chief Financial Officer	Indirect	Sale	3,800	85.50	$324,900.00	269,297	4
2023-12-11	Jones, Doug	Director,Officer	Director, President & CMBO	Indirect	Sale	7,170	80.38	$576,324.60	510,000	4
2023-12-11	Bailey, Steven Richard	Officer	Chief Servicing Officer	Direct	Sale	300	80.00	$24,000.00	8,900	4
2023-12-11	Follette, James	Officer	Chief Mort Fulfillment Off.	Direct	Sale	21,742	80.42	$1,748,491.64	11,976	4
2023-12-11	Perotti, Daniel Stanley	Officer	Chief Financial Officer	Direct	Sale	16,881	80.58	$1,360,270.98	30,343	4
2023-12-08	Hendry, Gregory L	Officer	MD, Chief Accounting Officer	Direct	Sale	3,077	79.26	$243,883.02	47,182	4
2023-12-08	Spector, David	Director,Officer	Chairman & CEO	Direct	Sale	72,301	79.98	$5,782,633.98	650,183	4
2023-12-08	Kinsella, Patrick	Director	-	Direct	Sale	10,000	79.61	$796,100.00	26,596	4
2023-12-01	Spector, David	Director,Officer	Chairman & CEO	Indirect	Sale	15,000	78.30	$1,174,500.00	300,604	4
2023-11-15	Perotti, Daniel Stanley	Officer	Chief Financial Officer	Indirect	Sale	7,600	76.16	$578,816.00	273,097	4
2023-11-08	Spector, David	Director,Officer	Chairman & CEO	Indirect	Sale	15,000	71.47	$1,072,050.00	315,604	4
2023-10-02	Spector, David	Director,Officer	Chairman & CEO	Indirect	Sale	15,000	65.82	$987,300.00	330,604	4
2023-09-20	Spector, David	Director,Officer	Chairman & CEO	Indirect	Sale	15,000	69.23	$1,038,450.00	345,604	4
2023-08-15	Perotti, Daniel Stanley	Officer	Chief Financial Officer	Indirect	Sale	7,600	72.37	$550,012.00	280,697	4
2023-08-07	Spector, David	Director,Officer	Chairman & CEO	Indirect	Sale	15,000	76.28	$1,144,200.00	360,604	4
2023-07-18	Spector, David	Director,Officer	Chairman & CEO	Indirect	Sale	15,000	77.32	$1,159,800.00	375,604	4
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Institutional Ownership

No data available for chart

2026-03-31

57.19%

Inst. Shares: 29,815,281

Shares Outstanding: 52,132,000

2025-12-31

51.95%

Inst. Shares: 26,873,641

Shares Outstanding: 51,728,000

2025-09-30

53.04%

Inst. Shares: 27,437,538

Shares Outstanding: 51,730,000

2025-06-30

50.32%

Inst. Shares: 26,000,749

Shares Outstanding: 51,667,000

2025-03-31

51.65%

Inst. Shares: 26,603,817

Shares Outstanding: 51,506,000

Date	Institutional Shares Owned	Shares Outstanding	Institutional Ownership %
2026-03-31	29,815,281	52,132,000	57.19%
2025-12-31	26,873,641	51,728,000	51.95%
2025-09-30	27,437,538	51,730,000	53.04%
2025-06-30	26,000,749	51,667,000	50.32%
2025-03-31	26,603,817	51,506,000	51.65%
2024-12-31	25,760,402	50,990,000	50.52%
2024-09-30	25,236,660	51,180,000	49.31%
2024-06-30	24,030,852	50,955,000	47.16%
2024-03-31	23,276,849	50,547,000	46.05%
2023-12-31	23,522,348	49,978,000	47.07%
2023-09-30	23,157,758	49,902,000	46.41%
2023-06-30	23,686,370	49,874,000	47.49%
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PennyMac Financial Services, Inc. (PFSI) — SEC Financial Statements & Analysis

PennyMac Financial Services, Inc. (PFSI) is a mortgage bankers & loan correspondents company, incorporated in DE. PennyMac Financial Services, Inc. trades on NYSE as: PFSI. Based on its latest SEC filing (Form 10-Q, period ending 2026-06-30), PennyMac Financial Services, Inc. reported a 114.05% year-over-year revenue growth, a Gross Profit Margin of -2747.42% (TTM), a Price-to-Sales (P/S) ratio of 124.16x (TTM), a Price-to-Book (P/B) ratio of 1.04x (TTM), at a market cap of $4.51B. Figures below are sourced from SEC EDGAR, as-filed.

Net Revenue TTM Growth 1Y: 114.05%
Gross Profit Margin TTM: -2747.42%
P/S TTM: 124.16x
P/B TTM: 1.04x
Market Cap: $4.51B

Data as of 2026-06-30 · Source: SEC EDGAR

Frequently Asked Questions

What industry is PennyMac Financial Services, Inc. in?

PennyMac Financial Services, Inc. (PFSI) operates in the Mortgage Bankers & Loan Correspondents industry.

What is PFSI's market cap?

PennyMac Financial Services, Inc. (PFSI) has a market capitalization of $4.51B as of 2026-06-30.

What is PFSI's P/E ratio?

PennyMac Financial Services, Inc. (PFSI)'s trailing twelve month P/E ratio is 11.48x as of 2026-06-30.

What exchange does PFSI trade on?

PennyMac Financial Services, Inc. (PFSI) trades on the NYSE.

Where is PennyMac Financial Services, Inc. incorporated?

PennyMac Financial Services, Inc. is incorporated in DE.