PFSI

PennyMac Financial Services, Inc.

NYSE · Mortgage Bankers & Loan Correspondents · Inc. DE · CIK 0001745916
$81.66 +1.21% $4.2B
Insider Selling Cluster (2 insiders)12 New Institutional Positions8 Institutional Exits
Vol
Market Cap$4.2B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (73%)
Inst. Holders50 funds
Inst. Value$1.4B
Inst. Activity12 buys / 8 sells
Insider Activity1B / 7S
Insider Net $-$2.1M
SEC Reports9
Exchange NYSE·Sector Mortgage Bankers & Loan Correspondents·Inc. DE·CIK 0001745916·Prev Close $80.68

Recent Activity

Jun 11, 2026 SEC
PennyMac Financial Services elected Tiffany To, CEO of AI software company Ontollo, to its Board of Directors on June 5,
8-K — Impact 2/10
Jun 10, 2026 Event
PennyMac Corp. v. Bongiovanni
Court ruling from Appellate Division of the Supreme Court of the State of New York. Docket: 2024-071
Jun 6, 2026 SEC
The Fifth Circuit affirmed the district court's dismissal of a borrower lawsuit against PennyMac Loan Services (a PFSI s
COURT-RULING — Impact 2/10
May 31, 2026 SEC
The court granted plaintiff's motion to file a second amended complaint in a pro se lawsuit against PennyMac Financial S
COURT-RULING — Impact 1/10
May 15, 2026 Insider
Perotti Daniel Stanley sold 2,925 shares
Chief Financial Officer @ $87.50 ($255.9K)
May 12, 2026 Insider
SPECTOR DAVID sold 2,772 shares
Chairman & CEO @ $86.88 ($240.8K)
May 8, 2026 Insider
SPECTOR DAVID disposed of 25,000 shares
Chairman & CEO
Inst.
Invesco Ltd. — TRIM
849,113 shares ($74.2M)

Price Targets

$116.29 +42.4% upside Strong Buy
Current $81.66 Low $94.00 Median $108.00 High $150.00 7 analysts
$94.00 $150.00

Analyst Ratings

Buy73% buy · 15 analysts
3Strong Buy
8Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 11, 2026 Barclays MAINTAIN Overweight → Overweight
May 8, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform → Outperform
May 6, 2026 Piper Sandler MAINTAIN Overweight → Overweight
May 6, 2026 Wells Fargo MAINTAIN Overweight → Overweight
Apr 24, 2026 Stephens & Co. INITIATE Equal-Weight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $2.31 ▼ -17.3% $2.22 — $2.42 -46% YoY 5
Next Q $2.84 ▼ -8.0% $2.65 — $2.97 -17% YoY 5
Current FY $10.49 ▼ -6.8% $9.70 — $10.93 -16% YoY 5
Next FY $14.26 ▼ -9.1% $12.00 — $15.94 36% YoY 5

Top Institutional Holders

FundValueMove
BlackRock, Inc.$192.6M
DIMENSIONAL FUND ADVISORS LP$167.5M
VANGUARD PORTFOLIO MANAGEMENT LLC$144.9M
VANGUARD CAPITAL MANAGEMENT LLC$113.0M
CITADEL ADVISORS LLC$101.2M

Recent Insider Trades

DateInsiderTypeValue
May 15, 2026Perotti DanielSELL$255.9K
May 12, 2026SPECTOR DAVIDSELL$240.8K
May 8, 2026SPECTOR DAVIDJ$0.00
May 7, 2026Chandra SunilA$31.3K
May 7, 2026MAZZELLA JOSEPHA$33.4K
50 institutional holders with $1.4B total value (16,375,194 shares) as of 2026-Q1. Top holders: BlackRock,, DIMENSIONAL, VANGUARD. Net buying activity: 12 institutions added/increased vs 8 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.2,203,681$192.6M13.4%
2DIMENSIONAL FUND ADVISORS LP1,916,271$167.5M11.7%
3VANGUARD PORTFOLIO MANAGEMENT LLC1,658,085$144.9M10.1%
4VANGUARD CAPITAL MANAGEMENT LLC1,292,585$113.0M7.9%
5CITADEL ADVISORS LLC1,158,148$101.2M7.1%
6STATE STREET CORP857,152$74.9M5.2%
7Invesco Ltd.849,113$74.2M5.2%TRIM -45.9%
8FMR LLC749,341$65.5M4.6%TRIM -66.3%
9GOLDMAN SACHS GROUP INC669,851$58.5M4.1%
10CHARLES SCHWAB INVESTMENT MANAGEMENT INC468,772$41.0M2.9%
11SUSQUEHANNA INTERNATIONAL GROUP, LLP395,800$34.6M2.4%
12SUSQUEHANNA INTERNATIONAL GROUP, LLP390,200$34.1M2.4%
13BANK OF AMERICA CORP /DE/379,429$33.2M2.3%DOUBLED +173.9%
14SUSQUEHANNA INTERNATIONAL GROUP, LLP309,867$27.1M1.9%
15PEAK6 LLC286,600$25.0M1.7%
16WELLINGTON MANAGEMENT GROUP LLP272,270$23.8M1.7%NEW
17JANUS HENDERSON GROUP PLC267,868$23.4M1.6%DOUBLED +1882.2%
18AMERIPRISE FINANCIAL INC266,600$23.3M1.6%
19Holocene Advisors, LP228,911$20.0M1.4%DOUBLED +11001.4%
20MASSACHUSETTS FINANCIAL SERVICES CO /MA/205,178$17.9M1.2%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Invesco Ltd.TRIM1,569,184849,113-45.9%$74.2M2026-Q1
FMR LLCTRIM2,226,631749,341-66.3%$65.5M2026-Q1
BANK OF AMERICA CORP /DE/DOUBLED138,527379,429+173.9%$33.2M2026-Q1
WELLINGTON MANAGEMENT GROUP LLPNEW272,270$23.8M2026-Q1
JANUS HENDERSON GROUP PLCDOUBLED13,514267,868+1882.2%$23.4M2026-Q1
Holocene Advisors, LPDOUBLED2,062228,911+11001.4%$20.0M2026-Q1
Nuveen, LLCTRIM150,28065,644-56.3%$5.7M2026-Q1
SEI INVESTMENTS COTRIM25,20115,345-39.1%$1.3M2026-Q1
Cullen Capital Management, LLCDOUBLED1,9375,743+196.5%$501.9K2026-Q1
Jain Global LLCTRIM7,6165,524-27.5%$482.8K2026-Q1
PRUDENTIAL FINANCIAL INCDOUBLED1,8554,660+151.2%$407.3K2026-Q1
WOLVERINE ASSET MANAGEMENT LLCDOUBLED1,3193,068+132.6%$268.1K2026-Q1
CWM, LLCDOUBLED7532,991+297.2%$261.4K2026-Q1
Rockefeller Capital Management L.P.DOUBLED184784+326.1%$68.5K2026-Q1
BNP Paribas Asset Management Holding S.A.ADD465603+29.7%$52.7K2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd.DOUBLED88288+227.3%$25.2K2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.DOUBLED27272+907.4%$23.8K2026-Q1
Allworth Financial LPTRIM11584-27.0%$7.3K2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/NEAR_EXIT671,02538,737-94.2%$3.4K2026-Q1
NORGES BANKEXIT335,9110-100.0%$0.002026-Q1
NORGES BANKNEW335,911$44.3M2025-Q4
TWO SIGMA INVESTMENTS, LPTRIM310,919213,171-31.4%$28.1M2025-Q4
MORGAN STANLEYADD115,273144,092+25.0%$19.0M2025-Q4
BANK OF AMERICA CORP /DE/TRIM186,323138,527-25.7%$18.3M2025-Q4
ALLIANCEBERNSTEIN L.P.NEW86,390$11.4M2025-Q4
12 unique insiders with 50 transactions. Net insider value: -$2.1M ($200.6K bought, $2.3M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 15, 2026Perotti Daniel StanleyChief Financial OfficerSELL2,925$87.50$255.9K
May 12, 2026SPECTOR DAVIDChairman & CEOSELL2,772$86.88$240.8K
May 8, 2026SPECTOR DAVIDChairman & CEOJ25,000
May 7, 2026Chandra SunilDirectorAWARD336$93.03$31.3K
May 7, 2026MAZZELLA JOSEPH FDirectorAWARD359$93.03$33.4K
May 7, 2026NANJI FARHADDirectorAWARD338$93.03$31.4K
Apr 14, 2026SPECTOR DAVIDChairman & CEOSELL9,583$92.80$889.3K
Mar 6, 2026SPECTOR DAVIDChairman & CEOSELL729$85.26$62.2K
Mar 3, 2026STARK DEREKChief Legal OfficerSELL1,066$87.66$93.4K
Feb 28, 2026ELBAUM MARKChief Capital Markets OfficerTAX W/H71$91.93$6.5K
Feb 28, 2026Jones DougDirector, President & CMBOTAX W/H1,704$91.93$156.6K
Feb 28, 2026SPECTOR DAVIDChairman & CEOTAX W/H3,097$91.93$284.7K
Feb 28, 2026Tidmore AbbieChief Revenue OfficerTAX W/H300$91.93$27.6K
Feb 28, 2026Follette JamesChief Digital OfficerTAX W/H599$91.93$55.1K
Feb 28, 2026STARK DEREKChief Legal OfficerTAX W/H467$91.93$42.9K
Feb 28, 2026Perotti Daniel StanleyChief Financial OfficerTAX W/H849$91.93$78.0K
Feb 28, 2026Hendry Gregory LMD, Chief Accounting OfficerTAX W/H32$91.93$2.9K
Feb 25, 2026STARK DEREKChief Legal OfficerSELL1,903$91.50$174.1K
Feb 24, 2026Perotti Daniel StanleyChief Financial OfficerTAX W/H616$90.33$55.6K
Feb 24, 2026Jones DougDirector, President & CMBOTAX W/H1,597$90.33$144.3K
Feb 24, 2026Hendry Gregory LMD, Chief Accounting OfficerTAX W/H45$90.33$4.1K
Feb 24, 2026Follette JamesChief Digital OfficerTAX W/H554$90.33$50.0K
Feb 24, 2026STARK DEREKChief Legal OfficerTAX W/H345$90.33$31.2K
Feb 24, 2026Tidmore AbbieChief Revenue OfficerTAX W/H204$90.33$18.4K
Feb 24, 2026SPECTOR DAVIDChairman & CEOTAX W/H3,106$90.33$280.6K
Feb 20, 2026Tidmore AbbieChief Revenue OfficerEXERCISE2,054
Feb 20, 2026Follette JamesChief Digital OfficerEXERCISE3,424
Feb 20, 2026Jones DougDirector, President & CMBOEXERCISE7,610
Feb 20, 2026Jones DougDirector, President & CMBOAWARD7,610
Feb 20, 2026STARK DEREKChief Legal OfficerEXERCISE2,130
Feb 20, 2026Hendry Gregory LMD, Chief Accounting OfficerAWARD304
Feb 20, 2026Perotti Daniel StanleyChief Financial OfficerEXERCISE3,805
Feb 20, 2026Perotti Daniel StanleyChief Financial OfficerAWARD3,805
Feb 20, 2026SPECTOR DAVIDChairman & CEOEXERCISE13,699
Feb 20, 2026SPECTOR DAVIDChairman & CEOAWARD13,699
Feb 20, 2026Tidmore AbbieChief Revenue OfficerAWARD2,054
Feb 20, 2026Follette JamesChief Digital OfficerAWARD3,424
Feb 20, 2026STARK DEREKChief Legal OfficerAWARD2,130
Feb 20, 2026Hendry Gregory LMD, Chief Accounting OfficerEXERCISE304
Feb 19, 2026SPECTOR DAVIDChairman & CEOSELL5,826$93.97$547.5K
Feb 13, 2026SPECTOR DAVIDChairman & CEOJ25,000
Feb 12, 2026Kinsella PatrickDirectorBUY2,250$89.15$200.6K
Feb 12, 2026Jones DougDirector, President & CMBOAWARD23,771
Feb 12, 2026Jones DougDirector, President & CMBOAWARD9,358
Feb 12, 2026Follette JamesChief Digital OfficerAWARD9,716
Feb 12, 2026Follette JamesChief Digital OfficerAWARD3,825
Feb 12, 2026SPECTOR DAVIDChairman & CEOAWARD19,810
Feb 12, 2026SPECTOR DAVIDChairman & CEOAWARD50,319
Feb 12, 2026Hendry Gregory LMD, Chief Accounting OfficerAWARD314
Feb 12, 2026Hendry Gregory LMD, Chief Accounting OfficerAWARD798

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (73% buy). Based on 15 analysts: 3 strong buy, 8 buy, 4 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$116.29 mean target +42.4% upside Strong Buy (3.00)
$94.00 Low $150.00 High
MetricValue
Current Price$81.66
Target Low$94.00
Target Mean$116.29
Target Median$108.00
Target High$150.00
# Analysts7
RecommendationStrong Buy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$2.31 $2.22 $2.42 -46.0% -17.3% 0↑ 4↓ $0.6B 35.9% 5
Next Q
2026-09-30
$2.84 $2.65 $2.97 -17.3% -8.0% 1↑ 3↓ $0.6B 1.1% 5
Current FY
2026-12-31
$10.49 $9.70 $10.93 -15.5% -6.8% 0↑ 4↓ $2.4B 19.3% 5
Next FY
2027-12-31
$14.26 $12.00 $15.94 36.0% -9.1% 0↑ 4↓ $3.0B 22.7% 5

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$2.314
7d ago$2.895-0.581
30d ago$2.797-0.483
60d ago$2.923-0.609
90d ago$2.794-0.481
7 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 2 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 11, 2026 Barclays MAINTAIN Overweight Overweight
May 8, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
May 6, 2026 Piper Sandler MAINTAIN Overweight Overweight
May 6, 2026 Wells Fargo MAINTAIN Overweight Overweight
Apr 24, 2026 Stephens & Co. INITIATE Equal-Weight
Apr 9, 2026 Wells Fargo MAINTAIN Overweight Overweight
Apr 6, 2026 Barclays MAINTAIN Overweight Overweight
Apr 2, 2026 Piper Sandler MAINTAIN Overweight Overweight
Mar 16, 2026 Keefe, Bruyette & Woods UPGRADE Market Perform Outperform
Feb 2, 2026 Keefe, Bruyette & Woods MAINTAIN Market Perform Market Perform
Jan 30, 2026 Barclays MAINTAIN Overweight Overweight
Jan 30, 2026 Piper Sandler MAINTAIN Overweight Overweight
Jan 30, 2026 Wells Fargo MAINTAIN Overweight Overweight
Jan 15, 2026 Piper Sandler MAINTAIN Overweight Overweight
Jan 6, 2026 Barclays MAINTAIN Overweight Overweight
Jan 5, 2026 Wells Fargo MAINTAIN Overweight Overweight
Dec 29, 2025 BTIG MAINTAIN Buy Buy
Dec 22, 2025 Piper Sandler MAINTAIN Overweight Overweight
Dec 19, 2025 Jefferies INITIATE Buy
Dec 18, 2025 Keefe, Bruyette & Woods MAINTAIN Market Perform Market Perform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20263840073%
May 1, 20263830079%
Apr 1, 20263830079%
Mar 1, 20264740073%
Feb 1, 20264740073%
Jan 1, 20264740073%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 10, 2026
Enforcement
PennyMac Corp. v. Bongiovanni
Court ruling from Appellate Division of the Supreme Court of the State of New York. Docket: 2024-07149
Jun 5, 2026
Enforcement
Cooper v. PennyMac Loan Services
Court ruling from Court of Appeals for the Fifth Circuit. Docket: 25-20114
May 5, 2026
earnings_calendar
PFSI Q1 2026 Earnings After Market Close — 2026-05-05
Apr 29, 2026
earnings_calendar
PFSI Q1 2026 Earnings After Market Close — 2026-04-29
Apr 20, 2026
earnings_calendar
PFSI Q1 2026 Earnings After Market Close — 2026-04-20
Apr 9, 2026
short_volume
Short Volume: PFSI — 76.1% short (0.4M / 0.5M)
Short: 388,852 | Exempt: 0 | TRF Vol: 511,007 | Short Ratio: 76.1% | Off-exchange volume (dark pool + OTC)
Mar 25, 2026
Enforcement
HSR Early Termination: PennyMac Financial Services, Inc.; Cenlar Capital Corporation
The FTC granted early termination of the HSR Act waiting period for a transaction involving PennyMac Financial Services, Inc.; Cenlar Capital Corporat
Mar 25, 2026
Enforcement
HSR Early Termination: PennyMac Financial Services, Inc.; Cenlar Capital Corporation
The FTC granted early termination of the HSR Act waiting period for a transaction involving PennyMac Financial Services, Inc.; Cenlar Capital Corporat
Mar 10, 2026
Enforcement
Kareem James Roberts v. PennyMac Financial Services and Daniel S. Perotti
Court ruling from District Court, D. New Jersey. Docket: 2:24-cv-09995
Feb 24, 2026
short_interest
FTD: PFSI — 26,680 shares ($2.4M) failed to deliver
Settlement: 20260224, Price: $90.33, FTD Value: $2,410,004.4, PENNYMAC FINL SVCS INC NEW COM