Business description: PennyMac Financial Services, Inc.

PennyMac Financial Services, Inc. is a specialty financial services company, which is focused on the production and servicing of the United States mortgage loans and the management of investments related to the United States mortgage market. The Company operates through two segments: production and servicing. The production segment performs loan origination, acquisition and sale activities for its account, as well as for PennyMac Mortgage Investment Trust (PMT). Its loan production segment sources new prime credit quality residential conventional and government-insured or guaranteed mortgage loans through three channels: correspondent production, broker direct lending and consumer direct lending. The servicing segment performs servicing and subservicing of loans on behalf of non-affiliate investors, execution and management of early buyout transactions, and servicing of loans sourced and managed for PMT.

Number of employees: 5,650

Sales by Activity: PennyMac Financial Services, Inc.

Fiscal Period: December 2021 (USD) 2022 (USD) 2023 (USD) 2024 (USD) 2025 (USD)

Production

230.68Cr 87Cr 64Cr 94Cr 126.03Cr

Servicing

82Cr 108.05Cr 72Cr 60Cr 74Cr

Corporate and Other

- - - 5.67Cr 4.89Cr

Investment Management

4.33Cr 4.01Cr 3.72Cr - -

Geographical breakdown of sales: PennyMac Financial Services, Inc.

Fiscal Period: December 2021 (USD) 2022 (USD) 2023 (USD) 2024 (USD) 2025 (USD)

United States

358.23Cr 162.85Cr 200.57Cr 285.85Cr 346.21Cr

Executive Committee: PennyMac Financial Services, Inc.

Manager TitleAgeSince
Chief Executive Officer 63 01/01/2017
Director of Finance/CFO 45 01/01/2021
President 69 02/03/2021
Chief Investment Officer - 06/10/2025
Chief Tech/Sci/R&D Officer - 01/01/2020

Composition of the Board of Directors: PennyMac Financial Services, Inc.

Director TitleAgeSince
Chairman 63 22/02/2021
Director/Board Member 71 01/02/2018
Director/Board Member 73 01/12/2012
Director/Board Member 47 01/12/2012
Director/Board Member 72 01/07/2014
Director/Board Member 69 01/08/2017
Director/Board Member 69 20/02/2019
Director/Board Member 69 01/03/2023
Director/Board Member 60 16/10/2020
Director/Board Member 64 22/02/2021

Shareholders: PennyMac Financial Services, Inc.

NameEquities%Valuation
HC Partners LLC
30.17 %
1,57,41,237 30.17 % 1 421 M $
MFN Partners Management LP
8.687 %
45,31,792 8.687 % 409 M $
MFN Partners Management LP
8.687 %
45,31,792 8.687 % 409 M $
T. Rowe Price Investment Management, Inc.
7.186 %
37,48,813 7.186 % 338 M $
T. Rowe Price Investment Management, Inc.
6.908 %
36,03,567 6.908 % 325 M $

Company details: PennyMac Financial Services, Inc.

PennyMac Financial Services, Inc.

3043 Townsgate Road

91361, Westlake Village

+818 224 7442

http://www.pennymac.com
address PennyMac Financial Services, Inc.(PFSI)

Group companies: PennyMac Financial Services, Inc.

NameCategory and Sector
Finance/Rental/Leasing
Finance/Rental/Leasing
Investment Managers
Finance/Rental/Leasing
Finance/Rental/Leasing

Retail & Mortgage Banks

Change 5d. change 1-year change 3-years change Capi.($)
-2.43%-3.35%-13.25%+43.92% 456Cr
+2.18%-1.64%+22.70%+189.72% 3.05TCr
+1.64%+1.04%+39.12%+47.77% 1.18TCr
-1.14%-1.39% - - 452.98Cr
-1.17%-2.42%+25.47%+97.20% 377.21Cr
-0.94%-3.01%+26.47%+130.36% 367.17Cr
+0.70%+0.86%-5.48%+37.93% 349.12Cr
-2.38%-6.70%-11.27%+45.90% 322.4Cr
-2.73%-5.31%+40.01%+198.09% 317.64Cr
-0.03%+1.69%-1.18%+127.90% 291.5Cr
Average -0.63%-1.19%+13.62%+102.09% 716.1Cr
Weighted average by Cap. +0.67%-0.56%+20.18%+129.35%
Trader
Investor
-
Global
-
Quality
-
ESG MSCI
BBB
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
8
Last Close Price
85.69USD
Average target price
116.29USD
Spread / Average Target
+35.71%

Quarterly revenue - Rate of surprise

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